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# ![@BlackScholesMan Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::954558328616693760.png) @BlackScholesMan Mike

Mike posts on X about $drs, $coda, $lpth, all the the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::954558328616693760/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::954558328616693760/c:line/m:interactions.svg)

- X Week XXXXXX -XX%
- X Month XXXXXXX +12%
- X Months XXXXXXX +26%
- X Year XXXXXXXXX +287%

### Mentions: XX [#](/creator/twitter::954558328616693760/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::954558328616693760/c:line/m:posts_active.svg)

- X Week XXX +9.70%
- X Month XXX +27%
- X Months XXX +98%
- X Year XXX +173%

### Followers: XXXXX [#](/creator/twitter::954558328616693760/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::954558328616693760/c:line/m:followers.svg)

- X Week XXXXX +3.50%
- X Month XXXXX +15%
- X Months XXXXX +149%
- X Year XXXXX +265%

### CreatorRank: XXXXXXX [#](/creator/twitter::954558328616693760/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::954558328616693760/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::954558328616693760/influence)
---

**Social category influence**
[cryptocurrencies](/list/cryptocurrencies)  XXXXX% [stocks](/list/stocks)  XXXX% [finance](/list/finance)  XXXX% [countries](/list/countries)  XXXX% [technology brands](/list/technology-brands)  XXXX% [travel destinations](/list/travel-destinations)  XXXX%

**Social topic influence**
[$drs](/topic/$drs) #6, [$coda](/topic/$coda) #2, [$lpth](/topic/$lpth) #6, [all the](/topic/all-the) 3.47%, [$mms](/topic/$mms) #2, [$mobx](/topic/$mobx) #17, [$eosax](/topic/$eosax) 2.78%, [$avav](/topic/$avav) 2.78%, [$mrcy](/topic/$mrcy) 2.78%, [$pke](/topic/$pke) #1

**Top accounts mentioned or mentioned by**
[@vmaxpax](/creator/undefined) [@floatpisces](/creator/undefined) [@jeffgabel](/creator/undefined) [@81ninjau](/creator/undefined) [@aalharbikw](/creator/undefined) [@fundmyfund](/creator/undefined) [@taobanker](/creator/undefined) [@verkamp_mike](/creator/undefined) [@omnitrader69](/creator/undefined) [@vmsalama](/creator/undefined) [@wpltrading](/creator/undefined) [@mcinnesdanny](/creator/undefined) [@grumpierbtday](/creator/undefined) [@pennycheck](/creator/undefined) [@egorbezel](/creator/undefined) [@jawnzilla](/creator/undefined) [@timber001](/creator/undefined) [@truthdotphd](/creator/undefined) [@oestaone](/creator/undefined) [@jw16124145](/creator/undefined)

**Top assets mentioned**
[Leonardo DRS, Inc. Common Stock (DRS)](/topic/$drs) [Coda Octopus Group, Inc. Common stock (CODA)](/topic/$coda) [Minimals (MMS)](/topic/$mms) [MOBIX (MOBX)](/topic/$mobx) [AeroVironment, Inc. (AVAV)](/topic/$avav) [Mercury Systems Inc. (MRCY)](/topic/$mrcy) [Park Aerospace Corp. Common Stock (PKE)](/topic/$pke) [Teledyne Technologies Incorporated (TDY)](/topic/$tdy) [Exactly Protocol (EXA)](/topic/$exa) [Moog Inc. (MOG.A)](/topic/$moga) [Valero Energy Corporation (VLO)](/topic/$vlo) [SPX Corporation (SPXC)](/topic/$spxc) [Kratos Defense & Security Solutions, Inc. (KTOS)](/topic/$ktos) [ACV Auctions Inc. Class A Common Stock (ACVA)](/topic/$acva) [Microsoft Corp. (MSFT)](/topic/microsoft) [Electronic Arts Inc. (EA)](/topic/$ea) [Aston Martin Cognizant Fan Token (AM)](/topic/$am) [Kyivstar Group Ltd. Common Shares (KYIV)](/topic/$kyiv) [EQT, Corp. (EQT)](/topic/$eqt) [Limitus (LMT)](/topic/$lmt) [NovaDEX (NVX)](/topic/$nvx) [Assemble Protocol (ASM)](/topic/$asm) [MP Materials Corp. (MP)](/topic/$mp) [J B Hunt Transport Services Inc (JBHT)](/topic/$jbht) [Velo (VELO)](/topic/$velo) [On Holding AG (ONON)](/topic/$onon) [Booz Allen Hamilton Holding, Corp. (BAH)](/topic/$bah)
### Top Social Posts [#](/creator/twitter::954558328616693760/posts)
---
Top posts by engagements in the last XX hours

