# ![@samirsVRworld Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1610733978578714626.png) @samirsVRworld Samir's Virtual World

Samir's Virtual World posts on X about $lpth, $rdw, acquisition, key the most. They currently have [--] followers and [--] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1610733978578714626/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1610733978578714626/c:line/m:interactions.svg)

- [--] Week [-----] +703%
- [--] Year [------] +2,872%

### Mentions: [--] [#](/creator/twitter::1610733978578714626/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1610733978578714626/c:line/m:posts_active.svg)

- [--] Week [--] +400%
- [--] Year [--] +1,225%

### Followers: [--] [#](/creator/twitter::1610733978578714626/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1610733978578714626/c:line/m:followers.svg)

- [--] Week [--] +24%
- [--] Year [--] +271%

### CreatorRank: [---------] [#](/creator/twitter::1610733978578714626/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1610733978578714626/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [countries](/list/countries)  [stocks](/list/stocks)  [technology brands](/list/technology-brands) 

**Social topic influence**
[$lpth](/topic/$lpth) #56, [$rdw](/topic/$rdw) #66, [acquisition](/topic/acquisition), [key](/topic/key), [growth](/topic/growth), [up to](/topic/up-to), [market](/topic/market), [space](/topic/space), [solar](/topic/solar), [systems](/topic/systems)

**Top accounts mentioned or mentioned by**
[@fundmyfund](/creator/undefined) [@spaceinvestord](/creator/undefined) [@cruxcapital](/creator/undefined) [@blackscholesman](/creator/undefined) [@arnelutsch](/creator/undefined) [@scotto2050](/creator/undefined) [@redwire](/creator/undefined) [@sjcapitalinvest](/creator/undefined) [@insta360](/creator/undefined) [@chimpcapital](/creator/undefined) [@deepinference](/creator/undefined) [@asyminvestor](/creator/undefined) [@otium33](/creator/undefined) [@zoomyzoomm](/creator/undefined) [@dwlinvestments](/creator/undefined) [@t1energy](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@fiscalai](/creator/undefined) [@bussinbiotech](/creator/undefined) [@cheekybaua](/creator/undefined)

**Top assets mentioned**
[Redwire Corporation (RDW)](/topic/$rdw) [nLIGHT, Inc. Common Stock (LASR)](/topic/$lasr) [Unusual Machines, Inc (UMAC)](/topic/$umac) [Ondas Holdings Inc. Common Stock (ONDS)](/topic/$onds) [First Solar, Inc. (FSLR)](/topic/$fslr) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Amazon.com, Inc. (AMZN)](/topic/$amzn)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Insta360 X4 [---] camera coming out in [----] Ill dive into the rumors and potential likely upgrades in this post #insta360 #360camera https://samirsvirtualworld.com/insta360-x4/ https://samirsvirtualworld.com/insta360-x4/"  
[X Link](https://x.com/samirsVRworld/status/1762884478106468755)  2024-02-28T16:56Z [--] followers, [---] engagements


"@insta360 You mean a big [--] inch stand alone [---] camera 😉"  
[X Link](https://x.com/samirsVRworld/status/1831373807850025145)  2024-09-04T16:48Z [--] followers, [--] engagements


"Updated list of selfie sticks for your [---] camera including Insta360 X4 and X3. Recently added action stick as well as the add on all purpose tripod Check photos and written guide http://samirsvirtualworld.com/best-selfie-sticks-360-camera/ http://samirsvirtualworld.com/best-selfie-sticks-360-camera/"  
[X Link](https://x.com/samirsVRworld/status/1874960038143627634)  2025-01-02T23:24Z [--] followers, [--] engagements


"@fundmyfund Looks like he bought a "commodity" lens producer and then can roll it up into full stack camera product with all new black diamond glass also. higher margins"  
[X Link](https://x.com/samsAIworld/status/2013797713448505788)  2026-01-21T02:16Z [--] followers, [--] engagements


"$LPTH Larger Diameter Optics (Post-Amorphous Acquisition): Competitive Product Opportunities The expansion up to 17-inch chalcogenide glass blanks enables participation in higher-performance segments previously limited by size constraints. Key areas: Ultra-long-range cooled thermal imaging systems (e.g. ground-based surveillance with detection ranges exceeding 30-50 km for vehicles). High-resolution MWIR/LWIR cameras for counter-UAS border security and naval applications. Space-qualified infrared optics including sensors for satellite earth observation and missile warning programs. Premium"  
[X Link](https://x.com/anyuser/status/2014906412900700654)  2026-01-24T03:41Z [--] followers, [---] engagements


