#  @Vmaxpax V*
V* posts on X about $flt, russia, $takof, canada the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
### Engagements: [------] [#](/creator/twitter::1497096338277744641/interactions)
- [--] Week [------] -54%
- [--] Month [-------] +82%
- [--] Months [---------] +338%
- [--] Year [---------] +372%
### Mentions: [--] [#](/creator/twitter::1497096338277744641/posts_active)
- [--] Week [---] -20%
- [--] Month [---] +13%
- [--] Months [-----] +106%
- [--] Year [-----] +84%
### Followers: [-----] [#](/creator/twitter::1497096338277744641/followers)
- [--] Week [-----] +1.50%
- [--] Month [-----] +13%
- [--] Months [-----] +63%
- [--] Year [-----] +158%
### CreatorRank: [-------] [#](/creator/twitter::1497096338277744641/influencer_rank)
### Social Influence
**Social category influence**
[stocks](/list/stocks) 35.03% [countries](/list/countries) 31.64% [cryptocurrencies](/list/cryptocurrencies) 25.99% [finance](/list/finance) 16.38% [travel destinations](/list/travel-destinations) 9.04% [celebrities](/list/celebrities) 5.65% [technology brands](/list/technology-brands) 4.52% [currencies](/list/currencies) 3.95% [financial services](/list/financial-services) 0.56%
**Social topic influence**
[$flt](/topic/$flt) #1, [russia](/topic/russia) #2121, [$takof](/topic/$takof) #1, [canada](/topic/canada) 7.34%, [kremlin](/topic/kremlin) #205, [defence](/topic/defence) #893, [$exa](/topic/$exa) #4, [ceo](/topic/ceo) #1461, [china](/topic/china) 4.52%, [$dpro](/topic/$dpro) 4.52%
**Top accounts mentioned or mentioned by**
[@blackscholesman](/creator/undefined) [@swedenukr](/creator/undefined) [@aktienakademie](/creator/undefined) [@pennycheck](/creator/undefined) [@sweden_ukr](/creator/undefined) [@contagion0313](/creator/undefined) [@levandovsky](/creator/undefined) [@vastcnc](/creator/undefined) [@tommydeepwater](/creator/undefined) [@mfcapital1902](/creator/undefined) [@kairospraxis](/creator/undefined) [@illiniprogrammr](/creator/undefined) [@epsteinjeffrey0](/creator/undefined) [@bussinbiotech](/creator/undefined) [@karlnabisco](/creator/undefined) [@nimesh3t](/creator/undefined) [@steelmarketnews](/creator/undefined) [@yolomoonlambo](/creator/undefined) [@taddyfife](/creator/undefined) [@stockaholic5](/creator/undefined)
**Top assets mentioned**
[Fluence (FLT)](/topic/$flt) [Exactly Protocol (EXA)](/topic/$exa) [nLIGHT, Inc. Common Stock (LASR)](/topic/$lasr) [QQCoin (QQ)](/topic/$qq) [Ivanhoe Electric Inc. (IE)](/topic/$ie) [IPG Photonics Corporation (IPGP)](/topic/$ipgp) [Cleveland-Cliffs, Inc. (CLF)](/topic/$clf) [Karman Holdings Inc (KRMN)](/topic/$krmn) [L3Harris Technologies Inc (LHX)](/topic/$lhx) [Pangolin (PNG)](/topic/$png) [Coda Octopus Group, Inc. Common stock (CODA)](/topic/$coda) [Huntington Ingalls Industries Inc (HII)](/topic/$hii) [Raytheon Technologies Corp (RTX)](/topic/$rtx) [Unusual Machines, Inc (UMAC)](/topic/$umac) [Ondas Holdings Inc. Common Stock (ONDS)](/topic/$onds) [MobileCoin (MOB)](/topic/$mob)
### Top Social Posts
Top posts by engagements in the last [--] hours
"@sweden_ukr @MonetiveWealth @BlackScholesMan It's being actively pitched right now. Apparently multple nations met in Cda DSRB website showing banks already on board: Deutsche Royal Bank of Canada ING JP Morgan LB=BW Commerzbank Here's detailed proposal published via the Atlantic Council https://www.atlanticcouncil.org/in-depth-research-reports/report/how-a-new-global-defense-bank-can-solve-us-and-allied-funding-problems/ https://www.atlanticcouncil.org/in-depth-research-reports/report/how-a-new-global-defense-bank-can-solve-us-and-allied-funding-problems/"
[X Link](https://x.com/Vmaxpax/status/2017492424084623619) 2026-01-31T06:57Z [----] followers, [---] engagements
"@TommyDeepwater @pennycheck Interesting Y the entire Mirabel aerospace hub supported by QC $flt has received direct assistance but the big one was Investissement Qubec (over 10mn) when they raised the [--] for the hub/caliburn. Convertible bonds good deal for QC. But. https://www.ledevoir.com/communiques-de-presse/893014/volatus-aerospace-inc-obtient-financement-3-millions-dollars-investissement-quebec-fournit-mise-jour-corporative#::text=Volatus%20Aerospace%20Inc.%20obtient%20un%20financement%20deet%20fournit%20une%20mise%20%C3%A0%20jour%20corporative"
[X Link](https://x.com/Vmaxpax/status/2018735542557364407) 2026-02-03T17:17Z [----] followers, [---] engagements
"@TommyDeepwater @pennycheck Re DRSB SME target stated we'll see how this develops interesting But I forgot one thing role of Royal Bank in sector. Carney streamlined Cdn defence procurement. Tapped Deputy at RBC Doug Guzman to head the new "Defence Innovation Agency"⚡ Plus this gem re Volatus"
[X Link](https://x.com/Vmaxpax/status/2018736874681204766) 2026-02-03T17:22Z [----] followers, [---] engagements
"@Contagion0313 @MFCapital1902 check $astl Got half a billion from gov. Fired [----] ppl in the Sault Green arc furnace Submarine contact announce eta beginning of March Then is Saab does set up production on Canada Well . $astl pays 5% div $clf 0"
[X Link](https://x.com/Vmaxpax/status/2020904441973547185) 2026-02-09T16:55Z [----] followers, [---] engagements
"M OConnor exec VP Iridium: Whether in govt enterprise or consumer applications every device that relies on GNSS needs a dependable backup or reliable primary service in the event of disruption. The Iridium PNT ASIC delivers that dependability in a compact all-in-one chip"
[X Link](https://x.com/Vmaxpax/status/2021463740768714786) 2026-02-11T05:58Z [----] followers, [---] engagements
"Iridium Q4 out mixed/flat earnings. 2M miss in Hosted Payload revenue ($13.4M actual vs. $15.4M prior year). Desch confirmed delay is related to a "major government-linked infrastructure project" that is shifting its hardware integration timeline. (Like Indra perhaps)"
[X Link](https://x.com/Vmaxpax/status/2021941620028187050) 2026-02-12T13:37Z [----] followers, [----] engagements
"@Johnie36149708 And America swapping out the North American free trade agreement for partership with Russia. Heck it's already in process Trump lifted sanctions off Belarus US farmers now getting their inputs via Russia. US real economy telling you today what they think of this deal. 🤮"
[X Link](https://x.com/Vmaxpax/status/2022043976618951040) 2026-02-12T20:23Z [----] followers, [--] engagements
"🎯 Good list by Mystic. Anduril & Palantir definitely the big two. Golden dome is SDA's proliferated warfighter space architecture. So Starlink $lht $lhx in play & probably $mrcy radiation hardened chips. Watch hypersonic $krmn (propulsion for Anduril) + Kratos"
[X Link](https://x.com/Vmaxpax/status/1924859343192969255) 2025-05-20T16:06Z [----] followers, [----] engagements
"Elsight now officially a ⚡profitable ⚡company. Not bad for a start up in the drone space with a market cap of only $250mn AUD ($163 USD). $els.asx"
[X Link](https://x.com/Vmaxpax/status/1982679273518588306) 2025-10-27T05:22Z [----] followers, [----] engagements
"Castellum up 20% Second-largest contract win in the companys history Pretty funny considering government is 'shut down' 🤔 #Venezuela $ctm"
[X Link](https://x.com/Vmaxpax/status/1984321991416164664) 2025-10-31T18:10Z [----] followers, [----] engagements
"@mapleBBerry Sorry we didn't touch on it much I think we'll do another space soon focusing on shipbuilding and subsea. $png $exa $coda $hii $gd etc. I think like larger defense domain maybe will be tepid until [----] when both US and Cda will start issuing contracts"
[X Link](https://x.com/Vmaxpax/status/1987267304271585678) 2025-11-08T21:13Z [----] followers, [---] engagements
"@pennycheck One way into hypersonics is via rockets / propulsion. There's $krmn but then there's $avio.mil (think there's an OTC) core for EU & now setting up solid rocket motor facility in US with RTX. Bonus lotto is $pmtr . no target declared but maybe Venus 🍿 https://www.rtx.com/news/news-center/2025/11/10/rtxs-raytheon-avio-sign-mou-to-establish-new-solid-rocket-motor-facility-in-the https://www.rtx.com/news/news-center/2025/11/10/rtxs-raytheon-avio-sign-mou-to-establish-new-solid-rocket-motor-facility-in-the"
[X Link](https://x.com/Vmaxpax/status/1990543642453553285) 2025-11-17T22:12Z [----] followers, [----] engagements
"Participating organisations: AI Sweden Alfa Laval Atlas Copco Avioniq BAE Systems Bofors Blykalla AB Capture Energy Swedish Energy Agency Epiroc EQT Ericsson Flower Infrastructure Technologies Fortum Sverige AB Ingrid Capacity Interlinked Ipercept Minesto Multi4 Medical /Regxit"
[X Link](https://x.com/Vmaxpax/status/1990939445814874242) 2025-11-19T00:25Z [----] followers, [---] engagements
"3. Cailabs (france private $saf stake) specializes in complex light shaping components / beam steering $saf $air $ho parnters. New strategic partnership with Israeli Gilat $gilt for its US subsidiary Datapath for Transportable Optical SATCOM Terminals"
[X Link](https://x.com/Vmaxpax/status/1995216984481665196) 2025-11-30T19:42Z [----] followers, [---] engagements
"@4n4lisis @giammaiot2 @AirAssets @Arr3ch0 @LatinMilAv @CaptNemoII @ianellisjones @vcdgf555 @bobgourley @LordPos3idon @Flightwatcher1 @GrandpaRoy2 @MariaCorinaYA @Urruchurtu Maybe I'm misunderstanding buoy here . I think of it was something that floats on surface of water. Sensors presumably susceptible to EW jamming. But subsea yes agree lots going on. Exail $exa France doing some interesting things + quantum nav Still doubt it plays in VZ"
[X Link](https://x.com/Vmaxpax/status/1995593641113649401) 2025-12-01T20:39Z [----] followers, [---] engagements
"Discounted crude of a quality desired by American refiners Iraqi oil arrives in USA Iraq-Turkey Pipeline reopening significance & strategy by the excellent @NoamRaydan Also has been great for Lundin's Shamaran $snm https://www.washingtoninstitute.org/policy-analysis/oil-northern-iraq-arrives-united-states-after-pipeline-reopens https://www.washingtoninstitute.org/policy-analysis/oil-northern-iraq-arrives-united-states-after-pipeline-reopens"
[X Link](https://x.com/Vmaxpax/status/1999005020780466550) 2025-12-11T06:35Z [----] followers, [---] engagements
"Bonus UK [--]. QinetiQ $qq (spin out of UK MOD research wing) starting on FSOs [--]. Mbryonics (private) full suite optical communication solutions space & ground New [--]. IONQ with acquisition of Skyloom"
[X Link](https://x.com/Vmaxpax/status/1999177311833456676) 2025-12-11T17:59Z [----] followers, [---] engagements
"$AVIO.mil selects Virginia for $500M solid rocket manufacturing plant. 400m raise already done & $rtx and $lmt already signed up for solid rocket motors. Avio nicely positioned in two areas with global bottle necks: launch & solid rockets https://virginiabusiness.com/avio-usa-virginia-solid-rocket-motor-plant/ https://virginiabusiness.com/avio-usa-virginia-solid-rocket-motor-plant/"
[X Link](https://x.com/Vmaxpax/status/1999197816527204507) 2025-12-11T19:21Z [----] followers, [----] engagements
"Some Global EPC (Engineering Procurement & Construction) cos for petroleum refineries $flr Fluor $kbr KBR $fti Technip $wg.l John Wood Group $spm.mi Saipem $pfc.l Petrofac"
[X Link](https://x.com/Vmaxpax/status/1999212076514865465) 2025-12-11T20:17Z [----] followers, [----] engagements
"Lulu China = Epic mythic nostalgic nationalistic in modern celeb filled format. Plus creating clubs on the ground. Bingo The only moat in retail fashion is *Cultural Relevance* (meaning dreams aspirations & tribes)"
[X Link](https://x.com/Vmaxpax/status/1999256911070527490) 2025-12-11T23:16Z [----] followers, [---] engagements
"Exail tapped by French government for Free-Space Optical Communications hardware $exa #lasercom https://www.laserfocusworld.com/optics/article/55332966/future-of-space-connectivity-advanced-optical-technologies-enable-space-laser-communications https://www.laserfocusworld.com/optics/article/55332966/future-of-space-connectivity-advanced-optical-technologies-enable-space-laser-communications"
[X Link](https://x.com/Vmaxpax/status/2002996488205746200) 2025-12-22T06:55Z [----] followers, [----] engagements
"8. Exail $exa (France) Designer and manufacturer of space-grade amplifiers & optical components in French programs SOLiS TELEO CO-OP. Also flight-proven (TRL9) lithium niobate electro-optical modulators to NASA https://x.com/Vmaxpax/status/2002996488205746200s=20 https://x.com/Vmaxpax/status/2002996488205746200s=20"
[X Link](https://x.com/Vmaxpax/status/2002997403096682550) 2025-12-22T06:59Z [----] followers, [---] engagements
"💯 The action has been at the margins last [--] years and some of us have been tracking / early adopters. But deployment hasn't even yet arrived and global funding will continue given US & geopol fracturing. $eos.ax $cccx $infq $feim $skyt $exa.fr $saf.fr $lasr #qnav #hewls My [----] Prediction The invisible war quietly escalating in space and undersea will no longer remain invisible and defending against these potentially debilitating attacks becomes a major issue in [----] All the signal and data you need is there https://t.co/03KrCNJikd My [----] Prediction The invisible war quietly escalating in"
[X Link](https://x.com/Vmaxpax/status/2004668810276864012) 2025-12-26T21:41Z [----] followers, [----] engagements
"i shouldn't neglect the drones they were amazing trades for me and have conviction this continues in '26 $dpro $png.tsx $umac $onds $bbai $joby $elva $mob ($ampx i'm out)"
[X Link](https://x.com/Vmaxpax/status/2006487071884718268) 2025-12-31T22:06Z [----] followers, [---] engagements
"@Oriol_Mad Am long Avio Also IE ivanhoe electric one of my biggest copper plays and forgot to include it ha. Took advantage of last correction to add some new positions. You're EU based right Check $ohb (germany). Will talk about new names in new year ;) Cheers friend 🥂"
[X Link](https://x.com/Vmaxpax/status/2006515282718912794) 2025-12-31T23:58Z [----] followers, [---] engagements
"This is will be fantastic let's get an update on $cccx $infq directly from the CEO. I am super excited to join @listingtrack and @QuantumDom to interview the CEO of infleqtion this evening Hope you can make it $CCCX I am super excited to join @listingtrack and @QuantumDom to interview the CEO of infleqtion this evening Hope you can make it $CCCX"
[X Link](https://x.com/Vmaxpax/status/2008235237537718683) 2026-01-05T17:52Z [----] followers, [----] engagements
"@KairosPraxis Regarding the ShieldAi integration - it's massive Management said [----] is the "Revenue Breakout" year for $hai and specifically cite Shield AI as key. Shield AI integration is SaaS add-on for Kraken = 90% margins And ShieldAI suppose to IPO this year. So. 🍿🍿"
[X Link](https://x.com/Vmaxpax/status/2009866062603645380) 2026-01-10T05:53Z [----] followers, [---] engagements
"Dont forget what guides UUVs and subsea missiles. And its no longer GPS. Enter Exail global leader in subsea navigation with FOGS (fiber optic gyroscopes) and their Phins product already in $HII $BA and Anduril UUVs $exa $exalf Solid-State Batteries: Wolfpacks of Small UUVs Will Dominate the Seas UUVs are currently the most dangerous threat to submarines and military surface ships. Their development is accelerating rapidly and I would argue that the smallest ones are the most dangerous. This week https://t.co/yvzXRvZR1B Solid-State Batteries: Wolfpacks of Small UUVs Will Dominate the Seas"
[X Link](https://x.com/Vmaxpax/status/2010489590948225126) 2026-01-11T23:10Z [----] followers, [----] engagements
"💯 Core theme [----] + the ITAR-Free advantage $exa $avio nicely positioned + $tkms spin out EU space kicking in today sovereign autonomy push is up there too. $etl + the swedish gauntlet ;) Korean and euro defense should continue to be a layup a slam dunk if you can find laggards ready to catch up https://t.co/BWvOU4Pjol Korean and euro defense should continue to be a layup a slam dunk if you can find laggards ready to catch up https://t.co/BWvOU4Pjol"
[X Link](https://x.com/Vmaxpax/status/2010774088185438311) 2026-01-12T18:01Z [----] followers, [----] engagements
"1/ Reviewing Exail's new [---] million bond offering I'll be fading negative market reaction Why They are swapping 12%+ debt for 4% debt slashing annual interest burden. But there's more and it's even better . $exa $exalf @Vmaxpax 🛑Prudence with $EXA #EXAIL: Exail launches tap offering of undated bonds today 🔗https://t.co/Vu20xKnn32 @Vmaxpax 🛑Prudence with $EXA #EXAIL: Exail launches tap offering of undated bonds today 🔗https://t.co/Vu20xKnn32"
[X Link](https://x.com/Vmaxpax/status/2011335160588009821) 2026-01-14T07:10Z [----] followers, [----] engagements
"2/ Issue Price of 127% of par Market demand was so high investors paid a massive premium to buy these bonds = effectively negative yield financing for Exail. They raised [---] million in total cash while only adding [---] million to the nominal debt line. $exa"
[X Link](https://x.com/Vmaxpax/status/2011335166283944141) 2026-01-14T07:10Z [----] followers, [---] engagements
"4/This is why the tap issue was oversubscribed and priced at 127%. It creates a permanent "valuation floor" for the stock because the bondholders are now some of the largest institutional players in Europe"
[X Link](https://x.com/Vmaxpax/status/2011335180758499834) 2026-01-14T07:10Z [----] followers, [---] engagements
"5/ $exa puked 6% on bond news. If there's further drop I'll probably add more. Exail has successfully moved from being a leveraged robotics firm to a well-capitalized defense leader with negative-yield financing. It's de-risked heading into the Q1 earnings season"