"3) $LPATH They make both cameras for drones but also a unique camera that can detect drones and the air moment they cause. Also does not rely on exotic rare earths from China"  
[X Link](https://x.com/BlackScholesMan/status/1961487633143480610) [@BlackScholesMan](/creator/x/BlackScholesMan) 2025-08-29T17:54Z 3270 followers, 1936 engagements


"Still digging but this seems like a new vertical that just got unlocked on $mobx. This puts them on every navy ship"  
[X Link](https://x.com/BlackScholesMan/status/1962865303315984859) [@BlackScholesMan](/creator/x/BlackScholesMan) 2025-09-02T13:08Z 3270 followers, 4154 engagements


"Wow - A task force My top Counter-UAV picks: $EOS.AX - hard-kill with both 30mm cannon and laser $LPTH - Sensors (Highest conviction on sensors) $DRS - Sensors $TDY - Sensors $SPXC - EW against drones"  
[X Link](https://x.com/BlackScholesMan/status/1961148512344678647) [@BlackScholesMan](/creator/x/BlackScholesMan) 2025-08-28T19:26Z 3270 followers, 10.3K engagements


"There is still time to get in on this The algo's/LLM cannot comprehend the true meaning of this task order. They will default to the primes which is the WRONG answer Investing is about waiting for that right pitch.this is it You have Alpha over the machines $EOS.ax $DRS $TDY $LASR $LPTH $AVAV"  
[X Link](https://x.com/BlackScholesMan/status/1961209326527213984) [@BlackScholesMan](/creator/x/BlackScholesMan) 2025-08-28T23:28Z 3270 followers, 16.6K engagements


"4) $MRCY & $DRS They make sensors and make specialized processing equipment that will end up in any solution"  
[X Link](https://x.com/BlackScholesMan/status/1961487634464731364) [@BlackScholesMan](/creator/x/BlackScholesMan) 2025-08-29T17:54Z 3270 followers, 1833 engagements


"So now that I covered C-UAVs I wanted to circle back to Drone manufactures. I dont have too many of these because I think the class X & X segment will be commoditized. I think the value add here will be in the larger class X & X segment. I(will cover pics/shoves next Again in ranking of conviction"  
[X Link](https://x.com/BlackScholesMan/status/1961495540127924278) [@BlackScholesMan](/creator/x/BlackScholesMan) 2025-08-29T18:25Z 3271 followers, 4662 engagements


"Forgot to add it here on the thread but I also own $EXA. They are based in E.U. and do alot with sub-service/under water drones"  
[X Link](https://x.com/BlackScholesMan/status/1961517116919525600) [@BlackScholesMan](/creator/x/BlackScholesMan) 2025-08-29T19:51Z 3271 followers, 1367 engagements


"@Lehi88 @JeffGabel Only play I have is $CODA as most of the names are private"  
[X Link](https://x.com/BlackScholesMan/status/1970845952572326301) [@BlackScholesMan](/creator/x/BlackScholesMan) 2025-09-24T13:41Z 3271 followers, XXX engagements


"Also $drs is the prime over this and handles the optic package. It is a core position for me"  
[X Link](https://x.com/BlackScholesMan/status/1974130201480364115) [@BlackScholesMan](/creator/x/BlackScholesMan) 2025-10-03T15:11Z 3270 followers, 1341 engagements


"$DRS - all the headlines on germanium import issues then this in the G/A"  
[X Link](https://x.com/BlackScholesMan/status/1974985354924241197) [@BlackScholesMan](/creator/x/BlackScholesMan) 2025-10-05T23:49Z 3270 followers, 1653 engagements


