#  @BussinBiotech Bussin Science Investor Bussin Science Investor posts on X about $lpth, $ssys, if you, company the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/twitter::1848303318373986305/interactions)  - [--] Week [-------] -79% - [--] Month [---------] +1,667% - [--] Months [---------] +188% - [--] Year [---------] -55% ### Mentions: [--] [#](/creator/twitter::1848303318373986305/posts_active)  - [--] Week [--] +60% - [--] Month [---] -21% - [--] Months [---] +433% - [--] Year [---] +1,312% ### Followers: [-----] [#](/creator/twitter::1848303318373986305/followers)  - [--] Week [-----] +3.90% - [--] Month [-----] +88% - [--] Months [-----] +724% - [--] Year [-----] +3,556% ### CreatorRank: [-------] [#](/creator/twitter::1848303318373986305/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 99.32% [stocks](/list/stocks) 22.6% [cryptocurrencies](/list/cryptocurrencies) 9.59% [countries](/list/countries) 5.48% [technology brands](/list/technology-brands) 5.48% [celebrities](/list/celebrities) 2.05% [travel destinations](/list/travel-destinations) 2.05% [social networks](/list/social-networks) 0.68% [automotive brands](/list/automotive-brands) 0.68% **Social topic influence** [$lpth](/topic/$lpth) #1, [$ssys](/topic/$ssys) 9.59%, [if you](/topic/if-you) 8.22%, [company](/topic/company) 7.53%, [$optx](/topic/$optx) #10, [investment](/topic/investment) #573, [in the](/topic/in-the) 4.79%, [quick](/topic/quick) 4.79%, [hs](/topic/hs) 4.11%, [ai](/topic/ai) 4.11% **Top accounts mentioned or mentioned by** [@blackscholesman](/creator/undefined) [@fundmyfund](/creator/undefined) [@vmaxpax](/creator/undefined) [@vastcnc](/creator/undefined) [@pennycheck](/creator/undefined) [@madcap_cap](/creator/undefined) [@investor7093410](/creator/undefined) [@madcapcap](/creator/undefined) [@advoking](/creator/undefined) [@amaymd](/creator/undefined) [@0xaya1](/creator/undefined) [@qthomp](/creator/undefined) [@kevinuranium3o8](/creator/undefined) [@moxieland](/creator/undefined) [@tedwilliams1930](/creator/undefined) [@deptofwar](/creator/undefined) [@deptofwars](/creator/undefined) [@alphawolftrding](/creator/undefined) [@maxonwifi](/creator/undefined) [@kingtutcap](/creator/undefined) **Top assets mentioned** [Velo (VELO)](/topic/$velo) [3D Systems Corp (DDD)](/topic/$ddd) [Allegheny Technologies (ATI)](/topic/$ati) [Limitus (LMT)](/topic/$lmt) [Leonardo DRS, Inc. Common Stock (DRS)](/topic/$drs) [Muhdo Hub (DNA)](/topic/$dna) [Raytheon Technologies Corp (RTX)](/topic/$rtx) [Carpenter Technology Corp (CRS)](/topic/$crs) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Abivax SA (ABVX)](/topic/$abvx) [Valneva SE (VALN)](/topic/$valn) [Planet Labs PBC (PL)](/topic/$pl) [nLIGHT, Inc. Common Stock (LASR)](/topic/$lasr) [Wave Life Sciences Ltd. Ordinary Shares (WVE)](/topic/$wve) [Terns Pharmaceuticals, Inc. (TERN)](/topic/$tern) [Maris Tech Ltd. (MTEK)](/topic/$mtek) [Adlai Nortye Ltd (ANL)](/topic/$anl) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) ### Top Social Posts Top posts by engagements in the last [--] hours "Legit question. what is causing this high beta crash since it doesn't seem like much happened between now and last week. Is it: -Delayed reaction to Trump nominating Warsh as the next FED chairman -Bitcoin's current demise (leverage/liquidations impacting rest of market) -Risk of Iran war increasing -Supreme court about to announce tariff decision soon" [X Link](https://x.com/BussinBiotech/status/2019579624099914163) 2026-02-06T01:11Z [----] followers, [----] engagements "$ABVX It is now Feb [----] the year of our Lord. Betaville has just issued its 174th uncooked alert on Abivax. At this point the alerts arent rumors theyre a seasonal tradition. Groundhog sees his shadow Six more weeks of buyout chatter. New alert drops Algos briefly wake from cryosleep spike the chart 4% and go back to hibernating. Traders grandchildren gather around the terminal: Grandpa were you there for the 11th uncooked alert Yes child we all thought that was the one. https://x.com/biotech_jack/status/2021938605229584646 $ABVX Betaville 'uncooked alrt' https://t.co/WDc6xnJvgR" [X Link](https://x.com/BussinBiotech/status/2021999399845453939) 2026-02-12T17:26Z [----] followers, [----] engagements "$LPTH G5 c-UAS commentary: "G5 cameras are considered the best for drone detection identification tracking. all of a sudden we're talking about installing these cameras over every NFL stadium every critical infrastructure every power plant not to mention along the borders and so on. And so in the last few months we've won numerous contracts that have drove our backlog all the way to $100 million." "For example the US Air Force has a system of systems they call it for drone detection and airbase protection. And that system specifically calls out our cameras as the ones that should be there for" [X Link](https://x.com/BussinBiotech/status/2022703466863374375) 2026-02-14T16:04Z [----] followers, [----] engagements "$LPTH Comments on company financials & NGSRI contract: -Bottom line & EPS positive in next few quarters debt has been paid off warrants were exercised Targeting gross margins 35-40% and EBITDA north of 15-20% -"We are possibly weeks away from winning the NGSRI contract"" [X Link](https://x.com/BussinBiotech/status/2022707703970201907) 2026-02-14T16:21Z [----] followers, [----] engagements "@fundmyfund Already much more handsome lol. I look forward to these interviews way more than I would any Brad Pitt movie" [X Link](https://x.com/BussinBiotech/status/2022717226873147626) 2026-02-14T16:59Z [----] followers, [---] engagements "$IFRX seems like an interesting catalyst trade for the upcoming CSU and HS P2a readout. The company's key asset INF904 seems to be a best-in-class C5aR inhibitor. While previous data from other C5a/C5aR inhibitors like vilobelimab (anti-C5a mAb) and avacopan (oral C5aR inhibitor) in HS have been historically mixed they nonetheless provide some strong signals of efficacy for this pathway. INF904 demonstrates a significantly superior PK/PD profile which could translate to enhanced clinical outcomes. Some quick thoughts below 🧵" [X Link](https://x.com/BussinBiotech/status/1942577030979108916) 2025-07-08T13:30Z [----] followers, [----] engagements "Buying $VALN dips. China chikungunya news cycle still early; will likely get news about govts stockpiling IXCHIQ in coming months. Also helps that $BVNRY no longer a retail parking spot after recent BO and we likely get a slow run-up into the VLA15 Lyme disease readout in Q4" [X Link](https://x.com/anyuser/status/1955995942034800662) 2025-08-14T14:12Z [----] followers, [---] engagements "While most people are focused on oil and defense stocks as the likelihood of military intervention in Venezuela grows I cant help but wonder if $PL might be a sleeper long. Military operations drive demand for commercial satellite imagery analytics and reconnaissance feeds and not just from governments but also private intelligence users like insurers traders and logistics firms. $PL already supplies imagery to the U.S. government and a conflict could trigger both a spike in short-term tasking and a ramp-up in longer-term contracts. And with the wars in Ukraine and Middle East (Israel v." [X Link](https://x.com/BussinBiotech/status/1967604318712000751) 2025-09-15T15:00Z [----] followers, [---] engagements "$IFRX Finally. Excited to see if my DD was correct on Monday. Pre-announcement already a good sign. https://www.inflarx.de/Home/Investors/Press-Releases/Press-Release2025-11-InflaRx-to-Announce-Topline-Data-from-Phase-2a-Clinical-Trial-of-INF904-in-Hidradenitis-Suppurativa-and-Chronic-Spontaneous-Urticaria.html https://www.inflarx.de/Home/Investors/Press-Releases/Press-Release2025-11-InflaRx-to-Announce-Topline-Data-from-Phase-2a-Clinical-Trial-of-INF904-in-Hidradenitis-Suppurativa-and-Chronic-Spontaneous-Urticaria.html" [X Link](https://x.com/BussinBiotech/status/1986935562113327475) 2025-11-07T23:15Z [----] followers, [----] engagements "Given that biomanufacturing is now called out as one of the top [--] critical technology areas for the DoD. I want to call out [--] publicly traded companies that I think will benefit from this increased DoD focus. $DNA $GEVO $LNZA To start of the below two articles provide detailed explanations of what biomanufacturing is and specifically define biomanufacturing as: 1.) the use of biological systems that have been engineered or that are used outside their natural context to produce a product. 2.) "The use of bacteria to create high-value materials by controlling their genetic makeup much like a" [X Link](https://x.com/BussinBiotech/status/1997398778303672323) 2025-12-06T20:12Z [----] followers, [----] engagements "If they do M&A I will throw out a shot in the dark guess that its Syntec optics ( $OPTX ) . They are a small U.S.-based optics and photonics company with a primary focus on the space and satellite sector . This would increase lightpaths exposure to the space industry and have synergy with their blackdiamond glass. Also as an additional benefit syntec optics has a sizeable manufacturing facility in New York that does a lot of optical assembly and advanced electro-optical system manufacturing work and they have a lot of optical engineers diamond turning technicians and optomechanical engineers" [X Link](https://x.com/BussinBiotech/status/1999494600377950497) 2025-12-12T15:00Z [----] followers, [----] engagements "Still doing work on new longs for the new year but below is an assortment of stocks that I like a lot so far going into 2026: $LPTH - Just search "LPTH" under my profile $TLPH - NEPHRO CRRT topline data + CRMD buyout $TERN - Amazing CML data high conviction [----] BO target $LASR - Picks & shovels defense play specializing in directed energy/lasers + massive secular tailwinds in cUAS $WVE - Next gen obesity treatment (Muscle preservation/body composition) + interesting RGD pipeline $SSYS - A leader in additive manufacturing firmly operating at production scale $TARS - Continued XDEMVY" [X Link](https://x.com/BussinBiotech/status/2006806408012980554) 2026-01-01T19:15Z [----] followers, 14.2K engagements "@madcap_cap Yeah I was initially feeling good on my $OPTX pick for potential M&A but given Sams commentary on investing software I think @BlackScholesMan is right that $MTEK is the likely next M&A target" [X Link](https://x.com/BussinBiotech/status/2007941557442277660) 2026-01-04T22:25Z [----] followers, [---] engagements "$SSYS $VELO $DDD Maybe worth a reminder that MILAM the largest military aerospace defense and warfighting 3D printing event in North America happens on Feb 3-5th. I wonder if any press releases will be timed around the conference. Stratasys is the lead sponsor🤔" [X Link](https://x.com/BussinBiotech/status/2011174819375779923) 2026-01-13T20:33Z [----] followers, 21K engagements "Food for thought $SSYS $VELO $DDD. But FYI only one of these companies has a US Representative that sits on the military construction subcommittee buying their stock. https://x.com/itsRobertBurns/status/2011171916267008093 The government is literally telling you where to invest your money https://t.co/71vVvkbqIe https://x.com/itsRobertBurns/status/2011171916267008093 The government is literally telling you where to invest your money https://t.co/71vVvkbqIe" [X Link](https://x.com/BussinBiotech/status/2011407195725049903) 2026-01-14T11:57Z [----] followers, 16.2K engagements "$SSYS $VELO $DDD $PRNT Below is a list of announcements and key events that I have come across that help explain why I believe [----] is an inflection year for additive manufacturing (Military/defense perspective). In a memo to senior Pentagon leadership Defense Secretary Pete Hegseth instructed the U.S. Army to extend advanced manufacturing including 3D printing and additive manufacturing to operational units by [----]. (Source: The FY [----] National Defense Authorization Act (NDAA) prohibits the DoD from entering into a contract for the procurement of 3D Printers/additive manufacturing machines" [X Link](https://x.com/BussinBiotech/status/2013686882744291398) 2026-01-20T18:55Z [----] followers, 19.9K engagements "$LPTH Some quick thoughts & takeaways regarding the acquisition beyond what is already written in the press release: This acquisition is clearly highly synergistic. Not only does it add incremental chalcogenide glass melting capacity but AMIs current programs of record (the Joint Strike Fighter Electro-Optical Targeting System F-35 and the Arrowhead sensor suite Apache)align perfectly with the same F-35 and Apache platforms that LightPath already supports. Importantly this could also provide LightPath with yet another pathway to move further up the value chain within those new programs. If" [X Link](https://x.com/BussinBiotech/status/2013756406747292143) 2026-01-20T23:31Z [----] followers, [----] engagements "Quick follow-up on the post below. Worth calling out that $CRS & $ATI are metal powder suppliers that will also benefit from the military's AM push. I have actually initiated a position in $ATI. Beyond supplying specialty powders for AM ATIs portfolio of advanced materials and components positions the company as a critical supply-chain enabler across several growth markets including aerospace & defense and the modernization of the U.S. power grid. It very much looks like $ATI stands to benefit greatly from the increased military manufacturing and production pushed by Trump as well as from" [X Link](https://x.com/BussinBiotech/status/2014349427637391569) 2026-01-22T14:48Z [----] followers, [----] engagements "$SSYS $VELO $DDD Quick reminder that MILAM starts next week Tuesday. Hopefully we get some interesting additive manufacturing news and updates during the conference. https://x.com/BussinBiotech/status/2011174819375779923 $SSYS $VELO $DDD Maybe worth a reminder that MILAM the largest military aerospace defense and warfighting 3D printing event in North America happens on Feb 3-5th. I wonder if any press releases will be timed around the conference. Stratasys is the lead sponsor🤔 https://t.co/YboqhUhR2g https://x.com/BussinBiotech/status/2011174819375779923 $SSYS $VELO $DDD Maybe worth a" [X Link](https://x.com/BussinBiotech/status/2016849556810424631) 2026-01-29T12:23Z [----] followers, [----] engagements "$RTX completes NGSRI ballistic test. Hopefully another indication that NGSRI down selection is soon to come $LPTH $LMT. RTX Press Release: https://x.com/BussinBiotech/status/2011443434574471612 https://www.rtx.com/news/news-center/2026/02/02/rtxs-raytheon-completes-successful-ballistic-test-for-u-s-armys-next-generatio $LPTH Quick reminder on what Sam said regarding the NGSRI timelines during the last ER. https://t.co/XLj2Cf2KZK Question is if both $RTX and $LMT did in fact have their recent flight test at the same time should we start considering the silence from $RTX as a positive sign for" [X Link](https://x.com/BussinBiotech/status/2018370201188778408) 2026-02-02T17:05Z [----] followers, [----] engagements "Good call out but when they say "Raytheon funded the test to demonstrate technical maturity and collect critical data ahead of the program's flight test demonstration." . I assume the upcoming flight test will occur at the Armys White Sands NM test site where LMT performed theirs. Although this does show just how much RTX is behind and is causing the down selection decision to be delayed (e.g. why Sam said that RTX is behind and why no decision occurred Q4 last year like he originally thought). https://twitter.com/i/web/status/2018391967592579226" [X Link](https://x.com/BussinBiotech/status/2018391967592579226) 2026-02-02T18:31Z [----] followers, [--] engagements "RTX hasn't done the actual flight test yet in the middle of the press release they say "Raytheon funded the test to demonstrate technical maturity and collect critical data ahead of the program's flight test demonstration." . So not the same flight test that LMT did at the Armys White Sands NM test site thats still coming. The PR kinda shows just how much RTX is behind and is causing the down selection decision to be delayed (e.g. why Sam said that RTX is behind and why no decision occurred Q4 last year like he originally thought). https://twitter.com/i/web/status/2018411195515162964" [X Link](https://x.com/BussinBiotech/status/2018411195515162964) 2026-02-02T19:48Z [----] followers, [----] engagements "Guys wake the fuck up. $OPTX already builds optics for satellite constellations AND data centers. Meanwhile Musk is out here casually saying space-based data centers are inevitable. Youre telling me the market cant connect optics for satellites + data centers = optics for space data centers $OPTX is already positioned just combine the two separate verticals. (I am saying this both unironically and ironically) 🚀🧠 https://twitter.com/i/web/status/2018654198351397168 https://twitter.com/i/web/status/2018654198351397168" [X Link](https://x.com/BussinBiotech/status/2018654198351397168) 2026-02-03T11:54Z [----] followers, 15.3K engagements "Trader: Surely the $ANL buyers are exhausted and finished. The $ANL buyers:" [X Link](https://x.com/BussinBiotech/status/2018755198563631331) 2026-02-03T18:35Z [----] followers, [----] engagements "Quick follow-up commentary on $ATI and today's ER: ATI Q4 Adj. EPS $0.93 Beats $0.88 Estimate Revs in line ATI Sees FY2026 Adj EPS $3.99-$4.27 vs $3.93 Est My assumption is that revs start growing above estimates in [----] because of increased NATO military spending and due to their high growth verticals for hypersonic missile production additive manufacturing and power generation/grid buildout. If that does end up being case then this thing will be a runner. https://x.com/BussinBiotech/status/2014349427637391569 Quick follow-up on the post below. Worth calling out that $CRS & $ATI are metal" [X Link](https://x.com/BussinBiotech/status/2018778265704370379) 2026-02-03T20:07Z [----] followers, [----] engagements "I wonder if this is good/bad/neutral for IFRX. Another potential indication for izicopan if you believe C5aR still works in ANCA-vasculitis despite the data issues brought up by the FDA superior PK/PD to boost efficacy differences in chemical structure between the compounds (distinct in substitution pattern and fluorination) = safety data for Izicopan looks very good so far (no hepatotox but still early obviously)" [X Link](https://x.com/BussinBiotech/status/2018804403344715960) 2026-02-03T21:50Z [----] followers, [---] engagements "$OPTX I wan to write down some quick thoughts on their data center vertical given that my last write up was almost exclusively focused on their military/defense and satellite verticals. So when it comes to the $OPTX data center vertical we know that at minimum the company is an S2 supplier of datacom microlens arrays that are used for co-packaged optics (CPO) and Optical Circuit Switch (OCS) solutions ( $LITE and $COHR adjacency). I'll further add that their most recent press release indicated that they secured pre-production orders for "NEW data center optical connectivity products" and" [X Link](https://x.com/BussinBiotech/status/2019451330440434028) 2026-02-05T16:41Z [----] followers, [----] engagements "@Advoking I can't say for certain their press releases just say that they provide the datacom microlens arrays to a "blue chip" customer for data center use. could be $LITE or could be something like Molex Amphenol or Broadcom" [X Link](https://x.com/BussinBiotech/status/2019497960325648544) 2026-02-05T19:46Z [----] followers, [---] engagements "@maxonwifi $HIMS" [X Link](https://x.com/BussinBiotech/status/2019552994011066738) 2026-02-05T23:25Z [----] followers, [---] engagements "@A_May_MD $HIMS" [X Link](https://x.com/BussinBiotech/status/2019553874210877496) 2026-02-05T23:28Z [----] followers, [----] engagements "@kingtutcap Tut every time he reposts that tweet now lol" [X Link](https://x.com/BussinBiotech/status/2019557787483942913) 2026-02-05T23:44Z [----] followers, [---] engagements "@0xaya1 But this high-risk taking has been going on for forever in this bull market what tipped the scale for this pullback to happen now Or are you saying its just another temporary rotation out of high risk like last October and we will be back to all time highs in no time" [X Link](https://x.com/BussinBiotech/status/2019582431137825105) 2026-02-06T01:22Z [----] followers, [---] engagements "The White House initially defended the clip as an "internet meme video" and told critics to "stop the fake outrage" (see BBC link below). Of course after the narrative doesn't go their way it is now "another staffs fault." Also Don't say which staffer no comment about that staffer being fired or reprimanded. Do not believe their lies people.