[X Link](https://x.com/Vmaxpax/status/2011335187695816796) 2026-01-14T07:10Z [----] followers, [----] engagements
"@KairosPraxis Infleqtion $cccx $infq"
[X Link](https://x.com/Vmaxpax/status/2011931988371050747) 2026-01-15T22:42Z [----] followers, [---] engagements
"Hey hey. I wonder if this doesnt link up to the new Euro Defense Bond opening gates for Institutional and Sovereign wealth funds into companies like Exail $exa. Who will be the next over-subscribed offering🍿 @sweden_ukr Deutsche Bank boss shakes up German conservatives by calling it "logical" and "much cheaper" to finance European defense with common debt. Joint debt is another step toward a more federal Europe https://t.co/1iFsZs8Wx2 Deutsche Bank boss shakes up German conservatives by calling it "logical" and "much cheaper" to finance European defense with common debt. Joint debt is"
[X Link](https://x.com/Vmaxpax/status/2012046420342407240) 2026-01-16T06:17Z [----] followers, [----] engagements
"@Notabot0100110 Sorry how are they linked to UMAC Ondas yes service tail on border contracts and potentially manufacturing but I wasnt aware of beta to Unusual Machines"
[X Link](https://x.com/Vmaxpax/status/2013080659460538459) 2026-01-19T02:46Z [----] followers, [---] engagements
"@pennycheck If he goes kinetic I expect it post mid-terms in [----]. Needs to get the new "peace" council together with Belarus & Russia for intl legitimacy & drop sanctions. This year we watch allies ex-US dig in ramp and form coalitions for defence/trade. China odd man out weirdly"
[X Link](https://x.com/Vmaxpax/status/2013490179374260709) 2026-01-20T05:54Z [----] followers, [---] engagements
"@pennycheck Cdn industrial supply chain i need to really look at already a lot of deals with EU done in [----] & also USA. As long as manufacturing level doesn't fracture Canada gets to play both sides US and UK/EU $mda $tsat $bbd.b $mal $cae $cgy $neo $dpro $flt $maxq $png $gra $elva $citt"
[X Link](https://x.com/Vmaxpax/status/2013491258338202006) 2026-01-20T05:58Z [----] followers, [---] engagements
"@BussinBiotech ever look at the metal powder suppliers / supply chain"
[X Link](https://x.com/Vmaxpax/status/2013869178067816786) 2026-01-21T07:00Z [----] followers, [---] engagements
"@BussinBiotech $ati is a cool company those big prints for nuclear propulsion wowed me. I've been holding a bit for a while. Now the sector is getting exciting (it's been about a year since my dive in) maybe I'll take a look. I recall some recycling in UK of specialty jet metal parts"
[X Link](https://x.com/Vmaxpax/status/2014025752128397804) 2026-01-21T17:22Z [----] followers, [---] engagements
"Nice beat on Teledyne today Haven't listened to call yet but am sure it's deserved. Imo this IS the drone / counter-drone (inc subsea) "prime" and oft overlooked Only major I saw who was engaging in developing *low cost* c-uas solutions for the DoD via Replicator/DIU $tdy"
[X Link](https://x.com/Vmaxpax/status/2014029502062657824) 2026-01-21T17:37Z [----] followers, [----] engagements
"No stopping Elsight $els.asx How much we've climbed and it's not even one full year yet. 🛫🛫✈"
[X Link](https://x.com/Vmaxpax/status/2014483907128021085) 2026-01-22T23:42Z [----] followers, [---] engagements
"🎯 Another Great Australian counter-drone DEW is called "Apollo" being deployed to Europe from Electro Optic Systems a leader and long time innovator (since Reagan days) in this space. $eos.ax $eopsf I don't understand the sudden flurry of posts on Directed Energy Weapons ('DEW') as if they are some secret tech that has only been revealed. DEW includes weapons such as high energy lasers high power microwave weapons high power radio frequency weapons the 'active denial I don't understand the sudden flurry of posts on Directed Energy Weapons ('DEW') as if they are some secret tech that has only"
[X Link](https://x.com/Vmaxpax/status/2014891976726896658) 2026-01-24T02:44Z [----] followers, [----] engagements
"@AktienAkademie Different focus. Recent interview posted w $dpro CEO on Fox talked about 1) rising boat / current collab between all players (umac ondas etc). 2) dpro focus on *logistics* supply chain Will share a $flt / $takof interview reiterates rising boat flt large drone focus arctic"
[X Link](https://x.com/Vmaxpax/status/2015144731932586495) 2026-01-24T19:28Z [----] followers, [---] engagements
"Bonus the emphasis on not just manufacturing but **engineers** is spot on. Who has the capability & talent pool to support the Phase [--] invitees soon to be announced for the drone manufacturing gauntlet $flt $takof Great article about the Do'W's stress test on drone manufacturing capability which was also clearly articulated in recent $dpro CEO Fox interview. The likely winners will already have the cash on hand to float scaling up + manufacturing in place. https://t.co/SIOyIyjucj https://t.co/kwyMbqaR2H Great article about the Do'W's stress test on drone manufacturing capability which was"
[X Link](https://x.com/Vmaxpax/status/2015165413613867217) 2026-01-24T20:50Z [----] followers, [----] engagements
"@sweden_ukr @kittiecougar99 @BlackScholesMan @MonetiveWealth Good i'm long $kog 😆 Kittie: Have you seen the new Euro Defense Bond that started beginning of month I think it's pretty significant to open gates for institutional funding. Would love your perspective. Exail first co / oversubscribed https://x.com/Vmaxpax/status/2011335173112283285s=20 3/ "European Defence Bond" = Catalyst This issuance happening right after Euronext officially granted these them *landmark* status on Jan [--]. Opens door for institutional ESG and "Sovereign" funds that were previously restricted from investing in"
[X Link](https://x.com/Vmaxpax/status/2015168510364877266) 2026-01-24T21:03Z [----] followers, [---] engagements
"@Albie1228 bonus: $dpro and $flt call options on canadian budget unlock coming april 1st. canada laggard but apparently this is their year"
[X Link](https://x.com/Vmaxpax/status/2015321756991689108) 2026-01-25T07:12Z [----] followers, [---] engagements
"@Albie1228 the primes weathered cross-border tariffs fine last year. $dpro setup manufacturing in usa so has $flt although their new mega factory in mirabel. $elva setup in ny. so the companies also taking measures. maybe I should be more concerned but not yet"
[X Link](https://x.com/Vmaxpax/status/2015323101240983631) 2026-01-25T07:17Z [----] followers, [---] engagements
"Hilarious @emilmichael Yes DEWs are going mainstream and it's key to note this is a *global trend* so while specific companies may have a US moat the US doesn't have a moat on HELWs ;) $lasr $eos.asx $eopsf $qq. $qntqf $7012 Yes the @DeptofWar has directed energy weapons. Yes we are scaling them. https://t.co/Ew5FoKcw4B Yes the @DeptofWar has directed energy weapons. Yes we are scaling them. https://t.co/Ew5FoKcw4B"
[X Link](https://x.com/Vmaxpax/status/2015613220275290304) 2026-01-26T02:30Z [----] followers, [----] engagements
"$kog Autonomous Unmanned Systems are shaping the future of maritime operations. Sea drone by @kongsbergasa Norway : - Endurance: 200+ h - Max speed: [--] knots https://t.co/DDC65f6W7B Autonomous Unmanned Systems are shaping the future of maritime operations. Sea drone by @kongsbergasa Norway : - Endurance: 200+ h - Max speed: [--] knots https://t.co/DDC65f6W7B"
[X Link](https://x.com/Vmaxpax/status/2015674070650532318) 2026-01-26T06:32Z [----] followers, [----] engagements
"2026 = Canadian Arctic Sovereignty Arctic OTHR + JORN + Sensor Nodes + NASP Drone Base + Northern Op Support Hubs + Arctic Ocean Surveillance + C2 Polar Satellite + DCFI A-OTHR itself $6.9 Billion Primes: $bae $rtx $cgy $aco.x Niche solutions: $flt / $takof $cgy $qess $gra"
[X Link](https://x.com/Vmaxpax/status/2015688739507544118) 2026-01-26T07:30Z [----] followers, [----] engagements
"@AktienAkademie I think Draganfly preoccupied with the US drone gauntlet at moment. They did enter a partnership with $cttt (who has a mou with Babcock) and I think they are shopping products in SE Asia. But for ruggedized Arctic not sure this is dpro focus"
[X Link](https://x.com/Vmaxpax/status/2015689943310537019) 2026-01-26T07:35Z [----] followers, [---] engagements
"@AktienAkademie $flt/$takof early leader in BVLOS and deep regulatory expertise. They're background is as aviation co and logistics provider to Arctic so they have pre-existing relationships. And they've made significant moves last [--] months with Caliburn acquisition + Mirabel hub"
[X Link](https://x.com/Vmaxpax/status/2015690285817422256) 2026-01-26T07:36Z [----] followers, [---] engagements
"Hanwha with some more big Canadian moves. Today's announcements include mous / agreements with: $ASTL $MDA $TSAT TKMS better pitter patter if they want to stay in the game. $KDEF Telesat and Hanwha sign strategic cooperation agreement for next-generation space and marine technologies https://t.co/6sOdArsdv3 https://t.co/7JxhsNvGba Telesat and Hanwha sign strategic cooperation agreement for next-generation space and marine technologies https://t.co/6sOdArsdv3 https://t.co/7JxhsNvGba"
[X Link](https://x.com/Vmaxpax/status/2015879437372518648) 2026-01-26T20:08Z [----] followers, [----] engagements
"@CDNPolicyHawk @NoahGairn Y perhaps. My thinking is also the security diversification strategy so if Gripens come in (and its likely some do) reaching to Asian partnerships a nice barbell. One thing bugs me Hanwha QC vs TKMS Pacific and Ottawa is going to need to throw the west a bone "
[X Link](https://x.com/Vmaxpax/status/2015894013430137256) 2026-01-26T21:06Z [----] followers, [---] engagements
"@BlackScholesMan @beach_trades Plus watch $qess ruggedized energy modules with a first nations moat. One thing about $flt the large Caliburn drones are gas powered but there's long range and then there's arctic drone hubs in the works so expecting layered approach"
[X Link](https://x.com/Vmaxpax/status/2015903056387608872) 2026-01-26T21:41Z [----] followers, [---] engagements
"$cgy Calian leads $100-million investment to build cross-country defence lab network https://t.co/7AyoXg20OV Calian leads $100-million investment to build cross-country defence lab network https://t.co/7AyoXg20OV"
[X Link](https://x.com/Vmaxpax/status/2015904601967624405) 2026-01-26T21:48Z [----] followers, [---] engagements
"@smallcapdisc $flt $dpro $maxq $tsat"
[X Link](https://x.com/Vmaxpax/status/2016406582851207661) 2026-01-28T07:02Z [----] followers, [---] engagements
"$ie We are proud to partner with $SQM one of Chiles great mining champions to deploy our disruptive Typhoon and CGI technologies across northern #Chile one of the worlds most prolific #copper regions. Vast areas of electrically resistive caliche conceal enormous geological We are proud to partner with $SQM one of Chiles great mining champions to deploy our disruptive Typhoon and CGI technologies across northern #Chile one of the worlds most prolific #copper regions. Vast areas of electrically resistive caliche conceal enormous geological"
[X Link](https://x.com/Vmaxpax/status/2016414466628567246) 2026-01-28T07:34Z [----] followers, [----] engagements
"@barbell_ideas 🔥 And here I was waiting for a pullback to add. $250mn mkt cap is trigger for institutional investors in cda. 🍿🍿"
[X Link](https://x.com/Vmaxpax/status/2016542371052499452) 2026-01-28T16:02Z [----] followers, [---] engagements
"EU catch up & space autonomy from US working out ✅✅ "All member states can now have access to sovereign satellite communication. Military and government. Secure and encrypted. Built in Europe operated in Europe under European control." $ses $etl $ohb etc EU's own satellite communication system now operational Kubilius https://t.co/HbPXvA4qU4 EU's own satellite communication system now operational Kubilius https://t.co/HbPXvA4qU4"
[X Link](https://x.com/Vmaxpax/status/2016545328124867017) 2026-01-28T16:14Z [----] followers, [----] engagements
"Glad I read the EU capability gap report in a world w/out USA last spring. "Virtual European Space Command" "Reduce dependence on foreign space service" "Strategic enablers" etc 🎶🎶 Timelines being move up. Money is there I 🖤 Kubilius Good article https://www.euronews.com/my-europe/2026/01/27/eu-now-has-its-own-secure-and-encrypted-satellite-communication-system-kubilius-says https://www.euronews.com/my-europe/2026/01/27/eu-now-has-its-own-secure-and-encrypted-satellite-communication-system-kubilius-says"
[X Link](https://x.com/Vmaxpax/status/2016546455549517836) 2026-01-28T16:18Z [----] followers, [---] engagements
"One thing I don't do however is pump by making hopium associations to big players like Nvidia. $cpsh is working with a Tier [--] semi company. The contract is sufficient to float them through [----] while they also double capacity in new automated factory & have defence options"
[X Link](https://x.com/Vmaxpax/status/2016568258615201899) 2026-01-28T17:45Z [----] followers, [---] engagements
"@YoloMoonLambo check $hlx"
[X Link](https://x.com/Vmaxpax/status/2016571602721271834) 2026-01-28T17:58Z [----] followers, [---] engagements
"@YoloMoonLambo maybe not so great for options not as liquid or well know as $hal $slb . but I think it may be interesting play. am long also has presence in uk/north sea area & one of few cos involved with laying subsea cables so optionality on defence related action"
[X Link](https://x.com/Vmaxpax/status/2016572093828059271) 2026-01-28T18:00Z [----] followers, [---] engagements
"@LordPos3idon @4n4lisis Judging by the look of Trump and Giuliani Regeneron only takes you so far"
[X Link](https://x.com/Vmaxpax/status/2016600742388473926) 2026-01-28T19:54Z [----] followers, [--] engagements
"$flt / $takof Tactical Mission Rehearsal Volatus announces partnership w Dufour Aerospace confirms installation of dedicated simulators for "Mission Rehearsal" allowing operators to fly in a #digitaltwin of a combat or surveillance zone to optimize flight paths & battery life"
[X Link](https://x.com/Vmaxpax/status/2016762647426015679) 2026-01-29T06:37Z [----] followers, [----] engagements
"@aleabitoreddit Hey bro can you stop pumping and misleading people It's a real disservice. For example what's your source for "US Army uses $CPSH for 40mm Tungsten Warheads" A $1 million RnD program does not mean the US Army uses CPSH for tungsten warheads"
[X Link](https://x.com/Vmaxpax/status/2016941210779402430) 2026-01-29T18:27Z [----] followers, [----] engagements
"Damn I've been long $cpsh since start of year but bullshit like this is what gives fintwit a bad name A $1 million dollar RnD program to develop 40mm tungsten warheads becomes "US Army uses $CPSH for 40mm Tungsten Warheads" 🤡 Contract with a Tier [--] semi co becomes Nvidia I've initiated positions in $CPSH as a US AlSiC pure play chokepoint. They represent 25% of the near-term semi-grade AlSiC market. Their customers: - U.S. Navy (War) - U.S. Army (War) - U.S. Dept. of Energy (Energy / Nuclear) - U.S. Space Force / NASA (Space) - Lockheed https://t.co/9YP5kSGIny I've initiated positions in"
[X Link](https://x.com/Vmaxpax/status/2016942215294287910) 2026-01-29T18:31Z [----] followers, [----] engagements
"To have IP moat positioned at nexus of in-demand segments and have RnD contracts with the DoD that MAY convert into production down the road. But that's not enough. The capacity to execute must be there. So CPSH is a 2026-2027 growth play not this week"
[X Link](https://x.com/Vmaxpax/status/2016949169555136732) 2026-01-29T18:58Z [----] followers, [----] engagements
"Has Serenity talked about the insider buying There ARE very bullish signs for CPS but to make claims about Nvidia and CPS supplying the Army & BlackHawks tungsten warheads is just nonsense The sad part is Serenity doesn't need to stretch to the truth but could focus on it"
[X Link](https://x.com/Vmaxpax/status/2016949175557234747) 2026-01-29T18:58Z [----] followers, [----] engagements
"The more Trump pushes the greater the reaction. Not exclusive to Canada. See Europe and India. When do Americans start to realize Trump's foreign policy costing them business . bigly. I don't think Canadians will stand for Trump trying to strong arm us on a safety issue. The last time Trump came for our aviation industry it cost Boeing their fighter contract and a bunch of airliner sales. I don't think Canadians will stand for Trump trying to strong arm us on a safety issue. The last time Trump came for our aviation industry it cost Boeing their fighter contract and a bunch of airliner sales"
[X Link](https://x.com/Vmaxpax/status/2017030512075047067) 2026-01-30T00:22Z [----] followers, [----] engagements
"@KairosPraxis i don't own enough cgy"
[X Link](https://x.com/Vmaxpax/status/2017130885481713955) 2026-01-30T07:00Z [----] followers, [--] engagements
"@levandovsky Interesting SCADE category easy: Eprius $lasr $ipgp You're up"
[X Link](https://x.com/Vmaxpax/status/2017132173791228368) 2026-01-30T07:06Z [----] followers, [---] engagements
"@levandovsky that's the public favourite. for me it's $krmn picks and shovels (propulsion serves both kratos & anduril who are making hypersonic bids) plus in some special programs"
[X Link](https://x.com/Vmaxpax/status/2017139116794577401) 2026-01-30T07:33Z [----] followers, [---] engagements