"Too soon on $DRS 🤝 $LPTH talk"  
[X Link](https://x.com/BlackScholesMan/status/1976375895238553946) [@BlackScholesMan](/creator/x/BlackScholesMan) 2025-10-09T19:55Z 3270 followers, 3029 engagements


"Note from $PKE CC last night. Strongly suspect either A) ICBM modernization or B) Hypersonic missiles with $KTOS. "Once in a lifetime" = the birth of an entirely new weapons category"  
[X Link](https://x.com/BlackScholesMan/status/1976699905096736886) [@BlackScholesMan](/creator/x/BlackScholesMan) 2025-10-10T17:22Z 3271 followers, 1539 engagements


"@Omnitrader69 On volume too. It one of the few names I own at 5%. I talked to a really smart dude that was up to 30%. If this mineral issues persist look for $DRS to come along and cut a deal. sub billion on this company MC is absurdly cheep"  
[X Link](https://x.com/BlackScholesMan/status/1976746547783299312) [@BlackScholesMan](/creator/x/BlackScholesMan) 2025-10-10T20:27Z 3270 followers, XXX engagements


"@Citrini7 $DRS has several years. That was on the last earnings call"  
[X Link](https://x.com/BlackScholesMan/status/1977458952582336785) [@BlackScholesMan](/creator/x/BlackScholesMan) 2025-10-12T19:38Z 3270 followers, 1467 engagements


"Both $mrcy and $drs debuting ai edge sensors today. I'm very interested in that"  
[X Link](https://x.com/BlackScholesMan/status/1977703555155824810) [@BlackScholesMan](/creator/x/BlackScholesMan) 2025-10-13T11:50Z 3270 followers, 1486 engagements


"$EOS.AX powering the sensor package in partnership with $DRS. This is absolutely well thought out piece of kit on a common platform. I could easily see Army/Marines interest in it as it works with an existing eco system of JLTV/Bushmaster chain gun/APKWS/Stingers"  
[X Link](https://x.com/BlackScholesMan/status/1978917474167869658) [@BlackScholesMan](/creator/x/BlackScholesMan) 2025-10-16T20:14Z 3270 followers, 2552 engagements


"Big for $PKE and positive for $CVU to a smaller extent"  
[X Link](https://x.com/BlackScholesMan/status/1979274601185026545) [@BlackScholesMan](/creator/x/BlackScholesMan) 2025-10-17T19:53Z 3270 followers, 3118 engagements


"@aalharbikw @81Ninjau Listen to the $DRS earnings call to understand the full impact"  
[X Link](https://x.com/BlackScholesMan/status/1979555682702487587) [@BlackScholesMan](/creator/x/BlackScholesMan) 2025-10-18T14:30Z 3270 followers, XXX engagements


"And their you have it. I expect similar response from the other E.U. members. Trump's naked alignment with Putin's demands may finally galvanize European resolve IMO. Should see a floor in the E.U. defense names on the back of this. Also Ukraine has been doing alot of JV ventures with E.U. primes that can eventually phase out what they buy from the U.S. on most systems. On a longer term basis they will be direct competitors with U.S. primes"  
[X Link](https://x.com/BlackScholesMan/status/1980011669011963988) [@BlackScholesMan](/creator/x/BlackScholesMan) 2025-10-19T20:42Z 3270 followers, 5266 engagements


"Seems complicated. Probably something $mms can handle"  
[X Link](https://x.com/BlackScholesMan/status/1952529585750311037) [@BlackScholesMan](/creator/x/BlackScholesMan) 2025-08-05T00:38Z 3219 followers, XXX engagements


"BOOM on $MMS Straight from the earnings presentation:"  
[X Link](https://x.com/BlackScholesMan/status/1953450498238849045) [@BlackScholesMan](/creator/x/BlackScholesMan) 2025-08-07T13:37Z 3219 followers, 4951 engagements


