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[@Vmaxpax](/creator/twitter/Vmaxpax)
"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 3447 followers, 1659 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 3447 followers, XXX 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 3441 followers, 5106 engagements


"Exail contracted for its alt-GPS navigation system for XXX US naval UUVs 🔥 Since when do French companies do press releases from Lincoln RI I wonder who the client could be (Yes Anduril I'm looking at you with ur Rhode Island based UUV plant) $exa"  
[X Link](https://x.com/Vmaxpax/status/1952119268042281105) [@Vmaxpax](/creator/x/Vmaxpax) 2025-08-03T21:27Z 3441 followers, 1659 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 3441 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 3441 followers, XXX engagements


"While I'm an IonQ shareholder & believe US gov is embracing them (plus Steve Feinberg) Infleqtion is THE global player that I see. Most all have UK presence given Gov push & Airbus but it's very interesting $cccx in Australia + Japan via Sumitomo"  
[X Link](https://x.com/Vmaxpax/status/1975613922297413966) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-07T17:27Z 3441 followers, 8485 engagements


"Sumitomo participated in Infleqtion (aka Cold Quanta) Series B round of financing. According to Gemini "Infleqtion and Sumitomo Corporation have a strategic partnership rooted in investment and collaboration to expand the quantum ecosystem in Japan""  
[X Link](https://x.com/Vmaxpax/status/1975614207992472052) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-07T17:28Z 3441 followers, XXX engagements


"So if Infleqtion turns out to be full stack quantum player (compute + connect + sense) I wonder how it compares to IonQ Are they PEERS Would be fun to compare: 1) Tech 2) Global coverage/customer base 3) Revenues $ionq mcap XX Billion $cccx mcap valued at XXX Billion"  
[X Link](https://x.com/Vmaxpax/status/1976455140023619597) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-10T01:10Z 3440 followers, 6822 engagements


"Chris Miller Former Acting U.S. Secretary of Defense Appointed by President Trump Joins the Draganfly Board of Directors h/t @Bigkev451 (Chris Miller was the guy in the room who delayed National Guard on J6. Helped out Trump 😉) $dpro"  
[X Link](https://x.com/Vmaxpax/status/1976707023908798887) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-10T17:50Z 3441 followers, 3324 engagements


"$kopn $3mn order from tier one aerospace company for MicroLED displays marking the first production order for this technology in combat aircraft. Scheduled for delivery in the second half of 2026"  
[X Link](https://x.com/Vmaxpax/status/1978149778354573494) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-14T17:23Z 3442 followers, 1832 engagements


"@BlackScholesMan @VASTCNC 🎯 I haven't seen anything definitive yet they're part of the Anduril build. Maybe I missed something"  
[X Link](https://x.com/Vmaxpax/status/1978162984615862660) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-14T18:16Z 3439 followers, XXX engagements


"@BlackScholesMan @VASTCNC In the end I like $lpth a lot more. market cap isn't even 500mn yet and their thermal / infrared cameras have more applications than just drones (eg NGSRI missile Program if LMT gets contract +50-100mn a year for lpth)"  
[X Link](https://x.com/Vmaxpax/status/1978164344455094485) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-14T18:21Z 3440 followers, XXX engagements


"@BlackScholesMan 👀 I was thinking Huntington since its practically bankrupt rust bucket sieve but theres so few providers ($hii $gd $asb.asx) and a lot of funds soon to pour into shipbuilding. Bonus: new Sec of Navy Phelan background: an art collector 🥹"  
[X Link](https://x.com/Vmaxpax/status/1978231983638515827) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-14T22:50Z 3441 followers, XXX engagements


"@Pregory1 @naf_naf_n_naan @mg10012 gun powder (although perhaps it was the turks who first weaponize it)"  
[X Link](https://x.com/Vmaxpax/status/1979000819098734857) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-17T01:45Z 3442 followers, XXX engagements


"@Pregory1 @naf_naf_n_naan @mg10012 in modern times they may be competitive in laser coms and just had a breakthrough / milestone. laser coms is important. we should find out where China is at with quantum. i read last year they have q-encryption for banks btw Beijing & Shanghai"  
[X Link](https://x.com/Vmaxpax/status/1979001636166008908) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-17T01:48Z 3443 followers, XXX engagements


"@anders_aslund No way Now is Zelensky's chance to sweeten the deal. That XX Billion Dollar Drone Deal IF the war ends is an enticement can Zelensky add on Ukraine needs to best Russia with what they offer Trump as America obviously is going to tip the scales in one direction other"  
[X Link](https://x.com/Vmaxpax/status/1979007938896228552) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-17T02:13Z 3442 followers, XXX engagements


"Quantum as a bolting dark horse has made a significant impact on the information age and is poised to change the mechanisms of future military victories. Col. Gao Dongguang Researcher PLA Academy of Military Sciences"  
[X Link](https://x.com/Vmaxpax/status/1979020368305070591) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-17T03:03Z 3442 followers, XXX engagements


"@10009nyny "broke" 😮 as in the market crashed or as in breaking news"  
[X Link](https://x.com/Vmaxpax/status/1979091655488868361) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-17T07:46Z 3442 followers, XX engagements


