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

Mike posts on X about $cvu, products, gas, natural gas the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/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 -XX%
- X Months XXXXXXXXX +181%
- X Year XXXXXXXXX +189%

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

- X Month XXX -XX%
- X Months XXX +187%
- X Year XXXXX +172%

### 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 +0.08%
- X Month XXXXX +3.40%
- X Months XXXXX +154%
- X Year XXXXX +243%

### CreatorRank: XXXXXXXXX [#](/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

**Social category influence**
[stocks](/list/stocks)  XXXX% [technology brands](/list/technology-brands)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [countries](/list/countries)  XXXX% [social networks](/list/social-networks)  XXXX% [finance](/list/finance)  XXXX%

**Social topic influence**
[$cvu](/topic/$cvu) #1, [products](/topic/products) 1.52%, [gas](/topic/gas) 1.52%, [natural gas](/topic/natural-gas) 1.52%, [$mms](/topic/$mms) 1.52%, [mms](/topic/mms) 1.52%, [$rtx](/topic/$rtx) 1.52%, [$lycax](/topic/$lycax) 1.52%, [$asmax](/topic/$asmax) 1.52%, [$bksy](/topic/$bksy) XXXX%

**Top accounts mentioned or mentioned by**
[@vmaxpax](/creator/undefined) [@fundmyfund](/creator/undefined) [@grumpierbtday](/creator/undefined) [@pennycheck](/creator/undefined) [@floatpisces](/creator/undefined) [@cryptogsmiley](/creator/undefined) [@justinryu10](/creator/undefined) [@leanstartupsyd](/creator/undefined) [@swedenukr](/creator/undefined) [@monetivewealth](/creator/undefined) [@beachdudeca](/creator/undefined) [@ceoondas](/creator/undefined) [@beachtrades](/creator/undefined) [@hansmast](/creator/undefined) [@fd_coop_ny](/creator/undefined) [@beach_trades](/creator/undefined) [@sfarringtonbkc](/creator/undefined) [@bannerview](/creator/undefined) [@blueduckcap](/creator/undefined) [@wolfdog_capital](/creator/undefined)

**Top assets mentioned**
[Minimals (MMS)](/topic/$mms) [Raytheon Technologies Corp (RTX)](/topic/$rtx) [BlackSky Technology Inc. (BKSY)](/topic/$bksy) [CACI INTERNATIONAL CLA (CACI)](/topic/$caci) [Elbit Systems Ltd (ESLT)](/topic/$eslt) [General Dynamics Corporation (GD)](/topic/$gd) [L3Harris Technologies Inc (LHX)](/topic/$lhx) [Oshkosh Corp. (OSK)](/topic/$osk) [Dell Technologies, Inc. (DELL)](/topic/dell) [Accenture (ACN)](/topic/accenture) [Booz Allen Hamilton Holding, Corp. (BAH)](/topic/$bah) [Viasat Inc (VSAT)](/topic/$vsat) [Mercury Systems Inc. (MRCY)](/topic/$mrcy) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Ondas Holdings Inc. Common Stock (ONDS)](/topic/$onds)
### Top Social Posts
Top posts by engagements in the last XX hours

"This is a large federal agency that manages critical national infrastructure. However apparently they do not have defined dev/test/production procedures. Seriously this is the vibe:"  
[X Link](https://x.com/BlackScholesMan/status/1997029916399763863)  2025-12-05T19:46Z 3572 followers, 1322 engagements


"$MMS - Quote from yesterday. Also nice to see an upgrade from Raymond James today. Still think this has a lot more to move as I have not really seen Analyst talk about this yet"  
[X Link](https://x.com/BlackScholesMan/status/1991920097599115546)  2025-11-21T17:22Z 3543 followers, XXX engagements


"My base case is $CVU is building wing assemblies on HACM (Hypersonic Attack Cruise Missile) that $RTX is working on"  
[X Link](https://x.com/BlackScholesMan/status/1993785350225891619)  2025-11-26T20:54Z 3541 followers, 1601 engagements


"SHIELD AKA Golden Dome"  
[X Link](https://x.com/BlackScholesMan/status/1996310572581663163)  2025-12-03T20:08Z 3539 followers, 2581 engagements