"Kinda surprised no analysis has said anything on the Big Beautiful Bill impact on $MMS. This is what I came up with for finical impacts if the contracts flow their way: +$1B annual revenue by 2027 (vs. $5.3B base) XX% revenue growth above current baseline Government contracts = 11-13% EBITDA margins Additional $115M+ EBITDA annually Stock Impact: Current: 9.4x EV/EBITDA (below 11-12x historical) Target: $109-$158 (vs. $XX current) +40-100% upside over 18-24 months"  
[X Link](https://x.com/BlackScholesMan/status/1955356041278812514) [@BlackScholesMan](/creator/x/BlackScholesMan) 2025-08-12T19:49Z 3219 followers, 3149 engagements


"$ACVA looks interesting here. Haven't bought yet because I like to give these types of moves a couple days to digest. You have an AI company spending heavily trying to disrupt a traditional business model. Still growing at XX% rates with healthy margins"  
[X Link](https://x.com/BlackScholesMan/status/1955374687091143077) [@BlackScholesMan](/creator/x/BlackScholesMan) 2025-08-12T21:03Z 3218 followers, XXX engagements


"In June there added as a vendor to the Navy's SeaPort NxG contract vehicle. Basically this allow pre-approved vendors to immediately bid on task's and bypass some contracting hurdles. Very possible we see task orders that standardize $CODA sonar across multiple underwater drone program. Expect more on this after October 1"  
[X Link](https://x.com/BlackScholesMan/status/1959317204861698485) [@BlackScholesMan](/creator/x/BlackScholesMan) 2025-08-23T18:09Z 3219 followers, XXX engagements


"$CODA If subsurface drones become a thing this memes. They make some of the most advance sonar imaging possible. All the primes will want to use their tech in their drones"  
[X Link](https://x.com/BlackScholesMan/status/1961524605858070911) [@BlackScholesMan](/creator/x/BlackScholesMan) 2025-08-29T20:21Z 3219 followers, 7371 engagements


"I own all of them. $CODA doesn't have debt and is growing: Just waiting on that inflection point. $MPTI - profitable business with nice margins with catalyst ahead of it. $MOBX is speculative but seems at an inflection point that the market is missing because it lacks analyst coverage"  
[X Link](https://x.com/BlackScholesMan/status/1962591144774410282) [@BlackScholesMan](/creator/x/BlackScholesMan) 2025-09-01T18:59Z 3219 followers, XXX engagements


"Seems very suspicious and something I should spend tomorrow researching on how to profit from it"  
[X Link](https://x.com/BlackScholesMan/status/1964438161268101209) [@BlackScholesMan](/creator/x/BlackScholesMan) 2025-09-06T21:18Z 3219 followers, 6797 engagements


"$CODA - Not "IF" but "When""  
[X Link](https://x.com/BlackScholesMan/status/1965104364131078368) [@BlackScholesMan](/creator/x/BlackScholesMan) 2025-09-08T17:26Z 3219 followers, 1941 engagements


"$FEIM It had its earnings this week and took quite the spill on results with the stock declining XX% following the earnings report. Management's position on light numbers was twofold: 1) They pulled ahead revenue last quarter from this quarter and 2) Government contracting issues on awards. Both are very rational reasons for coming up light on earnings"  
[X Link](https://x.com/BlackScholesMan/status/1966908796355084563) [@BlackScholesMan](/creator/x/BlackScholesMan) 2025-09-13T16:56Z 3217 followers, 5320 engagements


"Eventually $CODA 🤝Anduril"  
[X Link](https://x.com/BlackScholesMan/status/1967245880710590476) [@BlackScholesMan](/creator/x/BlackScholesMan) 2025-09-14T15:15Z 3219 followers, 2533 engagements


"I support this analyst upgrade on $FEIM"  
[X Link](https://x.com/BlackScholesMan/status/1968649491591962835) [@BlackScholesMan](/creator/x/BlackScholesMan) 2025-09-18T12:13Z 3219 followers, 5886 engagements


"@sawdirt They have already moved ALOT and any hint of a cease-fire and they will get cut in half. Only name I am in right now are $EXA (which I recommend buying on this sell off on convertible bonds) and $KOG"  
[X Link](https://x.com/BlackScholesMan/status/1970577957363011764) [@BlackScholesMan](/creator/x/BlackScholesMan) 2025-09-23T19:56Z 3219 followers, XXX engagements