"UK and EU focus on maritime issue isnt to go kinetic or seize tankers as much as its to Find and alternative to GPS Suspect these new announcements will propel funding & accelerate timelines. The demand is greater than mil must address commercial. #altgps #qnav The Royal Institute of Navigationhas urged equipment providers to assess vulnerabilities and called on the IMO to issue stronger guidance to curb Global Navigation Satellite System interference https://t.co/xgdizU68Mv The Royal Institute of Navigationhas urged equipment providers to assess vulnerabilities and called on the IMO to issue"
[X Link](https://x.com/Vmaxpax/status/2017316229778968773) 2026-01-30T19:17Z [----] followers, [---] engagements
"American tech giant @Ubiquiti powers 80% of the radio networks used by Russian forces in Ukraine. Does this mean Ubiquiti is a legitimate military target @Ubiquiti https://t.co/Qjv4Mt8hx5 @Ubiquiti https://t.co/Qjv4Mt8hx5"
[X Link](https://x.com/Vmaxpax/status/2017660301228007822) 2026-01-31T18:04Z [----] followers, [----] engagements
"Another great offshore drilling update by Tommy Lee. $ne $pbr With multiyear awards and major greenfield deepwater FIDs advancing its becoming easier to underwrite increasing dayrates after declines in late '24-'25 though the Petrobras Bzios results likely have softer rates. Brazil is not representative of the global floater market https://t.co/GbZvpIsGY0 With multiyear awards and major greenfield deepwater FIDs advancing its becoming easier to underwrite increasing dayrates after declines in late '24-'25 though the Petrobras Bzios results likely have softer rates. Brazil is not"
[X Link](https://x.com/Vmaxpax/status/2017662052173848801) 2026-01-31T18:11Z [----] followers, [----] engagements
"@TommyDeepwater Ive found it remarkable that biggest pivot from civilian to defense Ive seen has come from subsea O&G + drones were used by O&G. Now seeing this Aussie co tsx listed $cttt who supplied containerized pop up mobile towers pivot to counter drone towers with a prime MOU. So"
[X Link](https://x.com/Vmaxpax/status/2017994487063335384) 2026-02-01T16:12Z [----] followers, [--] engagements
"@TommyDeepwater IO&G players maybe more agile and imaginative Like you proposing coldstack usage Maybe not drone ship. China and Iran using containers maybe camouflage a consideration. But perhaps a non jammable signal relay / counter drone / drone platform in N Sea or Baltics Ireland"
[X Link](https://x.com/Vmaxpax/status/2017995199780413554) 2026-02-01T16:15Z [----] followers, [---] engagements
"Volatus Aerospace Photogrammetry Digital Twins Millimeter Level Precision Engineering Grade Accuracy Digital Twins used two distinct ways: as a service for customers and as a core engineering tool $flt $takof https://www.youtube.com/watchv=vf8no1NAlVw https://www.youtube.com/watchv=vf8no1NAlVw"
[X Link](https://x.com/Vmaxpax/status/2018016129289953609) 2026-02-01T17:38Z [----] followers, [----] engagements
"https://x.com/i/spaces/1ypKdqkZYwLGW https://x.com/i/spaces/1ypKdqkZYwLGW"
[X Link](https://x.com/Vmaxpax/status/2018020792835957239) 2026-02-01T17:57Z [----] followers, [----] engagements
"Europe and Canada both seeking new means of joint financing for defence ramps shows this is a long term inititiave. Compare to US model of direct Government investments (eg. L3Harris stake) https://x.com/Vmaxpax/status/2017456928176173388s=20 🤔 Canada about to start an international Allied bond-issuing multilateral defence bank. When your nation's leader is a top central banker and political risk taker for the "middle nations". Plus needs to capital flows for his own defence ramp. https://x.com/Vmaxpax/status/2017456928176173388s=20 🤔 Canada about to start an international Allied"
[X Link](https://x.com/Vmaxpax/status/2018022123827089537) 2026-02-01T18:02Z [----] followers, [----] engagements
"@1NavOB volatus $flt $takof"
[X Link](https://x.com/Vmaxpax/status/2018057358644040138) 2026-02-01T20:22Z [----] followers, [---] engagements
"Draganfly continues to entrench within the US military. From Army and now announcing Air Force Special Ops Command providing foundational FPV training on Draganfly s-uas Flex FPV Drones. In partnership with DelMar $dpro"
[X Link](https://x.com/Vmaxpax/status/2018382684989391233) 2026-02-02T17:55Z [----] followers, [----] engagements
"This has been a beautiful play. One of my "liberation day" names quietly doing its thing for past year. $ter $TER Teradyne -- From $181 to $297 Monster quarter and guidance. Giddy up See Jag research below from Dec 2nd. When Japanese equity markets open tonight expect a strong reaction in Advantest $ATEYY in sympathy. https://t.co/RauNUlwnQ3 $TER Teradyne -- From $181 to $297 Monster quarter and guidance. Giddy up See Jag research below from Dec 2nd. When Japanese equity markets open tonight expect a strong reaction in Advantest $ATEYY in sympathy. https://t.co/RauNUlwnQ3"
[X Link](https://x.com/Vmaxpax/status/2018444059518624213) 2026-02-02T21:58Z [----] followers, [----] engagements
"$ie It was an honor to have @Ivanhoe Electric Founder and Executive Chairman @robert_ivanhoe represent Americas critical minerals producers at a meeting with President Donald J. Trump in the White House today. At the meeting in the Oval Office President Trump launched a $12 https://t.co/CfAPaM4fsE It was an honor to have @Ivanhoe Electric Founder and Executive Chairman @robert_ivanhoe represent Americas critical minerals producers at a meeting with President Donald J. Trump in the White House today. At the meeting in the Oval Office President Trump launched a $12 https://t.co/CfAPaM4fsE"
[X Link](https://x.com/Vmaxpax/status/2018479719189271002) 2026-02-03T00:20Z [----] followers, [----] engagements
"$ldos x $lhx x $eopsf Australia counter drone systems http://eos.ax Leidos Australia (@LeidosInc) during Exercise Southern Arrow [--] live-fire event. "As Systems Integration Partner on the Land [---] program Leidos Australia led the industry contribution partnering with Acacia Systems Department [--] Echodyne Electro Optic Systems and https://t.co/RqScGLIEtR http://eos.ax Leidos Australia (@LeidosInc) during Exercise Southern Arrow [--] live-fire event. "As Systems Integration Partner on the Land [---] program Leidos Australia led the industry contribution partnering with Acacia Systems Department 13"
[X Link](https://x.com/Vmaxpax/status/2018539690497093967) 2026-02-03T04:18Z [----] followers, [----] engagements
"Good thread and resources on Mobilicom including link to CEO spaces interview. $mob $MOB focus is to be an indispensable supplier rather than a direct platform competitor positioning themselves for indirect gains from these PORs (Program of Records) w/ high-margin software which will drive profitability as hardware scales🧑🚀🐂 @MobilicomMOB collaborates https://t.co/RoVaXREqL9 $MOB focus is to be an indispensable supplier rather than a direct platform competitor positioning themselves for indirect gains from these PORs (Program of Records) w/ high-margin software which will drive"
[X Link](https://x.com/Vmaxpax/status/2018543712285098273) 2026-02-03T04:34Z [----] followers, [----] engagements
"$ie I mentioned last week that I was aware that governments were looking into stockpiling critical minerals. Less than a week later the US and China announced their intentions to ramp up stockpiling. Do the EU Canada India South Korea Saudi Arabia. also plan to step in https://t.co/DVVUtfD9kx I mentioned last week that I was aware that governments were looking into stockpiling critical minerals. Less than a week later the US and China announced their intentions to ramp up stockpiling. Do the EU Canada India South Korea Saudi Arabia. also plan to step in https://t.co/DVVUtfD9kx"
[X Link](https://x.com/Vmaxpax/status/2018766303520026977) 2026-02-03T19:19Z [----] followers, [----] engagements
"Interesting new possible connection for Haivision. Airbus has some venture funds / rnd arms for emerging tech. $hai.to $hai.to . pretty pretty sure that Haivision is part of Airbus' space project (even though they are not specifically mentioned) . but it originated from the Air5G project . it's still a sleeper (as ppl intentionally . tbc) quite similar to $coda https://t.co/62xLI5xURD $hai.to . pretty pretty sure that Haivision is part of Airbus' space project (even though they are not specifically mentioned) . but it originated from the Air5G project . it's still a sleeper (as ppl"
[X Link](https://x.com/Vmaxpax/status/2018774968906194978) 2026-02-03T19:53Z [----] followers, [----] engagements
"@taddyfife @KarlNabisco And again the point is why are you hopping on & pushing Karl's "Mossad ONLY" narrative It's pretty funny this narrative is being actively pushed by the "Gray Zone" crowd who are paid by the Russians. Epstein can have links to both Mossad & Kremlin. It's basic"
[X Link](https://x.com/Vmaxpax/status/2018826684523585930) 2026-02-03T23:19Z [----] followers, [--] engagements
"@taddyfife @KarlNabisco Exactly Israel = a continuation of policy Trump's pivot to Russia new. Zero tariffs on Russia even Penguins & Iran got smacked. Belligerent to allies erode NATO a Trump pure play delivers Kremlin long standing goals. Kremlin approved US new Strategic Policy even lmao"
[X Link](https://x.com/Vmaxpax/status/2018830657145933858) 2026-02-03T23:35Z [----] followers, [--] engagements
"@ruth_deyermond Perhaps its not disregard for the White House then Perhaps its White Houses disregard"
[X Link](https://x.com/Vmaxpax/status/2018883196214202467) 2026-02-04T03:03Z [----] followers, [---] engagements
"Brutal day for Defence Sector This is why boomer stocks oil services & high paying dividend chem tankers etc keep my attention"
[X Link](https://x.com/Vmaxpax/status/2019128455112147393) 2026-02-04T19:18Z [----] followers, [----] engagements
"@carolecadwalla @thenerve_news @allthecitizens Chances of UK ripping Palantir out though How did it get into the National Health Services anyway"
[X Link](https://x.com/Vmaxpax/status/2019146645188010103) 2026-02-04T20:30Z [----] followers, [---] engagements
"@BioMindBeliever 👍 I don't put high hopes on UK actually kicking them out although it would be to their strategic benefit"
[X Link](https://x.com/Vmaxpax/status/2019147212236943674) 2026-02-04T20:33Z [----] followers, [--] engagements
"@Stockaholic5 momo - value but palantir got crushed haha that lovely intersection of software war and epstein. https://x.com/carolecadwalla/status/2019095732943286611s=20 NEW: The Mandelson-Epstein scandal is also the Mandelson-Palantir scandal. MP @alexburghart asks why Keir Starmers visit to Palantirs office in Washington - arranged by Mandelson while his firm repped Palantir - was kept off books. 1/ https://t.co/nvUnz513k8 https://x.com/carolecadwalla/status/2019095732943286611s=20 NEW: The Mandelson-Epstein scandal is also the Mandelson-Palantir scandal. MP @alexburghart asks why Keir"
[X Link](https://x.com/Vmaxpax/status/2019157522322498043) 2026-02-04T21:14Z [----] followers, [---] engagements
"@RT_com You mean the Christopher Steele who the sitting President of the United States sued over the Moscow Pee-Pee Tap allegation . AND LOST Funny that Donald Trump owes Steele [------] pounds sterling over NOT being able to prove it a hoax. Whoops https://x.com/OrbisBIOfficial/status/1909623773981966742s=20 Orbis Business Intelligence is pleased to receive Judge Rowley's High Court order yesterday. It orders Donald Trump to pay [------] in costs to Orbis by 17th April. If he does not the sitting President of the United States will be in continuing breach of the English High Court."
[X Link](https://x.com/Vmaxpax/status/2019196258188206095) 2026-02-04T23:47Z [----] followers, [---] engagements
"Kremlin moving into overdrive in attempt to downplay Epstein x Russia. Ho Hum. Very interesting they point finger at everyone else while claiming virgin sainthood. Meanwhile all those Russian girls constantly flown in all those Jeffrey x my pal's with Putin"
[X Link](https://x.com/Vmaxpax/status/2019199546350510508) 2026-02-05T00:01Z [----] followers, [---] engagements
"Also super interesting that little Kirya Dmitriev freaking out over Christopher Steele. I'd remind Dmitriev directly but he's blocked this anon account (😂) that Donald Trump LOST his case against & owes Steel 685k pounds sterling. https://x.com/OrbisBIOfficial/status/1909623773981966742s=20 Orbis Business Intelligence is pleased to receive Judge Rowley's High Court order yesterday. It orders Donald Trump to pay [------] in costs to Orbis by 17th April. If he does not the sitting President of the United States will be in continuing breach of the English High Court. https://t.co/KZqLPFF7M4"
[X Link](https://x.com/Vmaxpax/status/2019200398696018161) 2026-02-05T00:04Z [----] followers, [----] engagements
"@sweden_ukr @161phi https://www.youtube.com/watchv=_0ovPQxgI_g https://www.youtube.com/watchv=_0ovPQxgI_g"
[X Link](https://x.com/Vmaxpax/status/2019211531481940016) 2026-02-05T00:48Z [----] followers, [--] engagements
"@candy_6963 Probably the most important thing in our lifetime. A big fix to rug pull western democracies. But yeah let it go nothing to see here. lmao. The more Americans push denialism while ur Prez pushes a Kremlin agenda the worse your stock market will be. Bank on it"
[X Link](https://x.com/Vmaxpax/status/2019492395486965834) 2026-02-05T19:24Z [----] followers, [--] engagements
"@AktienAkademie @BlackScholesMan @nimesh3t @fundmyfund @ResearchGrizzly @VASTCNC not great to see. need more info. mike called out the letter of credit as unusual / yellow flag. i'd be keen to hear from "lead sydney' (can't find their @ right now) as they seem to follow eos closely https://x.com/BlackScholesMan/status/2019534730258256240s=20 @nimesh3t @fundmyfund @ResearchGrizzly @VASTCNC @Vmaxpax I've seen it - and this is the only article out there on it. Which is why I flagged the letter of credit as a yellow flag on the Spaces. https://x.com/BlackScholesMan/status/2019534730258256240s=20"
[X Link](https://x.com/Vmaxpax/status/2019536571519889893) 2026-02-05T22:20Z [----] followers, [--] engagements
"$eos $eopsf A lot of the history baked in but IF true about a potential contract being linked to a sub-tier player not the best news. Let's see where this goes. Electro Optic's Apollo system is real & deployed in Europe. 🤷♀ We are Short Electro Optic Systems Holdings Ltd $EOS.AX Our new report EOS Behind the Hype: Unmasking the Dark Reality of the Mysterious Korean Contract can be found here: https://t.co/PNXJ52cKdK We are Short Electro Optic Systems Holdings Ltd $EOS.AX Our new report EOS Behind the Hype: Unmasking the Dark Reality of the Mysterious Korean Contract can be found here:"
[X Link](https://x.com/Vmaxpax/status/2019537505696239957) 2026-02-05T22:23Z [----] followers, [----] engagements
"Also this *potential* Korean contract was NOT added to EOS backlog & CEO mentioned need for letter of credit. That's not included in the short report. That stock price went up . well it's come down + correlation is not causation"
[X Link](https://x.com/Vmaxpax/status/2019539896650862716) 2026-02-05T22:33Z [----] followers, [---] engagements
"uranium What The Sunset Of Key U.S.-Russia Nuclear Deal Could Mean For Americas Stockpile The landmark New START treaty's end which occurs today opens the door to the possibility of major nuclear posture changes. Story: https://t.co/dIlzUKBjQv What The Sunset Of Key U.S.-Russia Nuclear Deal Could Mean For Americas Stockpile The landmark New START treaty's end which occurs today opens the door to the possibility of major nuclear posture changes. Story: https://t.co/dIlzUKBjQv"
[X Link](https://x.com/Vmaxpax/status/2019546604899037230) 2026-02-05T23:00Z [----] followers, [---] engagements
"Jeffrey's Russian sponsors = special forces unit of the Kremlin FSB (military police) Cats out of the bag #Dzheffri Jeffrey Epstein obtained a Russian visa in [----] by listing Moscow's MOO Vympel as the inviting organization the only entity with that name in Russia at the time. Vympel is the name of an FSB special forces unit for counterterrorism operations and its veterans' association page https://t.co/wgml3rGzeJ Jeffrey Epstein obtained a Russian visa in [----] by listing Moscow's MOO Vympel as the inviting organization the only entity with that name in Russia at the time. Vympel is the name"
[X Link](https://x.com/Vmaxpax/status/2019547147730124841) 2026-02-05T23:02Z [----] followers, [----] engagements
"@IlliniProgrammr Yeah the Russians are deflecting too. Oh yeah your President owes Christopher Steele [------] sterling pounds for LOSING to him regarding the Moscow pee tapes. Don't worry I get it's hard to deal when you've been fkt up the ass by the Russians. https://x.com/Vmaxpax/status/2019199546350510508s=20 Kremlin moving into overdrive in attempt to downplay Epstein x Russia. Ho Hum. Very interesting they point finger at everyone else while claiming virgin sainthood. Meanwhile all those Russian girls constantly flown in all those Jeffrey x my pal's with Putin. https://t.co/Hltw9fPVr6"
[X Link](https://x.com/Vmaxpax/status/2019565121635528885) 2026-02-06T00:13Z [----] followers, [--] engagements
"Even though the Kremlin's top negotiator Kirill Dmitriev denies any connection all the Russian documents pouring forth show how much Epstein 🖤 Russia and was sponsored in by the Kremlin's finest. https://x.com/runews/status/2018611651222569311s=20 Jesus. Epstein had been to more Russian towns than most Russians. Jeffrey Epstein traveled across much of Russia in search of kids for his parties. In the files linked to the convicted sex trafficker Moscow alone appears nearly [-----] times. - even Vologda or Omsk https://t.co/f1ECDzce0U https://x.com/runews/status/2018611651222569311s=20 Jesus."