"@hansmast $lyc.ax and $asm.ax if you're a gambling man. They have multiple applications in the works with the US government. My focus in rare earths has been on companies that can x4 production immediately if given more capital"  
[X Link](https://x.com/BlackScholesMan/status/1996749951066337502)  2025-12-05T01:14Z 3541 followers, XXX engagements


"$CVU - stacking contract wins. These awards are bigger then the company MC. Something gotta give"  
[X Link](https://x.com/BlackScholesMan/status/1991518300472332763)  2025-11-20T14:45Z 3570 followers, 2682 engagements


"$BKSY mixed shelf registration got lost in my inbox from Wednesday. If they use shelf proceeds to fund X sats/quarter vs X today: End 2026: 16-17 satellites End 2027: 28-30 satellites Revenue run rate: $500-600M by late 2027. My model assumes 20M per satellite annually"  
[X Link](https://x.com/BlackScholesMan/status/1994535605930439000)  2025-11-28T22:35Z 3570 followers, 1387 engagements


"In drone land today"  
[X Link](https://x.com/BlackScholesMan/status/1996689570956558811)  2025-12-04T21:14Z 3570 followers, 1182 engagements


"Publicly Traded Companies on SHIELD Awardees List (Third time is a charm): General Dynamics - $GD L3Harris Technologies - $LHX Booz Allen Hamilton - $BAH CACI International - $CACI Viasat - $VSAT Mercury Systems - $MRCY Oshkosh Defense - $OSK Elbit Systems (parent of Elbit America) - $ESLT Frequency Electronics - $FEIM Alphabet/Google - $GOOG Dell Technologies - $DELL Accenture - $ACN Fortive - $FTV Rocket Lab - $RKLB Merlin Labs - $BATQ Momentus Space - $MNTS BAE Systems - $BA.L Schneider Electric - $SU (EPA) C3 . ai - $AI Serco Inc - $SRP.l NTT DATA SERVICES FEDERAL GOVERNMENT - $NTDTY"  
[X Link](https://x.com/BlackScholesMan/status/1996288274202255783)  2025-12-03T18:39Z 3572 followers, 5546 engagements


"Most nations are at step 2/3. I am position for step X. Look at my pinned tweet to understand the investment thesis"  
[X Link](https://x.com/BlackScholesMan/status/1996932374668415258)  2025-12-05T13:19Z 3571 followers, 1283 engagements


"Great week for $ONDS on contract win $DPRO was flat but I think it will be part of this Army initiative in a big way. $LPTH had a great week and is getting the love it deserves. I expect this theme to continue working in FY26 as we move from concepts to deliverables. Took the L on at X $CODI but it happens. At any rate have a great weekend everyone"  
[X Link](https://x.com/BlackScholesMan/status/1997049612113252655)  2025-12-05T21:05Z 3572 followers, 2022 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.]

@BlackScholesMan Avatar @BlackScholesMan Mike

Mike posts on X about $cvu, products, gas, natural gas the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

Engagements Line Chart

  • X Week XXXXXX -XX%
  • X Month XXXXXXX -XX%
  • X Months XXXXXXXXX +181%
  • X Year XXXXXXXXX +189%

Mentions: X #

Mentions Line Chart

  • X Month XXX -XX%
  • X Months XXX +187%
  • X Year XXXXX +172%

Followers: XXXXX #

Followers Line Chart

  • X Week XXXXX +0.08%
  • X Month XXXXX +3.40%
  • X Months XXXXX +154%
  • X Year XXXXX +243%

CreatorRank: XXXXXXXXX #

CreatorRank Line Chart

Social Influence

Social category influence stocks XXXX% technology brands XXXX% cryptocurrencies XXXX% countries XXXX% social networks XXXX% finance XXXX%

Social topic influence $cvu #1, products 1.52%, gas 1.52%, natural gas 1.52%, $mms 1.52%, mms 1.52%, $rtx 1.52%, $lycax 1.52%, $asmax 1.52%, $bksy XXXX%

