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[@Vmaxpax](/creator/twitter/Vmaxpax)
"In general I think small drone segment is difficult and especially commercial/first responder market. The only small drone co I continue to hold (and did add on Hegseth announcement as it was featured in his video lol) is $parro from france and freq hopper chip play $els.asx"  
[X Link](https://x.com/Vmaxpax/status/1950349768598966563) [@Vmaxpax](/creator/x/Vmaxpax) 2025-07-30T00:16Z 3444 followers, XXX engagements


"Aussies know how to take profits lean into a pullback. $eos.asx $dro.asx $els.asx all down dbl digits"  
[X Link](https://x.com/Vmaxpax/status/1958197202309771648) [@Vmaxpax](/creator/x/Vmaxpax) 2025-08-20T15:59Z 3444 followers, XXX engagements


"@ive_m5 @DetroitMDG Exactly. It's a great move by UMAC and ONDS and will make them more attractive with this kind of product integration. Other good thing I saw re Ondas was looking at some Elsight docs (smart co/tech bvlos am very long $els.asx) and Ondas a customer since 2023. Good stuff"  
[X Link](https://x.com/Vmaxpax/status/1959088216650522990) [@Vmaxpax](/creator/x/Vmaxpax) 2025-08-23T03:00Z 3447 followers, XXX engagements


"If DoD implements a nationalized foundry to produce X million small drones per year idk it will be bullish or bearish existing manufacturers but I do know it will be bullish supply chain & connectivity-security like $els.asx and $mob"  
[X Link](https://x.com/Vmaxpax/status/1964049785352282431) [@Vmaxpax](/creator/x/Vmaxpax) 2025-09-05T19:35Z 3444 followers, XXX engagements


"@DetroitMDG lmao $eos.asx $dro.asx $els.asx $exa france funny thing not only same sector but actually battle proven pipeline rich and growing with real offers and - gasp - can turn a profit. 😂"  
[X Link](https://x.com/Vmaxpax/status/1965173129346785337) [@Vmaxpax](/creator/x/Vmaxpax) 2025-09-08T21:59Z 3444 followers, XXX engagements


"Cost discrepancy for c-UAS still an unresolved issue. I feel this is one of the catalysts pushing *lasers* out of experimental sector and into deployment. $eos.ax $ipgp $lasr $lpth"  
[X Link](https://x.com/Vmaxpax/status/1965846184268099710) [@Vmaxpax](/creator/x/Vmaxpax) 2025-09-10T18:33Z 3444 followers, 1070 engagements


"1/ Skydio "No More Communication Breakdowns" "Skydio Connect Fusion continuously monitors your connection options and weaves together the strongest signal Does more than switch between point-to-point and 5G connections. When both are available we fuse them together" $ELS.asx"  
[X Link](https://x.com/Vmaxpax/status/1966267493410079019) [@Vmaxpax](/creator/x/Vmaxpax) 2025-09-11T22:27Z 3447 followers, XXX engagements


"3/ March 2025 Skydio announces expanded bays on X10D and inclusion of $ELS.asx Elsight's Halo bonded connectivity technology"  
[X Link](https://x.com/Vmaxpax/status/1966267865268629605) [@Vmaxpax](/creator/x/Vmaxpax) 2025-09-11T22:29Z 3444 followers, XX engagements


"@ive_m5 Whole ecosystem gonna rip. Noticed $ampx new deck all about drones. Remember last year when China blocked Skydio batteries in retaliation to NDAA bill. Tell the Ondas guys they need $mob. Cheap (esp vs $els.asx). Bonus: Israeli tech"  
[X Link](https://x.com/Vmaxpax/status/1966270199428165900) [@Vmaxpax](/creator/x/Vmaxpax) 2025-09-11T22:38Z 3444 followers, XXX engagements


"@joeyd3393 In April a request to field was issued and only Skydio responded. The point I'm making in this thread is that it is very likely this batch included the new $els.asx HALO connectivity tech. And yes bad $rcat hasn't delivered yet"  
[X Link](https://x.com/Vmaxpax/status/1966329340993614120) [@Vmaxpax](/creator/x/Vmaxpax) 2025-09-12T02:33Z 3444 followers, XXX engagements