[X Link](https://x.com/Vmaxpax/status/2019566966021976327) 2026-02-06T00:21Z [----] followers, [---] engagements
"@IlliniProgrammr Well do i spy a crack in the door Yet it's the "European side" still hmm Watch what happens in UK. Brexit was never investigated surpressed although the Russian stank all over it. Yes they need a house cleaning all sides Mi6 has new leaadership cleanse in process fyi"
[X Link](https://x.com/Vmaxpax/status/2019570915965825215) 2026-02-06T00:36Z [----] followers, [--] engagements
"I think Lynch heard our defence space on the weekend ;) He's now outright pitching it at small cap conference ⚡ "Think of Volatus less as a drone company and more of a capability partner thats aligned with how sovereign defence organizations are looking for partners today" "Whats really important is that these are the same capabilities governments and militaries around the world are prioritizing: remote operations autonomy persistent sensing and logistics." *persistent sensing* okay ;) https://t.co/wHuPpBwlcb "Whats really important is that these are the same capabilities governments and"
[X Link](https://x.com/Vmaxpax/status/2019638585088204891) 2026-02-06T05:05Z [----] followers, [----] engagements
"@pennycheck @sweden_ukr @BlackScholesMan Also Lynch actually says the reason for the Mirabel hub expansion and Caliburn acquisition is they were motivated by the "buy Canada" provision in new defense budget. Volatus "aligning capabilities" with "market demand" Big chunk of thesis validated ✅"
[X Link](https://x.com/Vmaxpax/status/2019643831592042877) 2026-02-06T05:26Z [----] followers, [---] engagements
"Rheinmetall Airbus OHB and ICEYE x MAXQ 🍿 If rumors are to be believed Canada will play a major role If rumors are to be believed Canada will play a major role"
[X Link](https://x.com/Vmaxpax/status/2019822160874000728) 2026-02-06T17:15Z [----] followers, [----] engagements
"🤔🤔 Things to consider . (Fact that Paul Manfort who went to prison for working for the Kremlin is a central pillar behind Trump2.0 crypto conversion + Farage big brexit short/crypto + Epstein x Russia for crypto conversion . we know the Putinistas Love the Bitcoin) Just saying. https://t.co/L5IAPNMHdc Just saying. https://t.co/L5IAPNMHdc"
[X Link](https://x.com/Vmaxpax/status/2019825760954114522) 2026-02-06T17:29Z [----] followers, [---] engagements
"Interesting angle into growing EU space sector $eqt.st 1/6 $EQT.ST $ETLp via its Infrastructure VI fund) wanted to buy an 80% stake in Eutelsat's ground station infrastructure business not the whole company. 1/6 $EQT.ST $ETLp via its Infrastructure VI fund) wanted to buy an 80% stake in Eutelsat's ground station infrastructure business not the whole company"
[X Link](https://x.com/Vmaxpax/status/2019862762751738228) 2026-02-06T19:56Z [----] followers, [---] engagements
"Another one for the list nations keep delivering the same statement: Need for sovereign defence because of PINCER movement of Belligerent Russia x Unreliable USA. Finland saying Trump Admin policies embolden China & Russia increases insecurity & risk. NEW: Norway published its yearly national threat assessment and says the biggest change in the global security environment over the past year is the United States with Washingtons behavior now directly shaping how Russia and China calculate risks and opportunities. Norwegian https://t.co/yxQuIevUxy NEW: Norway published its yearly national"
[X Link](https://x.com/Vmaxpax/status/2019874723082187186) 2026-02-06T20:43Z [----] followers, [----] engagements
"Yup. EU's constellation is old and *unencrypted*. Massive push on to rectify this asap. $ohb $ses $etl $eqt $ovzon $mkco Russian space vehicles are suspected of conducting signals intelligence operations against key European satellites the Financial Times reported citing European security officials. According to military space authorities two Russian objects - Luch-1 and Luch-2 - have carried https://t.co/Bxsms7fmLI Russian space vehicles are suspected of conducting signals intelligence operations against key European satellites the Financial Times reported citing European security officials."
[X Link](https://x.com/Vmaxpax/status/2019876281387831312) 2026-02-06T20:50Z [----] followers, [----] engagements
"@CharliekirK3225 @EpsteinJeffrey0 @Contagion0313 @Pregory1 @yachtmommii @trentkelp Idk if they just started following me or follow others on the space cadet space. Note that Kirilishka blocked me - preemptively lmao - after his anchorage meet with Trump tanked. I think he was afraid i was gonna roast him But now the Epstein does Israel Kremlin trolls abound"
[X Link](https://x.com/Vmaxpax/status/2019997268888420563) 2026-02-07T04:50Z [----] followers, [--] engagements
"@CharliekirK3225 @EpsteinJeffrey0 @Contagion0313 @Pregory1 @yachtmommii @trentkelp Before I block Charlie Christ propa account whos angry about me talking Epstein x Russia heres a little thread of just some of the Jeffrey x Russia tidbits. Bonuss he was equal opportunity and shorted the Ruble [--] days before Kremlin invaded Crimea (insiders always know) Kremlin moving into overdrive in attempt to downplay Epstein x Russia. Ho Hum. Very interesting they point finger at everyone else while claiming virgin sainthood. Meanwhile all those Russian girls constantly flown in all those Jeffrey x my"
[X Link](https://x.com/Vmaxpax/status/2019998851458007145) 2026-02-07T04:57Z [----] followers, [--] engagements
"Lumentum just keeps getting more interesting $lite When @elonmusk says he is going to do something I tend to pay attention. If you look at the reasons stated for merging SpaceX & xAI it is clear he is serious about building data centers in space. Which if you scratch enough you will see $LITE will have a big role to play. https://t.co/GAKiBrx72G When @elonmusk says he is going to do something I tend to pay attention. If you look at the reasons stated for merging SpaceX & xAI it is clear he is serious about building data centers in space. Which if you scratch enough you will see $LITE will"
[X Link](https://x.com/Vmaxpax/status/2020261492416020554) 2026-02-07T22:20Z [----] followers, [----] engagements
"@Ryan_In_Mi @unusual_whales If you listen to the [--] second video clip you'll realize that @unusual_whales told a straight up LIE and that Carney never called China an ally. The real question here is why is @unusual_whales adding words to create fake divisive news"
[X Link](https://x.com/Vmaxpax/status/2020289442465083715) 2026-02-08T00:11Z [----] followers, [---] engagements
"Wow Pretty incredible to see @unusual_whales add words to a **quote** creating divisive Fake News. The [--] second video shows Carney never called China an ally. Why is @unusual_whales blatantly Lying like this "Canada now finds 'China more predictable' ally than USA'" Prime Minister Carney has said. https://t.co/2mZNQ3V0Ki "Canada now finds 'China more predictable' ally than USA'" Prime Minister Carney has said. https://t.co/2mZNQ3V0Ki"
[X Link](https://x.com/Vmaxpax/status/2020289801241710745) 2026-02-08T00:13Z [----] followers, [----] engagements
"@YoloMoonLambo @FadedAlpha_ [--] - Kirill Dmitriev and the Kremlin. 🕊🪆🕊 Long live Western Chrisitian Civilization 🪆🕊🪆"
[X Link](https://x.com/Vmaxpax/status/2020705946037866768) 2026-02-09T03:46Z [----] followers, [---] engagements
"@psychprofits $teck up +100%"
[X Link](https://x.com/Vmaxpax/status/2020728936653828517) 2026-02-09T05:18Z [----] followers, [---] engagements
"So the bigger question is if Patel is just a front who is actually running the FBI A cousin of Sergio Gor America's closest allies gathered in London for the Five Eyes intelligence summit to discuss global security threats. Trump's FBI Director Kash Patel showed up worried about his workout schedule and where he could find a jet ski. A senior FBI executive said Patel's staff https://t.co/2P3lfEEAgL America's closest allies gathered in London for the Five Eyes intelligence summit to discuss global security threats. Trump's FBI Director Kash Patel showed up worried about his workout schedule"
[X Link](https://x.com/Vmaxpax/status/2020739464520495542) 2026-02-09T06:00Z [----] followers, [----] engagements
"wow $rig to acquire $val for $5.8B in stock forming a fleet of [--] rigs. Transocean will own 53% of new entity deal to close late [----] A mega monsters in offshore rig in the making A mega monsters in offshore rig in the making"
[X Link](https://x.com/Vmaxpax/status/2020894757552320713) 2026-02-09T16:17Z [----] followers, [----] engagements
"@sweden_ukr @Contagion0313 @MFCapital1902 😂 don't blame me if it doesn't work but it's going to be fun tracking $astl vs $clf performance this year"
[X Link](https://x.com/Vmaxpax/status/2020911645888036931) 2026-02-09T17:24Z [----] followers, [---] engagements
"@MFCapital1902 @sweden_ukr @Contagion0313 🎯 Break out imminent 🤞 I like it as a picks & shovels play on the Cdn defense spend coming. Most of the defense tickers have run but no one looking here. Good way for Americans to get beta to Cdn defense here too dual listed"
[X Link](https://x.com/Vmaxpax/status/2020939257196757042) 2026-02-09T19:14Z [----] followers, [--] engagements
"@MFCapital1902 @sweden_ukr @Contagion0313 Am trying to find more Cdn industrials but many have run / idk sector. If this doubling of grid happens + defence spend . @BUTTERSIAM1 . this is group i have on watchlist but need help . $lnr $rus $lif $hps.a $matr $mre $bepc $aco.x (atco arctic build already underway)"
[X Link](https://x.com/Vmaxpax/status/2020940226965930490) 2026-02-09T19:17Z [----] followers, [---] engagements
"@robin_j_brooks And how are they going to shut down Russia's darkfleet Robin Bonus: now that you've helped edge Europe into blocking those nasty Greeks from the trade completely what are odds we see ramp in sale of 2nd hand tankers. After all there's NOTHING BARRING THE SALE OF TANKERS 🤡"
[X Link](https://x.com/Vmaxpax/status/2020945761488470180) 2026-02-09T19:39Z [----] followers, [---] engagements
"@MarkJCarney @sweden_ukr 🤔 not big in the defence sector but they do have that satellite co so important to the american portion of norad. is luxembourg a secret arctic supporter and/or smell a good deal on defence bank financing"
[X Link](https://x.com/Vmaxpax/status/2021043807052247478) 2026-02-10T02:09Z [----] followers, [---] engagements
"America continues to break the trans Atlantic alliance. Long term Kremlin goal being delivered Less basing access for US undermines US security as defined in new NDS / less capable of addressing simultaneity. #StableGenius #RNWO NEW: According to an exclusive document obtained by La Lettre the United States is set to hand over two major NATO operational commands Joint Force Command Naples and Joint Force Command Norfolk to European allies marking a significant shift in how the Alliance is structured https://t.co/snWfFaqpMD NEW: According to an exclusive document obtained by La Lettre the"
[X Link](https://x.com/Vmaxpax/status/2021049173949415830) 2026-02-10T02:30Z [----] followers, [---] engagements
"Normally Id ignore posts like this except that its a @DrPippaM retweet. Secondly Canada was early leader in Quantum but ceded advantage. Can they make up for last time now Seems like global Govs are all in on q-com rn more than compute or sensors even. 🚨 CANADA IS BUILDING THE FUTURE OF THE INTERNET YOU WONT BELIEVE WHATS COMING NEXT Right now in Canada scientists and tech experts are quietly working on something that could change the internet forever and most people have no idea. Across the country researchers are https://t.co/jFYxXgcLTc 🚨 CANADA IS BUILDING THE FUTURE OF THE INTERNET YOU"
[X Link](https://x.com/Vmaxpax/status/2021087475335409670) 2026-02-10T05:02Z [----] followers, [----] engagements
"@Stockahlife @VASTCNC Dont worry. America is removing sanctions off Belarus and doesnt need one single thing from Canada"
[X Link](https://x.com/Vmaxpax/status/2021088094381015270) 2026-02-10T05:05Z [----] followers, [--] engagements
"Solid bounce on $eos $eopsf electro optic system post short report. Up 12% All I can say is there are VERY FEW high energy laser systems #helws (over 100kw) proven and deployed in the world. So far I count only four: $lasr $qq $7012 x $eos $eopsf"
[X Link](https://x.com/Vmaxpax/status/2021097717879959864) 2026-02-10T05:43Z [----] followers, [----] engagements
"Back when EOS was a buck & change. It took [--] months to break out of a multi-year wedge worth the wait. Now EOS making some moves to stay in the game with Marss acquisition & possibly relocating to Germany. This is their generational moment 🍿 https://x.com/Vmaxpax/status/1838085538190180501s=20 EOS intrigues me cause they just diluted shares restructured paid debt on time and did hard pivot from space laser to counter-drone lasers. And it looks like they have something brewing with Hanwha which if true is big. https://t.co/zARWoOvU8j https://x.com/Vmaxpax/status/1838085538190180501s=20 EOS"
[X Link](https://x.com/Vmaxpax/status/2021097722774724989) 2026-02-10T05:43Z [----] followers, [---] engagements
"Capable of sub-100-nanosecond accuracybetter than a millionth of a secondand secured using cryptographic techniques Iridium PNT signals are [----] times stronger than GNSS systems like GPS and work inside buildings with no need for an outdoor antenna"
[X Link](https://x.com/Vmaxpax/status/2021463745344753867) 2026-02-11T05:58Z [----] followers, [---] engagements
"Assured PNT 100Mn annual revenue for Iridium by end of decade requests to participate in beta program far exceeded expectations [--] years ahead embedded directly in smart phone & other consumer devices + new *CYBERSECURITY* using PNT / identify mgmt and authentication"
[X Link](https://x.com/Vmaxpax/status/2021944559283188099) 2026-02-12T13:48Z [----] followers, [---] engagements
"Iridium now up 13% Is it because of all those analyst questions honing in on PNT Iridium is an undervalued asset with major growth opps with ASIC PNT moving from (oversubscribed) beta to mainstream this year. $irdm"
[X Link](https://x.com/Vmaxpax/status/2021958560411001334) 2026-02-12T14:44Z [----] followers, [----] engagements
"On January [--] [----] Iridium officially announced that its NTN Direct (5G satellite) trials were successfully completed using Nordic Semiconductors nRF9151 module. https://investor.iridium.com/2026-01-21-On-Air-Trials-Underway-Iridium-NTN-Direct-Prepares-to-Enter-Beta-as-Testing-Continues https://investor.iridium.com/2026-01-21-On-Air-Trials-Underway-Iridium-NTN-Direct-Prepares-to-Enter-Beta-as-Testing-Continues"
[X Link](https://x.com/Vmaxpax/status/2022070142465978540) 2026-02-12T22:07Z [----] followers, [---] engagements
"Canadian owned companies helping US out of their deficits. I thought Donald said he doesn't need anything from the 🍁GWN Just think what happens if he kayboshes the N American Free Trade agreement & embraces Russia instead. Is that what Americans voted for Davie Defense has secured a contract to build five new Arctic Security Cutters for the US Coast Guard. https://t.co/8ZthfF2cuN Davie Defense has secured a contract to build five new Arctic Security Cutters for the US Coast Guard. https://t.co/8ZthfF2cuN"
[X Link](https://x.com/Vmaxpax/status/2022087016385761531) 2026-02-12T23:14Z [----] followers, [---] engagements
"@levandovsky @JeffreyRWRath 😂👍👍 yeah $su $cve $cnq etc. these guys not complaining. Plus more pipelines to BC probably coming. Thats gold. Later in the future if VZ pulls a Libya things could be different but who knows where America and the world will be in 3-5 years from now"
[X Link](https://x.com/Vmaxpax/status/2014901706602254491) 2026-01-24T03:22Z [----] followers, [---] engagements
""As part of The Growth Project RBC Thought Leadership is exploring the capital needed to accelerate growth in Canadas strategic industries. Volatus Aerospace $FLT stands out as an innovative Canadian aerospace company leading the way in drone technology.""