"Amazing. Also a great way to assess China's inventory levels ;)"  
[X Link](https://x.com/Vmaxpax/status/1979228920345169967) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-17T16:52Z 3441 followers, 1523 engagements


"@VASTCNC Yes but I love this thermal imaging approach not sure they can do that from satellites but who knows these days. Kpler is very good for China & tankers"  
[X Link](https://x.com/Vmaxpax/status/1979235404919509176) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-17T17:17Z 3440 followers, XXX engagements


"So Rubio not prepared to talk about the military operation on Venezuela but he's super stoked to talk about Aliens. 🤔 Noteworthy "Q" of the CIA other week said that greatest fear/threat to US national security is LACK OF CRITICAL THINKING. #fadedculture"  
[X Link](https://x.com/Vmaxpax/status/1979251511239831593) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-17T18:21Z 3441 followers, 1373 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 3444 followers, 2753 engagements


"Nice move on Exail earnings up 17.5%. France's leading underwater and surface robotics & drone co with revenues up XX% and order intake by XX% H1 up XXX% yoy. Backlog now over a billion euro. Nice. Will start posting more on their amazing tech. $EXA (no pink slip)"  
[X Link](https://x.com/Vmaxpax/status/1948414256439050296) [@Vmaxpax](/creator/x/Vmaxpax) 2025-07-24T16:05Z 3443 followers, 1999 engagements


"@Mike10947310 Just realized $exa (France / Exail) subsea drone/ robotics co has a role via Muquans SAS acquisition. Leader in quantum gravimeters and high-precision atomic clocks. Utilize cold-atom interferometry for high-performance instruments. @BlackScholesMan @pennycheck"  
[X Link](https://x.com/Vmaxpax/status/1948793793710620784) [@Vmaxpax](/creator/x/Vmaxpax) 2025-07-25T17:13Z 3443 followers, 1395 engagements


"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


"RI location opened in 2019. iXBlue acquired Muquans 2021 the quantum photonic vertical that was Europe based. Long story short Exail has a major foot print in subsea quantum and alt-gps navigation directly in US shipbuilding hub. $exa 🔥🔥"  
[X Link](https://x.com/Vmaxpax/status/1952159353315934688) [@Vmaxpax](/creator/x/Vmaxpax) 2025-08-04T00:07Z 3443 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


"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


"wow. big deficit to fill in Canada. $feim $mda $cgy $cccx and many more"  
[X Link](https://x.com/Vmaxpax/status/1965874888096551276) [@Vmaxpax](/creator/x/Vmaxpax) 2025-09-10T20:27Z 3443 followers, 1464 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


"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


"To be clear Poland did invoke NATO Article X on Russian incursions. Article X = NATO members CONSULT NATO has responded by warning Russia they'll retaliate in unspecified ways if it happens again. I'd wager this is an "Unspecified Way" blasting the Russian Wall of Rhetoric"  
[X Link](https://x.com/Vmaxpax/status/1971311807718621675) [@Vmaxpax](/creator/x/Vmaxpax) 2025-09-25T20:32Z 3441 followers, 1368 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


"@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


"$dpro $flt.tsx $takof"  
[X Link](https://x.com/Vmaxpax/status/1973819787630502021) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-02T18:38Z 3444 followers, 2505 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 3444 followers, 2370 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


"$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 3443 followers, 1697 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 3443 followers, 2871 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 3444 followers, XXX engagements


"$lpth $teck"  
[X Link](https://x.com/Vmaxpax/status/1977585925803987101) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-13T04:03Z 3442 followers, 2517 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


"costs to shippers will be passed on and reflected in freight rates. $bdry $bwet"  
[X Link](https://x.com/Vmaxpax/status/1977627544129339676) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-13T06:48Z 3442 followers, XXX 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 3444 followers, 1183 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 3444 followers, 1609 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 3444 followers, 3946 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


"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 3444 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 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


"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 3444 followers, 3650 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


"@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 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


"@wggm @dude_abides7 Disclaimer: I'm long both. FEIM legacy business for timing sync of sats has a national security moat wrapped around it. Sensor new vertical they're developing. Supply chain for q-sensing very thin specialized so great opportunities going forward imo. (NFA)"  
[X Link](https://x.com/Vmaxpax/status/1979267911975108698) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-17T19:26Z 3442 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


"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 3444 followers, 1415 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


"@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 3442 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 3444 followers, 1182 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 3444 followers, XXX 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 3444 followers, 1204 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 3444 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 3444 followers, XX 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 3447 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


"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 3447 followers, 3005 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


"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


"@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


"$cccx $ionq $feim $skyt"  
[X Link](https://x.com/Vmaxpax/status/1977632295180960249) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-13T07:07Z 3447 followers, 1884 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 3447 followers, 111.6K 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 3447 followers, 3777 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 3447 followers, 1590 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 3447 followers, 6602 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 3447 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 3447 followers, 2880 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


"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 3447 followers, 1234 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 3447 followers, 2835 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 3447 followers, XXX 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 3447 followers, 5836 engagements


"@psychprofits What do you think of $teck"  
[X Link](https://x.com/Vmaxpax/status/1980180993777844516) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-20T07:55Z 3447 followers, XXX 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 3447 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 3447 followers, XXX engagements