"This is the reason to own $MMS. They did a blurb on it in there last slide deck but zero analysis comment on it. The work rules requirements in the BBB bill are huge. $MMS specializes in that type of stuff and I expect they will get significant regulatory capture from it"  
[X Link](https://x.com/BlackScholesMan/status/1970977389686685817) [@BlackScholesMan](/creator/x/BlackScholesMan) 2025-09-24T22:23Z 3219 followers, 1098 engagements


"Took profit on $AVAV. Love everything about the company but the price right now. Even a grind down to the 20MA would be fairly sharp let alone the 50MA"  
[X Link](https://x.com/BlackScholesMan/status/1975296320941531333) [@BlackScholesMan](/creator/x/BlackScholesMan) 2025-10-06T20:25Z 3219 followers, 1051 engagements


"$CODA breaking upper range on double normal volume. Has it time come 🤞"  
[X Link](https://x.com/BlackScholesMan/status/1975650623376007182) [@BlackScholesMan](/creator/x/BlackScholesMan) 2025-10-07T19:53Z 3219 followers, 3965 engagements


"$HO/Thales is making an identical system"  
[X Link](https://x.com/BlackScholesMan/status/1976725736477405231) [@BlackScholesMan](/creator/x/BlackScholesMan) 2025-10-10T19:05Z 3220 followers, 1615 engagements


"Eggg - that was an ugly close. I had a feeling this was coming (all the X post on profit gains are always a tell) and have been trimming positions the past two weeks. I did get $LPTH to X% today and added to $MRCY $MOG/A $PKE and created a new position in $JEDI. It's a fairly new ETF but I really like the holdings of it and recommend checking it out. Hope everyone has a great weekend"  
[X Link](https://x.com/BlackScholesMan/status/1976743802514596148) [@BlackScholesMan](/creator/x/BlackScholesMan) 2025-10-10T20:17Z 3218 followers, 2311 engagements


"Played #battlefield6 last night with my friends and $ea did a great job on the game. We all liked the game. If Activision was still public I would short it ;-)"  
[X Link](https://x.com/BlackScholesMan/status/1976990489636401356) [@BlackScholesMan](/creator/x/BlackScholesMan) 2025-10-11T12:37Z 3219 followers, 1193 engagements


"I've never not made money buying $kdef below it's 50ma. Maybe this time will be different. However in Hanwha we trust :-)"  
[X Link](https://x.com/BlackScholesMan/status/1978100944626708809) [@BlackScholesMan](/creator/x/BlackScholesMan) 2025-10-14T14:09Z 3219 followers, XXX engagements


"@MsIaboni Hard to say. Not sure how deep there AI is integrated into $LPTH hardware. If is *very* deep then you get the idea of $LPTH taking them out directly. I needed some losses to harvest so I took it on $MTEK"  
[X Link](https://x.com/BlackScholesMan/status/1978161975617019938) [@BlackScholesMan](/creator/x/BlackScholesMan) 2025-10-14T18:12Z 3219 followers, 1586 engagements


"This is an $AVAV management screw up by not protesting the original award to SOCOM. Now they will have an entrenched foot hold and will challenge them on other programs. This is the same exact system for S-300/400/600 family of systems"  
[X Link](https://x.com/BlackScholesMan/status/1978164848413319311) [@BlackScholesMan](/creator/x/BlackScholesMan) 2025-10-14T18:23Z 3219 followers, 2056 engagements


"Ok - I've been silent on it as I figured it was normal profit taking. However this selling on $eos.ax has gotten to absurd levels. Not really seeing any news. Something I am missing I trimmed in the 9's but still have a XX% postion"  
[X Link](https://x.com/BlackScholesMan/status/1978264172912640500) [@BlackScholesMan](/creator/x/BlackScholesMan) 2025-10-15T00:58Z 3219 followers, 3210 engagements


"picked up some $SAAB.B here. Plan to add more at XXX if it gets that low. $KOG.OSE & $AM looking interesting as well but not quite there on the charts yet"  
[X Link](https://x.com/BlackScholesMan/status/1978463030250701153) [@BlackScholesMan](/creator/x/BlackScholesMan) 2025-10-15T14:08Z 3219 followers, XXX engagements