[X Link](https://x.com/Vmaxpax/status/2015116638278803796) 2026-01-24T17:37Z [----] followers, [----] engagements
"Voltaxplore: Ruggedized *graphene* batteries for extreme temperature variances where others fail Strategic partnership with Volatus in place the leader in Canadian Arctic unmanned supply & logistics with deep experience in long range BVLOS operations. $flt $takof x $gra $nnxpf $GRA & $NNXPF: Five [----] catalysts that could rerate this from $447M $2B+ market cap. VoltaXplore's battery play for drones & automotive is deeply undervalued. 🧵 https://t.co/j8olSjHE3n $GRA & $NNXPF: Five [----] catalysts that could rerate this from $447M $2B+ market cap. VoltaXplore's battery play for drones &"
[X Link](https://x.com/Vmaxpax/status/2015171309202805137) 2026-01-24T21:14Z [----] followers, [----] engagements
""Key opportunity driven by defence tailwinds and theres literally no scaled player thats building from a commercial first foundation as Volatus is." ⚡⚡ Yes $flt $takof #gwn #candefence #highnorth https://www.youtube.com/watchv=YK3MvIiQU_c https://www.youtube.com/watchv=YK3MvIiQU_c"
[X Link](https://x.com/Vmaxpax/status/2019639127738851561) 2026-02-06T05:07Z [----] followers, [---] engagements
"Nice beat on Kawasaki Heavy More than just great motorcycles. #lasers #dews $kwhiy $7012"
[X Link](https://x.com/Vmaxpax/status/2020911332128702892) 2026-02-09T17:23Z [----] followers, [---] engagements
"So . the Pentagon didn't coordinate with the FAA about their laser testing. Still this is the kind of news that moves lasers into the mainstream $lasr $ipgp $eopsf #helws"
[X Link](https://x.com/Vmaxpax/status/2021664866428502468) 2026-02-11T19:17Z [----] followers, [----] engagements
"NKT / Nexans / Prysmian"
[X Link](https://x.com/Vmaxpax/status/2021674996297556060) 2026-02-11T19:57Z [----] followers, [---] engagements
"🫡 h/t @sweden_ukr"
[X Link](https://x.com/Vmaxpax/status/2021675069534281728) 2026-02-11T19:57Z [----] followers, [---] engagements
"Successful "On-Air" trials for the NTN Direct (5G) waveform were confirmed. This proves the ASIC can talk to standard 5G devices Iridium won't be seen a niche satellite play for long"
[X Link](https://x.com/Vmaxpax/status/2021941633110225059) 2026-02-12T13:37Z [----] followers, [---] engagements
"I hear increase in focus on APAC areas especially for assured PNT. Makes a lot of sense. Jamming / spoofing hotspots Also major customer to leverage IRDM's PNT in [----]. Yes. My takeaway PNT moves from beta to mainstream this year. ETA for me remains June to start"
[X Link](https://x.com/Vmaxpax/status/2021947254098342042) 2026-02-12T13:59Z [----] followers, [---] engagements
"So on news of Trump possibly breaking America out of the North American free trade pact News of new America 🖤 Russia plan comes out. And real economy / real asset markets puke a little. Yes the future with Russia as BFF looks so bright 🕊🪆 BREAKING: Russia is considering moving back to the US Dollar as part of a wide-ranging economic partnership with President Trump per Bloomberg. The partnership would include: [--]. US and Russia working together on fossil fuels [--]. Joint investments in natural gas [--]. Offshore BREAKING: Russia is considering moving back to the US Dollar as part of a"
[X Link](https://x.com/Vmaxpax/status/2022024610003468681) 2026-02-12T19:06Z [----] followers, [---] engagements
"LMAO. The tired furus keep pushing "Reverse Nixon" (enticing Russia to cleave it away from China) 🤡 While completely IGNORING that Long Standing Kremlin goal of cleaving USA away from Europe eroding the TransAtlantic alliance hand delivered by Trump. Hard fade on Velina. Kremlin has proposed a wide-ranging economic partnership with Trump administration including its return to the dollar settlement system. Looking at the Russian seven points provided by @christogrozev it looks like Russia positions itself for reversed Nixon amid New Cold War. https://t.co/pc1KUfnc8k Kremlin has proposed a"
[X Link](https://x.com/Vmaxpax/status/2022030220799488377) 2026-02-12T19:29Z [----] followers, [---] engagements
"Interesting read on $IPGP Narrative driven more than fundamentals. Good timing with Dept of Homeland "testing" out their new #helws day before earnings ha. Impressive for $IPGP to hold a 30% post-earnings gain on a red tape. Even more interesting: move looks driven by core business inflection as nothing materially new was said about directed energy. As directed energy enters mainstream the setup is there for a further rerate as Impressive for $IPGP to hold a 30% post-earnings gain on a red tape. Even more interesting: move looks driven by core business inflection as nothing materially new was"
[X Link](https://x.com/Vmaxpax/status/2022058506124505219) 2026-02-12T21:21Z [----] followers, [---] engagements
"@AktienAkademie Exail is French. Maritime alt-gps leader so Id expect UK/EU mil to lean on them. I need to dbl check $qq. $cccx is in an experimental extra large UK UUV. But commercial options Scale Were not really there yet to my knowledge. Am thinking this is catalyst to propel"
[X Link](https://x.com/Vmaxpax/status/2017318717995291128) 2026-01-30T19:27Z [----] followers, [---] engagements
"$flt $takof CEO Lynch: "Volatus is a *dual use* logistics & aerial intelligence platform operating at a commercial scale & delivering mission critical services in regulated environments like energy infrastructure & public safety "
[X Link](https://x.com/Vmaxpax/status/2019637095112012157) 2026-02-06T04:59Z [----] followers, [---] engagements
"They wrote it right into a slide "Defence and sovereign demand provides asymmetric upside not execution dependency" ⚡ Lynch also reiterated no guidance on defence even though strong tailwinds. $flt $takof @pennycheck @sweden_ukr @BlackScholesMan"
[X Link](https://x.com/Vmaxpax/status/2019642978386768356) 2026-02-06T05:23Z [----] followers, [---] engagements
"$ipgp finally getting media attn. c-uas platform "crossbow" = lockheed martin A US tech company positions a compact high-energy laser system as a cost-conscious solution against increasingly sophisticated drone swarms https://t.co/8u3W54iZSK A US tech company positions a compact high-energy laser system as a cost-conscious solution against increasingly sophisticated drone swarms https://t.co/8u3W54iZSK"
[X Link](https://x.com/Vmaxpax/status/2019881011463745767) 2026-02-06T21:08Z [----] followers, [----] engagements
"Volatus CEO on new Alpha Wolf interview "Arctic sovereignty is the next major topic" "As we prepare our products for the arctic I think Canadas commitment and investment in the arctic is going to be substantial" $flt $takof https://www.youtube.com/watchv=bZm_KnEzWhs https://www.youtube.com/watchv=bZm_KnEzWhs"
[X Link](https://x.com/Vmaxpax/status/2021334648484430007) 2026-02-10T21:25Z [----] followers, [----] engagements
"High North Arctic Basket $flt / $takof $irdm $ses / $sgbaf $cpsh $hai.to $qess / $qessf $gra.to I'll fade Greenland Annexationists every day of the week & raise them joint-command NORAD w EU inter-operability defensible airspace that's also ground zero for a golden dome #GWN🍁"
[X Link](https://x.com/Vmaxpax/status/2021338351203385779) 2026-02-10T21:39Z [----] followers, [----] engagements
"@BlackScholesMan @blissfltht In canada idk . from what i've seen so far Bae Systems & Raytheon Cda the two intl primes integrators for JORN with ground stations probably going to Calian $cgy.to + for local sat coverage but interoperable with SES & IRDM http://tsat.to http://mda.to http://tsat.to http://mda.to"
[X Link](https://x.com/Vmaxpax/status/2021370267721949490) 2026-02-10T23:46Z [----] followers, [---] engagements
"Robin singling out the "Greeks" again Russia heavily bought Aframaxes the size needed for their ports and Greeks held many Ridgebury USA sold their entire fleet to the Russians. Frontline $fro sold a tanker to the Russians US Treasury ENDORSED selling tankers to the Russians Greece is reportedly blocking the EU's 20th sanctions package. Since Russia's invasion of Ukraine Greece has on every occasion obstructed and caused the people of Ukraine immeasurable harm. Worst of all Greece helped Russia build the shadow fleet. https://t.co/VaePWJjXXC https://t.co/6al8EFftID Greece is reportedly"
[X Link](https://x.com/Vmaxpax/status/2021484794169962797) 2026-02-11T07:21Z [----] followers, [----] engagements
"Make sure you bury them deeeeeeep Europe $hlx $fet Arctic Way Cable System a project designed to establish a resilient high-speed fiberoptic connection between mainland Norway Jan Mayen and the Svalbard archipelago: https://t.co/IVgKS91cHN Arctic Way Cable System a project designed to establish a resilient high-speed fiberoptic connection between mainland Norway Jan Mayen and the Svalbard archipelago: https://t.co/IVgKS91cHN"
[X Link](https://x.com/Vmaxpax/status/2021671351782977879) 2026-02-11T19:43Z [----] followers, [----] engagements
"$lasr nLight $LASR s CEO Scott Keeney at TD Cowen conference Most of these i was aware of new thing for me was usage in hypersonic 1) vertically integrated from the semiconductor chip all the way through to complete high-power laser subsystems. 2) defense is the core market 1/10 nLight $LASR s CEO Scott Keeney at TD Cowen conference Most of these i was aware of new thing for me was usage in hypersonic 1) vertically integrated from the semiconductor chip all the way through to complete high-power laser subsystems. 2) defense is the core market 1/10"
[X Link](https://x.com/Vmaxpax/status/2021780235583361084) 2026-02-12T02:55Z [----] followers, [----] engagements
"Iridium has officially opened applications for Beta Evaluation Kits. Desch noted "extraordinary interest" from automotive and critical infrastructure sectors. The 8mm x 8mm Advantage: chip's tiny footprint and its ability to provide "Stratum-1" timing stability"
[X Link](https://x.com/Vmaxpax/status/2021941626017657181) 2026-02-12T13:37Z [----] followers, [---] engagements
"I'm losing connection but seems one analyst (Jim) gets it starts w Irdm is undervalued asset. Q. is ASIC PNT chip is on drones in war zones a solution for jamming. A Y. That revenue for this segment going from less than 10mn to 100mn is significant will they break it out"
[X Link](https://x.com/Vmaxpax/status/2021954874737676589) 2026-02-12T14:29Z [----] followers, [---] engagements
"Desch said it. The assured PNT vertical isn't so much about the service revenue it will generate as it's "ASIC ENABLING APPLICATIONS" Razor (Asic) / Blade (Data/Subscriptions) model Beta oversubscribed. Partners designing-in. Easily integrated"
[X Link](https://x.com/Vmaxpax/status/2021957468444917906) 2026-02-12T14:40Z [----] followers, [---] engagements
"Volatus the under-valued play in the drone ecosystem with market not yet understanding where this company is heading & catalysts ahead. CEO not guiding for defence but recognizes the *asymmetry* and position of his co. Great run down & graphic by Mike here $flt $takof $FLT.V & $TAKOF - Canada's Arctic Defense Infrastructure Play The market sees a drone training company. We see Canada's answer to Arctic sovereignty & $ONDS partnership with catalyst stacking. Here's why the April [--] budget could be a game-changer for @DroneDeliveryCa 🧵 https://t.co/VK5IXl2SJ1 $FLT.V & $TAKOF - Canada's Arctic"
[X Link](https://x.com/Vmaxpax/status/2022007486409293847) 2026-02-12T17:58Z [----] followers, [----] engagements
"@steelmarketnews Maybe commodity is fine but the market reaction to this double whammy news is not. $astl $clf Most all of us hope for an end to Russia's wars but removing sanctions on them does not achieve that rather it gives more fuel to their war engine"
[X Link](https://x.com/Vmaxpax/status/2022029480538378688) 2026-02-12T19:26Z [----] followers, [---] engagements
"@steelmarketnews EU's consumption of RU goods continues to dwindle trend down. It's USA who's lifted sanctions off Belarus. EU's living standards are very high and have been increasing. The new fiscal stimulus and pivot in EU defence sectors is a demand driver for industrials and steel"
[X Link](https://x.com/Vmaxpax/status/2022032779035529493) 2026-02-12T19:39Z [----] followers, [--] engagements
"@CryptoCaveMan24 Well that's "neutral" Austria for you"
[X Link](https://x.com/Vmaxpax/status/2022035382834188471) 2026-02-12T19:49Z [----] followers, [--] engagements
"@memely @dan_tmt @grok It's not. It's Iridium's pivot into unjammable unspoofable ASIC PNT CHIP that is. Oversubscribed beta testing. Contract with DoT in process for 5G hardening amonst others (FAA NORAD global maritime & aviation). Commercial launch this June"
[X Link](https://x.com/Vmaxpax/status/2022045851426992399) 2026-02-12T20:31Z [----] followers, [--] engagements
"@beach_trades @ascharya108 how is $sypr a dew play"
[X Link](https://x.com/Vmaxpax/status/2022058589024829836) 2026-02-12T21:21Z [----] followers, [--] engagements
"Confirmation of Iridium's breakthrough unjammable unspoofable ASIC PNT Chip from today's call Rev expected +100mn annually by [----] not including the new cybersecurity applications Beta test oversubscribed Launch in June Just a note that Nordic Semi $nod is making them🧵 Matt Desch CEO of Iridium This is a first. To provide this type of capability on a global basis has never been done before. The size low cost and scalability of this solution to protect GPS is a major breakthrough https://t.co/FYlx7Jis9m Matt Desch CEO of Iridium This is a first. To provide this type of capability on a global"
[X Link](https://x.com/Vmaxpax/status/2022070136409342151) 2026-02-12T22:07Z [----] followers, [----] engagements
"🔥This is great $maxq $maxqf Stifel one of few covering emerging defence tech and early to the beat. Also one of the licensed funds with access to the US Gov "Office of Strategic Capital" multibillion dollar fund for VCs to invest in emerging defence So they know their stuff $MAXQ $MAXQF Stifel initiates coverage of Maritime Launch Services and #SpaceportNovaScotia with a Buy rating and a price target of Cdn$0.75 (USD$0.55). Canada's first commercial spaceport is attracting major investment attention as it turns to full construction. 🚀 $MDA https://t.co/nMTwrxsUux $MAXQ $MAXQF Stifel"
[X Link](https://x.com/Vmaxpax/status/2022084729038901626) 2026-02-12T23:05Z [----] followers, [---] engagements
"I've been talking about this probability that USA pushes nuclear enrichment stockpiling & proliferation. Solstice announcement happening right on heels of US President Trump *not* renewing the New Start Treaty no coincidence imo. #uranium $sols $u.un The US' sole uranium conversion facility is increasing its output by 20%. The facility converts yellowcake uranium into (gaseous) UF6 that is the input material for the uranium enrichment process. Article link in reply. https://t.co/fbySREUYjb The US' sole uranium conversion facility is increasing its output by 20%. The facility converts"
[X Link](https://x.com/Vmaxpax/status/2022095461910556882) 2026-02-12T23:48Z [----] followers, [---] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@Vmaxpax V*
V* posts on X about $flt, russia, $takof, canada the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Engagements: [------] #
- [--] Week [------] -54%
- [--] Month [-------] +82%
- [--] Months [---------] +338%
- [--] Year [---------] +372%
Mentions: [--] #
- [--] Week [---] -20%
- [--] Month [---] +13%
- [--] Months [-----] +106%
- [--] Year [-----] +84%
Followers: [-----] #
- [--] Week [-----] +1.50%
- [--] Month [-----] +13%
- [--] Months [-----] +63%
- [--] Year [-----] +158%
CreatorRank: [-------] #
Social Influence
Social category influence stocks 35.03% countries 31.64% cryptocurrencies 25.99% finance 16.38% travel destinations 9.04% celebrities 5.65% technology brands 4.52% currencies 3.95% financial services 0.56%
Social topic influence $flt #1, russia #2121, $takof #1, canada 7.34%, kremlin #205, defence #893, $exa #4, ceo #1461, china 4.52%, $dpro 4.52%
Top accounts mentioned or mentioned by @blackscholesman @swedenukr @aktienakademie @pennycheck @sweden_ukr @contagion0313 @levandovsky @vastcnc @tommydeepwater @mfcapital1902 @kairospraxis @illiniprogrammr @epsteinjeffrey0 @bussinbiotech @karlnabisco @nimesh3t @steelmarketnews @yolomoonlambo @taddyfife @stockaholic5
Top assets mentioned Fluence (FLT) Exactly Protocol (EXA) nLIGHT, Inc. Common Stock (LASR) QQCoin (QQ) Ivanhoe Electric Inc. (IE) IPG Photonics Corporation (IPGP) Cleveland-Cliffs, Inc. (CLF) Karman Holdings Inc (KRMN) L3Harris Technologies Inc (LHX) Pangolin (PNG) Coda Octopus Group, Inc. Common stock (CODA) Huntington Ingalls Industries Inc (HII) Raytheon Technologies Corp (RTX) Unusual Machines, Inc (UMAC) Ondas Holdings Inc. Common Stock (ONDS) MobileCoin (MOB)
Top Social Posts
Top posts by engagements in the last [--] hours
"@sweden_ukr @MonetiveWealth @BlackScholesMan It's being actively pitched right now. Apparently multple nations met in Cda DSRB website showing banks already on board: Deutsche Royal Bank of Canada ING JP Morgan LB=BW Commerzbank Here's detailed proposal published via the Atlantic Council https://www.atlanticcouncil.org/in-depth-research-reports/report/how-a-new-global-defense-bank-can-solve-us-and-allied-funding-problems/ https://www.atlanticcouncil.org/in-depth-research-reports/report/how-a-new-global-defense-bank-can-solve-us-and-allied-funding-problems/"
X Link 2026-01-31T06:57Z [----] followers, [---] engagements
"@TommyDeepwater @pennycheck Interesting Y the entire Mirabel aerospace hub supported by QC $flt has received direct assistance but the big one was Investissement Qubec (over 10mn) when they raised the [--] for the hub/caliburn. Convertible bonds good deal for QC. But. https://www.ledevoir.com/communiques-de-presse/893014/volatus-aerospace-inc-obtient-financement-3-millions-dollars-investissement-quebec-fournit-mise-jour-corporative#::text=Volatus%20Aerospace%20Inc.%20obtient%20un%20financement%20deet%20fournit%20une%20mise%20%C3%A0%20jour%20corporative"
X Link 2026-02-03T17:17Z [----] followers, [---] engagements
"@TommyDeepwater @pennycheck Re DRSB SME target stated we'll see how this develops interesting But I forgot one thing role of Royal Bank in sector. Carney streamlined Cdn defence procurement. Tapped Deputy at RBC Doug Guzman to head the new "Defence Innovation Agency"⚡ Plus this gem re Volatus"
X Link 2026-02-03T17:22Z [----] followers, [---] engagements
"@Contagion0313 @MFCapital1902 check $astl Got half a billion from gov. Fired [----] ppl in the Sault Green arc furnace Submarine contact announce eta beginning of March Then is Saab does set up production on Canada Well . $astl pays 5% div $clf 0"
X Link 2026-02-09T16:55Z [----] followers, [---] engagements
"M OConnor exec VP Iridium: Whether in govt enterprise or consumer applications every device that relies on GNSS needs a dependable backup or reliable primary service in the event of disruption. The Iridium PNT ASIC delivers that dependability in a compact all-in-one chip"
X Link 2026-02-11T05:58Z [----] followers, [---] engagements
"Iridium Q4 out mixed/flat earnings. 2M miss in Hosted Payload revenue ($13.4M actual vs. $15.4M prior year). Desch confirmed delay is related to a "major government-linked infrastructure project" that is shifting its hardware integration timeline. (Like Indra perhaps)"
X Link 2026-02-12T13:37Z [----] followers, [----] engagements
"@Johnie36149708 And America swapping out the North American free trade agreement for partership with Russia. Heck it's already in process Trump lifted sanctions off Belarus US farmers now getting their inputs via Russia. US real economy telling you today what they think of this deal. 🤮"
X Link 2026-02-12T20:23Z [----] followers, [--] engagements
"🎯 Good list by Mystic. Anduril & Palantir definitely the big two. Golden dome is SDA's proliferated warfighter space architecture. So Starlink $lht $lhx in play & probably $mrcy radiation hardened chips. Watch hypersonic $krmn (propulsion for Anduril) + Kratos"
X Link 2025-05-20T16:06Z [----] followers, [----] engagements
"Elsight now officially a ⚡profitable ⚡company. Not bad for a start up in the drone space with a market cap of only $250mn AUD ($163 USD). $els.asx"