🤦♂ https://www.bbc.com/news/articles/ce8r8y78g10o https://www.bbc.com/news/articles/ce8r8y78g10o" [X Link](https://x.com/BussinBiotech/status/2019820139873546422) 2026-02-06T17:07Z [----] followers, 12.9K engagements "Highly recommend folks listen to the $ATI Q4 earnings CC if you haven't already a couple of interesting tidbits/quotes down below. Worth a reminder that ATI hasn't even started raising prices yet either. "We're seeing a step change increase in order activity beyond what we would normally see in seasonal first quarter strength across both long-term agreements and transactional demand." "ATI's annual defense revenue grew 14% year-over-year with missiles up 127% driven by sustained demand for alloys like C103 and titanium [--] across multiple programs." "PAC-3 and THAAD utilize our very" [X Link](https://x.com/BussinBiotech/status/2019843802119213231) 2026-02-06T18:41Z [----] followers, [----] engagements "$OPTX update below. Musk's plan is to put data centers in space and run them on solar power. What other company is sitting right in the middle of every single optical layer of that stack (optics for satellites + data centers + space-based solar) https://x.com/BussinBiotech/status/2018654198351397168 Guys wake the fuck up. $OPTX already builds optics for satellite constellations AND data centers. Meanwhile Musk is out here casually saying space-based data centers are inevitable. Youre telling me the market cant connect optics for satellites + data centers = optics for https://t.co/WskXSE9zob" [X Link](https://x.com/BussinBiotech/status/2020502124702933488) 2026-02-08T14:17Z [----] followers, [----] engagements "Even more highlighting for anyone still buffering. I'm gonna legit need some orbital compute believers and/or degens to chime in. is there any other company thats this ready to enable orbital compute while still sitting at such a low MC as $OPTX @BlackScholesMan @spacanpanman" [X Link](https://x.com/BussinBiotech/status/2020507326562631703) 2026-02-08T14:37Z [----] followers, [----] engagements "@BlackScholesMan @pennycheck your prior callout of $RDW in this space and overall sentiment was spot-on would love your thoughts here. https://x.com/pennycheck/status/1996650350812504437 As a true OG of the SMR trend before they all 20Xed It was started by Google and Amazon and Altman all talking it up. We have just seen in the last month Elon Bezos Google Amazon and yesterday Sam Altman all talking up the data center in space opportunity. Similar playbook https://t.co/y1mNAPUcnf https://x.com/pennycheck/status/1996650350812504437 As a true OG of the SMR trend before they all 20Xed It was" [X Link](https://x.com/BussinBiotech/status/2020517221508804966) 2026-02-08T15:16Z [----] followers, [---] engagements "One last bit of weekend commentary on $OPTX. if the company ever ends up getting acquired in the next couple of years my bet is on $MKSI as the buyer. The level of synergy and complementary strength between their photonics verticals is pretty remarkable" [X Link](https://x.com/BussinBiotech/status/2020563025984373151) 2026-02-08T18:19Z [----] followers, [----] engagements "Insane/awesome AI video lol. $OPTX has barely even been on investor's radars and weve already got people dropping AI edits at this high of level. https://x.com/damonsean123/status/2016201804854255736 @fundmyfund Great vid on syntec optics and eagle eye. Feel free to share. https://t.co/gtTRx6uMhs https://x.com/damonsean123/status/2016201804854255736 @fundmyfund Great vid on syntec optics and eagle eye. Feel free to share. https://t.co/gtTRx6uMhs" [X Link](https://x.com/BussinBiotech/status/2020665170838622237) 2026-02-09T01:04Z [----] followers, [----] engagements "@madcap_cap Thats the type of video I would expect TSLA or PLTR apes to make for their companies not for some still undiscovered gem like OPTX" [X Link](https://x.com/BussinBiotech/status/2020667486677389704) 2026-02-09T01:14Z [----] followers, [---] engagements "$LPTH Could be Trust automation could be Dzyne or perceptview if they won one of the FEMA FIFA World Cup c-uas grants or could be more border surveillance orders from a company like Elbit systems. Exciting regardless We should get more color this Wednesday during the ER. $LPTH print it on to the next one. 9.6m. Existing Customer G5 sounds like Trust Automation. @BussinBiotech probably has some deeper details Im sure. https://t.co/2fqXaMvXSR $LPTH print it on to the next one. 9.6m. Existing Customer G5 sounds like Trust Automation. @BussinBiotech probably has some deeper details Im sure." [X Link](https://x.com/BussinBiotech/status/2020859452996390993) 2026-02-09T13:56Z [----] followers, [----] engagements "$DNA getting the OpenAI rub Add the fact that most AI furus will be adding the name to their automation/robotics baskets & 17.5% short interest and you have a very nice set-up. bought some calls. https://x.com/OpenAI/status/2019488071134347605 We worked with @Ginkgo to connect GPT-5 to an autonomous lab so it could propose experiments run them at scale learn from the results and decide what to try next. That closed loop brought protein production cost down by 40%. https://t.co/udKBKxnKlW https://x.com/OpenAI/status/2019488071134347605 We worked with @Ginkgo to connect GPT-5 to an autonomous" [X Link](https://x.com/BussinBiotech/status/2020874578780975450) 2026-02-09T14:57Z [----] followers, [----] engagements "I will say that I'm skeptical about just how close we are to this project being a scalable reality that works for something less run-of-the-mill than the sfGFP they did their POC on. But hey absolutely great narrative and robotics/automation is a thematic you very much want to be on the right side of. Very much like the R/R on some short to medium term calls. https://investors.ginkgobioworks.com/news/news-details/2026/Ginkgo-Bioworks-Autonomous-Laboratory-Driven-by-OpenAIs-GPT-5-Achieves-40-Improvement-Over-State-of-the-Art-Scientific-Benchmark/default.aspx" [X Link](https://x.com/BussinBiotech/status/2020880262473654590) 2026-02-09T15:19Z [----] followers, [---] engagements "In light of the OpenAI colab news its worth reminding folks of another compelling angle for $DNA this year. The company is one of the few publicly traded players positioned to very likely benefit from biomanufacturing being designated as one of the DoD's six critical technology focus areas. With recent defense funding bills now passed theres a strong possibility we could see a DoD biomanufacturing contract announced this year. https://x.com/BussinBiotech/status/1997398778303672323 Given that biomanufacturing is now called out as one of the top [--] critical technology areas for the DoD. I want" [X Link](https://x.com/BussinBiotech/status/2020945168812343683) 2026-02-09T19:37Z [----] followers, [----] engagements "$OPTX Fascinating I'm seeing [--] new job openings posted just this past Friday alone. I hate looking into job openings too much but this level of hiring has to suggest the company is scaling operations due to high demand. Initial EagleEye production getting started or are they expanding satellite and data center work" [X Link](https://x.com/BussinBiotech/status/2020976418189180942) 2026-02-09T21:41Z [----] followers, [----] engagements "@SpecialSitsNews My LLM told me I aint reading all that when I asked for a translation" [X Link](https://x.com/BussinBiotech/status/2021016051287458283) 2026-02-10T00:19Z [----] followers, [---] engagements "23 jobs posted all on the same day indicates they are expanding rather than backfilling positions as people leave. Also if you look at the job titles its all engineers technicians CNC assemblers schedulers rather than things like HR finance janitors etc. indicating that they are getting large new orders than need hands on deck to manufacture things. https://twitter.com/i/web/status/2021211365474447430 https://twitter.com/i/web/status/2021211365474447430" [X Link](https://x.com/BussinBiotech/status/2021211365474447430) 2026-02-10T13:15Z [----] followers, [--] engagements "RT @fundmyfund: $ATI lot of strength" [X Link](https://x.com/BussinBiotech/status/2021283488918278449) 2026-02-10T18:01Z [----] followers, [--] engagements "So whats the best way to go long on rising unemployment First thing that come to mind are pawn shops (e.g. $EZPW) and self-storage companies (e.g. $PSA). Although I feel like there would be more interesting/unique plays out there. https://x.com/TMTLongShort/status/2021148656502456426 Bloodbath is coming. Budgets need to to be freed up to simultaneously pay for GPUs/AI-tools while also showing investors rapid FCF-SBC expansion. The first use-case of AI is the tools that allow CFOs to map productivity and redundancy of every employee. This in-turn drives" [X Link](https://x.com/BussinBiotech/status/2021303040347611139) 2026-02-10T19:19Z [----] followers, [----] engagements "@BlackScholesMan This made me think of $JCI being an interesting one. main business is providing cooling and connectivity for AI but then have a subsidiary (Sensormatic Solutions) that does loss prevention security and surveillance" [X Link](https://x.com/BussinBiotech/status/2021307672939602249) 2026-02-10T19:37Z [----] followers, [---] engagements "Nearly a 700k downward revision to March [----] payrolls and possibly close to 1M downward revision to December [----] after full benchmarking https://x.com/AnnaEconomist/status/2021298742658584990 On jobs -- We are expecting about 666k downward revisions to March [----] payrolls level as part of the annual benchmarking. After all that's done (including birth and death model update in the post benchmark period) we expect Dec [----] to see a downward revision near [--] million. https://t.co/p3NPQID6Dz https://x.com/AnnaEconomist/status/2021298742658584990 On jobs -- We are expecting about 666k downward" [X Link](https://x.com/BussinBiotech/status/2021322169603543187) 2026-02-10T20:35Z [----] followers, [----] engagements "Thanks for that. Bringing up bear points is good we want a [---] degree view of the company. But upfront I don't think him leaving changes any of the primary investment drivers (EagleEye NDAA Satelite vertical data center vertical) maybe brings into question management culture/performance but we will likely see that play out in real time this year anyway. https://twitter.com/i/web/status/2021565754772992216 https://twitter.com/i/web/status/2021565754772992216" [X Link](https://x.com/BussinBiotech/status/2021565754772992216) 2026-02-11T12:43Z [----] followers, [--] engagements "@FugaziResearch AI slop no mention of Anduril EagleEye NDAA tailwinds or the Data center or satelite optic work they do. Also isn't cost to borrow like 100% even if this wasn't AI slop why would you short on no catalyst" [X Link](https://x.com/BussinBiotech/status/2021592152975765679) 2026-02-11T14:28Z [----] followers, [----] engagements "RT @Tyler_Neville_: Plato has to be rolling over in his grave. Why is the Attorney General making comments on the stock market What kind" [X Link](https://x.com/BussinBiotech/status/2021645289002872908) 2026-02-11T17:59Z [----] followers, [--] engagements "@qthomp TBH if the stock market has to crash for there to be law order and justice again in the US and for pedophile protecting ghouls like Bondi and Patel to be impeached and arrested I am happy to give up my gains" [X Link](https://x.com/BussinBiotech/status/2021668467674353951) 2026-02-11T19:31Z [----] followers, [----] engagements "$LPTH Lightpath reports Q2 EPS of -$0.20 vs -$0.04 consensus; Revenue of $16.4 vs $14.9 million Consensus. https://www.stocktitan.net/news/LPTH/light-path-technologies-reports-fiscal-2026-second-quarter-financial-be5actke97to.html https://www.stocktitan.net/news/LPTH/light-path-technologies-reports-fiscal-2026-second-quarter-financial-be5actke97to.html" [X Link](https://x.com/BussinBiotech/status/2021692507420016667) 2026-02-11T21:07Z [----] followers, [----] engagements "Btw EPS miss was primarily attributed to the G5 earnout. 120% top line growth and gross margin expansion much more important here" [X Link](https://x.com/BussinBiotech/status/2021698878068727912) 2026-02-11T21:32Z [----] followers, [---] engagements "RT @BlackScholesMan: $LPTH - We all on here talking about U.S. growth.meanwhile in the E.U" [X Link](https://x.com/BussinBiotech/status/2021722784271900821) 2026-02-11T23:07Z [----] followers, [--] engagements "@0xDeva_Victrix @fundmyfund I guess its also worth pointing out that Sam liked this Leonardo DRS post" [X Link](https://x.com/BussinBiotech/status/2021776635901751352) 2026-02-12T02:41Z [----] followers, [---] engagements "$MSTR conference call ".Hopefully bitcoin price rallies soon" hahahahaha" [X Link](https://x.com/BussinBiotech/status/2019568002828759478) 2026-02-06T00:25Z [----] followers, [----] engagements "$LPTH Great ER conference call as always. Some items discussed were already known quantities but some commentary was brand new that I want to highlight below. -"The space development agency (SDA) awarded in December $3.5 billion to build [--] tracking layer satellites. Those are all based on infrared cameras. Public information which one can easily look up. That is $48 million per satellite.the infrared camera system typically is about a third of the overall cost of the satellite. So that is $16 million per satellite.So until now Black Diamond was not even considered for use in those" [X Link](https://x.com/BussinBiotech/status/2021738424051384576) 2026-02-12T00:09Z [----] followers, [----] engagements "@Vmaxpax V* when I zig you zag I love it I should also be looking at companies like $ATI even surface level that company makes total sense to way outperform and not just because they provide powders" [X Link](https://x.com/BussinBiotech/status/2013995498609197284) 2026-01-21T15:21Z [----] followers, [---] engagements "Move aside babe a new Sam Rubin $LPTH interview just dropped 🍽 https://www.youtube.com/watchv=_xKv3r7GHt4 https://www.youtube.com/watchv=_xKv3r7GHt4" [X Link](https://x.com/BussinBiotech/status/2022687049145569499) 2026-02-14T14:59Z [----] followers, 11.1K engagements "$LPTH Pelco a subsidiary of Motorola appears to be using G5 thermal cameras in their Silent Sentinel Jaegar MK [--]. For example purposes see images below showing a perfect match on horizontal field of view spectral band focal length and optical zoom for the G5 MWIR short range 8x zoom thermal camera and the Silent Sentinel. Pelco specifically calls out the "non-germanium" aspect of the camera. Also Sam out here liking Pelco silent sentinel press releases on LinkedIn. Furthermore just to clarify its not just the 8x zoom camera all of the MWIR Silent sentinel camera options align with G5 cameras" [X Link](https://x.com/BussinBiotech/status/2021985784929169885) 2026-02-12T16:32Z [----] followers, [----] engagements "$LPTH A bit of an indirect tailwind that is worth calling out. Echodyne has announced plans to open a new manufacturing facility as part of a $40 million investment aimed at expanding radar production capacity to meet increasing global demand. Remember that modular C-UAS providers like Trust Automation and Perceptview that use lightpath EO/IR camera's also utilize Echodyne's echoshield radar. While we already knew C-UAS was bringing it lots of federal state and private investment it is still good to see these headlines especially for modular C-UAS suppliers that directly overlap on customer" [X Link](https://x.com/BussinBiotech/status/2022050506890186984) 2026-02-12T20:49Z [----] followers, [----] engagements "You have a valid point and its important to emphasize that the word "possibly" is doing a lot of heavy lifting here. But it is possible that Raytheon could be scheduled to do their flight test very soon could be this week for all we know. And once the flight test is complete its possible that it doesn't take the DoD that long to make a down selection. I am still partial to the decision coming in Q2. Regardless I wanted to highlight that quote from Sam. https://twitter.com/i/web/status/2022747374599172340 https://twitter.com/i/web/status/2022747374599172340" [X Link](https://x.com/BussinBiotech/status/2022747374599172340) 2026-02-14T18:58Z [----] followers, [---] engagements "Previous data from vilobelimab (anti-C5a mAb): IFRX previously studied vilobelimab (anti-C5a mAb) in HS in the Phase 2b SHINE study. The study did not meet its primary endpoint on HiSCR rate at week [--]. The company blamed this trial failure on the placebo arm demonstrating an unusually high HiSCR response rate at week [--] of 47.2% when compared to the placebo arm of the