[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.]

[@DrPaulyDeSantis](/creator/twitter/DrPaulyDeSantis)
"$RHM $RNMBY Rheinmetall and Anduril team up to mass-produce Barracuda cruise missiles in Europemodular low-cost AI-enabled sub-$200k each. Designed for NATO-scale autonomy and mass fires. A true arsenal of democracy. #DefenseTech #Rheinmetall #Anduril"  
![@DrPaulyDeSantis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::744650100.png) [@DrPaulyDeSantis](/creator/x/DrPaulyDeSantis) on [X](/post/tweet/1945868184067649952) 2025-07-17 15:28:22 UTC 7461 followers, 2760 engagements


"Rheinmetall $RHM $RNMBY protects civilians in Ukraine from Russia"  
![@DrPaulyDeSantis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::744650100.png) [@DrPaulyDeSantis](/creator/x/DrPaulyDeSantis) on [X](/post/tweet/1944055476096053356) 2025-07-12 15:25:18 UTC 7459 followers, XXX engagements


"Short French Defense companies Thales / Dassault. $THLLY / $DUAVF.The French are self-sabotaging their role with EU partners through multiple initiatives. This is just one of three recent examples. FCAS MGCS and now this. Majority of Europe will refuse to work with the French on rearmament"  
![@DrPaulyDeSantis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::744650100.png) [@DrPaulyDeSantis](/creator/x/DrPaulyDeSantis) on [X](/post/tweet/1945638903152578591) 2025-07-17 00:17:17 UTC 7457 followers, 1498 engagements


"@TradexWhisperer Rheinmetall $RNMBY $RHM comes with exposure directly to Anduril Rheinemetall is Anduril's exclusive partner for EU. EU rearmament is ramping toward $1T per year.its bigger than the AI hype and likely more sustainable as it will last through 2035"  
![@DrPaulyDeSantis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::744650100.png) [@DrPaulyDeSantis](/creator/x/DrPaulyDeSantis) on [X](/post/tweet/1945501185701445997) 2025-07-16 15:10:02 UTC 7464 followers, 1667 engagements


"Many CEOs minimize the impact of tariffs but Embraer anticipates significant disruption increasing cost per plane by +$9M. Essentially will no longer be competitive. Company revising entire business plan. $ERJ $EWZ Source: Bloomberg"  
![@DrPaulyDeSantis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::744650100.png) [@DrPaulyDeSantis](/creator/x/DrPaulyDeSantis) on [X](/post/tweet/1945477890998497492) 2025-07-16 13:37:29 UTC 7466 followers, 2031 engagements


"This would bring Rheinmetall's backlog to $130-$140B.larger than Lockheed Martins backlog.Rheinmetall will surpass $LMT market cap this year. $RHM $RNMBY"  
![@DrPaulyDeSantis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::744650100.png) [@DrPaulyDeSantis](/creator/x/DrPaulyDeSantis) on [X](/post/tweet/1944921026137350325) 2025-07-15 00:44:42 UTC 7462 followers, 1930 engagements


"On its way to becoming #1 in the world. In my view this will occur by November. Discussions are currently underway with all major U.S. manufacturers who would also agree to a junior role in joint projects. That would have been impossible in the past says Papperger. $RHM $RNMBY $LMT"  
![@DrPaulyDeSantis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::744650100.png) [@DrPaulyDeSantis](/creator/x/DrPaulyDeSantis) on [X](/post/tweet/1946458488936468951) 2025-07-19 06:34:01 UTC 7462 followers, 1296 engagements


"@inthenoah $10-$12B EBIT by 2030 with highest margins in the entire sector = 15-20x multiple = $150-$240B market cap. It has at least 1-2x upside from here by 2027"  
![@DrPaulyDeSantis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::744650100.png) [@DrPaulyDeSantis](/creator/x/DrPaulyDeSantis) on [X](/post/tweet/1946600572318003514) 2025-07-19 15:58:37 UTC 7458 followers, XX engagements


"@AirPowerNEW1 Rheinmetall will double it and imagine Japan may start producing it"  
![@DrPaulyDeSantis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::744650100.png) [@DrPaulyDeSantis](/creator/x/DrPaulyDeSantis) on [X](/post/tweet/1944394104361918692) 2025-07-13 13:50:54 UTC 7459 followers, XXX engagements


"$RHM $RNMBY "German defense giant Rheinmetall secures XX billion order for 7000 armored vehicles to equip Bundeswehr amid Russias war""  
![@DrPaulyDeSantis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::744650100.png) [@DrPaulyDeSantis](/creator/x/DrPaulyDeSantis) on [X](/post/tweet/1944919200914661563) 2025-07-15 00:37:27 UTC 7464 followers, 3634 engagements


"Morgan Stanley recently held a Road Show Event for Rheinmetall ( $RNMBY $RHM ) who met with XX US fund managers: "Management confirmed a path to 50bn annual sales in 2030 if X% of GDP is agreed with a potential update of the 2030 Vision at its CMD in November.Ongoing discussions with Ukraine could represent an opportunity of 50bn sales for 155mm ammunition over XX years per management. This would imply Rheinmetall more than doubling its capacity from 1.1m to 2.6m or a 50bn contract (based on 3500/sh as short range shells). Ukraine is seeking a mega factory for 155mm full shot ammunition of"  
![@DrPaulyDeSantis Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::744650100.png) [@DrPaulyDeSantis](/creator/x/DrPaulyDeSantis) on [X](/post/tweet/1910604086589739451) 2025-04-11 08:01:26 UTC 7465 followers, 23.9K engagements