X Link 2025-10-27T05:22Z [----] followers, [----] engagements
"Castellum up 20% Second-largest contract win in the companys history Pretty funny considering government is 'shut down' 🤔 #Venezuela $ctm"
X Link 2025-10-31T18:10Z [----] followers, [----] engagements
"@mapleBBerry Sorry we didn't touch on it much I think we'll do another space soon focusing on shipbuilding and subsea. $png $exa $coda $hii $gd etc. I think like larger defense domain maybe will be tepid until [----] when both US and Cda will start issuing contracts"
X Link 2025-11-08T21:13Z [----] followers, [---] engagements
"@pennycheck One way into hypersonics is via rockets / propulsion. There's $krmn but then there's $avio.mil (think there's an OTC) core for EU & now setting up solid rocket motor facility in US with RTX. Bonus lotto is $pmtr . no target declared but maybe Venus 🍿 https://www.rtx.com/news/news-center/2025/11/10/rtxs-raytheon-avio-sign-mou-to-establish-new-solid-rocket-motor-facility-in-the https://www.rtx.com/news/news-center/2025/11/10/rtxs-raytheon-avio-sign-mou-to-establish-new-solid-rocket-motor-facility-in-the"
X Link 2025-11-17T22:12Z [----] followers, [----] engagements
"Participating organisations: AI Sweden Alfa Laval Atlas Copco Avioniq BAE Systems Bofors Blykalla AB Capture Energy Swedish Energy Agency Epiroc EQT Ericsson Flower Infrastructure Technologies Fortum Sverige AB Ingrid Capacity Interlinked Ipercept Minesto Multi4 Medical /Regxit"
X Link 2025-11-19T00:25Z [----] followers, [---] engagements
"3. Cailabs (france private $saf stake) specializes in complex light shaping components / beam steering $saf $air $ho parnters. New strategic partnership with Israeli Gilat $gilt for its US subsidiary Datapath for Transportable Optical SATCOM Terminals"
X Link 2025-11-30T19:42Z [----] followers, [---] engagements
"@4n4lisis @giammaiot2 @AirAssets @Arr3ch0 @LatinMilAv @CaptNemoII @ianellisjones @vcdgf555 @bobgourley @LordPos3idon @Flightwatcher1 @GrandpaRoy2 @MariaCorinaYA @Urruchurtu Maybe I'm misunderstanding buoy here . I think of it was something that floats on surface of water. Sensors presumably susceptible to EW jamming. But subsea yes agree lots going on. Exail $exa France doing some interesting things + quantum nav Still doubt it plays in VZ"
X Link 2025-12-01T20:39Z [----] followers, [---] engagements
"Discounted crude of a quality desired by American refiners Iraqi oil arrives in USA Iraq-Turkey Pipeline reopening significance & strategy by the excellent @NoamRaydan Also has been great for Lundin's Shamaran $snm https://www.washingtoninstitute.org/policy-analysis/oil-northern-iraq-arrives-united-states-after-pipeline-reopens https://www.washingtoninstitute.org/policy-analysis/oil-northern-iraq-arrives-united-states-after-pipeline-reopens"
X Link 2025-12-11T06:35Z [----] followers, [---] engagements
"Bonus UK [--]. QinetiQ $qq (spin out of UK MOD research wing) starting on FSOs [--]. Mbryonics (private) full suite optical communication solutions space & ground New [--]. IONQ with acquisition of Skyloom"
X Link 2025-12-11T17:59Z [----] followers, [---] engagements
"$AVIO.mil selects Virginia for $500M solid rocket manufacturing plant. 400m raise already done & $rtx and $lmt already signed up for solid rocket motors. Avio nicely positioned in two areas with global bottle necks: launch & solid rockets https://virginiabusiness.com/avio-usa-virginia-solid-rocket-motor-plant/ https://virginiabusiness.com/avio-usa-virginia-solid-rocket-motor-plant/"
X Link 2025-12-11T19:21Z [----] followers, [----] engagements
"Some Global EPC (Engineering Procurement & Construction) cos for petroleum refineries $flr Fluor $kbr KBR $fti Technip $wg.l John Wood Group $spm.mi Saipem $pfc.l Petrofac"
X Link 2025-12-11T20:17Z [----] followers, [----] engagements
"Lulu China = Epic mythic nostalgic nationalistic in modern celeb filled format. Plus creating clubs on the ground. Bingo The only moat in retail fashion is Cultural Relevance (meaning dreams aspirations & tribes)"
X Link 2025-12-11T23:16Z [----] followers, [---] engagements
"Exail tapped by French government for Free-Space Optical Communications hardware $exa #lasercom https://www.laserfocusworld.com/optics/article/55332966/future-of-space-connectivity-advanced-optical-technologies-enable-space-laser-communications https://www.laserfocusworld.com/optics/article/55332966/future-of-space-connectivity-advanced-optical-technologies-enable-space-laser-communications"
X Link 2025-12-22T06:55Z [----] followers, [----] engagements
"8. Exail $exa (France) Designer and manufacturer of space-grade amplifiers & optical components in French programs SOLiS TELEO CO-OP. Also flight-proven (TRL9) lithium niobate electro-optical modulators to NASA https://x.com/Vmaxpax/status/2002996488205746200s=20 https://x.com/Vmaxpax/status/2002996488205746200s=20"
X Link 2025-12-22T06:59Z [----] followers, [---] engagements
"💯 The action has been at the margins last [--] years and some of us have been tracking / early adopters. But deployment hasn't even yet arrived and global funding will continue given US & geopol fracturing. $eos.ax $cccx $infq $feim $skyt $exa.fr $saf.fr $lasr #qnav #hewls My [----] Prediction The invisible war quietly escalating in space and undersea will no longer remain invisible and defending against these potentially debilitating attacks becomes a major issue in [----] All the signal and data you need is there https://t.co/03KrCNJikd My [----] Prediction The invisible war quietly escalating in"
X Link 2025-12-26T21:41Z [----] followers, [----] engagements
"i shouldn't neglect the drones they were amazing trades for me and have conviction this continues in '26 $dpro $png.tsx $umac $onds $bbai $joby $elva $mob ($ampx i'm out)"
X Link 2025-12-31T22:06Z [----] followers, [---] engagements
"@Oriol_Mad Am long Avio Also IE ivanhoe electric one of my biggest copper plays and forgot to include it ha. Took advantage of last correction to add some new positions. You're EU based right Check $ohb (germany). Will talk about new names in new year ;) Cheers friend 🥂"
X Link 2025-12-31T23:58Z [----] followers, [---] engagements
"This is will be fantastic let's get an update on $cccx $infq directly from the CEO. I am super excited to join @listingtrack and @QuantumDom to interview the CEO of infleqtion this evening Hope you can make it $CCCX I am super excited to join @listingtrack and @QuantumDom to interview the CEO of infleqtion this evening Hope you can make it $CCCX"
X Link 2026-01-05T17:52Z [----] followers, [----] engagements
"@KairosPraxis Regarding the ShieldAi integration - it's massive Management said [----] is the "Revenue Breakout" year for $hai and specifically cite Shield AI as key. Shield AI integration is SaaS add-on for Kraken = 90% margins And ShieldAI suppose to IPO this year. So. 🍿🍿"
X Link 2026-01-10T05:53Z [----] followers, [---] engagements
"Dont forget what guides UUVs and subsea missiles. And its no longer GPS. Enter Exail global leader in subsea navigation with FOGS (fiber optic gyroscopes) and their Phins product already in $HII $BA and Anduril UUVs $exa $exalf Solid-State Batteries: Wolfpacks of Small UUVs Will Dominate the Seas UUVs are currently the most dangerous threat to submarines and military surface ships. Their development is accelerating rapidly and I would argue that the smallest ones are the most dangerous. This week https://t.co/yvzXRvZR1B Solid-State Batteries: Wolfpacks of Small UUVs Will Dominate the Seas"
X Link 2026-01-11T23:10Z [----] followers, [----] engagements
"💯 Core theme [----] + the ITAR-Free advantage $exa $avio nicely positioned + $tkms spin out EU space kicking in today sovereign autonomy push is up there too. $etl + the swedish gauntlet ;) Korean and euro defense should continue to be a layup a slam dunk if you can find laggards ready to catch up https://t.co/BWvOU4Pjol Korean and euro defense should continue to be a layup a slam dunk if you can find laggards ready to catch up https://t.co/BWvOU4Pjol"
X Link 2026-01-12T18:01Z [----] followers, [----] engagements
"1/ Reviewing Exail's new [---] million bond offering I'll be fading negative market reaction Why They are swapping 12%+ debt for 4% debt slashing annual interest burden. But there's more and it's even better . $exa $exalf @Vmaxpax 🛑Prudence with $EXA #EXAIL: Exail launches tap offering of undated bonds today 🔗https://t.co/Vu20xKnn32 @Vmaxpax 🛑Prudence with $EXA #EXAIL: Exail launches tap offering of undated bonds today 🔗https://t.co/Vu20xKnn32"
X Link 2026-01-14T07:10Z [----] followers, [----] engagements
"2/ Issue Price of 127% of par Market demand was so high investors paid a massive premium to buy these bonds = effectively negative yield financing for Exail. They raised [---] million in total cash while only adding [---] million to the nominal debt line. $exa"
X Link 2026-01-14T07:10Z [----] followers, [---] engagements
"4/This is why the tap issue was oversubscribed and priced at 127%. It creates a permanent "valuation floor" for the stock because the bondholders are now some of the largest institutional players in Europe"
X Link 2026-01-14T07:10Z [----] followers, [---] engagements
"5/ $exa puked 6% on bond news. If there's further drop I'll probably add more. Exail has successfully moved from being a leveraged robotics firm to a well-capitalized defense leader with negative-yield financing. It's de-risked heading into the Q1 earnings season"
X Link 2026-01-14T07:10Z [----] followers, [----] engagements
"@KairosPraxis Infleqtion $cccx $infq"
X Link 2026-01-15T22:42Z [----] followers, [---] engagements
"Hey hey. I wonder if this doesnt link up to the new Euro Defense Bond opening gates for Institutional and Sovereign wealth funds into companies like Exail $exa. Who will be the next over-subscribed offering🍿 @sweden_ukr Deutsche Bank boss shakes up German conservatives by calling it "logical" and "much cheaper" to finance European defense with common debt. Joint debt is another step toward a more federal Europe https://t.co/1iFsZs8Wx2 Deutsche Bank boss shakes up German conservatives by calling it "logical" and "much cheaper" to finance European defense with common debt. Joint debt is"
X Link 2026-01-16T06:17Z [----] followers, [----] engagements
"@Notabot0100110 Sorry how are they linked to UMAC Ondas yes service tail on border contracts and potentially manufacturing but I wasnt aware of beta to Unusual Machines"
X Link 2026-01-19T02:46Z [----] followers, [---] engagements
"@pennycheck If he goes kinetic I expect it post mid-terms in [----]. Needs to get the new "peace" council together with Belarus & Russia for intl legitimacy & drop sanctions. This year we watch allies ex-US dig in ramp and form coalitions for defence/trade. China odd man out weirdly"
X Link 2026-01-20T05:54Z [----] followers, [---] engagements
"@pennycheck Cdn industrial supply chain i need to really look at already a lot of deals with EU done in [----] & also USA. As long as manufacturing level doesn't fracture Canada gets to play both sides US and UK/EU $mda $tsat $bbd.b $mal $cae $cgy $neo $dpro $flt $maxq $png $gra $elva $citt"
X Link 2026-01-20T05:58Z [----] followers, [---] engagements
"@BussinBiotech ever look at the metal powder suppliers / supply chain"
X Link 2026-01-21T07:00Z [----] followers, [---] engagements
"@BussinBiotech $ati is a cool company those big prints for nuclear propulsion wowed me. I've been holding a bit for a while. Now the sector is getting exciting (it's been about a year since my dive in) maybe I'll take a look. I recall some recycling in UK of specialty jet metal parts"
X Link 2026-01-21T17:22Z [----] followers, [---] engagements
"Nice beat on Teledyne today Haven't listened to call yet but am sure it's deserved. Imo this IS the drone / counter-drone (inc subsea) "prime" and oft overlooked Only major I saw who was engaging in developing low cost c-uas solutions for the DoD via Replicator/DIU $tdy"
X Link 2026-01-21T17:37Z [----] followers, [----] engagements
"No stopping Elsight $els.asx How much we've climbed and it's not even one full year yet. 🛫🛫✈"
X Link 2026-01-22T23:42Z [----] followers, [---] engagements
"🎯 Another Great Australian counter-drone DEW is called "Apollo" being deployed to Europe from Electro Optic Systems a leader and long time innovator (since Reagan days) in this space. $eos.ax $eopsf I don't understand the sudden flurry of posts on Directed Energy Weapons ('DEW') as if they are some secret tech that has only been revealed. DEW includes weapons such as high energy lasers high power microwave weapons high power radio frequency weapons the 'active denial I don't understand the sudden flurry of posts on Directed Energy Weapons ('DEW') as if they are some secret tech that has only"
X Link 2026-01-24T02:44Z [----] followers, [----] engagements
"@AktienAkademie Different focus. Recent interview posted w $dpro CEO on Fox talked about 1) rising boat / current collab between all players (umac ondas etc). 2) dpro focus on logistics supply chain Will share a $flt / $takof interview reiterates rising boat flt large drone focus arctic"
X Link 2026-01-24T19:28Z [----] followers, [---] engagements
"Bonus the emphasis on not just manufacturing but engineers is spot on. Who has the capability & talent pool to support the Phase [--] invitees soon to be announced for the drone manufacturing gauntlet $flt $takof Great article about the Do'W's stress test on drone manufacturing capability which was also clearly articulated in recent $dpro CEO Fox interview. The likely winners will already have the cash on hand to float scaling up + manufacturing in place. https://t.co/SIOyIyjucj https://t.co/kwyMbqaR2H Great article about the Do'W's stress test on drone manufacturing capability which was"
X Link 2026-01-24T20:50Z [----] followers, [----] engagements
"@sweden_ukr @kittiecougar99 @BlackScholesMan @MonetiveWealth Good i'm long $kog 😆 Kittie: Have you seen the new Euro Defense Bond that started beginning of month I think it's pretty significant to open gates for institutional funding. Would love your perspective. Exail first co / oversubscribed https://x.com/Vmaxpax/status/2011335173112283285s=20 3/ "European Defence Bond" = Catalyst This issuance happening right after Euronext officially granted these them landmark status on Jan [--]. Opens door for institutional ESG and "Sovereign" funds that were previously restricted from investing in"
X Link 2026-01-24T21:03Z [----] followers, [---] engagements
"@Albie1228 bonus: $dpro and $flt call options on canadian budget unlock coming april 1st. canada laggard but apparently this is their year"
X Link 2026-01-25T07:12Z [----] followers, [---] engagements
"@Albie1228 the primes weathered cross-border tariffs fine last year. $dpro setup manufacturing in usa so has $flt although their new mega factory in mirabel. $elva setup in ny. so the companies also taking measures. maybe I should be more concerned but not yet"
X Link 2026-01-25T07:17Z [----] followers, [---] engagements
"Hilarious @emilmichael Yes DEWs are going mainstream and it's key to note this is a global trend so while specific companies may have a US moat the US doesn't have a moat on HELWs ;) $lasr $eos.asx $eopsf $qq. $qntqf $7012 Yes the @DeptofWar has directed energy weapons. Yes we are scaling them. https://t.co/Ew5FoKcw4B Yes the @DeptofWar has directed energy weapons. Yes we are scaling them. https://t.co/Ew5FoKcw4B"
X Link 2026-01-26T02:30Z [----] followers, [----] engagements
"$kog Autonomous Unmanned Systems are shaping the future of maritime operations. Sea drone by @kongsbergasa Norway : - Endurance: 200+ h - Max speed: [--] knots https://t.co/DDC65f6W7B Autonomous Unmanned Systems are shaping the future of maritime operations. Sea drone by @kongsbergasa Norway : - Endurance: 200+ h - Max speed: [--] knots https://t.co/DDC65f6W7B"
X Link 2026-01-26T06:32Z [----] followers, [----] engagements
"2026 = Canadian Arctic Sovereignty Arctic OTHR + JORN + Sensor Nodes + NASP Drone Base + Northern Op Support Hubs + Arctic Ocean Surveillance + C2 Polar Satellite + DCFI A-OTHR itself $6.9 Billion Primes: $bae $rtx $cgy $aco.x Niche solutions: $flt / $takof $cgy $qess $gra"
X Link 2026-01-26T07:30Z [----] followers, [----] engagements
"@AktienAkademie I think Draganfly preoccupied with the US drone gauntlet at moment. They did enter a partnership with $cttt (who has a mou with Babcock) and I think they are shopping products in SE Asia. But for ruggedized Arctic not sure this is dpro focus"
X Link 2026-01-26T07:35Z [----] followers, [---] engagements
"@AktienAkademie $flt/$takof early leader in BVLOS and deep regulatory expertise. They're background is as aviation co and logistics provider to Arctic so they have pre-existing relationships. And they've made significant moves last [--] months with Caliburn acquisition + Mirabel hub"
X Link 2026-01-26T07:36Z [----] followers, [---] engagements
"Hanwha with some more big Canadian moves. Today's announcements include mous / agreements with: $ASTL $MDA $TSAT TKMS better pitter patter if they want to stay in the game. $KDEF Telesat and Hanwha sign strategic cooperation agreement for next-generation space and marine technologies https://t.co/6sOdArsdv3 https://t.co/7JxhsNvGba Telesat and Hanwha sign strategic cooperation agreement for next-generation space and marine technologies https://t.co/6sOdArsdv3 https://t.co/7JxhsNvGba"
X Link 2026-01-26T20:08Z [----] followers, [----] engagements
"@CDNPolicyHawk @NoahGairn Y perhaps. My thinking is also the security diversification strategy so if Gripens come in (and its likely some do) reaching to Asian partnerships a nice barbell. One thing bugs me Hanwha QC vs TKMS Pacific and Ottawa is going to need to throw the west a bone "
X Link 2026-01-26T21:06Z [----] followers, [---] engagements
"@BlackScholesMan @beach_trades Plus watch $qess ruggedized energy modules with a first nations moat. One thing about $flt the large Caliburn drones are gas powered but there's long range and then there's arctic drone hubs in the works so expecting layered approach"
X Link 2026-01-26T21:41Z [----] followers, [---] engagements
"$cgy Calian leads $100-million investment to build cross-country defence lab network https://t.co/7AyoXg20OV Calian leads $100-million investment to build cross-country defence lab network https://t.co/7AyoXg20OV"
X Link 2026-01-26T21:48Z [----] followers, [---] engagements
"@smallcapdisc $flt $dpro $maxq $tsat"
X Link 2026-01-28T07:02Z [----] followers, [---] engagements
"$ie We are proud to partner with $SQM one of Chiles great mining champions to deploy our disruptive Typhoon and CGI technologies across northern #Chile one of the worlds most prolific #copper regions. Vast areas of electrically resistive caliche conceal enormous geological We are proud to partner with $SQM one of Chiles great mining champions to deploy our disruptive Typhoon and CGI technologies across northern #Chile one of the worlds most prolific #copper regions. Vast areas of electrically resistive caliche conceal enormous geological"
X Link 2026-01-28T07:34Z [----] followers, [----] engagements
"@barbell_ideas 🔥 And here I was waiting for a pullback to add. $250mn mkt cap is trigger for institutional investors in cda. 🍿🍿"
X Link 2026-01-28T16:02Z [----] followers, [---] engagements
"EU catch up & space autonomy from US working out ✅✅ "All member states can now have access to sovereign satellite communication. Military and government. Secure and encrypted. Built in Europe operated in Europe under European control." $ses $etl $ohb etc EU's own satellite communication system now operational Kubilius https://t.co/HbPXvA4qU4 EU's own satellite communication system now operational Kubilius https://t.co/HbPXvA4qU4"
X Link 2026-01-28T16:14Z [----] followers, [----] engagements
"Glad I read the EU capability gap report in a world w/out USA last spring. "Virtual European Space Command" "Reduce dependence on foreign space service" "Strategic enablers" etc 🎶🎶 Timelines being move up. Money is there I 🖤 Kubilius Good article https://www.euronews.com/my-europe/2026/01/27/eu-now-has-its-own-secure-and-encrypted-satellite-communication-system-kubilius-says https://www.euronews.com/my-europe/2026/01/27/eu-now-has-its-own-secure-and-encrypted-satellite-communication-system-kubilius-says"