vast majority of most other studies (e.g. Pioneer 1: 26% / Pioneer 2: 27.6%). Subsequently InflaRx conducted an in-depth efficacy analysis (secondary endpoints as well as additional post-hoc analysis) upon receipt of the full" [X Link](https://x.com/BussinBiotech/status/1942577034066059591) 2025-07-08T13:30Z [----] followers, [----] engagements "Previous data from avacopan (oral C5aR inhibitor): Chemocentryx previously studied avacopan in HS in the Phase [--] AURORA study. The overall results were not statistically significant for HiSCR in all moderate to severe HS patients (primary endpoint). The company did announce a positive result in a subgroup of severe hurley stage III patients at the higher 30mg dose. This very much feels like cherry picking by the company and we again enter the realm of post hoc subgroup analysis but again like with the vilobelimab SHINE study there is a story to tell here when we look at some of the other" [X Link](https://x.com/BussinBiotech/status/1942577037270520080) 2025-07-08T13:30Z [----] followers, [---] engagements "@unusual_whales Epstein news so in the spotlight they actually had to release something about his health" [X Link](https://x.com/BussinBiotech/status/1945937087095578954) 2025-07-17T20:02Z [----] followers, [----] engagements "$MUEL Q2 Earnings Came Out Last Week Friday My Personal Highlights Below: Record-breaking performance continues in Q2. Net sales of $72.62M for Q2 (up 10.6% YoY) and $131.48M for H1 [----] (up 13.3% YoY) growth led by strong demand for U.S. industrial equipment and pharmaceutical sectors. Gross profit of $27.86M (up 40.7% YoY) Diluted EPS of $12.50 (up 72% YoY) a record quarter for shareholder earnings. Backlog at $234.2M (up 52% YoY) driven by $42.4M increase in U.S. backlog especially within pharmaceutical-focused industrial equipment. Operating cash flow of $25.8M YTD (up 248% YoY)" [X Link](https://x.com/BussinBiotech/status/1949841426734281177) 2025-07-28T14:36Z [----] followers, [----] engagements "Must be feeling a bit awkward at CBER headquarters right now. https://x.com/zacharybrennan/status/1950658663485698390s=46 Taped in a hallway of CBERs office https://t.co/SczVZUVMkY https://x.com/zacharybrennan/status/1950658663485698390s=46 Taped in a hallway of CBERs office https://t.co/SczVZUVMkY" [X Link](https://x.com/BussinBiotech/status/1954204330304659839) 2025-08-09T15:33Z [----] followers, [---] engagements "$LPTH After listening to the Leonardo DRS ER LPTH is now a mega long. When a large/mid-tier U.S. defense contractor with annual revenues of $3b spends significant time discussing germanium supply chain risks you know there is an industry wide issue. https://x.com/BussinBiotech/status/1933296184623317267 Surprised that $LPTH is flying completely under the radar. They produce an alternative to Germanium and Gallium for use in optical & photonics systems and have already received some defense funding to help mitigate supply chain risks. https://t.co/cWewIz4uB8" [X Link](https://x.com/BussinBiotech/status/1955271037400027311) 2025-08-12T14:11Z [----] followers, [----] engagements "Below are some excerpts from the Leonardo ER where they discuss supply chain risk stemming from germanium. I emphasize that this is solely germanium and not any other rare earth metal. When you read or listen to the below excerpts you should consider the old saying "luck is where preparation meets opportunity" when it comes to $LPTH. I say this because while there are technically [--] 'alternative' materials to germanium only [--] are fully qualified and fielded in DoD systems (BD6 and BD2) both owned/developed by $LPTH. This company should be announcing many new contracts and partnerships going" [X Link](https://x.com/BussinBiotech/status/1955271040608645276) 2025-08-12T14:11Z [----] followers, [----] engagements "$LPTH Counter-unmanned aircraft systems (C-UAS) is now their #1 growing market. During last couple of months company has seen $10m in orders for cameras just for C-UAS. https://x.com/BussinBiotech/status/1929284964274635056 Recent developments in Ukraine and Russia underscore the evolving nature of drone warfare and the urgent need for effective countermeasures especially for the U.S. military. $LPTH stands out as a smaller yet key player in this space supplying components for both long- and https://t.co/w8ulbu1UnC https://x.com/BussinBiotech/status/1929284964274635056 Recent developments in" [X Link](https://x.com/BussinBiotech/status/1955991138554261876) 2025-08-14T13:53Z [----] followers, 19K engagements "Anyone care to guess what companies will receive a CNPV According to @DrMakaryFDA announcement is coming #VerySoon. $CDTX is my main guess" [X Link](https://x.com/BussinBiotech/status/1958588696263012601) 2025-08-21T17:55Z [----] followers, [----] engagements "Want to share some quick thoughts on Stratasys ( $SSYS) as a massive sleeper play when it comes to drone/aircraft development and American military industrialization/expansion. There is a lot to unpack for this company so I want focus primarily on their aerospace vertical as I think this will be a key driver of growth going forward. Executive summary: Stratasys ( $SSYS) is a leading additive manufacturing company with a strong installed base and differentiated position in polymer 3D printing for industrial applications. A particularly compelling growth driver for this company lies in its" [X Link](https://x.com/BussinBiotech/status/1965139723074392522) 2025-09-08T19:46Z [----] followers, 10.5K engagements "IMO below is the most important [--] minutes from the $LPTH conference call items reviewed include: -Record backlog -Border surveillance -C-UAS -SPEIR/ $LHX -NGSRI/ $LMT -Apache program -Germanium constraints -Golden dome" [X Link](https://x.com/BussinBiotech/status/1971352686609223925) 2025-09-25T23:14Z [----] followers, [----] engagements "Now might be a good time to remind folks that $IFRX is due to release P2a HS (and CSU) data sometime within the next 1-1.5 months. High risk but probably much more interesting given the current tape and $MLTX flop. $IFRX seems like an interesting catalyst trade for the upcoming CSU and HS P2a readout. The company's key asset INF904 seems to be a best-in-class C5aR inhibitor. While previous data from other C5a/C5aR inhibitors like vilobelimab (anti-C5a mAb) and avacopan (oral C5aR $IFRX seems like an interesting catalyst trade for the upcoming CSU and HS P2a readout. The company's key asset" [X Link](https://x.com/BussinBiotech/status/1972368893193945551) 2025-09-28T18:32Z [----] followers, [----] engagements "@BlackScholesMan Also worth mentioning that $LPTH has a "in space communication program" that they teased during their February [----] investor day presentation" [X Link](https://x.com/BussinBiotech/status/1974207032346476870) 2025-10-03T20:16Z [----] followers, [---] engagements "New $LPTH interview dropped today. Have to say Sam has never appeared more confident or upbeat. Clear reflection of the momentum building behind the company. https://www.youtube.com/watchv=AtvtplneQeg https://www.youtube.com/watchv=AtvtplneQeg" [X Link](https://x.com/BussinBiotech/status/1975344549204795895) 2025-10-06T23:36Z [----] followers, [----] engagements "$LPTH "We work with everyone" https://x.com/BussinBiotech/status/1975344549204795895 New $LPTH interview dropped today. Have to say Sam has never appeared more confident or upbeat. Clear reflection of the momentum building behind the company. https://t.co/u6f0cN7Gzi https://x.com/BussinBiotech/status/1975344549204795895 New $LPTH interview dropped today. Have to say Sam has never appeared more confident or upbeat. Clear reflection of the momentum building behind the company. https://t.co/u6f0cN7Gzi" [X Link](https://x.com/BussinBiotech/status/1975347948881125719) 2025-10-06T23:50Z [----] followers, [----] engagements "$LPTH Germanium free infrared optics and thermal imaging solutions no veto power from beijing. Domestically manufacture the only fully qualified and fielded germanium alternative in DoD systems. Luck is where preparation meets opportunity my friends. https://x.com/aphysicist/status/1976272490172231701 CHINA JUST WEAPONIZED THE ENTIRE RARE EARTH SUPPLY CHAIN get used to reading chinese MOFCOM bulletins because they're writing american industrial policy now. announced today: any product containing 0.1% chinese rare earth materials needs beijing's approval before re-export to" [X Link](https://x.com/BussinBiotech/status/1976340252697690123) 2025-10-09T17:33Z [----] followers, 14.1K engagements "So in Q4 of last year $LPTH announced that they had secured $3.5 Million order to supply germanium free infrared optics for the F-35 Combat aircraft program with the revenue to be realized over the course of [--] months. Given that $LMT just announced finalizing a contract to add nearly [---] F-35s to the global fleet. I think we are coming up due for $LPTH to announce a follow-on order for the F-35 program one that is substantially bigger than the last given the increasing need for germanium alternatives and the fact that in [----] $LMT was only estimated to deliver [---] F-35s. Sources:" [X Link](https://x.com/BussinBiotech/status/1976345536832864543) 2025-10-09T17:54Z [----] followers, [----] engagements "Looking back at the $LPTH investor day conference call below is an interesting comment from Todd Croteau regarding lightpath's smart city vertical. Assuming the Q3 deployment shipped as intended I wonder when or if they provide more details on the follow-on contract. I assume the smart city company he is referring to is Motorola as they are listed as a 'Key Customer' in the investor deck. Link to full transcript: https://seekingalpha.com/article/4762607-lightpath-technologies-inc-lpth-virtual-investor-day-presentation-transcript" [X Link](https://x.com/BussinBiotech/status/1976751191649317314) 2025-10-10T20:46Z [----] followers, [----] engagements "@Citrini7 Do you really want to own TLT when we still have the supreme court ruling on Trump's tariffs coming up in the immediate horizon (November)" [X Link](https://x.com/BussinBiotech/status/1978110167834112070) 2025-10-14T14:46Z [----] followers, [----] engagements "Anyone else think today could be the first sign of speculative diffusion/ overextension in the market" [X Link](https://x.com/BussinBiotech/status/1978486139926593842) 2025-10-15T15:40Z [----] followers, [----] engagements "$LPTH So many exciting near-term catalysts and program updates ahead: [--]. Win/lose NGSRI Stringer Missile program $LMT [--]. Announce new follow-on order to supply germanium-free infrared optics for the F-35 combat aircraft program [--]. Disclose details on ongoing program(s) with Anduril [--]. Disclose details on ongoing in space communication program [--]. Disclose details on golden dome proposal(s)/ project(s) [--]. Announce new C-UAS contracts [--]. Provide update on eyes of the Apache program [--]. Provide updates on private sector smart city & automotive verticals Anyone know if I missed anything" [X Link](https://x.com/BussinBiotech/status/1980241949417508991) 2025-10-20T11:57Z [----] followers, [----] engagements "$LPTH New $4.8 Million Purchase Order Just Announced. Not much details in the press release but "public safety applications" makes me wonder if this is for their smart city vertical. Hopefully they provide more color during the next earnings call. https://www.prnewswire.com/news-releases/lightpath-technologies-receives-4-8-million-purchase-order-for-advanced-infrared-camera-systems-302588757.html https://www.prnewswire.com/news-releases/lightpath-technologies-receives-4-8-million-purchase-order-for-advanced-infrared-camera-systems-302588757.html" [X Link](https://x.com/BussinBiotech/status/1980259893614465197) 2025-10-20T13:08Z [----] followers, [----] engagements "I'm gonna start sounding like a broken record but I can't emphasize enough that the massive growth in drone manufacturing and maintenance + the military's push for 'right to repair' via AM are two massive tailwinds for $SSYS https://x.com/3DPrint_com/status/1981346011567313291 We Cant Wait U.S. Head of Army Materiel Command Signals Further 3D Printing Ramp Up https://t.co/G0tF6t0lWw https://x.com/3DPrint_com/status/1981346011567313291 We Cant Wait U.S. Head of Army Materiel Command Signals Further 3D Printing Ramp Up https://t.co/G0tF6t0lWw" [X Link](https://x.com/BussinBiotech/status/1981446280510402656) 2025-10-23T19:43Z [----] followers, [----] engagements "$LPTH Worth flagging that $DRS reports Q3 earnings next week one to have on your radar. In their last call management spent considerable time on germanium supply chain risks and mitigation plans. Expect analysts to press for updates this round. https://x.com/BussinBiotech/status/1955271040608645276 Below are some excerpts from the Leonardo ER where they discuss supply chain risk stemming from germanium. I emphasize that this is solely germanium and not any other rare earth metal. When you read or listen to the below excerpts you should consider the old saying "luck is where" [X Link](https://x.com/BussinBiotech/status/1981693011835969656) 2025-10-24T12:03Z [----] followers, [----] engagements "$LPTH PerceptView launched two new C-UAS solutions today. If you look at their website for more details it states the solution offers cross-platform capabilities with active integrations that include G5 infrared and other companies" [X Link](https://x.com/BussinBiotech/status/1981756805861818378) 2025-10-24T16:16Z [----] followers, [----] engagements "True words from the legend himself probably" [X Link](https://x.com/BussinBiotech/status/1982839961713086784) 2025-10-27T16:01Z [----] followers, [---] engagements "$MUEL Q3 Earnings Came Out Last Week Friday My Personal Highlights Below: Solid YTD performance but challenges were reported for Q3 company reporting a delay in two large pharmaceutical equipment manufacturing jobs due to fabrication challenges that impacted Q3 earnings. Net sales of $61.4M for Q3 (down 1.1% YoY) and $192.9M YTD (up 8.3% YoY) continued strength driven by U.S. industrial equipment demand particularly from pharmaceutical clients. Gross profit of $16.0M for Q3 (down 23.9% due to project cost adjustments) and $61.7M YTD (up 9% YoY) Diluted EPS of $5.25 for Q3 (down 32.4% YoY) and" [X Link](https://x.com/BussinBiotech/status/1982854510482489452) 2025-10-27T16:58Z [----] followers, [---] engagements "You really should read FDA DILI Guidance: -Severe DILI can be estimated to occur at a rate of at least one-tenth the rate of Hys Law cases. -If we take this conservative 1/450 subjects experienced Hy's law/liver tox then that means if you treated [----] patients in the real world setting one will die from liver failure or at least require a transplant. -The number you are highlighting is for a trial in progress once all subjects complete the study and all data is entered at database lock there will likely be more than [--] case of Hy's law knowing the drugs liver tox profile. -While DILI may be an" [X Link](https://x.com/BussinBiotech/status/1982868124098515428) 2025-10-27T17:52Z [----] followers, [----] engagements "🚨 $LPTH Blackdiamond is now part of the $DRS portfolio of solutions for replacing germanium as per the $DRS ER conference call. https://x.com/BussinBiotech/status/1981693011835969656 $LPTH Worth flagging that $DRS reports Q3 earnings next week one to have on your radar. In their last call management spent considerable time on germanium supply chain risks and mitigation plans. Expect analysts to press for updates this round. https://t.co/bJwthNSMgH https://x.com/BussinBiotech/status/1981693011835969656 $LPTH Worth flagging that $DRS reports Q3 earnings next week one to have on your radar. In" [X Link](https://x.com/BussinBiotech/status/1983618200400216547) 2025-10-29T19:33Z [----] followers, 29.9K engagements "BD6 and BD2 are generic and are produced by at least two other companies. All the BDNL materials are exclusive ONLY to $LPTH. They provide more details in their 10-K (see below). Most of major improvements in terms of temperature reduction in number of lenses etc come from the BDNL materials" [X Link](https://x.com/BussinBiotech/status/1983625251092128086) 2025-10-29T20:01Z [----] followers, [----] engagements "Will also add that if you are interested you can go back to the $LPTH Q3 (and Q4) ER conference call or transcript and you will see/hear that Sam Rubin clearly states that basically all/most of the large partnered programs in optics utilize "BlackDiamond glass for which we have an exclusive license from NRL" so the primes want to use the BDNL material that only lightpath has access to" [X Link](https://x.com/BussinBiotech/status/1983628594388623618) 2025-10-29T20:14Z [----] followers, [---] engagements "This probably means nothing but I want to point out that today marks a peculiarity in PR timing for $LPTH to pre-announce their Q1 ER. Going all the way back to [----] $LPTH has always PR'd the timing of their Q1 ER on or before October 28th (always announced pre-market). We have now crossed that timing threshold/cutoff. While this is probably more of an indictment of me being too in the weeds when it comes to $LPTH and they will issue the PR today AH or tomorrow. I still want to call it out as they seem to be a very consistent company when it comes to issuing these PRs and in case this" [X Link](https://x.com/BussinBiotech/status/1983909287786107255) 2025-10-30T14:50Z [----] followers, [----] engagements "Bullish $SSYS. This new marketplace that opens access across systems will further drive AM adoption while specifically increasing utilization/sales of Stratasys exclusive and high margin materials portfolio. Curious to see how this shapes the AM ecosystem and how far they lean into being the platform everyone builds on. https://investors.stratasys.com/news-events/press-releases/detail/957/stratasys-launches-iam-marketplace-redefining-access-to https://investors.stratasys.com/news-events/press-releases/detail/957/stratasys-launches-iam-marketplace-redefining-access-to" [X Link](https://x.com/BussinBiotech/status/1983919735788998888) 2025-10-30T15:31Z [----] followers, [---] engagements "Does not. Beijing agreed to pause the introduction of 'further export controls' on rare earths for one year following Trumps meeting with Xi. Chinas previous rare earths restrictions which wereannounced in early April are set to remain in place however. https://www.cnbc.com/2025/10/30/rare-earths-stocks-china-delays-export-controls-after-trump-xi-summit.html https://www.cnbc.com/2025/10/30/rare-earths-stocks-china-delays-export-controls-after-trump-xi-summit.html" [X