Top accounts mentioned or mentioned by @vmaxpax @fundmyfund @grumpierbtday @pennycheck @floatpisces @cryptogsmiley @justinryu10 @leanstartupsyd @swedenukr @monetivewealth @beachdudeca @ceoondas @beachtrades @hansmast @fd_coop_ny @beach_trades @sfarringtonbkc @bannerview @blueduckcap @wolfdog_capital

Top assets mentioned Minimals (MMS) Raytheon Technologies Corp (RTX) BlackSky Technology Inc. (BKSY) CACI INTERNATIONAL CLA (CACI) Elbit Systems Ltd (ESLT) General Dynamics Corporation (GD) L3Harris Technologies Inc (LHX) Oshkosh Corp. (OSK) Dell Technologies, Inc. (DELL) Accenture (ACN) Booz Allen Hamilton Holding, Corp. (BAH) Viasat Inc (VSAT) Mercury Systems Inc. (MRCY) Alphabet Inc Class A (GOOGL) Ondas Holdings Inc. Common Stock (ONDS)

Top Social Posts

Top posts by engagements in the last XX hours

"This is a large federal agency that manages critical national infrastructure. However apparently they do not have defined dev/test/production procedures. Seriously this is the vibe:"
X Link 2025-12-05T19:46Z 3572 followers, 1322 engagements

"$MMS - Quote from yesterday. Also nice to see an upgrade from Raymond James today. Still think this has a lot more to move as I have not really seen Analyst talk about this yet"
X Link 2025-11-21T17:22Z 3543 followers, XXX engagements

"My base case is $CVU is building wing assemblies on HACM (Hypersonic Attack Cruise Missile) that $RTX is working on"
X Link 2025-11-26T20:54Z 3541 followers, 1601 engagements

"SHIELD AKA Golden Dome"
X Link 2025-12-03T20:08Z 3539 followers, 2581 engagements

"@hansmast $lyc.ax and $asm.ax if you're a gambling man. They have multiple applications in the works with the US government. My focus in rare earths has been on companies that can x4 production immediately if given more capital"
X Link 2025-12-05T01:14Z 3541 followers, XXX engagements

"$CVU - stacking contract wins. These awards are bigger then the company MC. Something gotta give"
X Link 2025-11-20T14:45Z 3570 followers, 2682 engagements

"$BKSY mixed shelf registration got lost in my inbox from Wednesday. If they use shelf proceeds to fund X sats/quarter vs X today: End 2026: 16-17 satellites End 2027: 28-30 satellites Revenue run rate: $500-600M by late 2027. My model assumes 20M per satellite annually"
X Link 2025-11-28T22:35Z 3570 followers, 1387 engagements

"In drone land today"
X Link 2025-12-04T21:14Z 3570 followers, 1182 engagements

"Publicly Traded Companies on SHIELD Awardees List (Third time is a charm): General Dynamics - $GD L3Harris Technologies - $LHX Booz Allen Hamilton - $BAH CACI International - $CACI Viasat - $VSAT Mercury Systems - $MRCY Oshkosh Defense - $OSK Elbit Systems (parent of Elbit America) - $ESLT Frequency Electronics - $FEIM Alphabet/Google - $GOOG Dell Technologies - $DELL Accenture - $ACN Fortive - $FTV Rocket Lab - $RKLB Merlin Labs - $BATQ Momentus Space - $MNTS BAE Systems - $BA.L Schneider Electric - $SU (EPA) C3 . ai - $AI Serco Inc - $SRP.l NTT DATA SERVICES FEDERAL GOVERNMENT - $NTDTY"
X Link 2025-12-03T18:39Z 3572 followers, 5546 engagements

"Most nations are at step 2/3. I am position for step X. Look at my pinned tweet to understand the investment thesis"
X Link 2025-12-05T13:19Z 3571 followers, 1283 engagements

"Great week for $ONDS on contract win $DPRO was flat but I think it will be part of this Army initiative in a big way. $LPTH had a great week and is getting the love it deserves. I expect this theme to continue working in FY26 as we move from concepts to deliverables. Took the L on at X $CODI but it happens. At any rate have a great weekend everyone"
X Link 2025-12-05T21:05Z 3572 followers, 2022 engagements

creator/x::BlackScholesMan
/creator/x::BlackScholesMan