[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@ascharya108](/creator/twitter/ascharya108) "$TIC feels decent value here. Sold off with the market but fundamentals havent changed. In fact possible tailwind if the US is serious about mining rare earths" [X Link](https://x.com/ascharya108/status/1978115153720701352) [@ascharya108](/creator/x/ascharya108) 2025-10-14T15:06Z 1058 followers, 3625 engagements "$LPTH the gift that keeps giving just crossed $XX. Fortunate to have entered at $XXXX riding the narrative waves from defence to counter-UAS and now rare earths. Special shoutout @beach_trades who's been on it even longer than I. And credit @pennycheck and @Mike10947310 for deepening my conviction in it" [X Link](https://x.com/ascharya108/status/1978143402102554975) [@ascharya108](/creator/x/ascharya108) 2025-10-14T16:58Z 1058 followers, 22.4K engagements "Underrated pick-and-shovel to "AI Supremacy" is mandatory engineering services - think design testing certification etc. Deregulation is a catalyst as these guys clip rent from all data center grid energy projects. $TIC just acquired NV5 to create a $2B rent clipping beast. Strong additive merger + booming end-markets + anti-cyclical + modest valuation" [X Link](https://x.com/ascharya108/status/1961062701863452753) [@ascharya108](/creator/x/ascharya108) 2025-08-28T13:45Z 1053 followers, 11.4K engagements "Drone incursions over Copenhagen airport are exactly the kind of use case $IPGP is targeting. They debuted their mini system at DSEI UK in front of leading European defence primes who must now be getting calls about countering Russian drone activity. Because $IPGP is a laser veteran they have the manufacturing capabilities to be quick and affordable. Caveat is its not a pure play like $LASR or $EOS.ax - many other things can drive the stock. But thats also why it potentially offers more value as the market is yet to view it as defence. Can $IPGP be a serious defence player They seem to be" [X Link](https://x.com/ascharya108/status/1970510054848606470) [@ascharya108](/creator/x/ascharya108) 2025-09-23T15:26Z 1055 followers, 2869 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@ascharya108
"$TIC feels decent value here. Sold off with the market but fundamentals havent changed. In fact possible tailwind if the US is serious about mining rare earths"
X Link @ascharya108 2025-10-14T15:06Z 1058 followers, 3625 engagements
"$LPTH the gift that keeps giving just crossed $XX. Fortunate to have entered at $XXXX riding the narrative waves from defence to counter-UAS and now rare earths. Special shoutout @beach_trades who's been on it even longer than I. And credit @pennycheck and @Mike10947310 for deepening my conviction in it"
X Link @ascharya108 2025-10-14T16:58Z 1058 followers, 22.4K engagements
"Underrated pick-and-shovel to "AI Supremacy" is mandatory engineering services - think design testing certification etc. Deregulation is a catalyst as these guys clip rent from all data center grid energy projects. $TIC just acquired NV5 to create a $2B rent clipping beast. Strong additive merger + booming end-markets + anti-cyclical + modest valuation"
X Link @ascharya108 2025-08-28T13:45Z 1053 followers, 11.4K engagements
"Drone incursions over Copenhagen airport are exactly the kind of use case $IPGP is targeting. They debuted their mini system at DSEI UK in front of leading European defence primes who must now be getting calls about countering Russian drone activity. Because $IPGP is a laser veteran they have the manufacturing capabilities to be quick and affordable. Caveat is its not a pure play like $LASR or $EOS.ax - many other things can drive the stock. But thats also why it potentially offers more value as the market is yet to view it as defence. Can $IPGP be a serious defence player They seem to be"
X Link @ascharya108 2025-09-23T15:26Z 1055 followers, 2869 engagements
/creator/twitter::2569304658/posts