Link](https://x.com/BussinBiotech/status/1984039382311924146) 2025-10-30T23:27Z [----] followers, [----] engagements "$LPTH Im long regardless but cant waste an opportunity to meme it. @pennycheck Does not. Beijing agreed to pause the introduction of 'further export controls' on rare earths for one year following Trumps meeting with Xi. Chinas previous rare earths restrictions which wereannounced in early April are set to remain in place however. @pennycheck Does not. Beijing agreed to pause the introduction of 'further export controls' on rare earths for one year following Trumps meeting with Xi. Chinas previous rare earths restrictions which wereannounced in early April are set to remain in place however" [X Link](https://x.com/BussinBiotech/status/1984046953790108099) 2025-10-30T23:57Z [----] followers, [----] engagements "Have to say that $NVEC sounds interesting as a company that touches both rare earth magnets & robotics/automation (listen to the audio below) but man does it feel like I need to have an applied physics or electrical engineering degree to really understand their tech" [X Link](https://x.com/BussinBiotech/status/1984370093791592577) 2025-10-31T21:21Z [----] followers, [---] engagements "@Sanctuary_Bio @bradloncar @LauraLoomer $QURE management calling $LauraLoomer right now" [X Link](https://x.com/BussinBiotech/status/1985325344912498827) 2025-11-03T12:37Z [----] followers, [----] engagements "Still no pre-announcement for the Q1 ER. Probably just tea leaves from me but its kinda getting a little sus now $LPTH. https://x.com/BussinBiotech/status/1983909287786107255 This probably means nothing but I want to point out that today marks a peculiarity in PR timing for $LPTH to pre-announce their Q1 ER. Going all the way back to [----] $LPTH has always PR'd the timing of their Q1 ER on or before October 28th (always announced pre-market). We have https://t.co/v7nl5hxKaW https://x.com/BussinBiotech/status/1983909287786107255 This probably means nothing but I want to point out that today" [X Link](https://x.com/BussinBiotech/status/1985349237903663409) 2025-11-03T14:11Z [----] followers, [----] engagements "$IFRX Absolutely love the clear dose response in HS and the fact that HiSCR50 at week [--] is robust (120mg BID 63% response at week [--] better or comparable to what most other HS drugs have seen at week [--] or 16). Not impressed with CSU data (No dose response and UAS7 at week [--] less than multiple other drugs when doing cross trial comps e.g. remibrutinib omalizumab fenebrutinib barzolvolimab)" [X Link](https://x.com/BussinBiotech/status/1987866386941493504) 2025-11-10T12:54Z [----] followers, [----] engagements "@A_May_MD Genuinely crazy that the $NTLA cult leader is a convicted sex offender. Never a boring day when it comes to BioX" [X Link](https://x.com/BussinBiotech/status/1987904331224375514) 2025-11-10T15:25Z [----] followers, [----] engagements "$IFRX While price action 'so far' hasn't been as robust as I expected I still want to take a small victory lap regarding the INF904 readout. Like I called out in detail previous data from other C5a/C5aR inhibitors in HS provided some strong signals of efficacy and the readout today clearly further validated my due diligence. Regarding price action Its worth reminding folks that $BIIB just last month paid $70M upfront + $1B milestones for a preclinical oral anti-C5aR from Vanqua Bio that is going to be studied in I&I indications. Meanwhile $IFRX that is currently sitting at a [---] MC has a" [X Link](https://x.com/BussinBiotech/status/1987981079282663770) 2025-11-10T20:29Z [----] followers, [----] engagements "$LPTH Earnings AH today. All eyes on revenue growth/EPS but also hoping that they can continue to provide more color on some of their near-term catalysts. Would also love some more details on their recent 4.8m PO for "Public Safety Applications." https://x.com/BussinBiotech/status/1980241949417508991 $LPTH So many exciting near-term catalysts and program updates ahead: [--]. Win/lose NGSRI Stringer Missile program $LMT [--]. Announce new follow-on order to supply germanium-free infrared optics for the F-35 combat aircraft program [--]. Disclose details on ongoing program(s) with" [X Link](https://x.com/BussinBiotech/status/1988332763276255417) 2025-11-11T19:47Z [----] followers, [----] engagements "$LPTH Big beat. Lightpath reports Q1 EPS -$0.07 vs -$0.09 consensus; revs $15.1 vs $12.66 million Consensus. https://www.stocktitan.net/news/LPTH/light-path-technologies-reports-fiscal-2026-first-quarter-financial-cqmm9vminu8j.html https://www.stocktitan.net/news/LPTH/light-path-technologies-reports-fiscal-2026-first-quarter-financial-cqmm9vminu8j.html" [X Link](https://x.com/BussinBiotech/status/1988352785411133498) 2025-11-11T21:07Z [----] followers, [---] engagements "$SSYS Earnings tomorrow morning. All eyes on EPS and revenue growth. But would also love it if analysts ask about their drone vertical specifically will look for them to add any color on the use of their 3D printers for the Army's SkyFoundry" [X Link](https://x.com/BussinBiotech/status/1988731325608522133) 2025-11-12T22:11Z [----] followers, [---] engagements "Some quick thoughts regarding Talphera ( $TLPH): ➡Baseline upfront: I am getting some strong future $CRMD vibes from Talphera just on more focused/niche scale. ➡Company overview: Talphera is developing Niyad (nafamostat) an anticoagulant for the extracorporeal circuit in continuous renal replacement therapy (CRRT). It targets an area with very clear unmet need: situations where heparin and citrate are contraindicated or unavailable. ➡Niyad potential: Niyad is a broad-spectrum serine protease inhibitor with anticoagulant activity has received FDA breakthrough therapy designation for regional" [X Link](https://x.com/BussinBiotech/status/1899912549551783956) 2025-03-12T19:57Z [----] followers, [----] engagements "So I did a bit more digging on $OPTX and below is a short write up on why I think the company is breaking out. Feel free to skip to the TLDR towards the bottom if you don't like reading. Executive Summary: Syntec Optics ($OPTX) is a U.S.-based manufacturer of precision optical and photonic components that has positioned itself as a specialized supplier to multiple structurally high-growth end markets. Key growth platforms include high-volume optics for low-Earth-orbit (LEO) satellite constellations and soldier-worn augmented reality / advanced vision systems. Beyond these established markets" [X Link](https://x.com/BussinBiotech/status/2009643366758191266) 2026-01-09T15:08Z [----] followers, 27.2K engagements "I know $OPTX has now run 300% in the last month but I have to say that I am still a buyer at these levels: -EagleEye is going to be a multi billion dollar program and since $OPTX is doing both components and a sub-system it is easy to assume that EagleEye alone will [--] or 4x their yearly revenue (Current yearly revs at 26m) once in full rate production. -The company is going to experience increased government backed demand across all of its defense verticals due to the NDAA requiring the DoD to source domestic alternatives for optical components. Look at all of their defense verticals on their" [X Link](https://x.com/BussinBiotech/status/2010734069252809203) 2026-01-12T15:22Z [----] followers, [----] engagements "Anyone follow $RAPP Just readout their P1 PET trial that now provides supportive evidence that the drug is selective for for sites of focal onset seizure origination and safety with multiple doses in NHVs at face value looks good (All TEAEs Grade 1/2). https://www.globenewswire.com/news-release/2025/01/09/3006949/0/en/Rapport-Therapeutics-Announces-New-Phase-1-Data-Further-Supporting-RAP-219-s-Transformative-Potential-for-CNS-Disorders.html" [X Link](https://x.com/BussinBiotech/status/1877332320023155058) 2025-01-09T12:31Z [----] followers, [---] engagements "$TARS ER looking good profitable company in [----] and finally get some color on the TP-05 reg path. I bet you if RFK jr ever hears of lotilaner (TP-05) an anti-parasitic oral drug that can prevent lyme disease instead of having to get vaccinated I bet you he would pump TARS . like literally shades of ivermectin for that man (anthelmintic vis-a-vis anti-parasitic)" [X Link](https://x.com/BussinBiotech/status/1894363466057519524) 2025-02-25T12:27Z [----] followers, [----] engagements "Also worth noting that there are several smaller American defense companys that have an active presences in Europe and existing/expanding defense contracts such as $LPTH (Latvian manufacturing facility with European drone optics assembly contract announced in December) as one example" [X Link](https://x.com/BussinBiotech/status/1896288440322544046) 2025-03-02T19:56Z [----] followers, [---] engagements "@RevShark The mental gymnastics they do to try and justify these reciprocal tariffs is laughable. For example South Korea has a free trade agreement with the US with very few barriers or tariffs on the US but this chart shows them at 50%. Straight up lying to the American people" [X Link](https://x.com/BussinBiotech/status/1907543922273886215) 2025-04-02T21:21Z [----] followers, [---] engagements "The real crisis isn't a dramatic event like a pandemic or financial meltdownit's the slow erosion of institutional trust under a leader who flip-flops on policy undermines global alliances and injects uncertainty into every economic decision. Markets can handle bad news; what they cant handle is unpredictability from the top and a political system that no longer inspires investor confidence" [X Link](https://x.com/BussinBiotech/status/1910370543938715693) 2025-04-10T16:33Z [----] followers, [---] engagements "Nah Trumps biggest problem is the fact that he and his team are winging national policy like its open mic night. Theres no coherent execution when it comes to his economic vision. You cant expect business and foreign leaders to make strategic moves when the ground keeps shifting beneath them. Hell just look at the recent news regarding Japans trade officials admitting they cant make sense of U.S. goals and if the worlds third-largest economy is confused maybe its not them who missed the memo" [X Link](https://x.com/BussinBiotech/status/1914400714824302609) 2025-04-21T19:27Z [----] followers, [---] engagements "I think every biotech investor regardless of their portfolios % allocation toward quality commercial or clinical-stage names feels the sirens call for a biotech dumpster dive. The allure of uncovering a completely mispriced and ignored gem amidst the wreckage is hard to resist. Those are the moments that makes you feel like you're not just another participant but someone with real edge someone who can spot value where others only see ruin" [X Link](https://x.com/BussinBiotech/status/1928167339851210987) 2025-05-29T19:11Z [----] followers, [---] engagements "Not really a fan of the fact that if you look up "9-ING-41" on which is their drug (now called Elraglusib) it looks like they took a shotgun approach. running a bunch of clinical trials in a bunch of different malignancies until finally one hit (they really don't talk about all the different malignancies where the drug showed no efficacy). Also not a fan of no real single-agent activity in the target indication and vague pleiotropic MOA claims. No idea how they will do Monday but not a fan of companies taking approaches like these. http://CT.gov http://CT.gov" [X Link](https://x.com/BussinBiotech/status/1928491479191683435) 2025-05-30T16:39Z [----] followers, [---] engagements "@bingbingbom @Biopharmaddict @seedy19tron Loser should include rezpegged in their bio" [X Link](https://x.com/BussinBiotech/status/1937600349474357378) 2025-06-24T19:54Z [----] followers, [---] engagements "@MSollender @Sports_bios He embodied the very best of what this community can be. An irreplaceable loss. Heartbreaking" [X Link](https://x.com/BussinBiotech/status/1938295647834411129) 2025-06-26T17:57Z [----] followers, [----] engagements "@Banana_Oncology @houndcl @monaco_biotech I'm not a lawyer either but Judge Donato's ruling on July [--] will determine if the case proceeds to trial and therefore if $NKTR could potentially win damages. I would assume there will likely be a PR or 8-K for this type of material update" [X Link](https://x.com/BussinBiotech/status/1939733054685065330) 2025-06-30T17:09Z [----] followers, [---] engagements "Anyone else other than me surprised that generic manufacturers like $RDY are green today despite the headlines" [X Link](https://x.com/BussinBiotech/status/1950237832154665094) 2025-07-29T16:51Z [----] followers, [---] engagements "$XBI limit up Given how it dumped when he was announced to be head of CBER. https://x.com/maxonwifi/status/1950359468832608274 Vinay Prasad is out at FDA. The huge scoop from @ArmstrongDrew: https://t.co/QK20a2tmwq https://x.com/maxonwifi/status/1950359468832608274 Vinay Prasad is out at FDA. The huge scoop from @ArmstrongDrew: https://t.co/QK20a2tmwq" [X Link](https://x.com/BussinBiotech/status/1950362413640933676) 2025-07-30T01:06Z [----] followers, [---] engagements "Yes it will be interesting to see what they are working on with Anduril once they provide more details on the program. Although in terms of current unannounced projects I am actually more interested in their 'in space communication program' that they teased during their February [----] investor day presentation (see slide below) with them specifically stating that this was a program that was "getting a lot of attention". What's worth pointing out here is that if you look at the image provided in the slide from the $LPTH investor deck you can see that it is the same exact (copyrighted) image" [X Link](https://x.com/BussinBiotech/status/1955389665525051600) 2025-08-12T22:03Z [----] followers, [----] engagements "@SaraEisen "It makes sense if you don't think about it" - Peter Navarro probably" [X Link](https://x.com/BussinBiotech/status/1956045056445395376) 2025-08-14T17:27Z [----] followers, [----] engagements "People are also forgetting the fact that these types of orders aren't just a one and done purchase every big contract like this carries ongoing revenue streams from maintenance support and repairs. $LPTH CEO put it well during one of the prior ERs. https://x.com/pennycheck/status/1963222294207066511 https://x.com/pennycheck/status/1963222294207066511" [X Link](https://x.com/BussinBiotech/status/1963226606853374092) 2025-09-03T13:04Z [----] followers, [----] engagements "Will rate cuts even improve the job market Given what's happening with AI tariffs and overall policy/business uncertainty I'm kinda legit scared about main street here. I know white collar workers in the tech and biotech fields that have been looking for jobs for 6-12 months. Yeah equities go up and it's really hard to have a recession when the fiscal deficit is very large & growing feds printing money and private sector balance sheets seem to be in ok shape. But there is a silent recession thats gonna get way worse before it gets better. The youth unemployment is especially scary in terms of" [X Link](https://x.com/BussinBiotech/status/1963971593102909555) 2025-09-05T14:24Z [----] followers, [----] engagements "@mark_dow 100% Hes terrible for the investor community. Short on knowledge long on disinformation leveraged with grift" [X Link](https://x.com/BussinBiotech/status/1963983565588140304) 2025-09-05T15:12Z [----] followers, [----] engagements "@BioValues When $ATYR moves $XBI follows of course. Some people are saying it" [X Link](https://x.com/BussinBiotech/status/1967594056424505346) 2025-09-15T14:19Z [----] followers, [---] engagements "For anyone that is interested in $SSYS I highly recommend reading the below article: Beyond validating parts of my $SSYS thesis the article clearly details how the U.S. Army is leaning hard into 3D printing for drones to cut costs boost training realism and reduce reliance on foreign supply chains. Units like the 101st Airborne Hawaiis 25th Infantry Division and the Oregon National Guard are already utilizing 3D printing for low-cost UAS at scale. As additive manufacturing builds on and moves from prototypes/experiments to repeated utilization and eventually military doctrine the financial" [X Link](https://x.com/BussinBiotech/status/1969405452170432824) 2025-09-20T14:17Z [----] followers, [----] engagements "If you can sit through this interview and not go full degen bullish $LPTH check your pulse. https://m.youtube.com/watchv=VHVhJ8FTwus https://m.youtube.com/watchv=VHVhJ8FTwus" [X Link](https://x.com/BussinBiotech/status/1970291132648300905) 2025-09-23T00:56Z [----] followers, [----] engagements "@great_martis Bro at this point I think the market isn't going down until YOU specifically capitulate. How many times have you called the top now lol" [X Link](https://x.com/BussinBiotech/status/1974234151709462840) 2025-10-03T22:04Z [----] followers, [---] engagements "Probably the most slept on drone play in the market $SSYS https://x.com/Stratasys/status/1978113665241899072 Flight windows are tight. Tooling delays shouldnt decide your timeline. Teams printing fixtures and composite tooling in-house are cutting weeks to days keeping tests on the calendarnot on hold. What gets printed first (and why it saves time) https://t.co/yJiG21wJAH https://t.co/hnnApYUTss https://x.com/Stratasys/status/1978113665241899072 Flight windows are tight. Tooling delays shouldnt decide your timeline. Teams printing fixtures and composite tooling in-house are cutting weeks to" [X Link](https://x.com/BussinBiotech/status/1978114759925862420) 2025-10-14T15:04Z [----] followers, [----] engagements "Man what a reply from that guy. Imagine being so short-sighted that you equate stock market highs with genuine progress absolutely blind to the long-term consequences of reckless geopolitical trade and fiscal decisions. Polar opposite mentality of planting trees for future shade more like torching the forest for a quick warm glow. I like my massive gains but that won't stop me from criticizing the stupidity coming from this administration" [X Link](https://x.com/BussinBiotech/status/1978196851460333851) 2025-10-14T20:30Z [----] followers, [---] engagements "Gentlemen I am gonna keep pounding the table for $SSYS https://x.com/BussinBiotech/status/1965139723074392522 Want to share some quick thoughts on Stratasys ( $SSYS) as a massive sleeper play when it comes to drone/aircraft development and American military industrialization/expansion. There is a lot to unpack for this company so I want focus primarily on their aerospace vertical as I https://x.com/BussinBiotech/status/1965139723074392522 Want to share some quick thoughts