"$CODA on volume today. Which one you degens did this"  
[X Link](https://x.com/BlackScholesMan/status/1978540793011818599) [@BlackScholesMan](/creator/x/BlackScholesMan) 2025-10-15T19:17Z 3219 followers, 1738 engagements


"$KYIV Because the Algos & degens will love it"  
[X Link](https://x.com/BlackScholesMan/status/1978546843626754414) [@BlackScholesMan](/creator/x/BlackScholesMan) 2025-10-15T19:41Z 3219 followers, 1910 engagements


"Accurate summation of todays price action. $CODA green though"  
[X Link](https://x.com/BlackScholesMan/status/1978914362069860608) [@BlackScholesMan](/creator/x/BlackScholesMan) 2025-10-16T20:02Z 3219 followers, 1160 engagements


"Which is why they should send JASSM-ER's instead. A) Cheaper B) In production system C) Can be fitted to existing F-16's while tomahawks require a new launching platform. It doesn't have the same range as tomahawks but you still get a X ton warhead delivered XXX miles"  
[X Link](https://x.com/BlackScholesMan/status/1978959759437918215) [@BlackScholesMan](/creator/x/BlackScholesMan) 2025-10-16T23:02Z 3219 followers, 1970 engagements


"$eqt supplies most of this market in va"  
[X Link](https://x.com/BlackScholesMan/status/1978979925982871745) [@BlackScholesMan](/creator/x/BlackScholesMan) 2025-10-17T00:22Z 3217 followers, 2508 engagements


"$lmt & $lpth program"  
[X Link](https://x.com/BlackScholesMan/status/1979526363586687461) [@BlackScholesMan](/creator/x/BlackScholesMan) 2025-10-18T12:33Z 3219 followers, 3067 engagements


"I was playing bf6 last night and they had one moment in the campaign where they shout out "get the switchblades in the air". Then you launch s300/600 and take out an incoming convey. Amazing how the explicitly embedded $avav tech into the game"  
[X Link](https://x.com/BlackScholesMan/status/1979916810150433268) [@BlackScholesMan](/creator/x/BlackScholesMan) 2025-10-19T14:25Z 3219 followers, 1079 engagements


"@taobanker At least you have to ask Claude to look at chat history's"  
[X Link](https://x.com/BlackScholesMan/status/1980017842968834162) [@BlackScholesMan](/creator/x/BlackScholesMan) 2025-10-19T21:06Z 3219 followers, XXX engagements


"Just a measly 1000% increase annually on revenue $dro.ax"  
[X Link](https://x.com/BlackScholesMan/status/1980045932826865679) [@BlackScholesMan](/creator/x/BlackScholesMan) 2025-10-19T22:58Z 3219 followers, 4222 engagements


"Bout back into $asm.ax after the offering. It cleaned up their balance sheet quite a bit and there was this little nugget in the presentation: "US DoD funding decision for US Metals Plant H2 2025" Given Australian pm meets trump tomorrow. Basset comments on ree with allies. Given equity raise timing. Feels like this is all coming together for them. High r/r with X% sizing. Still like $lyc.ax but am red on the idea so far"  
[X Link](https://x.com/BlackScholesMan/status/1980056992908554363) [@BlackScholesMan](/creator/x/BlackScholesMan) 2025-10-19T23:42Z 3219 followers, 1782 engagements


"With the Pentagon pushing to quadruple Patriot missile production here's my small-cap supplier portfolio: $MOBX - Electrical components (Spacecraft Components) $PKE - Ablative materials (sole-source C2B fabric) (LOVE LOVE LOVE this one for multiple reasons) $MRCY - Digital signal processing (LTAMDS radar) $MPTI - RF components. Trades thin so be warned $FEIM - Precision timing $CVU - Fin control surfaces (structural assemblies). Trades thin so be warned"  
[X Link](https://x.com/BlackScholesMan/status/1973106436931477913) [@BlackScholesMan](/creator/x/BlackScholesMan) 2025-09-30T19:23Z 3269 followers, 12.3K engagements