X Link 2026-01-28T16:18Z [----] followers, [---] engagements
"One thing I don't do however is pump by making hopium associations to big players like Nvidia. $cpsh is working with a Tier [--] semi company. The contract is sufficient to float them through [----] while they also double capacity in new automated factory & have defence options"
X Link 2026-01-28T17:45Z [----] followers, [---] engagements
"@YoloMoonLambo check $hlx"
X Link 2026-01-28T17:58Z [----] followers, [---] engagements
"@YoloMoonLambo maybe not so great for options not as liquid or well know as $hal $slb . but I think it may be interesting play. am long also has presence in uk/north sea area & one of few cos involved with laying subsea cables so optionality on defence related action"
X Link 2026-01-28T18:00Z [----] followers, [---] engagements
"@LordPos3idon @4n4lisis Judging by the look of Trump and Giuliani Regeneron only takes you so far"
X Link 2026-01-28T19:54Z [----] followers, [--] engagements
"$flt / $takof Tactical Mission Rehearsal Volatus announces partnership w Dufour Aerospace confirms installation of dedicated simulators for "Mission Rehearsal" allowing operators to fly in a #digitaltwin of a combat or surveillance zone to optimize flight paths & battery life"
X Link 2026-01-29T06:37Z [----] followers, [----] engagements
"@aleabitoreddit Hey bro can you stop pumping and misleading people It's a real disservice. For example what's your source for "US Army uses $CPSH for 40mm Tungsten Warheads" A $1 million RnD program does not mean the US Army uses CPSH for tungsten warheads"
X Link 2026-01-29T18:27Z [----] followers, [----] engagements
"Damn I've been long $cpsh since start of year but bullshit like this is what gives fintwit a bad name A $1 million dollar RnD program to develop 40mm tungsten warheads becomes "US Army uses $CPSH for 40mm Tungsten Warheads" 🤡 Contract with a Tier [--] semi co becomes Nvidia I've initiated positions in $CPSH as a US AlSiC pure play chokepoint. They represent 25% of the near-term semi-grade AlSiC market. Their customers: - U.S. Navy (War) - U.S. Army (War) - U.S. Dept. of Energy (Energy / Nuclear) - U.S. Space Force / NASA (Space) - Lockheed https://t.co/9YP5kSGIny I've initiated positions in"
X Link 2026-01-29T18:31Z [----] followers, [----] engagements
"To have IP moat positioned at nexus of in-demand segments and have RnD contracts with the DoD that MAY convert into production down the road. But that's not enough. The capacity to execute must be there. So CPSH is a 2026-2027 growth play not this week"
X Link 2026-01-29T18:58Z [----] followers, [----] engagements
"Has Serenity talked about the insider buying There ARE very bullish signs for CPS but to make claims about Nvidia and CPS supplying the Army & BlackHawks tungsten warheads is just nonsense The sad part is Serenity doesn't need to stretch to the truth but could focus on it"
X Link 2026-01-29T18:58Z [----] followers, [----] engagements
"The more Trump pushes the greater the reaction. Not exclusive to Canada. See Europe and India. When do Americans start to realize Trump's foreign policy costing them business . bigly. I don't think Canadians will stand for Trump trying to strong arm us on a safety issue. The last time Trump came for our aviation industry it cost Boeing their fighter contract and a bunch of airliner sales. I don't think Canadians will stand for Trump trying to strong arm us on a safety issue. The last time Trump came for our aviation industry it cost Boeing their fighter contract and a bunch of airliner sales"
X Link 2026-01-30T00:22Z [----] followers, [----] engagements
"@KairosPraxis i don't own enough cgy"
X Link 2026-01-30T07:00Z [----] followers, [--] engagements
"@levandovsky Interesting SCADE category easy: Eprius $lasr $ipgp You're up"
X Link 2026-01-30T07:06Z [----] followers, [---] engagements
"@levandovsky that's the public favourite. for me it's $krmn picks and shovels (propulsion serves both kratos & anduril who are making hypersonic bids) plus in some special programs"
X Link 2026-01-30T07:33Z [----] followers, [---] engagements
"UK and EU focus on maritime issue isnt to go kinetic or seize tankers as much as its to Find and alternative to GPS Suspect these new announcements will propel funding & accelerate timelines. The demand is greater than mil must address commercial. #altgps #qnav The Royal Institute of Navigationhas urged equipment providers to assess vulnerabilities and called on the IMO to issue stronger guidance to curb Global Navigation Satellite System interference https://t.co/xgdizU68Mv The Royal Institute of Navigationhas urged equipment providers to assess vulnerabilities and called on the IMO to issue"
X Link 2026-01-30T19:17Z [----] followers, [---] engagements
"American tech giant @Ubiquiti powers 80% of the radio networks used by Russian forces in Ukraine. Does this mean Ubiquiti is a legitimate military target @Ubiquiti https://t.co/Qjv4Mt8hx5 @Ubiquiti https://t.co/Qjv4Mt8hx5"
X Link 2026-01-31T18:04Z [----] followers, [----] engagements
"Another great offshore drilling update by Tommy Lee. $ne $pbr With multiyear awards and major greenfield deepwater FIDs advancing its becoming easier to underwrite increasing dayrates after declines in late '24-'25 though the Petrobras Bzios results likely have softer rates. Brazil is not representative of the global floater market https://t.co/GbZvpIsGY0 With multiyear awards and major greenfield deepwater FIDs advancing its becoming easier to underwrite increasing dayrates after declines in late '24-'25 though the Petrobras Bzios results likely have softer rates. Brazil is not"
X Link 2026-01-31T18:11Z [----] followers, [----] engagements
"@TommyDeepwater Ive found it remarkable that biggest pivot from civilian to defense Ive seen has come from subsea O&G + drones were used by O&G. Now seeing this Aussie co tsx listed $cttt who supplied containerized pop up mobile towers pivot to counter drone towers with a prime MOU. So"
X Link 2026-02-01T16:12Z [----] followers, [--] engagements
"@TommyDeepwater IO&G players maybe more agile and imaginative Like you proposing coldstack usage Maybe not drone ship. China and Iran using containers maybe camouflage a consideration. But perhaps a non jammable signal relay / counter drone / drone platform in N Sea or Baltics Ireland"
X Link 2026-02-01T16:15Z [----] followers, [---] engagements
"Volatus Aerospace Photogrammetry Digital Twins Millimeter Level Precision Engineering Grade Accuracy Digital Twins used two distinct ways: as a service for customers and as a core engineering tool $flt $takof https://www.youtube.com/watchv=vf8no1NAlVw https://www.youtube.com/watchv=vf8no1NAlVw"
X Link 2026-02-01T17:38Z [----] followers, [----] engagements
"https://x.com/i/spaces/1ypKdqkZYwLGW https://x.com/i/spaces/1ypKdqkZYwLGW"
X Link 2026-02-01T17:57Z [----] followers, [----] engagements
"Europe and Canada both seeking new means of joint financing for defence ramps shows this is a long term inititiave. Compare to US model of direct Government investments (eg. L3Harris stake) https://x.com/Vmaxpax/status/2017456928176173388s=20 🤔 Canada about to start an international Allied bond-issuing multilateral defence bank. When your nation's leader is a top central banker and political risk taker for the "middle nations". Plus needs to capital flows for his own defence ramp. https://x.com/Vmaxpax/status/2017456928176173388s=20 🤔 Canada about to start an international Allied"
X Link 2026-02-01T18:02Z [----] followers, [----] engagements
"@1NavOB volatus $flt $takof"
X Link 2026-02-01T20:22Z [----] followers, [---] engagements
"Draganfly continues to entrench within the US military. From Army and now announcing Air Force Special Ops Command providing foundational FPV training on Draganfly s-uas Flex FPV Drones. In partnership with DelMar $dpro"
X Link 2026-02-02T17:55Z [----] followers, [----] engagements
"This has been a beautiful play. One of my "liberation day" names quietly doing its thing for past year. $ter $TER Teradyne -- From $181 to $297 Monster quarter and guidance. Giddy up See Jag research below from Dec 2nd. When Japanese equity markets open tonight expect a strong reaction in Advantest $ATEYY in sympathy. https://t.co/RauNUlwnQ3 $TER Teradyne -- From $181 to $297 Monster quarter and guidance. Giddy up See Jag research below from Dec 2nd. When Japanese equity markets open tonight expect a strong reaction in Advantest $ATEYY in sympathy. https://t.co/RauNUlwnQ3"
X Link 2026-02-02T21:58Z [----] followers, [----] engagements
"$ie It was an honor to have @Ivanhoe Electric Founder and Executive Chairman @robert_ivanhoe represent Americas critical minerals producers at a meeting with President Donald J. Trump in the White House today. At the meeting in the Oval Office President Trump launched a $12 https://t.co/CfAPaM4fsE It was an honor to have @Ivanhoe Electric Founder and Executive Chairman @robert_ivanhoe represent Americas critical minerals producers at a meeting with President Donald J. Trump in the White House today. At the meeting in the Oval Office President Trump launched a $12 https://t.co/CfAPaM4fsE"
X Link 2026-02-03T00:20Z [----] followers, [----] engagements
"$ldos x $lhx x $eopsf Australia counter drone systems http://eos.ax Leidos Australia (@LeidosInc) during Exercise Southern Arrow [--] live-fire event. "As Systems Integration Partner on the Land [---] program Leidos Australia led the industry contribution partnering with Acacia Systems Department [--] Echodyne Electro Optic Systems and https://t.co/RqScGLIEtR http://eos.ax Leidos Australia (@LeidosInc) during Exercise Southern Arrow [--] live-fire event. "As Systems Integration Partner on the Land [---] program Leidos Australia led the industry contribution partnering with Acacia Systems Department 13"
X Link 2026-02-03T04:18Z [----] followers, [----] engagements
"Good thread and resources on Mobilicom including link to CEO spaces interview. $mob $MOB focus is to be an indispensable supplier rather than a direct platform competitor positioning themselves for indirect gains from these PORs (Program of Records) w/ high-margin software which will drive profitability as hardware scales🧑🚀🐂 @MobilicomMOB collaborates https://t.co/RoVaXREqL9 $MOB focus is to be an indispensable supplier rather than a direct platform competitor positioning themselves for indirect gains from these PORs (Program of Records) w/ high-margin software which will drive"
X Link 2026-02-03T04:34Z [----] followers, [----] engagements
"$ie I mentioned last week that I was aware that governments were looking into stockpiling critical minerals. Less than a week later the US and China announced their intentions to ramp up stockpiling. Do the EU Canada India South Korea Saudi Arabia. also plan to step in https://t.co/DVVUtfD9kx I mentioned last week that I was aware that governments were looking into stockpiling critical minerals. Less than a week later the US and China announced their intentions to ramp up stockpiling. Do the EU Canada India South Korea Saudi Arabia. also plan to step in https://t.co/DVVUtfD9kx"
X Link 2026-02-03T19:19Z [----] followers, [----] engagements
"Interesting new possible connection for Haivision. Airbus has some venture funds / rnd arms for emerging tech. $hai.to $hai.to . pretty pretty sure that Haivision is part of Airbus' space project (even though they are not specifically mentioned) . but it originated from the Air5G project . it's still a sleeper (as ppl intentionally . tbc) quite similar to $coda https://t.co/62xLI5xURD $hai.to . pretty pretty sure that Haivision is part of Airbus' space project (even though they are not specifically mentioned) . but it originated from the Air5G project . it's still a sleeper (as ppl"
X Link 2026-02-03T19:53Z [----] followers, [----] engagements
"@taddyfife @KarlNabisco And again the point is why are you hopping on & pushing Karl's "Mossad ONLY" narrative It's pretty funny this narrative is being actively pushed by the "Gray Zone" crowd who are paid by the Russians. Epstein can have links to both Mossad & Kremlin. It's basic"
X Link 2026-02-03T23:19Z [----] followers, [--] engagements
"@taddyfife @KarlNabisco Exactly Israel = a continuation of policy Trump's pivot to Russia new. Zero tariffs on Russia even Penguins & Iran got smacked. Belligerent to allies erode NATO a Trump pure play delivers Kremlin long standing goals. Kremlin approved US new Strategic Policy even lmao"
X Link 2026-02-03T23:35Z [----] followers, [--] engagements
"@ruth_deyermond Perhaps its not disregard for the White House then Perhaps its White Houses disregard"
X Link 2026-02-04T03:03Z [----] followers, [---] engagements
"Brutal day for Defence Sector This is why boomer stocks oil services & high paying dividend chem tankers etc keep my attention"
X Link 2026-02-04T19:18Z [----] followers, [----] engagements
"@carolecadwalla @thenerve_news @allthecitizens Chances of UK ripping Palantir out though How did it get into the National Health Services anyway"
X Link 2026-02-04T20:30Z [----] followers, [---] engagements
"@BioMindBeliever 👍 I don't put high hopes on UK actually kicking them out although it would be to their strategic benefit"
X Link 2026-02-04T20:33Z [----] followers, [--] engagements
"@Stockaholic5 momo - value but palantir got crushed haha that lovely intersection of software war and epstein. https://x.com/carolecadwalla/status/2019095732943286611s=20 NEW: The Mandelson-Epstein scandal is also the Mandelson-Palantir scandal. MP @alexburghart asks why Keir Starmers visit to Palantirs office in Washington - arranged by Mandelson while his firm repped Palantir - was kept off books. 1/ https://t.co/nvUnz513k8 https://x.com/carolecadwalla/status/2019095732943286611s=20 NEW: The Mandelson-Epstein scandal is also the Mandelson-Palantir scandal. MP @alexburghart asks why Keir"
X Link 2026-02-04T21:14Z [----] followers, [---] engagements
"@RT_com You mean the Christopher Steele who the sitting President of the United States sued over the Moscow Pee-Pee Tap allegation . AND LOST Funny that Donald Trump owes Steele [------] pounds sterling over NOT being able to prove it a hoax. Whoops https://x.com/OrbisBIOfficial/status/1909623773981966742s=20 Orbis Business Intelligence is pleased to receive Judge Rowley's High Court order yesterday. It orders Donald Trump to pay [------] in costs to Orbis by 17th April. If he does not the sitting President of the United States will be in continuing breach of the English High Court."
X Link 2026-02-04T23:47Z [----] followers, [---] engagements
"Kremlin moving into overdrive in attempt to downplay Epstein x Russia. Ho Hum. Very interesting they point finger at everyone else while claiming virgin sainthood. Meanwhile all those Russian girls constantly flown in all those Jeffrey x my pal's with Putin"
X Link 2026-02-05T00:01Z [----] followers, [---] engagements
"Also super interesting that little Kirya Dmitriev freaking out over Christopher Steele. I'd remind Dmitriev directly but he's blocked this anon account (😂) that Donald Trump LOST his case against & owes Steel 685k pounds sterling. https://x.com/OrbisBIOfficial/status/1909623773981966742s=20 Orbis Business Intelligence is pleased to receive Judge Rowley's High Court order yesterday. It orders Donald Trump to pay [------] in costs to Orbis by 17th April. If he does not the sitting President of the United States will be in continuing breach of the English High Court. https://t.co/KZqLPFF7M4"
X Link 2026-02-05T00:04Z [----] followers, [----] engagements
"@sweden_ukr @161phi https://www.youtube.com/watchv=_0ovPQxgI_g https://www.youtube.com/watchv=_0ovPQxgI_g"
X Link 2026-02-05T00:48Z [----] followers, [--] engagements
"@candy_6963 Probably the most important thing in our lifetime. A big fix to rug pull western democracies. But yeah let it go nothing to see here. lmao. The more Americans push denialism while ur Prez pushes a Kremlin agenda the worse your stock market will be. Bank on it"
X Link 2026-02-05T19:24Z [----] followers, [--] engagements
"@AktienAkademie @BlackScholesMan @nimesh3t @fundmyfund @ResearchGrizzly @VASTCNC not great to see. need more info. mike called out the letter of credit as unusual / yellow flag. i'd be keen to hear from "lead sydney' (can't find their @ right now) as they seem to follow eos closely https://x.com/BlackScholesMan/status/2019534730258256240s=20 @nimesh3t @fundmyfund @ResearchGrizzly @VASTCNC @Vmaxpax I've seen it - and this is the only article out there on it. Which is why I flagged the letter of credit as a yellow flag on the Spaces. https://x.com/BlackScholesMan/status/2019534730258256240s=20"
X Link 2026-02-05T22:20Z [----] followers, [--] engagements
"$eos $eopsf A lot of the history baked in but IF true about a potential contract being linked to a sub-tier player not the best news. Let's see where this goes. Electro Optic's Apollo system is real & deployed in Europe. 🤷♀ We are Short Electro Optic Systems Holdings Ltd $EOS.AX Our new report EOS Behind the Hype: Unmasking the Dark Reality of the Mysterious Korean Contract can be found here: https://t.co/PNXJ52cKdK We are Short Electro Optic Systems Holdings Ltd $EOS.AX Our new report EOS Behind the Hype: Unmasking the Dark Reality of the Mysterious Korean Contract can be found here:"
X Link 2026-02-05T22:23Z [----] followers, [----] engagements
"Also this potential Korean contract was NOT added to EOS backlog & CEO mentioned need for letter of credit. That's not included in the short report. That stock price went up . well it's come down + correlation is not causation"
X Link 2026-02-05T22:33Z [----] followers, [---] engagements
"uranium What The Sunset Of Key U.S.-Russia Nuclear Deal Could Mean For Americas Stockpile The landmark New START treaty's end which occurs today opens the door to the possibility of major nuclear posture changes. Story: https://t.co/dIlzUKBjQv What The Sunset Of Key U.S.-Russia Nuclear Deal Could Mean For Americas Stockpile The landmark New START treaty's end which occurs today opens the door to the possibility of major nuclear posture changes. Story: https://t.co/dIlzUKBjQv"
X Link 2026-02-05T23:00Z [----] followers, [---] engagements
"Jeffrey's Russian sponsors = special forces unit of the Kremlin FSB (military police) Cats out of the bag #Dzheffri Jeffrey Epstein obtained a Russian visa in [----] by listing Moscow's MOO Vympel as the inviting organization the only entity with that name in Russia at the time. Vympel is the name of an FSB special forces unit for counterterrorism operations and its veterans' association page https://t.co/wgml3rGzeJ Jeffrey Epstein obtained a Russian visa in [----] by listing Moscow's MOO Vympel as the inviting organization the only entity with that name in Russia at the time. Vympel is the name"
X Link 2026-02-05T23:02Z [----] followers, [----] engagements
"@IlliniProgrammr Yeah the Russians are deflecting too. Oh yeah your President owes Christopher Steele [------] sterling pounds for LOSING to him regarding the Moscow pee tapes. Don't worry I get it's hard to deal when you've been fkt up the ass by the Russians. https://x.com/Vmaxpax/status/2019199546350510508s=20 Kremlin moving into overdrive in attempt to downplay Epstein x Russia. Ho Hum. Very interesting they point finger at everyone else while claiming virgin sainthood. Meanwhile all those Russian girls constantly flown in all those Jeffrey x my pal's with Putin. https://t.co/Hltw9fPVr6"
X Link 2026-02-06T00:13Z [----] followers, [--] engagements
"Even though the Kremlin's top negotiator Kirill Dmitriev denies any connection all the Russian documents pouring forth show how much Epstein 🖤 Russia and was sponsored in by the Kremlin's finest. https://x.com/runews/status/2018611651222569311s=20 Jesus. Epstein had been to more Russian towns than most Russians. Jeffrey Epstein traveled across much of Russia in search of kids for his parties. In the files linked to the convicted sex trafficker Moscow alone appears nearly [-----] times. - even Vologda or Omsk https://t.co/f1ECDzce0U https://x.com/runews/status/2018611651222569311s=20 Jesus."