on Stratasys ( $SSYS) as a massive sleeper play when it comes to drone/aircraft development and American military" [X Link](https://x.com/BussinBiotech/status/1978820472641830963) 2025-10-16T13:49Z [----] followers, [---] engagements "Hmm if you read the article this seems much more bullish for $SSYS . The article mentions that "Weve got two production facilities right now the Joint Manufacturing Technology Center at Rock Island Illinois and then Tobyhanna Army Depot in Pennsylvania." . if you do some quick googling you can find that both those places use Stratasys 3D printers. https://sam.gov/opp/0e5139a916a6429380a87afae21804ee/view https://sam.gov/opp/06a7fb1e10f04223a1d28a88e7f9c802/view https://sam.gov/opp/0e5139a916a6429380a87afae21804ee/view https://sam.gov/opp/06a7fb1e10f04223a1d28a88e7f9c802/view" [X Link](https://x.com/BussinBiotech/status/1978933147720126792) 2025-10-16T21:16Z [----] followers, [---] engagements "EMA Press release is out: -EMA's CHMP has recommended that Oxbryta remain suspended after concluding that the benefits no longer outweigh the risks -The CHMP found that a higher rate of death and disease complications in recent trials makes the benefit-risk balance no longer favorable -The committee found the results of recent clinical trials to be inconsistent with those of the pivotal clinical trial that initially supported Oxbryta's authorization -The underlying mechanism for the adverse events remains unclear and the CHMP could not identify measures to minimize risk" [X Link](https://x.com/BussinBiotech/status/1979219574911328469) 2025-10-17T16:14Z [----] followers, [----] engagements "Whats interesting to point out is that in the early Cold War the U.S. investing heavily in electronic computers (like ENIAC UNIVAC and later IBM systems) while the USSR constrained by resources relied more on human mathematicians and mechanical calculators to more efficiently solve complex problems. In the end the U.S. brute force investments into computers won out. Will be interesting to see if this is a repeat of that scenario or will Chinas innovations on efficiency win out this time" [X Link](https://x.com/BussinBiotech/status/1980028385746186654) 2025-10-19T21:48Z [----] followers, [---] engagements "@pennycheck @TheParadoxIntel Kinda disappointing no. When I see a company that looks generally interesting but then notice an apparent coordinated social media campaign driven by an almost cult-like following my curiosity quickly turns to skepticism and I'm much more likely to loose interest" [X Link](https://x.com/BussinBiotech/status/1983162517003366796) 2025-10-28T13:22Z [----] followers, [---] engagements "South Koreans might be the final form of market degeneracy. https://x.com/TheStalwart/status/1984390556777316505 Jensen Huang went out to eat for fried chicken in Korea and shares of Korean poultry companies surged https://t.co/Hsvm4SWtfT https://t.co/SmtQVQyLHj https://x.com/TheStalwart/status/1984390556777316505 Jensen Huang went out to eat for fried chicken in Korea and shares of Korean poultry companies surged https://t.co/Hsvm4SWtfT https://t.co/SmtQVQyLHj" [X Link](https://x.com/BussinBiotech/status/1984475890831532160) 2025-11-01T04:21Z [----] followers, [----] engagements "Worth reminding folks that the best part about this drug is that it is oral and already seeing biologic like efficacy. Assuming data is reproduced in larger trials why wouldn't a patient want to try a safe and effective oral therapy over current biologics. Also INF904 has a fast onset of action where patients are seeing efficacy within [--] weeks would not have a black box warning like oral JAK inhibitors and currently has no other reported safety issues like hair or skin discoloration and no issues with neutropenia or thrombocytopenia like reported with other HS and CSU treatments" [X Link](https://x.com/BussinBiotech/status/1987870156844888482) 2025-11-10T13:09Z [----] followers, [---] engagements "How it feels to look at my port today" [X Link](https://x.com/BussinBiotech/status/1989056308922695876) 2025-11-13T19:42Z [----] followers, [----] engagements "$SSYS https://x.com/WashTimes/status/1978532598663012422 In anexclusive video interviewwith #ThreatStatus Lt. Gen. Chris Mohan the deputy commanding general and acting commander of Army Materiel Command explains how the Army plans to use3D printingto manufacture drone bodies near the battlefield. https://t.co/PYSo2ZkDWW https://x.com/WashTimes/status/1978532598663012422 In anexclusive video interviewwith #ThreatStatus Lt. Gen. Chris Mohan the deputy commanding general and acting commander of Army Materiel Command explains how the Army plans to use3D printingto manufacture drone bodies near" [X Link](https://x.com/BussinBiotech/status/1978934589943943172) 2025-10-16T21:22Z [----] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@BussinBiotech Bussin Science Investor
Bussin Science Investor posts on X about $lpth, $ssys, if you, company the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
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- [--] Year [---------] -55%
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- [--] Week [--] +60%
- [--] Month [---] -21%
- [--] Months [---] +433%
- [--] Year [---] +1,312%
Followers: [-----] #
- [--] Week [-----] +3.90%
- [--] Month [-----] +88%
- [--] Months [-----] +724%
- [--] Year [-----] +3,556%
CreatorRank: [-------] #
Social Influence
Social category influence finance 99.32% stocks 22.6% cryptocurrencies 9.59% countries 5.48% technology brands 5.48% celebrities 2.05% travel destinations 2.05% social networks 0.68% automotive brands 0.68%
Social topic influence $lpth #1, $ssys 9.59%, if you 8.22%, company 7.53%, $optx #10, investment #573, in the 4.79%, quick 4.79%, hs 4.11%, ai 4.11%
Top accounts mentioned or mentioned by @blackscholesman @fundmyfund @vmaxpax @vastcnc @pennycheck @madcap_cap @investor7093410 @madcapcap @advoking @amaymd @0xaya1 @qthomp @kevinuranium3o8 @moxieland @tedwilliams1930 @deptofwar @deptofwars @alphawolftrding @maxonwifi @kingtutcap
Top assets mentioned Velo (VELO) 3D Systems Corp (DDD) Allegheny Technologies (ATI) Limitus (LMT) Leonardo DRS, Inc. Common Stock (DRS) Muhdo Hub (DNA) Raytheon Technologies Corp (RTX) Carpenter Technology Corp (CRS) Hims & Hers Health, Inc. (HIMS) Abivax SA (ABVX) Valneva SE (VALN) Planet Labs PBC (PL) nLIGHT, Inc. Common Stock (LASR) Wave Life Sciences Ltd. Ordinary Shares (WVE) Terns Pharmaceuticals, Inc. (TERN) Maris Tech Ltd. (MTEK) Adlai Nortye Ltd (ANL) Lumentum Holdings Inc. Common Stock (LITE)
Top Social Posts
Top posts by engagements in the last [--] hours
"Legit question. what is causing this high beta crash since it doesn't seem like much happened between now and last week. Is it: -Delayed reaction to Trump nominating Warsh as the next FED chairman -Bitcoin's current demise (leverage/liquidations impacting rest of market) -Risk of Iran war increasing -Supreme court about to announce tariff decision soon"
X Link 2026-02-06T01:11Z [----] followers, [----] engagements
"$ABVX It is now Feb [----] the year of our Lord. Betaville has just issued its 174th uncooked alert on Abivax. At this point the alerts arent rumors theyre a seasonal tradition. Groundhog sees his shadow Six more weeks of buyout chatter. New alert drops Algos briefly wake from cryosleep spike the chart 4% and go back to hibernating. Traders grandchildren gather around the terminal: Grandpa were you there for the 11th uncooked alert Yes child we all thought that was the one. https://x.com/biotech_jack/status/2021938605229584646 $ABVX Betaville 'uncooked alrt' https://t.co/WDc6xnJvgR"
X Link 2026-02-12T17:26Z [----] followers, [----] engagements
"$LPTH G5 c-UAS commentary: "G5 cameras are considered the best for drone detection identification tracking. all of a sudden we're talking about installing these cameras over every NFL stadium every critical infrastructure every power plant not to mention along the borders and so on. And so in the last few months we've won numerous contracts that have drove our backlog all the way to $100 million." "For example the US Air Force has a system of systems they call it for drone detection and airbase protection. And that system specifically calls out our cameras as the ones that should be there for"
X Link 2026-02-14T16:04Z [----] followers, [----] engagements
"$LPTH Comments on company financials & NGSRI contract: -Bottom line & EPS positive in next few quarters debt has been paid off warrants were exercised Targeting gross margins 35-40% and EBITDA north of 15-20% -"We are possibly weeks away from winning the NGSRI contract""
X Link 2026-02-14T16:21Z [----] followers, [----] engagements
"@fundmyfund Already much more handsome lol. I look forward to these interviews way more than I would any Brad Pitt movie"
X Link 2026-02-14T16:59Z [----] followers, [---] engagements
"$IFRX seems like an interesting catalyst trade for the upcoming CSU and HS P2a readout. The company's key asset INF904 seems to be a best-in-class C5aR inhibitor. While previous data from other C5a/C5aR inhibitors like vilobelimab (anti-C5a mAb) and avacopan (oral C5aR inhibitor) in HS have been historically mixed they nonetheless provide some strong signals of efficacy for this pathway. INF904 demonstrates a significantly superior PK/PD profile which could translate to enhanced clinical outcomes. Some quick thoughts below 🧵"
X Link 2025-07-08T13:30Z [----] followers, [----] engagements
"Buying $VALN dips. China chikungunya news cycle still early; will likely get news about govts stockpiling IXCHIQ in coming months. Also helps that $BVNRY no longer a retail parking spot after recent BO and we likely get a slow run-up into the VLA15 Lyme disease readout in Q4"
X Link 2025-08-14T14:12Z [----] followers, [---] engagements
"While most people are focused on oil and defense stocks as the likelihood of military intervention in Venezuela grows I cant help but wonder if $PL might be a sleeper long. Military operations drive demand for commercial satellite imagery analytics and reconnaissance feeds and not just from governments but also private intelligence users like insurers traders and logistics firms. $PL already supplies imagery to the U.S. government and a conflict could trigger both a spike in short-term tasking and a ramp-up in longer-term contracts. And with the wars in Ukraine and Middle East (Israel v."
X Link 2025-09-15T15:00Z [----] followers, [---] engagements
"$IFRX Finally. Excited to see if my DD was correct on Monday. Pre-announcement already a good sign. https://www.inflarx.de/Home/Investors/Press-Releases/Press-Release2025-11-InflaRx-to-Announce-Topline-Data-from-Phase-2a-Clinical-Trial-of-INF904-in-Hidradenitis-Suppurativa-and-Chronic-Spontaneous-Urticaria.html https://www.inflarx.de/Home/Investors/Press-Releases/Press-Release2025-11-InflaRx-to-Announce-Topline-Data-from-Phase-2a-Clinical-Trial-of-INF904-in-Hidradenitis-Suppurativa-and-Chronic-Spontaneous-Urticaria.html"
X Link 2025-11-07T23:15Z [----] followers, [----] engagements
"Given that biomanufacturing is now called out as one of the top [--] critical technology areas for the DoD. I want to call out [--] publicly traded companies that I think will benefit from this increased DoD focus. $DNA $GEVO $LNZA To start of the below two articles provide detailed explanations of what biomanufacturing is and specifically define biomanufacturing as: 1.) the use of biological systems that have been engineered or that are used outside their natural context to produce a product. 2.) "The use of bacteria to create high-value materials by controlling their genetic makeup much like a"
X Link 2025-12-06T20:12Z [----] followers, [----] engagements
"If they do M&A I will throw out a shot in the dark guess that its Syntec optics ( $OPTX ) . They are a small U.S.-based optics and photonics company with a primary focus on the space and satellite sector . This would increase lightpaths exposure to the space industry and have synergy with their blackdiamond glass. Also as an additional benefit syntec optics has a sizeable manufacturing facility in New York that does a lot of optical assembly and advanced electro-optical system manufacturing work and they have a lot of optical engineers diamond turning technicians and optomechanical engineers"
X Link 2025-12-12T15:00Z [----] followers, [----] engagements
"Still doing work on new longs for the new year but below is an assortment of stocks that I like a lot so far going into 2026: $LPTH - Just search "LPTH" under my profile $TLPH - NEPHRO CRRT topline data + CRMD buyout $TERN - Amazing CML data high conviction [----] BO target $LASR - Picks & shovels defense play specializing in directed energy/lasers + massive secular tailwinds in cUAS $WVE - Next gen obesity treatment (Muscle preservation/body composition) + interesting RGD pipeline $SSYS - A leader in additive manufacturing firmly operating at production scale $TARS - Continued XDEMVY"
X Link 2026-01-01T19:15Z [----] followers, 14.2K engagements
"@madcap_cap Yeah I was initially feeling good on my $OPTX pick for potential M&A but given Sams commentary on investing software I think @BlackScholesMan is right that $MTEK is the likely next M&A target"
X Link 2026-01-04T22:25Z [----] followers, [---] engagements
"$SSYS $VELO $DDD Maybe worth a reminder that MILAM the largest military aerospace defense and warfighting 3D printing event in North America happens on Feb 3-5th. I wonder if any press releases will be timed around the conference. Stratasys is the lead sponsor🤔"
X Link 2026-01-13T20:33Z [----] followers, 21K engagements
"Food for thought $SSYS $VELO $DDD. But FYI only one of these companies has a US Representative that sits on the military construction subcommittee buying their stock. https://x.com/itsRobertBurns/status/2011171916267008093 The government is literally telling you where to invest your money https://t.co/71vVvkbqIe https://x.com/itsRobertBurns/status/2011171916267008093 The government is literally telling you where to invest your money https://t.co/71vVvkbqIe"
X Link 2026-01-14T11:57Z [----] followers, 16.2K engagements
"$SSYS $VELO $DDD $PRNT Below is a list of announcements and key events that I have come across that help explain why I believe [----] is an inflection year for additive manufacturing (Military/defense perspective). In a memo to senior Pentagon leadership Defense Secretary Pete Hegseth instructed the U.S. Army to extend advanced manufacturing including 3D printing and additive manufacturing to operational units by [----]. (Source: The FY [----] National Defense Authorization Act (NDAA) prohibits the DoD from entering into a contract for the procurement of 3D Printers/additive manufacturing machines"
X Link 2026-01-20T18:55Z [----] followers, 19.9K engagements
"$LPTH Some quick thoughts & takeaways regarding the acquisition beyond what is already written in the press release: This acquisition is clearly highly synergistic. Not only does it add incremental chalcogenide glass melting capacity but AMIs current programs of record (the Joint Strike Fighter Electro-Optical Targeting System F-35 and the Arrowhead sensor suite Apache)align perfectly with the same F-35 and Apache platforms that LightPath already supports. Importantly this could also provide LightPath with yet another pathway to move further up the value chain within those new programs. If"
X Link 2026-01-20T23:31Z [----] followers, [----] engagements
"Quick follow-up on the post below. Worth calling out that $CRS & $ATI are metal powder suppliers that will also benefit from the military's AM push. I have actually initiated a position in $ATI. Beyond supplying specialty powders for AM ATIs portfolio of advanced materials and components positions the company as a critical supply-chain enabler across several growth markets including aerospace & defense and the modernization of the U.S. power grid. It very much looks like $ATI stands to benefit greatly from the increased military manufacturing and production pushed by Trump as well as from"
X Link 2026-01-22T14:48Z [----] followers, [----] engagements
"$SSYS $VELO $DDD Quick reminder that MILAM starts next week Tuesday. Hopefully we get some interesting additive manufacturing news and updates during the conference. https://x.com/BussinBiotech/status/2011174819375779923 $SSYS $VELO $DDD Maybe worth a reminder that MILAM the largest military aerospace defense and warfighting 3D printing event in North America happens on Feb 3-5th. I wonder if any press releases will be timed around the conference. Stratasys is the lead sponsor🤔 https://t.co/YboqhUhR2g https://x.com/BussinBiotech/status/2011174819375779923 $SSYS $VELO $DDD Maybe worth a"
X Link 2026-01-29T12:23Z [----] followers, [----] engagements
"$RTX completes NGSRI ballistic test. Hopefully another indication that NGSRI down selection is soon to come $LPTH $LMT. RTX Press Release: https://x.com/BussinBiotech/status/2011443434574471612 https://www.rtx.com/news/news-center/2026/02/02/rtxs-raytheon-completes-successful-ballistic-test-for-u-s-armys-next-generatio $LPTH Quick reminder on what Sam said regarding the NGSRI timelines during the last ER. https://t.co/XLj2Cf2KZK Question is if both $RTX and $LMT did in fact have their recent flight test at the same time should we start considering the silence from $RTX as a positive sign for"
X Link 2026-02-02T17:05Z [----] followers, [----] engagements
"Good call out but when they say "Raytheon funded the test to demonstrate technical maturity and collect critical data ahead of the program's flight test demonstration." . I assume the upcoming flight test will occur at the Armys White Sands NM test site where LMT performed theirs. Although this does show just how much RTX is behind and is causing the down selection decision to be delayed (e.g. why Sam said that RTX is behind and why no decision occurred Q4 last year like he originally thought). https://twitter.com/i/web/status/2018391967592579226"
X Link 2026-02-02T18:31Z [----] followers, [--] engagements
"RTX hasn't done the actual flight test yet in the middle of the press release they say "Raytheon funded the test to demonstrate technical maturity and collect critical data ahead of the program's flight test demonstration." . So not the same flight test that LMT did at the Armys White Sands NM test site thats still coming. The PR kinda shows just how much RTX is behind and is causing the down selection decision to be delayed (e.g. why Sam said that RTX is behind and why no decision occurred Q4 last year like he originally thought). https://twitter.com/i/web/status/2018411195515162964"
X Link 2026-02-02T19:48Z [----] followers, [----] engagements