"Out of $MOBX. I have no idea what is management is doing at this point and I give up"  
[X Link](https://x.com/BlackScholesMan/status/1975199558004310301) [@BlackScholesMan](/creator/x/BlackScholesMan) 2025-10-06T14:00Z 3269 followers, 2073 engagements


"$NVX is the clear winner on this if this is true"  
[X Link](https://x.com/BlackScholesMan/status/1976249697120702833) [@BlackScholesMan](/creator/x/BlackScholesMan) 2025-10-09T11:33Z 3270 followers, 6103 engagements


"If $ASM.AX gets $500M from this package: Funding risk eliminated Pentagon partnership confirmed US operations greenlit Fair value would be: A$2-5B range (5-14x current) Even at A$1.5B (4x current = A$6.60/share) ASM would still be: Cheaper than Lynas on EV/production basis Cheaper than MP on EV/resource value Trading at discount to "strategic asset" peers"  
[X Link](https://x.com/BlackScholesMan/status/1980331895477981633) [@BlackScholesMan](/creator/x/BlackScholesMan) 2025-10-20T17:54Z 3270 followers, 2545 engagements


"USEXIM is funding seven projects with $2.2B ($314M average each) Likely candidates for those seven: Lynas expansion (certain) ASM Dubbo Project (highly likely) ASM US Metals Plant (possible) Arafura Nolans (likely) Iluka Eneabba (likely) Hastings Yangibana (possible) Northern Minerals Browns Range (possible) ASM could be 1-2 of those seven projects = $300-700M"  
[X Link](https://x.com/BlackScholesMan/status/1980333129005949000) [@BlackScholesMan](/creator/x/BlackScholesMan) 2025-10-20T17:59Z 3271 followers, XXX engagements


"@truthdotphd Agreed on $asm. It appeared $lcy was a sell the news fade"  
[X Link](https://x.com/BlackScholesMan/status/1980587473425297595) [@BlackScholesMan](/creator/x/BlackScholesMan) 2025-10-21T10:50Z 3269 followers, XX engagements


"To solve the problem you first have to acknowledge the problem. Interested to see how long it sits in committees"  
[X Link](https://x.com/BlackScholesMan/status/1980699100879446147) [@BlackScholesMan](/creator/x/BlackScholesMan) 2025-10-21T18:13Z 3271 followers, 2074 engagements


"@Vmaxpax lol well my hunch has been destroyed Russian refiners = world refined draws. This is the first data point that refined product be drawn down"  
[X Link](https://x.com/BlackScholesMan/status/1981073254686347613) [@BlackScholesMan](/creator/x/BlackScholesMan) 2025-10-22T19:00Z 3271 followers, XXX engagements


"We are entering into a period of a lot of noise when it comes to rare earths. The intelligent investor has to be able to separate miners vs refiners. Business like $mp currently mine rare earth here and ship them over China to be refined. That is the problem"  
[X Link](https://x.com/BlackScholesMan/status/1977534687661936675) [@BlackScholesMan](/creator/x/BlackScholesMan) 2025-10-13T00:39Z 3270 followers, 2735 engagements


"The thesis for me over the last couple of weeks has been: drone sanctions against Russia's refinery complex are causing them to shift from being a net exporter of refined products to a net importer. Since gasoline is a worldwide commodity it ends up being pulled from somewhere else. This was the first data point I got that supports that thesis. Will be looking at $VLO for additional commentary tomorrow for supporting evidence"  
[X Link](https://x.com/BlackScholesMan/status/1981075777585053775) [@BlackScholesMan](/creator/x/BlackScholesMan) 2025-10-22T19:10Z 3271 followers, 1578 engagements


"BBB introduces work compliance rules that are difficult to track and $MMS will mostly likely tapped to manage it. Here are some interesting data-points: CBO estimates XX MILLION Americans will lose Medicaid coverage. That's XX million appeals case reviews and administrative processes. Current Medicaid admin costs: X% of $800B program = $48B New complexity could push this to XX% = $80B market +$32B in NEW administrative spending Also $MMS does alot of contract work with the VA which I expect will start having issues after October fiscal year roll's over"  
[X Link](https://x.com/BlackScholesMan/status/1942281869854130576) [@BlackScholesMan](/creator/x/BlackScholesMan) 2025-07-07T17:57Z 3265 followers, 5906 engagements