"LightPath Technologies ( $LPTH) Key Financial Metrics - Market Capitalization: Approximately $763 million - Trailing P/S Ratio: [-----] (TTM revenue $43.86 million) - Forward P/S (FY2026 ending June 2026): [----] (consensus revenue estimate $61.57 million) - FY2026 Revenue Growth Estimate: 65.5% year-over-year - Order Backlog: $90+ million (majority in systems/subsystems) - Cash Position: Q1 FY2026 reported $11.5 million; significantly increased post-December [----] closing of $60 million public stock offering (net proceeds for working capital/acquisitions including recent Amorphous deal) Given"  
[X Link](https://x.com/anyuser/status/2014909693903388979)  2026-01-24T03:54Z [--] followers, [---] engagements


"One thing I really liked was when he talked about a [--] year window where his competitors had no options on germanium free glass. That means $LPTH gets a revenue boost and other lose revenue. This is his chance to buy competitors on the cheap. For example their latest buyout was for 2-3 x sales with Amorphous but it also gave them entirely new markets. And LPTH trades at 10x sales so this is a no brainer to continue to acquire other companies with this discrepancy. They aim to consolidate and be the next FLIR. Only downside is dilution but is that really dilution when buying at 3x sales with"  
[X Link](https://x.com/samsAIworld/status/2022112239965106354)  2026-02-13T00:55Z [--] followers, [---] engagements


"@SpaceInvestor_D What do you feel about the current quarter Expect rebound after government opened up again Seems like that was reason for late last year problems. $RDW"  
[X Link](https://x.com/samsAIworld/status/2022098029315338702)  2026-02-12T23:58Z [--] followers, [----] engagements


"@SpaceInvestor_D $RDW seems to be doing it all. But that cash burn is also what's holding stock price back. When to expect another dilution or do you think they have been using the ATM"  
[X Link](https://x.com/samsAIworld/status/2022848399448424670)  2026-02-15T01:40Z [--] followers, [---] engagements


"@fundmyfund some folks are getting mixed up as to why people are using zinc and not 100% blackdiamond. Like you said some cameras are made for one use only :) and some mass produced drones need to be as cheap as possible at the cost of reduced quality cameras"  
[X Link](https://x.com/samsAIworld/status/2016248665875124518)  2026-01-27T20:35Z [--] followers, [--] engagements


"@BlackScholesMan Yeah I saw that they had invested in them last year but as far as I can see that they have not actually put their higher end glass in any of their drones yet. Emphasis on yet 😂"  
[X Link](https://x.com/samsAIworld/status/2016261254197706785)  2026-01-27T21:25Z [--] followers, [--] engagements


"@BlackScholesMan Well the biotech index is on a massive bull market so doesn't look like they are concerned. Wish I had held on to $XBI but got off too quickly"  
[X Link](https://x.com/samsAIworld/status/2016498546929795421)  2026-01-28T13:08Z [--] followers, [--] engagements


"@SpaceInvestor_D $onds raises billions and stock price goes up but people "get" the story of buying up multiple companies and combining for future growth. $rdw have been doing same thing but price got crushed in 2025"  
[X Link](https://x.com/samsAIworld/status/2016500190929146108)  2026-01-28T13:14Z [--] followers, [---] engagements


"@Chimp_Capital and that is despite the huge private equity dumping of shares. Private equity owns 40% and is taking some profits after lockup with prior deal $rdw"  
[X Link](https://x.com/samsAIworld/status/2017036084757107070)  2026-01-30T00:44Z [--] followers, [---] engagements


"@SpaceInvestor_D Thats one thing that drew me from $LPTH to $RDW. they both started as selling components and are now moving up the value chain. They also do buyouts to expand their offerings. Sound like lpth with soon be in space lenses :)"  
[X Link](https://x.com/samsAIworld/status/2017038686194438655)  2026-01-30T00:54Z [--] followers, [---] engagements


"Redwire CEO Peter Cannito's Motley Fool interview summary (recorded Jan [--] 2026) $RDW - **Second golden age of space** is underway driven primarily by commercial companies (not just governments) forming the core thesis behind Redwire's founding and ongoing relevance. - Redwire provides **essential building blocks** (subsystems components) for virtually every space mission across commercial civil and national security sectors. - Strategic evolution in the past [---] years: shifted **up the value chain** from subsystems to full **platform provider** now offering seven platforms (five spacecraft +"  
[X Link](https://x.com/anyuser/status/2017040700873822660)  2026-01-30T01:02Z [--] followers, [---] engagements