"Guys wake the fuck up. $OPTX already builds optics for satellite constellations AND data centers. Meanwhile Musk is out here casually saying space-based data centers are inevitable. Youre telling me the market cant connect optics for satellites + data centers = optics for space data centers $OPTX is already positioned just combine the two separate verticals. (I am saying this both unironically and ironically) 🚀🧠 https://twitter.com/i/web/status/2018654198351397168 https://twitter.com/i/web/status/2018654198351397168"
X Link 2026-02-03T11:54Z [----] followers, 15.3K engagements
"Trader: Surely the $ANL buyers are exhausted and finished. The $ANL buyers:"
X Link 2026-02-03T18:35Z [----] followers, [----] engagements
"Quick follow-up commentary on $ATI and today's ER: ATI Q4 Adj. EPS $0.93 Beats $0.88 Estimate Revs in line ATI Sees FY2026 Adj EPS $3.99-$4.27 vs $3.93 Est My assumption is that revs start growing above estimates in [----] because of increased NATO military spending and due to their high growth verticals for hypersonic missile production additive manufacturing and power generation/grid buildout. If that does end up being case then this thing will be a runner. https://x.com/BussinBiotech/status/2014349427637391569 Quick follow-up on the post below. Worth calling out that $CRS & $ATI are metal"
X Link 2026-02-03T20:07Z [----] followers, [----] engagements
"I wonder if this is good/bad/neutral for IFRX. Another potential indication for izicopan if you believe C5aR still works in ANCA-vasculitis despite the data issues brought up by the FDA superior PK/PD to boost efficacy differences in chemical structure between the compounds (distinct in substitution pattern and fluorination) = safety data for Izicopan looks very good so far (no hepatotox but still early obviously)"
X Link 2026-02-03T21:50Z [----] followers, [---] engagements
"$OPTX I wan to write down some quick thoughts on their data center vertical given that my last write up was almost exclusively focused on their military/defense and satellite verticals. So when it comes to the $OPTX data center vertical we know that at minimum the company is an S2 supplier of datacom microlens arrays that are used for co-packaged optics (CPO) and Optical Circuit Switch (OCS) solutions ( $LITE and $COHR adjacency). I'll further add that their most recent press release indicated that they secured pre-production orders for "NEW data center optical connectivity products" and"
X Link 2026-02-05T16:41Z [----] followers, [----] engagements
"@Advoking I can't say for certain their press releases just say that they provide the datacom microlens arrays to a "blue chip" customer for data center use. could be $LITE or could be something like Molex Amphenol or Broadcom"
X Link 2026-02-05T19:46Z [----] followers, [---] engagements
"@maxonwifi $HIMS"
X Link 2026-02-05T23:25Z [----] followers, [---] engagements
"@A_May_MD $HIMS"
X Link 2026-02-05T23:28Z [----] followers, [----] engagements
"@kingtutcap Tut every time he reposts that tweet now lol"
X Link 2026-02-05T23:44Z [----] followers, [---] engagements
"@0xaya1 But this high-risk taking has been going on for forever in this bull market what tipped the scale for this pullback to happen now Or are you saying its just another temporary rotation out of high risk like last October and we will be back to all time highs in no time"
X Link 2026-02-06T01:22Z [----] followers, [---] engagements
"The White House initially defended the clip as an "internet meme video" and told critics to "stop the fake outrage" (see BBC link below). Of course after the narrative doesn't go their way it is now "another staffs fault." Also Don't say which staffer no comment about that staffer being fired or reprimanded. Do not believe their lies people.🤦♂ https://www.bbc.com/news/articles/ce8r8y78g10o https://www.bbc.com/news/articles/ce8r8y78g10o"
X Link 2026-02-06T17:07Z [----] followers, 12.9K engagements
"Highly recommend folks listen to the $ATI Q4 earnings CC if you haven't already a couple of interesting tidbits/quotes down below. Worth a reminder that ATI hasn't even started raising prices yet either. "We're seeing a step change increase in order activity beyond what we would normally see in seasonal first quarter strength across both long-term agreements and transactional demand." "ATI's annual defense revenue grew 14% year-over-year with missiles up 127% driven by sustained demand for alloys like C103 and titanium [--] across multiple programs." "PAC-3 and THAAD utilize our very"
X Link 2026-02-06T18:41Z [----] followers, [----] engagements
"$OPTX update below. Musk's plan is to put data centers in space and run them on solar power. What other company is sitting right in the middle of every single optical layer of that stack (optics for satellites + data centers + space-based solar) https://x.com/BussinBiotech/status/2018654198351397168 Guys wake the fuck up. $OPTX already builds optics for satellite constellations AND data centers. Meanwhile Musk is out here casually saying space-based data centers are inevitable. Youre telling me the market cant connect optics for satellites + data centers = optics for https://t.co/WskXSE9zob"
X Link 2026-02-08T14:17Z [----] followers, [----] engagements
"Even more highlighting for anyone still buffering. I'm gonna legit need some orbital compute believers and/or degens to chime in. is there any other company thats this ready to enable orbital compute while still sitting at such a low MC as $OPTX @BlackScholesMan @spacanpanman"
X Link 2026-02-08T14:37Z [----] followers, [----] engagements
"@BlackScholesMan @pennycheck your prior callout of $RDW in this space and overall sentiment was spot-on would love your thoughts here. https://x.com/pennycheck/status/1996650350812504437 As a true OG of the SMR trend before they all 20Xed It was started by Google and Amazon and Altman all talking it up. We have just seen in the last month Elon Bezos Google Amazon and yesterday Sam Altman all talking up the data center in space opportunity. Similar playbook https://t.co/y1mNAPUcnf https://x.com/pennycheck/status/1996650350812504437 As a true OG of the SMR trend before they all 20Xed It was"
X Link 2026-02-08T15:16Z [----] followers, [---] engagements
"One last bit of weekend commentary on $OPTX. if the company ever ends up getting acquired in the next couple of years my bet is on $MKSI as the buyer. The level of synergy and complementary strength between their photonics verticals is pretty remarkable"
X Link 2026-02-08T18:19Z [----] followers, [----] engagements
"Insane/awesome AI video lol. $OPTX has barely even been on investor's radars and weve already got people dropping AI edits at this high of level. https://x.com/damonsean123/status/2016201804854255736 @fundmyfund Great vid on syntec optics and eagle eye. Feel free to share. https://t.co/gtTRx6uMhs https://x.com/damonsean123/status/2016201804854255736 @fundmyfund Great vid on syntec optics and eagle eye. Feel free to share. https://t.co/gtTRx6uMhs"
X Link 2026-02-09T01:04Z [----] followers, [----] engagements
"@madcap_cap Thats the type of video I would expect TSLA or PLTR apes to make for their companies not for some still undiscovered gem like OPTX"
X Link 2026-02-09T01:14Z [----] followers, [---] engagements
"$LPTH Could be Trust automation could be Dzyne or perceptview if they won one of the FEMA FIFA World Cup c-uas grants or could be more border surveillance orders from a company like Elbit systems. Exciting regardless We should get more color this Wednesday during the ER. $LPTH print it on to the next one. 9.6m. Existing Customer G5 sounds like Trust Automation. @BussinBiotech probably has some deeper details Im sure. https://t.co/2fqXaMvXSR $LPTH print it on to the next one. 9.6m. Existing Customer G5 sounds like Trust Automation. @BussinBiotech probably has some deeper details Im sure."
X Link 2026-02-09T13:56Z [----] followers, [----] engagements
"$DNA getting the OpenAI rub Add the fact that most AI furus will be adding the name to their automation/robotics baskets & 17.5% short interest and you have a very nice set-up. bought some calls. https://x.com/OpenAI/status/2019488071134347605 We worked with @Ginkgo to connect GPT-5 to an autonomous lab so it could propose experiments run them at scale learn from the results and decide what to try next. That closed loop brought protein production cost down by 40%. https://t.co/udKBKxnKlW https://x.com/OpenAI/status/2019488071134347605 We worked with @Ginkgo to connect GPT-5 to an autonomous"
X Link 2026-02-09T14:57Z [----] followers, [----] engagements
"I will say that I'm skeptical about just how close we are to this project being a scalable reality that works for something less run-of-the-mill than the sfGFP they did their POC on. But hey absolutely great narrative and robotics/automation is a thematic you very much want to be on the right side of. Very much like the R/R on some short to medium term calls. https://investors.ginkgobioworks.com/news/news-details/2026/Ginkgo-Bioworks-Autonomous-Laboratory-Driven-by-OpenAIs-GPT-5-Achieves-40-Improvement-Over-State-of-the-Art-Scientific-Benchmark/default.aspx"
X Link 2026-02-09T15:19Z [----] followers, [---] engagements
"In light of the OpenAI colab news its worth reminding folks of another compelling angle for $DNA this year. The company is one of the few publicly traded players positioned to very likely benefit from biomanufacturing being designated as one of the DoD's six critical technology focus areas. With recent defense funding bills now passed theres a strong possibility we could see a DoD biomanufacturing contract announced this year. https://x.com/BussinBiotech/status/1997398778303672323 Given that biomanufacturing is now called out as one of the top [--] critical technology areas for the DoD. I want"
X Link 2026-02-09T19:37Z [----] followers, [----] engagements
"$OPTX Fascinating I'm seeing [--] new job openings posted just this past Friday alone. I hate looking into job openings too much but this level of hiring has to suggest the company is scaling operations due to high demand. Initial EagleEye production getting started or are they expanding satellite and data center work"
X Link 2026-02-09T21:41Z [----] followers, [----] engagements
"@SpecialSitsNews My LLM told me I aint reading all that when I asked for a translation"
X Link 2026-02-10T00:19Z [----] followers, [---] engagements
"23 jobs posted all on the same day indicates they are expanding rather than backfilling positions as people leave. Also if you look at the job titles its all engineers technicians CNC assemblers schedulers rather than things like HR finance janitors etc. indicating that they are getting large new orders than need hands on deck to manufacture things. https://twitter.com/i/web/status/2021211365474447430 https://twitter.com/i/web/status/2021211365474447430"
X Link 2026-02-10T13:15Z [----] followers, [--] engagements
"RT @fundmyfund: $ATI lot of strength"
X Link 2026-02-10T18:01Z [----] followers, [--] engagements
"So whats the best way to go long on rising unemployment First thing that come to mind are pawn shops (e.g. $EZPW) and self-storage companies (e.g. $PSA). Although I feel like there would be more interesting/unique plays out there. https://x.com/TMTLongShort/status/2021148656502456426 Bloodbath is coming. Budgets need to to be freed up to simultaneously pay for GPUs/AI-tools while also showing investors rapid FCF-SBC expansion. The first use-case of AI is the tools that allow CFOs to map productivity and redundancy of every employee. This in-turn drives"
X Link 2026-02-10T19:19Z [----] followers, [----] engagements
"@BlackScholesMan This made me think of $JCI being an interesting one. main business is providing cooling and connectivity for AI but then have a subsidiary (Sensormatic Solutions) that does loss prevention security and surveillance"
X Link 2026-02-10T19:37Z [----] followers, [---] engagements
"Nearly a 700k downward revision to March [----] payrolls and possibly close to 1M downward revision to December [----] after full benchmarking https://x.com/AnnaEconomist/status/2021298742658584990 On jobs -- We are expecting about 666k downward revisions to March [----] payrolls level as part of the annual benchmarking. After all that's done (including birth and death model update in the post benchmark period) we expect Dec [----] to see a downward revision near [--] million. https://t.co/p3NPQID6Dz https://x.com/AnnaEconomist/status/2021298742658584990 On jobs -- We are expecting about 666k downward"
X Link 2026-02-10T20:35Z [----] followers, [----] engagements
"Thanks for that. Bringing up bear points is good we want a [---] degree view of the company. But upfront I don't think him leaving changes any of the primary investment drivers (EagleEye NDAA Satelite vertical data center vertical) maybe brings into question management culture/performance but we will likely see that play out in real time this year anyway. https://twitter.com/i/web/status/2021565754772992216 https://twitter.com/i/web/status/2021565754772992216"
X Link 2026-02-11T12:43Z [----] followers, [--] engagements
"@FugaziResearch AI slop no mention of Anduril EagleEye NDAA tailwinds or the Data center or satelite optic work they do. Also isn't cost to borrow like 100% even if this wasn't AI slop why would you short on no catalyst"
X Link 2026-02-11T14:28Z [----] followers, [----] engagements
"RT @Tyler_Neville_: Plato has to be rolling over in his grave. Why is the Attorney General making comments on the stock market What kind"
X Link 2026-02-11T17:59Z [----] followers, [--] engagements
"@qthomp TBH if the stock market has to crash for there to be law order and justice again in the US and for pedophile protecting ghouls like Bondi and Patel to be impeached and arrested I am happy to give up my gains"
X Link 2026-02-11T19:31Z [----] followers, [----] engagements
"$LPTH Lightpath reports Q2 EPS of -$0.20 vs -$0.04 consensus; Revenue of $16.4 vs $14.9 million Consensus. https://www.stocktitan.net/news/LPTH/light-path-technologies-reports-fiscal-2026-second-quarter-financial-be5actke97to.html https://www.stocktitan.net/news/LPTH/light-path-technologies-reports-fiscal-2026-second-quarter-financial-be5actke97to.html"
X Link 2026-02-11T21:07Z [----] followers, [----] engagements
"Btw EPS miss was primarily attributed to the G5 earnout. 120% top line growth and gross margin expansion much more important here"
X Link 2026-02-11T21:32Z [----] followers, [---] engagements
"RT @BlackScholesMan: $LPTH - We all on here talking about U.S. growth.meanwhile in the E.U"
X Link 2026-02-11T23:07Z [----] followers, [--] engagements
"@0xDeva_Victrix @fundmyfund I guess its also worth pointing out that Sam liked this Leonardo DRS post"
X Link 2026-02-12T02:41Z [----] followers, [---] engagements
"$MSTR conference call ".Hopefully bitcoin price rallies soon" hahahahaha"
X Link 2026-02-06T00:25Z [----] followers, [----] engagements
"$LPTH Great ER conference call as always. Some items discussed were already known quantities but some commentary was brand new that I want to highlight below. -"The space development agency (SDA) awarded in December $3.5 billion to build [--] tracking layer satellites. Those are all based on infrared cameras. Public information which one can easily look up. That is $48 million per satellite.the infrared camera system typically is about a third of the overall cost of the satellite. So that is $16 million per satellite.So until now Black Diamond was not even considered for use in those"
X Link 2026-02-12T00:09Z [----] followers, [----] engagements
"@Vmaxpax V* when I zig you zag I love it I should also be looking at companies like $ATI even surface level that company makes total sense to way outperform and not just because they provide powders"
X Link 2026-01-21T15:21Z [----] followers, [---] engagements
"Move aside babe a new Sam Rubin $LPTH interview just dropped 🍽 https://www.youtube.com/watchv=_xKv3r7GHt4 https://www.youtube.com/watchv=_xKv3r7GHt4"
X Link 2026-02-14T14:59Z [----] followers, 11.1K engagements
"$LPTH Pelco a subsidiary of Motorola appears to be using G5 thermal cameras in their Silent Sentinel Jaegar MK [--]. For example purposes see images below showing a perfect match on horizontal field of view spectral band focal length and optical zoom for the G5 MWIR short range 8x zoom thermal camera and the Silent Sentinel. Pelco specifically calls out the "non-germanium" aspect of the camera. Also Sam out here liking Pelco silent sentinel press releases on LinkedIn. Furthermore just to clarify its not just the 8x zoom camera all of the MWIR Silent sentinel camera options align with G5 cameras"
X Link 2026-02-12T16:32Z [----] followers, [----] engagements
"$LPTH A bit of an indirect tailwind that is worth calling out. Echodyne has announced plans to open a new manufacturing facility as part of a $40 million investment aimed at expanding radar production capacity to meet increasing global demand. Remember that modular C-UAS providers like Trust Automation and Perceptview that use lightpath EO/IR camera's also utilize Echodyne's echoshield radar. While we already knew C-UAS was bringing it lots of federal state and private investment it is still good to see these headlines especially for modular C-UAS suppliers that directly overlap on customer"
X Link 2026-02-12T20:49Z [----] followers, [----] engagements
"You have a valid point and its important to emphasize that the word "possibly" is doing a lot of heavy lifting here. But it is possible that Raytheon could be scheduled to do their flight test very soon could be this week for all we know. And once the flight test is complete its possible that it doesn't take the DoD that long to make a down selection. I am still partial to the decision coming in Q2. Regardless I wanted to highlight that quote from Sam. https://twitter.com/i/web/status/2022747374599172340 https://twitter.com/i/web/status/2022747374599172340"
X Link 2026-02-14T18:58Z [----] followers, [---] engagements
"Previous data from vilobelimab (anti-C5a mAb): IFRX previously studied vilobelimab (anti-C5a mAb) in HS in the Phase 2b SHINE study. The study did not meet its primary endpoint on HiSCR rate at week [--]. The company blamed this trial failure on the placebo arm demonstrating an unusually high HiSCR response rate at week [--] of 47.2% when compared to the placebo arm of the vast majority of most other studies (e.g. Pioneer 1: 26% / Pioneer 2: 27.6%). Subsequently InflaRx conducted an in-depth efficacy analysis (secondary endpoints as well as additional post-hoc analysis) upon receipt of the full"