"@bodoxstocks Obviously they forgot to include $exa-fr XXX% $eos.asx XXX% $els.asx XXX% $dro.asx XXX% in their chart. Don't look but these drone / c-uas cos are profitable too 😂 US-centrism"  
[X Link](https://x.com/Vmaxpax/status/1967120408173519343) [@Vmaxpax](/creator/x/Vmaxpax) 2025-09-14T06:57Z 3444 followers, XXX engagements


"🔥🔥🔥 Pentagon paying for 33000 Auterion drone attack kits. $ELS.asx"  
[X Link](https://x.com/Vmaxpax/status/1967757455670251924) [@Vmaxpax](/creator/x/Vmaxpax) 2025-09-16T01:08Z 3444 followers, 1867 engagements


"@VASTCNC @fundmyfund non-primes $eopsf $ipgp $lasr $lpth electro optic the only pure play and is being deployed + integrated w primes. Has plant in Huntsville Alabama. IGPG is with Lockheed whos introducing a c-uas unit"  
[X Link](https://x.com/Vmaxpax/status/1967973005583323196) [@Vmaxpax](/creator/x/Vmaxpax) 2025-09-16T15:25Z 3444 followers, XXX engagements


"$mtek nanocap interesting miniaturized ai vision (situational awareness/surveillance) for drones. In Israeli prime ecosystem supplier for $lpth who has tailwinds for their infrared cameras and most recently for $oss positive. Has made moves past month. caveat emptor tho"  
[X Link](https://x.com/Vmaxpax/status/1968357310092415086) [@Vmaxpax](/creator/x/Vmaxpax) 2025-09-17T16:52Z 3445 followers, 3533 engagements


"* $ipgp woops"  
[X Link](https://x.com/Vmaxpax/status/1968860288968441879) [@Vmaxpax](/creator/x/Vmaxpax) 2025-09-19T02:10Z 3444 followers, XXX engagements


"I should add bullish for $feim too. There are very few quantum **sensor manufacturers** The big X cos (SandboxAQ Q-Ctrl & Infleqtion) rely on a handful of sensor manufacturers mainly private. Infleqtion purchased brought in-house silicon photonic side but the sensor itself"  
[X Link](https://x.com/Vmaxpax/status/1969894451704484298) [@Vmaxpax](/creator/x/Vmaxpax) 2025-09-21T22:40Z 3445 followers, XXX engagements


"Wow. Auterion gets Series B $25M backing by the US Department of War The DoD Is directly investing in private cos So also good news for their connectivity partner $ELS.asx"  
[X Link](https://x.com/Vmaxpax/status/1970581478917710216) [@Vmaxpax](/creator/x/Vmaxpax) 2025-09-23T20:10Z 3444 followers, 2507 engagements


"@trentkelp @SilencieuseT @Contagion0313 @pennycheck @BlackScholesMan Auterion is private. Just like ShieldAi and Echodyne. If this gov is gonna take equity stakes Id put those ones on the list too. Im in $ELS.asx (no pink slip) who is partnered with Auterion provides bonded connectivity solution"  
[X Link](https://x.com/Vmaxpax/status/1970592938670600532) [@Vmaxpax](/creator/x/Vmaxpax) 2025-09-23T20:55Z 3444 followers, XXX engagements


"And Skydio on-boarded $els.asx bonded connectivity solution for the X10D in March"  
[X Link](https://x.com/Vmaxpax/status/1970940493455585365) [@Vmaxpax](/creator/x/Vmaxpax) 2025-09-24T19:56Z 3444 followers, XXX engagements


"@psychprofits Oh wait you're talking about Sparc AI not SafePro Group (also $spai and in drone sphere) Phew. Thanks for highlighting Sparc am going to check it out. The Aussies have some leaders in this space ($eos $dro $els athena etc) could easily see more coming out of Australia"  
[X Link](https://x.com/Vmaxpax/status/1971324465792618613) [@Vmaxpax](/creator/x/Vmaxpax) 2025-09-25T21:22Z 3444 followers, XXX engagements