"@DeepInference Expected growth in [----] rather than [----] since further down the curve for use cases. $MRAM Or have you seen otherwise"  
[X Link](https://x.com/samsAIworld/status/2017045336896790607)  2026-01-30T01:20Z [--] followers, [---] engagements


"@crux_capital_ Good short term catalyst for helping hold up the stock price despite market downturn. Showing off lasers next week $LASR"  
[X Link](https://x.com/samsAIworld/status/2019530197612061135)  2026-02-05T21:54Z [--] followers, [---] engagements


"@crux_capital_ Still trying to create a system on when to sell when you own a company that you believe in [--] years out. In retrospect it was obvious a couple of weeks ago that things were getting a bit frothy"  
[X Link](https://x.com/samsAIworld/status/2019557230324940836)  2026-02-05T23:42Z [--] followers, [---] engagements


"@fundmyfund If $umac earnings release in march they may have better guidance for customer demand. If they guide to [--] million for 2Q then it will become a now story one moment from now"  
[X Link](https://x.com/samsAIworld/status/2020214183506182618)  2026-02-07T19:12Z [--] followers, [--] engagements


"@fundmyfund Agreed but I think you saw that likely little viewed video podcast of him. Even if he repeats what he said there about all the imminent ramp up in sales it will get people going"  
[X Link](https://x.com/samsAIworld/status/2020276842964337121)  2026-02-07T23:21Z [--] followers, [--] engagements


"@fundmyfund Your math seems correct and surprised me. I really believed ramp will start in current quarter but revenues seem "miniscule" compared to his hype interview. Must be a lot of contracts outside of this military contract. $UMAC"  
[X Link](https://x.com/samsAIworld/status/2020575031852409147)  2026-02-08T19:06Z [--] followers, [--] engagements


"@asym_investor What is eventual sales once both factories are open and full capacity in [----] for $TE One thing to note is that profit margins will end up being lower than $FSLR due to tech used and also need to factor in all the debt/dilution"  
[X Link](https://x.com/samsAIworld/status/2020684342075474208)  2026-02-09T02:21Z [--] followers, [---] engagements


"@scotto2050 @Redwire So massive rise in share count mostly from edge autonomy buy or other serial cash raises $RDW"  
[X Link](https://x.com/samsAIworld/status/2020986155643306054)  2026-02-09T22:20Z [--] followers, [----] engagements


"@SJCapitalInvest @otium33 $TE i think biggest issues for $TE itself is: 1) debt/dilution 2) Competition- massive ramp up in USA from other companies and well as overseas panels being similar price even after tariffs both of these factors will affect margin long term. Short term however is bullish"  
[X Link](https://x.com/samsAIworld/status/2020987459480498358)  2026-02-09T22:25Z [--] followers, [---] engagements


"@zoomyzoomm So $LITE is direct competitor to $POET"  
[X Link](https://x.com/samsAIworld/status/2020991691562311692)  2026-02-09T22:42Z [--] followers, [---] engagements


"@crux_capital_ Yah makes sense . maybe the better question is when the massive ramp in revenues will happen. Like you said with POET they are longer-term holds maybe because you understand the revenue ramp will come later vs other companies on your list"  
[X Link](https://x.com/samsAIworld/status/2021017434761855294)  2026-02-10T00:24Z [--] followers, [--] engagements


"@scotto2050 @DWL_Investments @Redwire they also buying a spin off from L3 HARRIS"  
[X Link](https://x.com/samsAIworld/status/2021072002447179988)  2026-02-10T04:01Z [--] followers, [---] engagements


"@ArneLutsch Where are all these panels for all these projects coming from Overseas from lower tariff countries"  
[X Link](https://x.com/samsAIworld/status/2021242377961148829)  2026-02-10T15:18Z [--] followers, [--] engagements


"yes that helps. I read that countries now with lower solar tariffs like indonesia and india are cheaper than TE. but of course buyers may benefit from the credits from TE to balance that out. In the end that may mean lower margins for TE since total final costs plus credit benefit needs to compete with cheap foreign sources"  
[X Link](https://x.com/samsAIworld/status/2021275275732922481)  2026-02-10T17:29Z [--] followers, [--] engagements