X Link 2025-07-08T13:30Z [----] followers, [----] engagements
"Previous data from avacopan (oral C5aR inhibitor): Chemocentryx previously studied avacopan in HS in the Phase [--] AURORA study. The overall results were not statistically significant for HiSCR in all moderate to severe HS patients (primary endpoint). The company did announce a positive result in a subgroup of severe hurley stage III patients at the higher 30mg dose. This very much feels like cherry picking by the company and we again enter the realm of post hoc subgroup analysis but again like with the vilobelimab SHINE study there is a story to tell here when we look at some of the other"
X Link 2025-07-08T13:30Z [----] followers, [---] engagements
"@unusual_whales Epstein news so in the spotlight they actually had to release something about his health"
X Link 2025-07-17T20:02Z [----] followers, [----] engagements
"$MUEL Q2 Earnings Came Out Last Week Friday My Personal Highlights Below: Record-breaking performance continues in Q2. Net sales of $72.62M for Q2 (up 10.6% YoY) and $131.48M for H1 [----] (up 13.3% YoY) growth led by strong demand for U.S. industrial equipment and pharmaceutical sectors. Gross profit of $27.86M (up 40.7% YoY) Diluted EPS of $12.50 (up 72% YoY) a record quarter for shareholder earnings. Backlog at $234.2M (up 52% YoY) driven by $42.4M increase in U.S. backlog especially within pharmaceutical-focused industrial equipment. Operating cash flow of $25.8M YTD (up 248% YoY)"
X Link 2025-07-28T14:36Z [----] followers, [----] engagements
"Must be feeling a bit awkward at CBER headquarters right now. https://x.com/zacharybrennan/status/1950658663485698390s=46 Taped in a hallway of CBERs office https://t.co/SczVZUVMkY https://x.com/zacharybrennan/status/1950658663485698390s=46 Taped in a hallway of CBERs office https://t.co/SczVZUVMkY"
X Link 2025-08-09T15:33Z [----] followers, [---] engagements
"$LPTH After listening to the Leonardo DRS ER LPTH is now a mega long. When a large/mid-tier U.S. defense contractor with annual revenues of $3b spends significant time discussing germanium supply chain risks you know there is an industry wide issue. https://x.com/BussinBiotech/status/1933296184623317267 Surprised that $LPTH is flying completely under the radar. They produce an alternative to Germanium and Gallium for use in optical & photonics systems and have already received some defense funding to help mitigate supply chain risks. https://t.co/cWewIz4uB8"
X Link 2025-08-12T14:11Z [----] followers, [----] engagements
"Below are some excerpts from the Leonardo ER where they discuss supply chain risk stemming from germanium. I emphasize that this is solely germanium and not any other rare earth metal. When you read or listen to the below excerpts you should consider the old saying "luck is where preparation meets opportunity" when it comes to $LPTH. I say this because while there are technically [--] 'alternative' materials to germanium only [--] are fully qualified and fielded in DoD systems (BD6 and BD2) both owned/developed by $LPTH. This company should be announcing many new contracts and partnerships going"
X Link 2025-08-12T14:11Z [----] followers, [----] engagements
"$LPTH Counter-unmanned aircraft systems (C-UAS) is now their #1 growing market. During last couple of months company has seen $10m in orders for cameras just for C-UAS. https://x.com/BussinBiotech/status/1929284964274635056 Recent developments in Ukraine and Russia underscore the evolving nature of drone warfare and the urgent need for effective countermeasures especially for the U.S. military. $LPTH stands out as a smaller yet key player in this space supplying components for both long- and https://t.co/w8ulbu1UnC https://x.com/BussinBiotech/status/1929284964274635056 Recent developments in"
X Link 2025-08-14T13:53Z [----] followers, 19K engagements
"Anyone care to guess what companies will receive a CNPV According to @DrMakaryFDA announcement is coming #VerySoon. $CDTX is my main guess"
X Link 2025-08-21T17:55Z [----] followers, [----] engagements
"Want to share some quick thoughts on Stratasys ( $SSYS) as a massive sleeper play when it comes to drone/aircraft development and American military industrialization/expansion. There is a lot to unpack for this company so I want focus primarily on their aerospace vertical as I think this will be a key driver of growth going forward. Executive summary: Stratasys ( $SSYS) is a leading additive manufacturing company with a strong installed base and differentiated position in polymer 3D printing for industrial applications. A particularly compelling growth driver for this company lies in its"
X Link 2025-09-08T19:46Z [----] followers, 10.5K engagements
"IMO below is the most important [--] minutes from the $LPTH conference call items reviewed include: -Record backlog -Border surveillance -C-UAS -SPEIR/ $LHX -NGSRI/ $LMT -Apache program -Germanium constraints -Golden dome"
X Link 2025-09-25T23:14Z [----] followers, [----] engagements
"Now might be a good time to remind folks that $IFRX is due to release P2a HS (and CSU) data sometime within the next 1-1.5 months. High risk but probably much more interesting given the current tape and $MLTX flop. $IFRX seems like an interesting catalyst trade for the upcoming CSU and HS P2a readout. The company's key asset INF904 seems to be a best-in-class C5aR inhibitor. While previous data from other C5a/C5aR inhibitors like vilobelimab (anti-C5a mAb) and avacopan (oral C5aR $IFRX seems like an interesting catalyst trade for the upcoming CSU and HS P2a readout. The company's key asset"
X Link 2025-09-28T18:32Z [----] followers, [----] engagements
"@BlackScholesMan Also worth mentioning that $LPTH has a "in space communication program" that they teased during their February [----] investor day presentation"
X Link 2025-10-03T20:16Z [----] followers, [---] engagements
"New $LPTH interview dropped today. Have to say Sam has never appeared more confident or upbeat. Clear reflection of the momentum building behind the company. https://www.youtube.com/watchv=AtvtplneQeg https://www.youtube.com/watchv=AtvtplneQeg"
X Link 2025-10-06T23:36Z [----] followers, [----] engagements
"$LPTH "We work with everyone" https://x.com/BussinBiotech/status/1975344549204795895 New $LPTH interview dropped today. Have to say Sam has never appeared more confident or upbeat. Clear reflection of the momentum building behind the company. https://t.co/u6f0cN7Gzi https://x.com/BussinBiotech/status/1975344549204795895 New $LPTH interview dropped today. Have to say Sam has never appeared more confident or upbeat. Clear reflection of the momentum building behind the company. https://t.co/u6f0cN7Gzi"
X Link 2025-10-06T23:50Z [----] followers, [----] engagements
"$LPTH Germanium free infrared optics and thermal imaging solutions no veto power from beijing. Domestically manufacture the only fully qualified and fielded germanium alternative in DoD systems. Luck is where preparation meets opportunity my friends. https://x.com/aphysicist/status/1976272490172231701 CHINA JUST WEAPONIZED THE ENTIRE RARE EARTH SUPPLY CHAIN get used to reading chinese MOFCOM bulletins because they're writing american industrial policy now. announced today: any product containing 0.1% chinese rare earth materials needs beijing's approval before re-export to"
X Link 2025-10-09T17:33Z [----] followers, 14.1K engagements
"So in Q4 of last year $LPTH announced that they had secured $3.5 Million order to supply germanium free infrared optics for the F-35 Combat aircraft program with the revenue to be realized over the course of [--] months. Given that $LMT just announced finalizing a contract to add nearly [---] F-35s to the global fleet. I think we are coming up due for $LPTH to announce a follow-on order for the F-35 program one that is substantially bigger than the last given the increasing need for germanium alternatives and the fact that in [----] $LMT was only estimated to deliver [---] F-35s. Sources:"
X Link 2025-10-09T17:54Z [----] followers, [----] engagements
"Looking back at the $LPTH investor day conference call below is an interesting comment from Todd Croteau regarding lightpath's smart city vertical. Assuming the Q3 deployment shipped as intended I wonder when or if they provide more details on the follow-on contract. I assume the smart city company he is referring to is Motorola as they are listed as a 'Key Customer' in the investor deck. Link to full transcript: https://seekingalpha.com/article/4762607-lightpath-technologies-inc-lpth-virtual-investor-day-presentation-transcript"
X Link 2025-10-10T20:46Z [----] followers, [----] engagements
"@Citrini7 Do you really want to own TLT when we still have the supreme court ruling on Trump's tariffs coming up in the immediate horizon (November)"
X Link 2025-10-14T14:46Z [----] followers, [----] engagements
"Anyone else think today could be the first sign of speculative diffusion/ overextension in the market"
X Link 2025-10-15T15:40Z [----] followers, [----] engagements
"$LPTH So many exciting near-term catalysts and program updates ahead: [--]. Win/lose NGSRI Stringer Missile program $LMT [--]. Announce new follow-on order to supply germanium-free infrared optics for the F-35 combat aircraft program [--]. Disclose details on ongoing program(s) with Anduril [--]. Disclose details on ongoing in space communication program [--]. Disclose details on golden dome proposal(s)/ project(s) [--]. Announce new C-UAS contracts [--]. Provide update on eyes of the Apache program [--]. Provide updates on private sector smart city & automotive verticals Anyone know if I missed anything"
X Link 2025-10-20T11:57Z [----] followers, [----] engagements
"$LPTH New $4.8 Million Purchase Order Just Announced. Not much details in the press release but "public safety applications" makes me wonder if this is for their smart city vertical. Hopefully they provide more color during the next earnings call. https://www.prnewswire.com/news-releases/lightpath-technologies-receives-4-8-million-purchase-order-for-advanced-infrared-camera-systems-302588757.html https://www.prnewswire.com/news-releases/lightpath-technologies-receives-4-8-million-purchase-order-for-advanced-infrared-camera-systems-302588757.html"
X Link 2025-10-20T13:08Z [----] followers, [----] engagements
"I'm gonna start sounding like a broken record but I can't emphasize enough that the massive growth in drone manufacturing and maintenance + the military's push for 'right to repair' via AM are two massive tailwinds for $SSYS https://x.com/3DPrint_com/status/1981346011567313291 We Cant Wait U.S. Head of Army Materiel Command Signals Further 3D Printing Ramp Up https://t.co/G0tF6t0lWw https://x.com/3DPrint_com/status/1981346011567313291 We Cant Wait U.S. Head of Army Materiel Command Signals Further 3D Printing Ramp Up https://t.co/G0tF6t0lWw"
X Link 2025-10-23T19:43Z [----] followers, [----] engagements
"$LPTH Worth flagging that $DRS reports Q3 earnings next week one to have on your radar. In their last call management spent considerable time on germanium supply chain risks and mitigation plans. Expect analysts to press for updates this round. https://x.com/BussinBiotech/status/1955271040608645276 Below are some excerpts from the Leonardo ER where they discuss supply chain risk stemming from germanium. I emphasize that this is solely germanium and not any other rare earth metal. When you read or listen to the below excerpts you should consider the old saying "luck is where"
X Link 2025-10-24T12:03Z [----] followers, [----] engagements
"$LPTH PerceptView launched two new C-UAS solutions today. If you look at their website for more details it states the solution offers cross-platform capabilities with active integrations that include G5 infrared and other companies"
X Link 2025-10-24T16:16Z [----] followers, [----] engagements
"True words from the legend himself probably"
X Link 2025-10-27T16:01Z [----] followers, [---] engagements
"$MUEL Q3 Earnings Came Out Last Week Friday My Personal Highlights Below: Solid YTD performance but challenges were reported for Q3 company reporting a delay in two large pharmaceutical equipment manufacturing jobs due to fabrication challenges that impacted Q3 earnings. Net sales of $61.4M for Q3 (down 1.1% YoY) and $192.9M YTD (up 8.3% YoY) continued strength driven by U.S. industrial equipment demand particularly from pharmaceutical clients. Gross profit of $16.0M for Q3 (down 23.9% due to project cost adjustments) and $61.7M YTD (up 9% YoY) Diluted EPS of $5.25 for Q3 (down 32.4% YoY) and"
X Link 2025-10-27T16:58Z [----] followers, [---] engagements
"You really should read FDA DILI Guidance: -Severe DILI can be estimated to occur at a rate of at least one-tenth the rate of Hys Law cases. -If we take this conservative 1/450 subjects experienced Hy's law/liver tox then that means if you treated [----] patients in the real world setting one will die from liver failure or at least require a transplant. -The number you are highlighting is for a trial in progress once all subjects complete the study and all data is entered at database lock there will likely be more than [--] case of Hy's law knowing the drugs liver tox profile. -While DILI may be an"
X Link 2025-10-27T17:52Z [----] followers, [----] engagements
"🚨 $LPTH Blackdiamond is now part of the $DRS portfolio of solutions for replacing germanium as per the $DRS ER conference call. https://x.com/BussinBiotech/status/1981693011835969656 $LPTH Worth flagging that $DRS reports Q3 earnings next week one to have on your radar. In their last call management spent considerable time on germanium supply chain risks and mitigation plans. Expect analysts to press for updates this round. https://t.co/bJwthNSMgH https://x.com/BussinBiotech/status/1981693011835969656 $LPTH Worth flagging that $DRS reports Q3 earnings next week one to have on your radar. In"
X Link 2025-10-29T19:33Z [----] followers, 29.9K engagements
"BD6 and BD2 are generic and are produced by at least two other companies. All the BDNL materials are exclusive ONLY to $LPTH. They provide more details in their 10-K (see below). Most of major improvements in terms of temperature reduction in number of lenses etc come from the BDNL materials"
X Link 2025-10-29T20:01Z [----] followers, [----] engagements
"Will also add that if you are interested you can go back to the $LPTH Q3 (and Q4) ER conference call or transcript and you will see/hear that Sam Rubin clearly states that basically all/most of the large partnered programs in optics utilize "BlackDiamond glass for which we have an exclusive license from NRL" so the primes want to use the BDNL material that only lightpath has access to"
X Link 2025-10-29T20:14Z [----] followers, [---] engagements
"This probably means nothing but I want to point out that today marks a peculiarity in PR timing for $LPTH to pre-announce their Q1 ER. Going all the way back to [----] $LPTH has always PR'd the timing of their Q1 ER on or before October 28th (always announced pre-market). We have now crossed that timing threshold/cutoff. While this is probably more of an indictment of me being too in the weeds when it comes to $LPTH and they will issue the PR today AH or tomorrow. I still want to call it out as they seem to be a very consistent company when it comes to issuing these PRs and in case this"
X Link 2025-10-30T14:50Z [----] followers, [----] engagements
"Bullish $SSYS. This new marketplace that opens access across systems will further drive AM adoption while specifically increasing utilization/sales of Stratasys exclusive and high margin materials portfolio. Curious to see how this shapes the AM ecosystem and how far they lean into being the platform everyone builds on. https://investors.stratasys.com/news-events/press-releases/detail/957/stratasys-launches-iam-marketplace-redefining-access-to https://investors.stratasys.com/news-events/press-releases/detail/957/stratasys-launches-iam-marketplace-redefining-access-to"
X Link 2025-10-30T15:31Z [----] followers, [---] engagements
"Does not. Beijing agreed to pause the introduction of 'further export controls' on rare earths for one year following Trumps meeting with Xi. Chinas previous rare earths restrictions which wereannounced in early April are set to remain in place however. https://www.cnbc.com/2025/10/30/rare-earths-stocks-china-delays-export-controls-after-trump-xi-summit.html https://www.cnbc.com/2025/10/30/rare-earths-stocks-china-delays-export-controls-after-trump-xi-summit.html"
X Link 2025-10-30T23:27Z [----] followers, [----] engagements
"$LPTH Im long regardless but cant waste an opportunity to meme it. @pennycheck Does not. Beijing agreed to pause the introduction of 'further export controls' on rare earths for one year following Trumps meeting with Xi. Chinas previous rare earths restrictions which wereannounced in early April are set to remain in place however. @pennycheck Does not. Beijing agreed to pause the introduction of 'further export controls' on rare earths for one year following Trumps meeting with Xi. Chinas previous rare earths restrictions which wereannounced in early April are set to remain in place however"
X Link 2025-10-30T23:57Z [----] followers, [----] engagements
"Have to say that $NVEC sounds interesting as a company that touches both rare earth magnets & robotics/automation (listen to the audio below) but man does it feel like I need to have an applied physics or electrical engineering degree to really understand their tech"
X Link 2025-10-31T21:21Z [----] followers, [---] engagements
"@Sanctuary_Bio @bradloncar @LauraLoomer $QURE management calling $LauraLoomer right now"
X Link 2025-11-03T12:37Z [----] followers, [----] engagements
"Still no pre-announcement for the Q1 ER. Probably just tea leaves from me but its kinda getting a little sus now $LPTH. https://x.com/BussinBiotech/status/1983909287786107255 This probably means nothing but I want to point out that today marks a peculiarity in PR timing for $LPTH to pre-announce their Q1 ER. Going all the way back to [----] $LPTH has always PR'd the timing of their Q1 ER on or before October 28th (always announced pre-market). We have https://t.co/v7nl5hxKaW https://x.com/BussinBiotech/status/1983909287786107255 This probably means nothing but I want to point out that today"
X Link 2025-11-03T14:11Z [----] followers, [----] engagements
"$IFRX Absolutely love the clear dose response in HS and the fact that HiSCR50 at week [--] is robust (120mg BID 63% response at week [--] better or comparable to what most other HS drugs have seen at week [--] or 16). Not impressed with CSU data (No dose response and UAS7 at week [--] less than multiple other drugs when doing cross trial comps e.g. remibrutinib omalizumab fenebrutinib barzolvolimab)"