"@psychprofits $dro.asx $els.asx $eos.asx"  
[X Link](https://x.com/Vmaxpax/status/1971402599770489228) [@Vmaxpax](/creator/x/Vmaxpax) 2025-09-26T02:33Z 3444 followers, XXX engagements


"$dro.asx $eos.asx $els.asx (via auterion) Droneshield first mover counter-drone RF expert battle tested now integrating protocol based mitigation (safely take over land drone & locate operator) Electro Optic System pure play kinetic lasers suite of counter-drone products"  
[X Link](https://x.com/Vmaxpax/status/1972048300867309724) [@Vmaxpax](/creator/x/Vmaxpax) 2025-09-27T21:18Z 3445 followers, 1467 engagements


"@ive_m5 $mob or $dpro $els.asx Ondas is already using Elsight chips 😃"  
[X Link](https://x.com/Vmaxpax/status/1972687083295633590) [@Vmaxpax](/creator/x/Vmaxpax) 2025-09-29T15:37Z 3445 followers, XXX engagements


"@stocktalkweekly I like Elsight $els.asx (no pink slip tho) still. Mcap $350m aud. I'd like $1B. Bonded multi vector connectivity solution for drones patented. Auterion partner (Pentagon just took $25m equity stake + $50mn order) and now Skydio check their website "connect fusion" = Elsight"  
[X Link](https://x.com/Vmaxpax/status/1973545843753099281) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-02T00:29Z 3444 followers, 1977 engagements


"@don34461854 @CNBC First To be able to fly BVLOS commercial domain (thanks in part to $els.asx) But for military grade certification i really don't think so. Have they gotten the Green UAS certification yet I know they are in pipeline for it"  
[X Link](https://x.com/Vmaxpax/status/1974938813656125809) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-05T20:44Z 3445 followers, XX engagements


"@don34461854 @CNBC Great thanks Yes the unleashing drone dominance EO addressed commercial domain and evtol. BLVOS coming fast. I'm just not aware of Ondas yet approved for the military domain EO also highlighted need for anti-collision tech. Connecvitiy players $mob $els.asx in good place"  
[X Link](https://x.com/Vmaxpax/status/1974939600952160267) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-05T20:47Z 3445 followers, XX engagements


"Traders offering Russian oil have begun asking Indian state refiners to pay in Chinese yuan. Well this goes along way to explain the three-way at SOC Nayara can surely ramp capacity back up on Russian barrels all paid for in Yuan #petroyuan"  
[X Link](https://x.com/Vmaxpax/status/1977609145571536982) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-13T05:35Z 3444 followers, XXX engagements


"$PLTR - Octupus already threading throughout govt. This would be good target to completely nationalize for nat sec reasons ;) Anduril - why not Get a piece of that action. How many of Trump admin already in I don't think we'll see small cap / emerging techs targeted bc"  
[X Link](https://x.com/Vmaxpax/status/1978259632435892641) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-15T00:40Z 3444 followers, XXX engagements


"@VladTheInflator @Amalteya3000 @OilCfd 🎯"  
[X Link](https://x.com/Vmaxpax/status/1978923061656080403) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-16T20:36Z 3441 followers, XX engagements


"@ShaleTier7 @JordiEngineerd i'm staring at $slb and $hal a lot. they're in my 'cease fire' basket (watchlist)"  
[X Link](https://x.com/Vmaxpax/status/1979238426915541203) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-17T17:29Z 3444 followers, XXX engagements


"@wggm @dude_abides7 FEIM is a sensor manufacturer. They've a sub to $ldos who won the DIU q-sensor contract this year. They do crystal oscillators and recent panel by Advanced Navigation stressed role of oscillators in sensor fusion (a big deal). $cccx could become like a Tesla/Nvdia🤷♀"  
[X Link](https://x.com/Vmaxpax/status/1979267523884560451) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-17T19:25Z 3444 followers, XXX engagements


"@Brandon_Job23 @pennycheck @masonq33 @grassosteve No Palantir (and others) v-nav is a stop gap for gps-denied environments. Essentially it's chip loaded with sat imagery onto drones and then they 'map match' when flying using sensors & ai. Quantum Navigation is an inertial sensor that does real time navigation & is jam proof"  
[X Link](https://x.com/Vmaxpax/status/1979272295370887577) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-17T19:44Z 3443 followers, XXX engagements