"@ArneLutsch @T1_Energy agreed USA needs a lot of solar at TE will likely sell out of capacity. The question is what is max revenue TE gets from [--] GW solar and at what margin to obtain final price target. What already priced in vs potential upside"  
[X Link](https://x.com/samsAIworld/status/2021278147946103259)  2026-02-10T17:40Z [--] followers, [--] engagements


"@StockSavvyShay @fiscal_ai So your valuation for ecommerce portion of $amzn should be way higher"  
[X Link](https://x.com/samsAIworld/status/2021296326156112358)  2026-02-10T18:52Z [--] followers, [----] engagements


"@crux_capital_ Great summary of company. $lasr I was looking forward for a framework for valuation at end haha. but this really helped summarize what this company is"  
[X Link](https://x.com/samsAIworld/status/2021411380432339074)  2026-02-11T02:30Z [--] followers, [---] engagements


"bigger "loss" is from calculated payout for acquisition of G5 last year . meaning its sales post buyout are doing so well that it gets a bigger earnout. 2/"  
[X Link](https://x.com/samsAIworld/status/2021698373150003211)  2026-02-11T21:30Z [--] followers, [--] engagements


"$LPTH call Substantial mentions of space now that they can make larger lenses but that is [--] years out due to way contracts work G5 lenses can now all be made with Black diamond due to larger lens from acquisition 3/ https://twitter.com/i/web/status/2021712617488691325 https://twitter.com/i/web/status/2021712617488691325"  
[X Link](https://x.com/anyuser/status/2021712617488691325)  2026-02-11T22:27Z [--] followers, [---] engagements


"@fundmyfund I really like $LASR as long term hold but their revenues are not exploding upwards like $LPTH is currently"  
[X Link](https://x.com/samsAIworld/status/2022096833577955717)  2026-02-12T23:53Z [--] followers, [---] engagements


"Yes somehow a failed battery company is going to be the first to scale solar cell manufacturing at scale in USA My guess is delays. They bought their panel capacity from Chinese company so didn't even build it themselves. But yes for rapid short term scale up of panels and surge in growth its worth a look because AI companies need power ASAP. https://twitter.com/i/web/status/2022100758758314260 https://twitter.com/i/web/status/2022100758758314260"  
[X Link](https://x.com/samsAIworld/status/2022100758758314260)  2026-02-13T00:09Z [--] followers, [--] engagements


"@fundmyfund Any word what those $LPTH sales were for in Europe Black diamond IR or something else nice to have plant in Latvia to serve Europe"  
[X Link](https://x.com/samsAIworld/status/2021775871783137524)  2026-02-12T02:38Z [--] followers, [---] engagements


"@SJCapitalInvest Anything special you heard on LPTH report that make you more bullish Besides him talking about space for [--] minutes haha"  
[X Link](https://x.com/samsAIworld/status/2022485834730275098)  2026-02-14T01:39Z [--] followers, [--] engagements


"$LPTH Huge revenue growth of 120% Huge margin growth due to move up to full modules and higher margins items New contracts with backlog up to $97.8 million 1/"  
[X Link](https://x.com/anyuser/status/2021698371920994732)  2026-02-11T21:30Z [--] followers, [---] engagements


"@fundmyfund So about [--] mil from old lightpath and [--] mil from G5. but G5 wouldnt have gotten those revenues without LPTH tech. 1+1=3 $LPTH Sounds like he already has next purchase in mind"  
[X Link](https://x.com/samsAIworld/status/2021774790797713670)  2026-02-12T02:34Z [--] followers, [---] engagements


"@BussinBiotech I think he also mentioned about bigger drones which would make more sense for $LPTH Possible just the basic optics for military small drones for $UMAC for providing financing when they needed it.and $ONDS also financed them"  
[X Link](https://x.com/samsAIworld/status/2021777308604838187)  2026-02-12T02:44Z [--] followers, [---] engagements


"@SpaceInvestor_D Most of the selling from the private equity firm was in January and February. Hopefully those big firms kept buying from the private equity firm after the [----] update"  
[X Link](https://x.com/samsAIworld/status/2023143414603362506)  2026-02-15T21:12Z [--] followers, [---] engagements


"@BlackScholesMan @Cheekybaua How many months behind is RTX in testing Looks like department of war wants massive scale up in missiles in the short term. Also possible they want so many missiles that they will let both of them win the contract with one getting the majority"  
[X Link](https://x.com/samsAIworld/status/2023219973951275222)  2026-02-16T02:16Z [--] followers, [--] engagements