X Link 2025-11-10T12:54Z [----] followers, [----] engagements
"@A_May_MD Genuinely crazy that the $NTLA cult leader is a convicted sex offender. Never a boring day when it comes to BioX"
X Link 2025-11-10T15:25Z [----] followers, [----] engagements
"$IFRX While price action 'so far' hasn't been as robust as I expected I still want to take a small victory lap regarding the INF904 readout. Like I called out in detail previous data from other C5a/C5aR inhibitors in HS provided some strong signals of efficacy and the readout today clearly further validated my due diligence. Regarding price action Its worth reminding folks that $BIIB just last month paid $70M upfront + $1B milestones for a preclinical oral anti-C5aR from Vanqua Bio that is going to be studied in I&I indications. Meanwhile $IFRX that is currently sitting at a [---] MC has a"
X Link 2025-11-10T20:29Z [----] followers, [----] engagements
"$LPTH Earnings AH today. All eyes on revenue growth/EPS but also hoping that they can continue to provide more color on some of their near-term catalysts. Would also love some more details on their recent 4.8m PO for "Public Safety Applications." https://x.com/BussinBiotech/status/1980241949417508991 $LPTH So many exciting near-term catalysts and program updates ahead: [--]. Win/lose NGSRI Stringer Missile program $LMT [--]. Announce new follow-on order to supply germanium-free infrared optics for the F-35 combat aircraft program [--]. Disclose details on ongoing program(s) with"
X Link 2025-11-11T19:47Z [----] followers, [----] engagements
"$LPTH Big beat. Lightpath reports Q1 EPS -$0.07 vs -$0.09 consensus; revs $15.1 vs $12.66 million Consensus. https://www.stocktitan.net/news/LPTH/light-path-technologies-reports-fiscal-2026-first-quarter-financial-cqmm9vminu8j.html https://www.stocktitan.net/news/LPTH/light-path-technologies-reports-fiscal-2026-first-quarter-financial-cqmm9vminu8j.html"
X Link 2025-11-11T21:07Z [----] followers, [---] engagements
"$SSYS Earnings tomorrow morning. All eyes on EPS and revenue growth. But would also love it if analysts ask about their drone vertical specifically will look for them to add any color on the use of their 3D printers for the Army's SkyFoundry"
X Link 2025-11-12T22:11Z [----] followers, [---] engagements
"Some quick thoughts regarding Talphera ( $TLPH): ➡Baseline upfront: I am getting some strong future $CRMD vibes from Talphera just on more focused/niche scale. ➡Company overview: Talphera is developing Niyad (nafamostat) an anticoagulant for the extracorporeal circuit in continuous renal replacement therapy (CRRT). It targets an area with very clear unmet need: situations where heparin and citrate are contraindicated or unavailable. ➡Niyad potential: Niyad is a broad-spectrum serine protease inhibitor with anticoagulant activity has received FDA breakthrough therapy designation for regional"
X Link 2025-03-12T19:57Z [----] followers, [----] engagements
"So I did a bit more digging on $OPTX and below is a short write up on why I think the company is breaking out. Feel free to skip to the TLDR towards the bottom if you don't like reading. Executive Summary: Syntec Optics ($OPTX) is a U.S.-based manufacturer of precision optical and photonic components that has positioned itself as a specialized supplier to multiple structurally high-growth end markets. Key growth platforms include high-volume optics for low-Earth-orbit (LEO) satellite constellations and soldier-worn augmented reality / advanced vision systems. Beyond these established markets"
X Link 2026-01-09T15:08Z [----] followers, 27.2K engagements
"I know $OPTX has now run 300% in the last month but I have to say that I am still a buyer at these levels: -EagleEye is going to be a multi billion dollar program and since $OPTX is doing both components and a sub-system it is easy to assume that EagleEye alone will [--] or 4x their yearly revenue (Current yearly revs at 26m) once in full rate production. -The company is going to experience increased government backed demand across all of its defense verticals due to the NDAA requiring the DoD to source domestic alternatives for optical components. Look at all of their defense verticals on their"
X Link 2026-01-12T15:22Z [----] followers, [----] engagements
"Anyone follow $RAPP Just readout their P1 PET trial that now provides supportive evidence that the drug is selective for for sites of focal onset seizure origination and safety with multiple doses in NHVs at face value looks good (All TEAEs Grade 1/2). https://www.globenewswire.com/news-release/2025/01/09/3006949/0/en/Rapport-Therapeutics-Announces-New-Phase-1-Data-Further-Supporting-RAP-219-s-Transformative-Potential-for-CNS-Disorders.html"
X Link 2025-01-09T12:31Z [----] followers, [---] engagements
"$TARS ER looking good profitable company in [----] and finally get some color on the TP-05 reg path. I bet you if RFK jr ever hears of lotilaner (TP-05) an anti-parasitic oral drug that can prevent lyme disease instead of having to get vaccinated I bet you he would pump TARS . like literally shades of ivermectin for that man (anthelmintic vis-a-vis anti-parasitic)"
X Link 2025-02-25T12:27Z [----] followers, [----] engagements
"Also worth noting that there are several smaller American defense companys that have an active presences in Europe and existing/expanding defense contracts such as $LPTH (Latvian manufacturing facility with European drone optics assembly contract announced in December) as one example"
X Link 2025-03-02T19:56Z [----] followers, [---] engagements
"@RevShark The mental gymnastics they do to try and justify these reciprocal tariffs is laughable. For example South Korea has a free trade agreement with the US with very few barriers or tariffs on the US but this chart shows them at 50%. Straight up lying to the American people"
X Link 2025-04-02T21:21Z [----] followers, [---] engagements
"The real crisis isn't a dramatic event like a pandemic or financial meltdownit's the slow erosion of institutional trust under a leader who flip-flops on policy undermines global alliances and injects uncertainty into every economic decision. Markets can handle bad news; what they cant handle is unpredictability from the top and a political system that no longer inspires investor confidence"
X Link 2025-04-10T16:33Z [----] followers, [---] engagements
"Nah Trumps biggest problem is the fact that he and his team are winging national policy like its open mic night. Theres no coherent execution when it comes to his economic vision. You cant expect business and foreign leaders to make strategic moves when the ground keeps shifting beneath them. Hell just look at the recent news regarding Japans trade officials admitting they cant make sense of U.S. goals and if the worlds third-largest economy is confused maybe its not them who missed the memo"
X Link 2025-04-21T19:27Z [----] followers, [---] engagements
"I think every biotech investor regardless of their portfolios % allocation toward quality commercial or clinical-stage names feels the sirens call for a biotech dumpster dive. The allure of uncovering a completely mispriced and ignored gem amidst the wreckage is hard to resist. Those are the moments that makes you feel like you're not just another participant but someone with real edge someone who can spot value where others only see ruin"
X Link 2025-05-29T19:11Z [----] followers, [---] engagements
"Not really a fan of the fact that if you look up "9-ING-41" on which is their drug (now called Elraglusib) it looks like they took a shotgun approach. running a bunch of clinical trials in a bunch of different malignancies until finally one hit (they really don't talk about all the different malignancies where the drug showed no efficacy). Also not a fan of no real single-agent activity in the target indication and vague pleiotropic MOA claims. No idea how they will do Monday but not a fan of companies taking approaches like these. http://CT.gov http://CT.gov"
X Link 2025-05-30T16:39Z [----] followers, [---] engagements
"@bingbingbom @Biopharmaddict @seedy19tron Loser should include rezpegged in their bio"
X Link 2025-06-24T19:54Z [----] followers, [---] engagements
"@MSollender @Sports_bios He embodied the very best of what this community can be. An irreplaceable loss. Heartbreaking"
X Link 2025-06-26T17:57Z [----] followers, [----] engagements
"@Banana_Oncology @houndcl @monaco_biotech I'm not a lawyer either but Judge Donato's ruling on July [--] will determine if the case proceeds to trial and therefore if $NKTR could potentially win damages. I would assume there will likely be a PR or 8-K for this type of material update"
X Link 2025-06-30T17:09Z [----] followers, [---] engagements
"Anyone else other than me surprised that generic manufacturers like $RDY are green today despite the headlines"
X Link 2025-07-29T16:51Z [----] followers, [---] engagements
"$XBI limit up Given how it dumped when he was announced to be head of CBER. https://x.com/maxonwifi/status/1950359468832608274 Vinay Prasad is out at FDA. The huge scoop from @ArmstrongDrew: https://t.co/QK20a2tmwq https://x.com/maxonwifi/status/1950359468832608274 Vinay Prasad is out at FDA. The huge scoop from @ArmstrongDrew: https://t.co/QK20a2tmwq"
X Link 2025-07-30T01:06Z [----] followers, [---] engagements
"Yes it will be interesting to see what they are working on with Anduril once they provide more details on the program. Although in terms of current unannounced projects I am actually more interested in their 'in space communication program' that they teased during their February [----] investor day presentation (see slide below) with them specifically stating that this was a program that was "getting a lot of attention". What's worth pointing out here is that if you look at the image provided in the slide from the $LPTH investor deck you can see that it is the same exact (copyrighted) image"
X Link 2025-08-12T22:03Z [----] followers, [----] engagements
"@SaraEisen "It makes sense if you don't think about it" - Peter Navarro probably"
X Link 2025-08-14T17:27Z [----] followers, [----] engagements
"People are also forgetting the fact that these types of orders aren't just a one and done purchase every big contract like this carries ongoing revenue streams from maintenance support and repairs. $LPTH CEO put it well during one of the prior ERs. https://x.com/pennycheck/status/1963222294207066511 https://x.com/pennycheck/status/1963222294207066511"
X Link 2025-09-03T13:04Z [----] followers, [----] engagements
"Will rate cuts even improve the job market Given what's happening with AI tariffs and overall policy/business uncertainty I'm kinda legit scared about main street here. I know white collar workers in the tech and biotech fields that have been looking for jobs for 6-12 months. Yeah equities go up and it's really hard to have a recession when the fiscal deficit is very large & growing feds printing money and private sector balance sheets seem to be in ok shape. But there is a silent recession thats gonna get way worse before it gets better. The youth unemployment is especially scary in terms of"
X Link 2025-09-05T14:24Z [----] followers, [----] engagements
"@mark_dow 100% Hes terrible for the investor community. Short on knowledge long on disinformation leveraged with grift"
X Link 2025-09-05T15:12Z [----] followers, [----] engagements
"@BioValues When $ATYR moves $XBI follows of course. Some people are saying it"
X Link 2025-09-15T14:19Z [----] followers, [---] engagements
"For anyone that is interested in $SSYS I highly recommend reading the below article: Beyond validating parts of my $SSYS thesis the article clearly details how the U.S. Army is leaning hard into 3D printing for drones to cut costs boost training realism and reduce reliance on foreign supply chains. Units like the 101st Airborne Hawaiis 25th Infantry Division and the Oregon National Guard are already utilizing 3D printing for low-cost UAS at scale. As additive manufacturing builds on and moves from prototypes/experiments to repeated utilization and eventually military doctrine the financial"
X Link 2025-09-20T14:17Z [----] followers, [----] engagements
"If you can sit through this interview and not go full degen bullish $LPTH check your pulse. https://m.youtube.com/watchv=VHVhJ8FTwus https://m.youtube.com/watchv=VHVhJ8FTwus"
X Link 2025-09-23T00:56Z [----] followers, [----] engagements
"@great_martis Bro at this point I think the market isn't going down until YOU specifically capitulate. How many times have you called the top now lol"
X Link 2025-10-03T22:04Z [----] followers, [---] engagements
"Probably the most slept on drone play in the market $SSYS https://x.com/Stratasys/status/1978113665241899072 Flight windows are tight. Tooling delays shouldnt decide your timeline. Teams printing fixtures and composite tooling in-house are cutting weeks to days keeping tests on the calendarnot on hold. What gets printed first (and why it saves time) https://t.co/yJiG21wJAH https://t.co/hnnApYUTss https://x.com/Stratasys/status/1978113665241899072 Flight windows are tight. Tooling delays shouldnt decide your timeline. Teams printing fixtures and composite tooling in-house are cutting weeks to"
X Link 2025-10-14T15:04Z [----] followers, [----] engagements
"Man what a reply from that guy. Imagine being so short-sighted that you equate stock market highs with genuine progress absolutely blind to the long-term consequences of reckless geopolitical trade and fiscal decisions. Polar opposite mentality of planting trees for future shade more like torching the forest for a quick warm glow. I like my massive gains but that won't stop me from criticizing the stupidity coming from this administration"
X Link 2025-10-14T20:30Z [----] followers, [---] engagements
"Gentlemen I am gonna keep pounding the table for $SSYS https://x.com/BussinBiotech/status/1965139723074392522 Want to share some quick thoughts on Stratasys ( $SSYS) as a massive sleeper play when it comes to drone/aircraft development and American military industrialization/expansion. There is a lot to unpack for this company so I want focus primarily on their aerospace vertical as I https://x.com/BussinBiotech/status/1965139723074392522 Want to share some quick thoughts on Stratasys ( $SSYS) as a massive sleeper play when it comes to drone/aircraft development and American military"
X Link 2025-10-16T13:49Z [----] followers, [---] engagements
"Hmm if you read the article this seems much more bullish for $SSYS . The article mentions that "Weve got two production facilities right now the Joint Manufacturing Technology Center at Rock Island Illinois and then Tobyhanna Army Depot in Pennsylvania." . if you do some quick googling you can find that both those places use Stratasys 3D printers. https://sam.gov/opp/0e5139a916a6429380a87afae21804ee/view https://sam.gov/opp/06a7fb1e10f04223a1d28a88e7f9c802/view https://sam.gov/opp/0e5139a916a6429380a87afae21804ee/view https://sam.gov/opp/06a7fb1e10f04223a1d28a88e7f9c802/view"
X Link 2025-10-16T21:16Z [----] followers, [---] engagements
"EMA Press release is out: -EMA's CHMP has recommended that Oxbryta remain suspended after concluding that the benefits no longer outweigh the risks -The CHMP found that a higher rate of death and disease complications in recent trials makes the benefit-risk balance no longer favorable -The committee found the results of recent clinical trials to be inconsistent with those of the pivotal clinical trial that initially supported Oxbryta's authorization -The underlying mechanism for the adverse events remains unclear and the CHMP could not identify measures to minimize risk"
X Link 2025-10-17T16:14Z [----] followers, [----] engagements
"Whats interesting to point out is that in the early Cold War the U.S. investing heavily in electronic computers (like ENIAC UNIVAC and later IBM systems) while the USSR constrained by resources relied more on human mathematicians and mechanical calculators to more efficiently solve complex problems. In the end the U.S. brute force investments into computers won out. Will be interesting to see if this is a repeat of that scenario or will Chinas innovations on efficiency win out this time"
X Link 2025-10-19T21:48Z [----] followers, [---] engagements
"@pennycheck @TheParadoxIntel Kinda disappointing no. When I see a company that looks generally interesting but then notice an apparent coordinated social media campaign driven by an almost cult-like following my curiosity quickly turns to skepticism and I'm much more likely to loose interest"
X Link 2025-10-28T13:22Z [----] followers, [---] engagements
"South Koreans might be the final form of market degeneracy. https://x.com/TheStalwart/status/1984390556777316505 Jensen Huang went out to eat for fried chicken in Korea and shares of Korean poultry companies surged https://t.co/Hsvm4SWtfT https://t.co/SmtQVQyLHj https://x.com/TheStalwart/status/1984390556777316505 Jensen Huang went out to eat for fried chicken in Korea and shares of Korean poultry companies surged https://t.co/Hsvm4SWtfT https://t.co/SmtQVQyLHj"
X Link 2025-11-01T04:21Z [----] followers, [----] engagements
"Worth reminding folks that the best part about this drug is that it is oral and already seeing biologic like efficacy. Assuming data is reproduced in larger trials why wouldn't a patient want to try a safe and effective oral therapy over current biologics. Also INF904 has a fast onset of action where patients are seeing efficacy within [--] weeks would not have a black box warning like oral JAK inhibitors and currently has no other reported safety issues like hair or skin discoloration and no issues with neutropenia or thrombocytopenia like reported with other HS and CSU treatments"
X Link 2025-11-10T13:09Z [----] followers, [---] engagements
"How it feels to look at my port today"
X Link 2025-11-13T19:42Z [----] followers, [----] engagements
"$SSYS https://x.com/WashTimes/status/1978532598663012422 In anexclusive video interviewwith #ThreatStatus Lt. Gen. Chris Mohan the deputy commanding general and acting commander of Army Materiel Command explains how the Army plans to use3D printingto manufacture drone bodies near the battlefield. https://t.co/PYSo2ZkDWW https://x.com/WashTimes/status/1978532598663012422 In anexclusive video interviewwith #ThreatStatus Lt. Gen. Chris Mohan the deputy commanding general and acting commander of Army Materiel Command explains how the Army plans to use3D printingto manufacture drone bodies near"
X Link 2025-10-16T21:22Z [----] followers, [---] engagements
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