"@Brandon_Job23 @pennycheck @masonq33 @grassosteve We don't see q-nav #qps on drones yet bc it's still being miniaturized protos for chip scale in process Currently about size of shoe box. Airbus leading tests imo has done hundreds of flights that meet FAA level certifications. qRF clocks tho . commercializing now"  
[X Link](https://x.com/Vmaxpax/status/1979273964716466455) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-17T19:51Z 3444 followers, XXX engagements


"Interesting Six months ago Maria did a one-on-one with Donnie Jr on Rumble. While I dont think shes a product of Langley in the way that Haftar (Libya botched takeover) was Shes definitely full tilt building coalition partners for regime change"  
[X Link](https://x.com/Vmaxpax/status/1979308938396049719) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-17T22:09Z 3442 followers, 1497 engagements


"@Bigkev451 @sweden_ukr @BlackScholesMan @pennycheck 💯 Yes acceptance Passing from experimental through 'valley of death' to deployment. I expect we'll see lasers on most all military grade c-uas units soon"  
[X Link](https://x.com/Vmaxpax/status/1979919010092466644) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-19T14:34Z 3447 followers, XXX engagements


"My favourite drone / counter-drone cos (disclaimer I'm long) X. $exa Exail France X. $els Elsight Australia frequency hopper / Auterion X. $eos Electro Optic Australia Lasers yup X. $dro Drone Shield Aussie c-uas pureplay Nato pipe X. $dpro Cdn got US border deal"  
[X Link](https://x.com/Vmaxpax/status/1943150240917291385) [@Vmaxpax](/creator/x/Vmaxpax) 2025-07-10T03:28Z 3457 followers, 2755 engagements


"$exa & $feim are now X of my largest holdings. i know market is 'hot' but i honestly believe quantum navigation & solutions for gps denied environments is hotter. The need is urgent. The tech is ready. SandboxAQ has done over XXX flights with Airbus and met FAA standards"  
[X Link](https://x.com/Vmaxpax/status/1951000834449481951) [@Vmaxpax](/creator/x/Vmaxpax) 2025-07-31T19:23Z 3457 followers, 5109 engagements


"@madrush222 @Nord_Space better not post anything about $maxq haha. the weird thing is i don't think i even followed that account. i don't even follow maritime launch's account"  
[X Link](https://x.com/Vmaxpax/status/1961580519617159566) [@Vmaxpax](/creator/x/Vmaxpax) 2025-08-30T00:03Z 3449 followers, XXX engagements


"@KigVentura I explored q-nav over this year and found very few publicly available companies (ex-primes) working in this segment. $feim is one makes sensors partner with $ldos on DIU program. $exa subsea. $bosch components. now $cccx coming to market. first big player available"  
[X Link](https://x.com/Vmaxpax/status/1969887088016589197) [@Vmaxpax](/creator/x/Vmaxpax) 2025-09-21T22:10Z 3455 followers, XXX engagements


"@BlackScholesMan @Lehi88 @JeffGabel $exa france UUV & q-nav just dropped convertible bond $png.tsx (think there's a OTC ticker) subsea robotics & supplies batteries for Anduril's UUVs $oii subsea rovs/robotics o&g i haven't followed this name this year but it's been moving. don't know if it did pivot to defence"  
[X Link](https://x.com/Vmaxpax/status/1970931322588889284) [@Vmaxpax](/creator/x/Vmaxpax) 2025-09-24T19:20Z 3455 followers, XXX engagements


"@OHare888 $tdy emerging as another c-uas leader @timber001 yes lasers $eos.asx $lasr"  
[X Link](https://x.com/Vmaxpax/status/1972188866896679084) [@Vmaxpax](/creator/x/Vmaxpax) 2025-09-28T06:37Z 3449 followers, XXX engagements


"5/ On the military side all the primes are moving into it launching c-uas platforms. Droneshield has had an advantage bc it was first C-UAS approved for NATO procurement in early 2024 and have expanded RF engineers software partners staying on top + civilian addressable"  
[X Link](https://x.com/Vmaxpax/status/1974724188633235838) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-05T06:31Z 3449 followers, XXX engagements