"Picked up 140/135 put spread on $JBHT ahead of earnings tonight. Have a feeling all the work that ICE & Transpiration department are doing might hit margins"  
[X Link](https://x.com/BlackScholesMan/status/1978538229671342148) [@BlackScholesMan](/creator/x/BlackScholesMan) 2025-10-15T19:07Z 3261 followers, 1656 engagements


"My week summed up in on pic. Last two days wiped out X weeks of being right on themes. All part of the game. I did pick up some $VELO on holding the 20MA and $OUST for the same reason. Probably early with policy dysfunction out of DC. It's going to take a negative catalyst to resolve that problem and get government open again. However I expect Anthony Albanese coming to DC on Monday to be a potential catalyst for Australian REE sector Finally next week is big for $CODI with make/break deadline on XX on loan convents. Have a great weekend everyone"  
[X Link](https://x.com/BlackScholesMan/status/1979273739444359529) [@BlackScholesMan](/creator/x/BlackScholesMan) 2025-10-17T19:50Z 3265 followers, 2616 engagements


"$RHM.EUR = forward p/e XXXX $qq.LSE = XX $BAESY = 22"  
[X Link](https://x.com/BlackScholesMan/status/1980011670874272100) [@BlackScholesMan](/creator/x/BlackScholesMan) 2025-10-19T20:42Z 3264 followers, XXX engagements


"$ASM.AX catalysts: - Balance sheet is clean (debt paid off) - Phase X expansion fully funded ($204M revenue target) - Actual customer traction (29t delivered real orders) DoD decision has timeline (H2 2025 = weeks away) - Insiders buying $4.4M at $XXXX - PM-Trump meeting today (imminent catalyst)"  
[X Link](https://x.com/BlackScholesMan/status/1980253902109872509) [@BlackScholesMan](/creator/x/BlackScholesMan) 2025-10-20T12:44Z 3265 followers, XXX engagements


"Good for $EE as they focus on natural gas imports on offshore re-gasification"  
[X Link](https://x.com/BlackScholesMan/status/1980267050892169572) [@BlackScholesMan](/creator/x/BlackScholesMan) 2025-10-20T13:37Z 3265 followers, 1293 engagements


"And there you have it. Status quo it is. In Trump XXX he would have fired Steve Witkoff by now. All he does is regurgitate Kremlin's talking points"  
[X Link](https://x.com/BlackScholesMan/status/1980277367298830384) [@BlackScholesMan](/creator/x/BlackScholesMan) 2025-10-20T14:18Z 3265 followers, 1785 engagements


"@Vmaxpax Add $bah to the list. Once the shutdown ends it will endless staff Aug work"  
[X Link](https://x.com/BlackScholesMan/status/1980346862940094535) [@BlackScholesMan](/creator/x/BlackScholesMan) 2025-10-20T18:54Z 3271 followers, XXX engagements


"Let's see if Octopus broadens a tentacle to $QQ.LSE"  
[X Link](https://x.com/BlackScholesMan/status/1980760849946980832) [@BlackScholesMan](/creator/x/BlackScholesMan) 2025-10-21T22:19Z 3271 followers, 1334 engagements


"The importance of this is two fold 1) Lower input cost for refiners as they can get cheeper input costs 2) higher prices on selling refined product. $VLO and $PSX are my pics on this. However $EUPE.ATH is another pick that can move on this. It has a bit more beta then $VLO/$PSX"  
[X Link](https://x.com/BlackScholesMan/status/1981078332989915427) [@BlackScholesMan](/creator/x/BlackScholesMan) 2025-10-22T19:20Z 3271 followers, XXX engagements


"@_hustlerdoc I hope so. People smarter then me have indicated if you zeroed out the business with issues the rest of the company is worth more then it is. Plus you have the rare ear tailwind. Could easily get back to the low/mid teens from the alts rerating it"  
[X Link](https://x.com/BlackScholesMan/status/1981128166635864070) [@BlackScholesMan](/creator/x/BlackScholesMan) 2025-10-22T22:38Z 3271 followers, XXX engagements