"$LPTH Huge revenue growth of 120% Huge margin growth due to move up to full modules and higher margins items New contracts with backlog up to $97.8 million 1/"  
[X Link](https://x.com/anyuser/status/2021698371920994732)  2026-02-11T21:30Z [--] followers, [---] engagements


"$LPTH call Substantial mentions of space now that they can make larger lenses but that is [--] years out due to way contracts work G5 lenses can now all be made with Black diamond due to larger lens from acquisition 3/ https://twitter.com/i/web/status/2021712617488691325 https://twitter.com/i/web/status/2021712617488691325"  
[X Link](https://x.com/anyuser/status/2021712617488691325)  2026-02-11T22:27Z [--] followers, [---] engagements


"Expect another near term acquisition as they attempt to dominate their sector. 4/"  
[X Link](https://x.com/anyuser/status/2021713228204589075)  2026-02-11T22:29Z [--] followers, [--] engagements


"$LPTH earnings link on their site"  
[X Link](https://x.com/anyuser/status/2021693404548067425)  2026-02-11T21:10Z [--] followers, [---] engagements


"http://www.lightpath.com/press-viewerhs_preview=BbvJoruz-196857007481i=162308 http://www.lightpath.com/press-viewerhs_preview=BbvJoruz-196857007481i=162308"  
[X Link](https://x.com/anyuser/status/2021693405646975160)  2026-02-11T21:10Z [--] followers, [--] engagements


"$LPTH earnings report soon Bad stock day since this company seems to be lumped together with drones ( more counter drone for now) In past went up into earnings and got knocked down. this time got knocked down ahead of time and so hopefully can go up if earnings report is good"  
[X Link](https://x.com/anyuser/status/2021688719254692066)  2026-02-11T20:52Z [--] followers, [---] engagements


"Did my research into $TE Lots of positives in short term but people don't talk about the negatives so here they are. Potentially looking to buy if goes lower due to short term ramp up and AI power needs due to bullish factors for next [--] year( but bigger issues long term) -Competition Risk: Rising US capacity from peers (First Solar expansions Qcells/Canadian Solar cell ramps new entrants); global players adapting with non-tariffed supply; potential price wars erode premiums. -Persistent Losses: Significant quarterly net losses ($127M recent) negative EBITDA unprofitable despite revenue"  
[X Link](https://x.com/anyuser/status/2020587381338874055)  2026-02-08T19:55Z [--] followers, [---] engagements


"$RDW [--] platforms for full spacecraft/platform transformation from parts provider Spacecraft Platforms (5) These are maneuverable spacecraft designs for various orbits and missions (e.g. national security VLEO refueling demos): SabreSat VLEO (very low Earth orbit) "orbital drone" platform; key for DARPA's Otter mission (air-breathing tech demo) ISR comms and resilient ops. Phantom European VLEO platform (built in Belgium); for intelligence Earth science and communications in low orbits. Mako GEO/MEO platform; used in U.S. Space Force/AFRL Tetra-5 program for on-orbit refueling validation and"  
[X Link](https://x.com/anyuser/status/2017044342653989107)  2026-01-30T01:17Z [--] followers, [---] engagements


"Redwire CEO Peter Cannito's Motley Fool interview summary (recorded Jan [--] 2026) $RDW - **Second golden age of space** is underway driven primarily by commercial companies (not just governments) forming the core thesis behind Redwire's founding and ongoing relevance. - Redwire provides **essential building blocks** (subsystems components) for virtually every space mission across commercial civil and national security sectors. - Strategic evolution in the past [---] years: shifted **up the value chain** from subsystems to full **platform provider** now offering seven platforms (five spacecraft +"  
[X Link](https://x.com/anyuser/status/2017040700873822660)  2026-01-30T01:02Z [--] followers, [---] engagements


"$lpth Basically means that if you are developing any new product right now that you still want to sell to the military in [----] you have to buy American based optics with no germanium right now https://www.lightpath.com/press-viewer https://www.lightpath.com/press-viewer"  
[X Link](https://x.com/anyuser/status/2016522838337843468)  2026-01-28T14:44Z [--] followers, [---] engagements