"6/ Look at what the US Defence Innovation Unit finalists for ** low cost ** c-uas solutions offer the technology & how key integrated sensors are. Fortem quite interesting. Also note Teledyne on the list $tdy /end"  
[X Link](https://x.com/Vmaxpax/status/1974724192462573711) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-05T06:31Z 3448 followers, XXX engagements


"@FutureFetish007 @timber001 $axon $avav yup & every prime I was looking at **civilian** space on this post where hardkill with collateral damage suboptimal Ondas drone with a net (hardkill) for $200k how many sales so far EU DIU shows *low cost* another vector and $tdy w/Cerberus platform in there"  
[X Link](https://x.com/Vmaxpax/status/1974847800061132885) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-05T14:43Z 3449 followers, XXX engagements


"Teck is the largest germanium producer in North America. They get zinc-ore from Alaska and process it at their Trail BC Canada smelter (major heavy industrial smelter. Hockey team is called "Smoke Eaters") Germanium plays: $teck $fwz.tsx (lundins) $lpth (germanium-free optics)"  
[X Link](https://x.com/Vmaxpax/status/1976376796636643618) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-09T19:58Z 3456 followers, 2885 engagements


"$lpth $teck"  
[X Link](https://x.com/Vmaxpax/status/1977585925803987101) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-13T04:03Z 3457 followers, 2520 engagements


"$cccx $ionq $feim $skyt"  
[X Link](https://x.com/Vmaxpax/status/1977632295180960249) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-13T07:07Z 3456 followers, 1890 engagements


"Well well. Mixed feelings here. As a trader I was kind of looking forward to surge in freight rates $bdry $bwet As a human breathe a sigh of relief as this will avoid a significant amount of costs surging"  
[X Link](https://x.com/Vmaxpax/status/1977916002664067112) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-14T01:54Z 3457 followers, 1184 engagements


"$bwlp $lpg $gass $nvgs"  
[X Link](https://x.com/Vmaxpax/status/1977921309364650192) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-14T02:16Z 3456 followers, 1448 engagements


"Oh boy the shipbuilding thesis in the crossfire. China targets Hanwha Not just Philly shipyard they own but increasing stake in Austal one of the naval builders in US. $asb.asx $autlf $kdef"  
[X Link](https://x.com/Vmaxpax/status/1978139508471210259) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-14T16:43Z 3456 followers, 1614 engagements


"Yup Advanced manufacturing is the trend across defense domains. Including on-site 3d prints for repairs & small drones. $velo $ati $ssys $prlb $mtls etc"  
[X Link](https://x.com/Vmaxpax/status/1978157513666167216) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-14T17:54Z 3456 followers, 3838 engagements


"@Average_Joe367 yup. they're linked with hyundai heavy"  
[X Link](https://x.com/Vmaxpax/status/1978267376320643360) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-15T01:11Z 3449 followers, XXX engagements


"@dude_abides7 ☺ wow thats so nice. thank you. Have just been learning and using Twitter for notepad as I go. Its good to see research payoff and lots of great ppl on this app (like yourself) contributing. Team effort 🏅"  
[X Link](https://x.com/Vmaxpax/status/1978298886801264671) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-15T03:16Z 3455 followers, XXX engagements


"Quantum for National Security - QWC 2025 Infleqtion x SAIC ( $SAIC also a series C investor in $cccx)"  
[X Link](https://x.com/Vmaxpax/status/1979074866709254438) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-17T06:39Z 3456 followers, 3659 engagements


"@beach_trades @pennycheck $teck (biggest germanium refiner in north america) at FT metals conference last week said they are seeking a price floor + order level guarantees and in active negotiation with Cda & US govts. So it's also coming from refiner side. Trump should keep his lips closed ;)"  
[X Link](https://x.com/Vmaxpax/status/1979241682752483682) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-17T17:42Z 3457 followers, XXX engagements


"@beach_trades @Starlink what deck is that from i was in / watched optt all through 2024 but mostly ignored it this year. i don't recall ever seeing that slide"  
[X Link](https://x.com/Vmaxpax/status/1979421626199609416) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-18T05:37Z 3457 followers, XXX engagements


"@CTVNews This is the way. If Hanwha really wants it though delivery should be 2028 not 2035 and 2042"  
[X Link](https://x.com/Vmaxpax/status/1979441912231924033) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-18T06:58Z 3456 followers, XXX engagements


"search the #nokings hash in twitter massive rallies across america today including red states. regular people all stripes and ages. the signs humour may be the best remedy in the end"  
[X Link](https://x.com/Vmaxpax/status/1979680602229285359) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-18T22:46Z 3455 followers, 1205 engagements


"Seeing claims this is largest protest in American history. And it's peaceful too"  
[X Link](https://x.com/Vmaxpax/status/1979683893612777792) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-18T22:59Z 3456 followers, XXX engagements


"Directed energy is being adopted. @sweden_ukr @BlackScholesMan @pennycheck"  
[X Link](https://x.com/Vmaxpax/status/1979756334469001387) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-19T03:47Z 3456 followers, 2900 engagements


"Iranian state media reporting Likelihood of Trump Meeting with North Korean Leader Strengthens Official sources in the Trump administration have announced that discussions are underway regarding President of the United States and Kim Jong-un the leader of North Korea"  
[X Link](https://x.com/Vmaxpax/status/1979763778905620830) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-19T04:17Z 3456 followers, 1219 engagements


"@gbrew24 🎯⚡⚡ So little coverage or awareness Also Kremlin-Houthi co-operation deal for Russia to help them Ansar Allah with military-political claims. I have a hard time seeing Red Sea "open" unless there's a Ukr-Ru ceasefire and even then i wonder if negotiators bringing this in"  
[X Link](https://x.com/Vmaxpax/status/1980012691805872585) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-19T20:46Z 3449 followers, XX engagements


"@PinheadKing Now there's a big fat Putinista. It's mindblowing Americans yip yap about the gays and cancel culture yet hover up the Kremlin hosefeed of lies packaged especially for them"  
[X Link](https://x.com/Vmaxpax/status/1980064868754706618) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-20T00:13Z 3448 followers, XX engagements


"Contracts over $100mn. Will $dpro get in there 🍿 Interesting to note the X people in charge of this program always like to hone in on the people whose hands hold the purse strings"  
[X Link](https://x.com/Vmaxpax/status/1974528637320958197) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-04T17:34Z 3456 followers, 2381 engagements


"@dylan55917 @charles17larosa @Albie1228 💯 And it's taken on a greater sense of urgency with all the gps-denied events this year"  
[X Link](https://x.com/Vmaxpax/status/1976806770158031057) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-11T00:27Z 3455 followers, XXX engagements


"Swedish Defence Minister confirms Russia or Belarus behind GPS ambulance interference Ambulances forced to use physical maps. The problems have occurred daily. Also disrupting some maritime & aviation. h/t @sweden_ukr #qnav #altgps"  
[X Link](https://x.com/Vmaxpax/status/1977256461790257281) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-12T06:14Z 3455 followers, 1724 engagements


"Another data point for Trump's #postalaska pivot from Russia to Ukraine Gazprom to be stripped of its stake in Serbian refinery. Biden farewell sanctions imposed. But under Trump admin this refinery received SIX Waivers. Until last month"  
[X Link](https://x.com/Vmaxpax/status/1977617394492465275) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-13T06:08Z 3455 followers, XXX engagements


"the US gov already setup that 3-4 Billion fund giving guarantees (essentially risk free zero interest loans) to "licensed" venture cap funds to invest directly in private defense tech. Rochefort did $25mn in Auterion Series B recently. Stifel also approved. 🍿"  
[X Link](https://x.com/Vmaxpax/status/1978259647078273381) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-15T00:40Z 3457 followers, XXX engagements


"Okay who's in the room $slb and $hal"  
[X Link](https://x.com/Vmaxpax/status/1979295161076322572) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-17T21:15Z 3456 followers, 1425 engagements