"And not just germanium. All optics are banned from certain countries that were used as supply due to being cheap before. $lpth has expanding supply of optics of not just blackdiamond but other compliant optics as well. And an increasing manufacturing capacity to meet demand. Very important for buyer that the seller has enough supply quickly"  
[X Link](https://x.com/anyuser/status/2016523801681342954)  2026-01-28T14:48Z [--] followers, [---] engagements


"$LPTH BlackDiamond vs. Zinc Optics: Germanium is getting expensive & hard to get drone companies are switching to cheaper alternatives. Zinc-based optics (like ZnSe or variants) are much cheaper and "good enough" for basic thermal cameras. Has been around a long time and not new so if people were looking for cheap they were using this over germanium anyway. Why AVAV and others uses them on lower-end drones: Saves big money on high-volume less-demanding platforms where top-tier performance isn't needed. LightPath's BlackDiamond is the premium pick: better optics handles extreme conditions"  
[X Link](https://x.com/anyuser/status/2015980653502758979)  2026-01-27T02:50Z [--] followers, [----] engagements


"LightPath Technologies ( $LPTH) Key Financial Metrics - Market Capitalization: Approximately $763 million - Trailing P/S Ratio: [-----] (TTM revenue $43.86 million) - Forward P/S (FY2026 ending June 2026): [----] (consensus revenue estimate $61.57 million) - FY2026 Revenue Growth Estimate: 65.5% year-over-year - Order Backlog: $90+ million (majority in systems/subsystems) - Cash Position: Q1 FY2026 reported $11.5 million; significantly increased post-December [----] closing of $60 million public stock offering (net proceeds for working capital/acquisitions including recent Amorphous deal) Given"  
[X Link](https://x.com/anyuser/status/2014909693903388979)  2026-01-24T03:54Z [--] followers, [---] engagements


"$LPTH Larger Diameter Optics (Post-Amorphous Acquisition): Competitive Product Opportunities The expansion up to 17-inch chalcogenide glass blanks enables participation in higher-performance segments previously limited by size constraints. Key areas: Ultra-long-range cooled thermal imaging systems (e.g. ground-based surveillance with detection ranges exceeding 30-50 km for vehicles). High-resolution MWIR/LWIR cameras for counter-UAS border security and naval applications. Space-qualified infrared optics including sensors for satellite earth observation and missile warning programs. Premium"  
[X Link](https://x.com/anyuser/status/2014906412900700654)  2026-01-24T03:41Z [--] followers, [---] engagements


"LightPath Technologies ( $LPTH ) Manufacturing & Packaging Overview Core infrared optics & BlackDiamond chalcogenide glass: Produced in Orlando Florida (primary U.S. facility) Thermal imaging systems & assemblies: Additional capacity in Texas (via G5 Infrared Visimid and recent Amorphous Materials acquisition). Visible optics: Riga Latvia facility. Packaging and final assembly aligned with production sites; strong emphasis on U.S. locations for NDAA compliance and secure defense supply chains"  
[X Link](https://x.com/anyuser/status/2014902715202023604)  2026-01-24T03:26Z [--] followers, [---] engagements


"What is Chalcogenide Glass & Why LightPath's Black Diamond is a Game-Changer ( $LPTH ) Chalcogenide glass = special material that "sees" infrared light (heat) where normal glass goes blind. Perfect for thermal cameras in defense night vision surveillance. But most versions rely on scarce germanium (mostly from China) supply risks & high costs. Black Diamond (LightPath's proprietary version): Germanium-FREE secure US supply chain Better temperature stability (no focus drift in extreme heat/cold) Lower cost + easier mass production Lighter tougher for military-grade systems This is fueling"  
[X Link](https://x.com/anyuser/status/2014896837241545108)  2026-01-24T03:03Z [--] followers, [---] engagements


"$LPTH buys Amorphous- interesting bits They also make chalcogenide glass but can make larger version than LPTH. With and without germanium Their [--] current military products are with Lockheed ( who is bidding for Stinger contract with LPTH optics) This probably how they met :) Also adds Gallium based glass for more options in portfolio. Paying about 3x sales probably was lower margin "commodity" only glass producer that can now be packaged into LPTH optics cameras at higher margin"  
[X Link](https://x.com/anyuser/status/2013803661080604951)  2026-01-21T02:39Z [--] followers, [---] engagements


"Check out this review of the Insta360 X4. Also lists all of its upgrades from the Insta360 X3"  
[X Link](https://x.com/anyuser/status/1871369150360404085)  2024-12-24T01:35Z [--] followers, [--] engagements

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