"Wow. Great pull by Mike here - Chinese State bought the premier company for subsea cable hardening right after security issues arose and right before NewNewPolar Bear launched Also buried in details $pry (italy) & $nkt (denmark) @sweden_ukr @MonetiveWealth calls 🫡"  
[X Link](https://x.com/Vmaxpax/status/1964491870979187175) [@Vmaxpax](/creator/x/Vmaxpax) 2025-09-07T00:52Z 3457 followers, 3009 engagements


"An interesting aspect of Infleqtion is that they're *global* but with dedicated silos + redundant supply chains for each nation as quantum sensing / timing sync is a nationalized sector. Even between US - UK - Europe and FEIM national moat also supports this view $cccx $feim"  
[X Link](https://x.com/Vmaxpax/status/1975283519866986738) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-06T19:34Z 3458 followers, 25.5K engagements


"If US Gov takes a stake in UMAC RCAT or ONDS I'll barf. But cannot rule out the level of grift this admin is doing"  
[X Link](https://x.com/Vmaxpax/status/1978268271146135742) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-15T01:14Z 3457 followers, XXX engagements


"$dpro $flt.tsx $takof"  
[X Link](https://x.com/Vmaxpax/status/1973819787630502021) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-02T18:38Z 3457 followers, 2512 engagements


"$eos.asx $eopsf $100+mn order from Hanwha Australia"  
[X Link](https://x.com/Vmaxpax/status/1974994399911399729) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-06T00:25Z 3457 followers, 1705 engagements


"Another reason why Draganfly drone business model which supplies army training & tools to build/manufacture on-site is quite interesting & qualitatively different than other small drone cos. $dpro"  
[X Link](https://x.com/Vmaxpax/status/1978157521752743959) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-14T17:54Z 3457 followers, 1643 engagements


"IF US government does take equity stakes in defense cos who are possible targets Here's a few of mine: $HII - leaky rust bucket but very necessary for shipbuilding and $ soon to pour in $IONQ - Asst Sec of Defence took a $104mn stake Q2 via Cerberus. Quantum nat sec wrapper"  
[X Link](https://x.com/Vmaxpax/status/1978259623866998980) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-15T00:40Z 3457 followers, 3968 engagements


"18 months later and yes the National Security push for quantum sensors due to global disruption of GPS is very real. $cccx $feim $ionq $skyt"  
[X Link](https://x.com/Vmaxpax/status/1978276801248989680) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-15T01:48Z 3457 followers, 6620 engagements


"Notice how defense is drawing down while $Kyiv is ticking up #postalaska"  
[X Link](https://x.com/Vmaxpax/status/1978878518995096043) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-16T17:39Z 3457 followers, 1670 engagements


"Ukraine is Russian because some districts speak Russian 🤪 That other Kremlin talking point: "Ukraine caused this war by refusing to teach Russian in schools a form of and precursor to ethnic cleansing" also so quaint. I really do wonder where Fintwit bros pick this shit up"  
[X Link](https://x.com/Vmaxpax/status/1979997669683839084) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-19T19:46Z 3456 followers, 1265 engagements


"🎯 Quantum Sensing is happening and it is a big deal"  
[X Link](https://x.com/Vmaxpax/status/1980064059744772105) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-20T00:10Z 3456 followers, 6450 engagements


"With layoffs and govt shutdown what is likelihood DoD will turn to operational support contractors $SAIC: XX% of their revenue comes from DOD civilian agencies and XX% from intelligence agencies. They're also a series C investor in Infleqtion $cccx"  
[X Link](https://x.com/Vmaxpax/status/1980342860336755112) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-20T18:38Z 3457 followers, 2524 engagements


"SAIC strategic emphasis on areas like digital modernization cloud adoption cybersecurity and AI positions it to capture significant spending as the government upgrades its legacy systems. Did I mention the quantum link"  
[X Link](https://x.com/Vmaxpax/status/1980342867559346246) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-20T18:38Z 3457 followers, XXX engagements


"It was my election thesis on a Trump win civilian side primes ($caci$bah $saic) would take a haircut & $pltr would win. That played out but now perhaps time for segment to revert. 🍿"  
[X Link](https://x.com/Vmaxpax/status/1980342874245095646) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-20T18:38Z 3457 followers, XXX engagements


"@timber001 @VASTCNC 😮 I believe you. Tbh i appreciate these silent operators a whole lot more than the likes of Palantir pushing public presence with shitty/flawed pseudo-philosophical takes on war. (ditto Anduril) 🤮"  
[X Link](https://x.com/Vmaxpax/status/1980345191749021844) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-20T18:47Z 3456 followers, XXX engagements


"@BlackScholesMan 🎯 $bah $caci $saic $amtm $cg the entire segment looks poised. also $ldos but already running. idk if you'd put $vvx in there different emphasis"  
[X Link](https://x.com/Vmaxpax/status/1980348084032049583) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-20T18:59Z 3457 followers, XXX engagements


"@Pregory1 @MJTruthUltra @Frankie_Ries @realannapaulina Holy shit People donating to America's largest peaceful protest in history one promoting the foundations of the republic that underwrite your peace freedom and prosperity Oh no Better call your local ICE depot & Kremlin Police and get them moving on Amerika"  
[X Link](https://x.com/Vmaxpax/status/1980364918164767128) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-20T20:06Z 3456 followers, XX engagements


"Amplitech has multi-year LOIs in place with Fujitsu and Telus plus at least one other top tier MNO. Their ORAN products are going international. The LNA products that help quantum infrastructure I haven't identified companies exactly but Honeywell and IBM possibilities $ampg"  
[X Link](https://x.com/Vmaxpax/status/1980671081875943436) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-21T16:22Z 3456 followers, 2011 engagements


"Draganfly business model also benefits from this shift. $velo $dpro + $mtls $ssys $ati $xmtr $prlb"  
[X Link](https://x.com/Vmaxpax/status/1980724587630588284) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-21T19:55Z 3456 followers, 3039 engagements


"@AAlsome1 @VASTCNC Chris might be a bit Onds biased ;) If he really believes that how come such a big believer in Anduril Do check out what's going on in metal prints and large prints like ATI. Yes software is interesting a couple of the names i listed have it"  
[X Link](https://x.com/Vmaxpax/status/1980728308716511241) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-21T20:10Z 3456 followers, XXX engagements


"Druckenmiller on stock picking (paraphrase) XX% is getting macro view right XX% sector XX% stock"  
[X Link](https://x.com/Vmaxpax/status/1977930220805259453) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-14T02:51Z 3456 followers, 111.8K engagements


"How do people receive their 'information' especially ideas on fairly niche topics removed from their daily lives I figure it's either from the the infofeed they've curated for themselves or *Dinner Parties* And I bet Kremlin views dominate the "Mar-a-Lago set" & friends"  
[X Link](https://x.com/Vmaxpax/status/1979998758718099491) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-19T19:51Z 3457 followers, XXX engagements


"Someone must have replaced the omelette bar at Mar-a-Lago with a TACO stand"  
[X Link](https://x.com/Vmaxpax/status/1980005597153312780) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-19T20:18Z 3457 followers, 2860 engagements


"Student loan Trillion+ dollar outstanding situation and wage garnishments were suppose to start this month fyi"  
[X Link](https://x.com/Vmaxpax/status/1980006433136816380) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-19T20:21Z 3457 followers, XXX engagements


"@psychprofits What do you think of $teck"  
[X Link](https://x.com/Vmaxpax/status/1980180993777844516) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-20T07:55Z 3457 followers, XXX engagements


"@AAlsome1 @VASTCNC Also $PMTR (Perimeter Acquisition) has my eye regarding someone and someone's MTI spinout in this sector that's also dipping their toes into DoD's new X billion dollar venture cap fund for emerging defense tech. 😉😉😉"  
[X Link](https://x.com/Vmaxpax/status/1980728653618250123) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-21T20:11Z 3457 followers, XXX engagements


"@10009nyny Yes . so the software players may have advantage. I don't think it's dream of big factories as much as it's global defense pivot to have units on site (army airforce navy) for realtime repairs. Not so much scale as handy + fix it catalogs"  
[X Link](https://x.com/Vmaxpax/status/1980736571038134382) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-21T20:42Z 3456 followers, XX engagements