X Link 2026-02-06T00:21Z [----] followers, [---] engagements
"@IlliniProgrammr Well do i spy a crack in the door Yet it's the "European side" still hmm Watch what happens in UK. Brexit was never investigated surpressed although the Russian stank all over it. Yes they need a house cleaning all sides Mi6 has new leaadership cleanse in process fyi"
X Link 2026-02-06T00:36Z [----] followers, [--] engagements
"I think Lynch heard our defence space on the weekend ;) He's now outright pitching it at small cap conference ⚡ "Think of Volatus less as a drone company and more of a capability partner thats aligned with how sovereign defence organizations are looking for partners today" "Whats really important is that these are the same capabilities governments and militaries around the world are prioritizing: remote operations autonomy persistent sensing and logistics." persistent sensing okay ;) https://t.co/wHuPpBwlcb "Whats really important is that these are the same capabilities governments and"
X Link 2026-02-06T05:05Z [----] followers, [----] engagements
"@pennycheck @sweden_ukr @BlackScholesMan Also Lynch actually says the reason for the Mirabel hub expansion and Caliburn acquisition is they were motivated by the "buy Canada" provision in new defense budget. Volatus "aligning capabilities" with "market demand" Big chunk of thesis validated ✅"
X Link 2026-02-06T05:26Z [----] followers, [---] engagements
"Rheinmetall Airbus OHB and ICEYE x MAXQ 🍿 If rumors are to be believed Canada will play a major role If rumors are to be believed Canada will play a major role"
X Link 2026-02-06T17:15Z [----] followers, [----] engagements
"🤔🤔 Things to consider . (Fact that Paul Manfort who went to prison for working for the Kremlin is a central pillar behind Trump2.0 crypto conversion + Farage big brexit short/crypto + Epstein x Russia for crypto conversion . we know the Putinistas Love the Bitcoin) Just saying. https://t.co/L5IAPNMHdc Just saying. https://t.co/L5IAPNMHdc"
X Link 2026-02-06T17:29Z [----] followers, [---] engagements
"Interesting angle into growing EU space sector $eqt.st 1/6 $EQT.ST $ETLp via its Infrastructure VI fund) wanted to buy an 80% stake in Eutelsat's ground station infrastructure business not the whole company. 1/6 $EQT.ST $ETLp via its Infrastructure VI fund) wanted to buy an 80% stake in Eutelsat's ground station infrastructure business not the whole company"
X Link 2026-02-06T19:56Z [----] followers, [---] engagements
"Another one for the list nations keep delivering the same statement: Need for sovereign defence because of PINCER movement of Belligerent Russia x Unreliable USA. Finland saying Trump Admin policies embolden China & Russia increases insecurity & risk. NEW: Norway published its yearly national threat assessment and says the biggest change in the global security environment over the past year is the United States with Washingtons behavior now directly shaping how Russia and China calculate risks and opportunities. Norwegian https://t.co/yxQuIevUxy NEW: Norway published its yearly national"
X Link 2026-02-06T20:43Z [----] followers, [----] engagements
"Yup. EU's constellation is old and unencrypted. Massive push on to rectify this asap. $ohb $ses $etl $eqt $ovzon $mkco Russian space vehicles are suspected of conducting signals intelligence operations against key European satellites the Financial Times reported citing European security officials. According to military space authorities two Russian objects - Luch-1 and Luch-2 - have carried https://t.co/Bxsms7fmLI Russian space vehicles are suspected of conducting signals intelligence operations against key European satellites the Financial Times reported citing European security officials."
X Link 2026-02-06T20:50Z [----] followers, [----] engagements
"@CharliekirK3225 @EpsteinJeffrey0 @Contagion0313 @Pregory1 @yachtmommii @trentkelp Idk if they just started following me or follow others on the space cadet space. Note that Kirilishka blocked me - preemptively lmao - after his anchorage meet with Trump tanked. I think he was afraid i was gonna roast him But now the Epstein does Israel Kremlin trolls abound"
X Link 2026-02-07T04:50Z [----] followers, [--] engagements
"@CharliekirK3225 @EpsteinJeffrey0 @Contagion0313 @Pregory1 @yachtmommii @trentkelp Before I block Charlie Christ propa account whos angry about me talking Epstein x Russia heres a little thread of just some of the Jeffrey x Russia tidbits. Bonuss he was equal opportunity and shorted the Ruble [--] days before Kremlin invaded Crimea (insiders always know) Kremlin moving into overdrive in attempt to downplay Epstein x Russia. Ho Hum. Very interesting they point finger at everyone else while claiming virgin sainthood. Meanwhile all those Russian girls constantly flown in all those Jeffrey x my"
X Link 2026-02-07T04:57Z [----] followers, [--] engagements
"Lumentum just keeps getting more interesting $lite When @elonmusk says he is going to do something I tend to pay attention. If you look at the reasons stated for merging SpaceX & xAI it is clear he is serious about building data centers in space. Which if you scratch enough you will see $LITE will have a big role to play. https://t.co/GAKiBrx72G When @elonmusk says he is going to do something I tend to pay attention. If you look at the reasons stated for merging SpaceX & xAI it is clear he is serious about building data centers in space. Which if you scratch enough you will see $LITE will"
X Link 2026-02-07T22:20Z [----] followers, [----] engagements
"@Ryan_In_Mi @unusual_whales If you listen to the [--] second video clip you'll realize that @unusual_whales told a straight up LIE and that Carney never called China an ally. The real question here is why is @unusual_whales adding words to create fake divisive news"
X Link 2026-02-08T00:11Z [----] followers, [---] engagements
"Wow Pretty incredible to see @unusual_whales add words to a quote creating divisive Fake News. The [--] second video shows Carney never called China an ally. Why is @unusual_whales blatantly Lying like this "Canada now finds 'China more predictable' ally than USA'" Prime Minister Carney has said. https://t.co/2mZNQ3V0Ki "Canada now finds 'China more predictable' ally than USA'" Prime Minister Carney has said. https://t.co/2mZNQ3V0Ki"
X Link 2026-02-08T00:13Z [----] followers, [----] engagements
"@YoloMoonLambo @FadedAlpha_ [--] - Kirill Dmitriev and the Kremlin. 🕊🪆🕊 Long live Western Chrisitian Civilization 🪆🕊🪆"
X Link 2026-02-09T03:46Z [----] followers, [---] engagements
"@psychprofits $teck up +100%"
X Link 2026-02-09T05:18Z [----] followers, [---] engagements
"So the bigger question is if Patel is just a front who is actually running the FBI A cousin of Sergio Gor America's closest allies gathered in London for the Five Eyes intelligence summit to discuss global security threats. Trump's FBI Director Kash Patel showed up worried about his workout schedule and where he could find a jet ski. A senior FBI executive said Patel's staff https://t.co/2P3lfEEAgL America's closest allies gathered in London for the Five Eyes intelligence summit to discuss global security threats. Trump's FBI Director Kash Patel showed up worried about his workout schedule"
X Link 2026-02-09T06:00Z [----] followers, [----] engagements
"wow $rig to acquire $val for $5.8B in stock forming a fleet of [--] rigs. Transocean will own 53% of new entity deal to close late [----] A mega monsters in offshore rig in the making A mega monsters in offshore rig in the making"
X Link 2026-02-09T16:17Z [----] followers, [----] engagements
"@sweden_ukr @Contagion0313 @MFCapital1902 😂 don't blame me if it doesn't work but it's going to be fun tracking $astl vs $clf performance this year"
X Link 2026-02-09T17:24Z [----] followers, [---] engagements
"@MFCapital1902 @sweden_ukr @Contagion0313 🎯 Break out imminent 🤞 I like it as a picks & shovels play on the Cdn defense spend coming. Most of the defense tickers have run but no one looking here. Good way for Americans to get beta to Cdn defense here too dual listed"
X Link 2026-02-09T19:14Z [----] followers, [--] engagements
"@MFCapital1902 @sweden_ukr @Contagion0313 Am trying to find more Cdn industrials but many have run / idk sector. If this doubling of grid happens + defence spend . @BUTTERSIAM1 . this is group i have on watchlist but need help . $lnr $rus $lif $hps.a $matr $mre $bepc $aco.x (atco arctic build already underway)"
X Link 2026-02-09T19:17Z [----] followers, [---] engagements
"@robin_j_brooks And how are they going to shut down Russia's darkfleet Robin Bonus: now that you've helped edge Europe into blocking those nasty Greeks from the trade completely what are odds we see ramp in sale of 2nd hand tankers. After all there's NOTHING BARRING THE SALE OF TANKERS 🤡"
X Link 2026-02-09T19:39Z [----] followers, [---] engagements
"@MarkJCarney @sweden_ukr 🤔 not big in the defence sector but they do have that satellite co so important to the american portion of norad. is luxembourg a secret arctic supporter and/or smell a good deal on defence bank financing"
X Link 2026-02-10T02:09Z [----] followers, [---] engagements
"America continues to break the trans Atlantic alliance. Long term Kremlin goal being delivered Less basing access for US undermines US security as defined in new NDS / less capable of addressing simultaneity. #StableGenius #RNWO NEW: According to an exclusive document obtained by La Lettre the United States is set to hand over two major NATO operational commands Joint Force Command Naples and Joint Force Command Norfolk to European allies marking a significant shift in how the Alliance is structured https://t.co/snWfFaqpMD NEW: According to an exclusive document obtained by La Lettre the"
X Link 2026-02-10T02:30Z [----] followers, [---] engagements
"Normally Id ignore posts like this except that its a @DrPippaM retweet. Secondly Canada was early leader in Quantum but ceded advantage. Can they make up for last time now Seems like global Govs are all in on q-com rn more than compute or sensors even. 🚨 CANADA IS BUILDING THE FUTURE OF THE INTERNET YOU WONT BELIEVE WHATS COMING NEXT Right now in Canada scientists and tech experts are quietly working on something that could change the internet forever and most people have no idea. Across the country researchers are https://t.co/jFYxXgcLTc 🚨 CANADA IS BUILDING THE FUTURE OF THE INTERNET YOU"
X Link 2026-02-10T05:02Z [----] followers, [----] engagements
"@Stockahlife @VASTCNC Dont worry. America is removing sanctions off Belarus and doesnt need one single thing from Canada"
X Link 2026-02-10T05:05Z [----] followers, [--] engagements
"Solid bounce on $eos $eopsf electro optic system post short report. Up 12% All I can say is there are VERY FEW high energy laser systems #helws (over 100kw) proven and deployed in the world. So far I count only four: $lasr $qq $7012 x $eos $eopsf"
X Link 2026-02-10T05:43Z [----] followers, [----] engagements
"Back when EOS was a buck & change. It took [--] months to break out of a multi-year wedge worth the wait. Now EOS making some moves to stay in the game with Marss acquisition & possibly relocating to Germany. This is their generational moment 🍿 https://x.com/Vmaxpax/status/1838085538190180501s=20 EOS intrigues me cause they just diluted shares restructured paid debt on time and did hard pivot from space laser to counter-drone lasers. And it looks like they have something brewing with Hanwha which if true is big. https://t.co/zARWoOvU8j https://x.com/Vmaxpax/status/1838085538190180501s=20 EOS"
X Link 2026-02-10T05:43Z [----] followers, [---] engagements
"Capable of sub-100-nanosecond accuracybetter than a millionth of a secondand secured using cryptographic techniques Iridium PNT signals are [----] times stronger than GNSS systems like GPS and work inside buildings with no need for an outdoor antenna"
X Link 2026-02-11T05:58Z [----] followers, [---] engagements
"Assured PNT 100Mn annual revenue for Iridium by end of decade requests to participate in beta program far exceeded expectations [--] years ahead embedded directly in smart phone & other consumer devices + new CYBERSECURITY using PNT / identify mgmt and authentication"
X Link 2026-02-12T13:48Z [----] followers, [---] engagements
"Iridium now up 13% Is it because of all those analyst questions honing in on PNT Iridium is an undervalued asset with major growth opps with ASIC PNT moving from (oversubscribed) beta to mainstream this year. $irdm"
X Link 2026-02-12T14:44Z [----] followers, [----] engagements
"On January [--] [----] Iridium officially announced that its NTN Direct (5G satellite) trials were successfully completed using Nordic Semiconductors nRF9151 module. https://investor.iridium.com/2026-01-21-On-Air-Trials-Underway-Iridium-NTN-Direct-Prepares-to-Enter-Beta-as-Testing-Continues https://investor.iridium.com/2026-01-21-On-Air-Trials-Underway-Iridium-NTN-Direct-Prepares-to-Enter-Beta-as-Testing-Continues"
X Link 2026-02-12T22:07Z [----] followers, [---] engagements
"Canadian owned companies helping US out of their deficits. I thought Donald said he doesn't need anything from the 🍁GWN Just think what happens if he kayboshes the N American Free Trade agreement & embraces Russia instead. Is that what Americans voted for Davie Defense has secured a contract to build five new Arctic Security Cutters for the US Coast Guard. https://t.co/8ZthfF2cuN Davie Defense has secured a contract to build five new Arctic Security Cutters for the US Coast Guard. https://t.co/8ZthfF2cuN"
X Link 2026-02-12T23:14Z [----] followers, [---] engagements
"@levandovsky @JeffreyRWRath 😂👍👍 yeah $su $cve $cnq etc. these guys not complaining. Plus more pipelines to BC probably coming. Thats gold. Later in the future if VZ pulls a Libya things could be different but who knows where America and the world will be in 3-5 years from now"
X Link 2026-01-24T03:22Z [----] followers, [---] engagements
""As part of The Growth Project RBC Thought Leadership is exploring the capital needed to accelerate growth in Canadas strategic industries. Volatus Aerospace $FLT stands out as an innovative Canadian aerospace company leading the way in drone technology.""
X Link 2026-01-24T17:37Z [----] followers, [----] engagements
"Voltaxplore: Ruggedized graphene batteries for extreme temperature variances where others fail Strategic partnership with Volatus in place the leader in Canadian Arctic unmanned supply & logistics with deep experience in long range BVLOS operations. $flt $takof x $gra $nnxpf $GRA & $NNXPF: Five [----] catalysts that could rerate this from $447M $2B+ market cap. VoltaXplore's battery play for drones & automotive is deeply undervalued. 🧵 https://t.co/j8olSjHE3n $GRA & $NNXPF: Five [----] catalysts that could rerate this from $447M $2B+ market cap. VoltaXplore's battery play for drones &"
X Link 2026-01-24T21:14Z [----] followers, [----] engagements
""Key opportunity driven by defence tailwinds and theres literally no scaled player thats building from a commercial first foundation as Volatus is." ⚡⚡ Yes $flt $takof #gwn #candefence #highnorth https://www.youtube.com/watchv=YK3MvIiQU_c https://www.youtube.com/watchv=YK3MvIiQU_c"
X Link 2026-02-06T05:07Z [----] followers, [---] engagements
"Nice beat on Kawasaki Heavy More than just great motorcycles. #lasers #dews $kwhiy $7012"
X Link 2026-02-09T17:23Z [----] followers, [---] engagements
"So . the Pentagon didn't coordinate with the FAA about their laser testing. Still this is the kind of news that moves lasers into the mainstream $lasr $ipgp $eopsf #helws"
X Link 2026-02-11T19:17Z [----] followers, [----] engagements
"NKT / Nexans / Prysmian"
X Link 2026-02-11T19:57Z [----] followers, [---] engagements
"🫡 h/t @sweden_ukr"
X Link 2026-02-11T19:57Z [----] followers, [---] engagements
"Successful "On-Air" trials for the NTN Direct (5G) waveform were confirmed. This proves the ASIC can talk to standard 5G devices Iridium won't be seen a niche satellite play for long"
X Link 2026-02-12T13:37Z [----] followers, [---] engagements
"I hear increase in focus on APAC areas especially for assured PNT. Makes a lot of sense. Jamming / spoofing hotspots Also major customer to leverage IRDM's PNT in [----]. Yes. My takeaway PNT moves from beta to mainstream this year. ETA for me remains June to start"
X Link 2026-02-12T13:59Z [----] followers, [---] engagements
"So on news of Trump possibly breaking America out of the North American free trade pact News of new America 🖤 Russia plan comes out. And real economy / real asset markets puke a little. Yes the future with Russia as BFF looks so bright 🕊🪆 BREAKING: Russia is considering moving back to the US Dollar as part of a wide-ranging economic partnership with President Trump per Bloomberg. The partnership would include: [--]. US and Russia working together on fossil fuels [--]. Joint investments in natural gas [--]. Offshore BREAKING: Russia is considering moving back to the US Dollar as part of a"
X Link 2026-02-12T19:06Z [----] followers, [---] engagements
"LMAO. The tired furus keep pushing "Reverse Nixon" (enticing Russia to cleave it away from China) 🤡 While completely IGNORING that Long Standing Kremlin goal of cleaving USA away from Europe eroding the TransAtlantic alliance hand delivered by Trump. Hard fade on Velina. Kremlin has proposed a wide-ranging economic partnership with Trump administration including its return to the dollar settlement system. Looking at the Russian seven points provided by @christogrozev it looks like Russia positions itself for reversed Nixon amid New Cold War. https://t.co/pc1KUfnc8k Kremlin has proposed a"
X Link 2026-02-12T19:29Z [----] followers, [---] engagements
"Interesting read on $IPGP Narrative driven more than fundamentals. Good timing with Dept of Homeland "testing" out their new #helws day before earnings ha. Impressive for $IPGP to hold a 30% post-earnings gain on a red tape. Even more interesting: move looks driven by core business inflection as nothing materially new was said about directed energy. As directed energy enters mainstream the setup is there for a further rerate as Impressive for $IPGP to hold a 30% post-earnings gain on a red tape. Even more interesting: move looks driven by core business inflection as nothing materially new was"
X Link 2026-02-12T21:21Z [----] followers, [---] engagements
"@AktienAkademie Exail is French. Maritime alt-gps leader so Id expect UK/EU mil to lean on them. I need to dbl check $qq. $cccx is in an experimental extra large UK UUV. But commercial options Scale Were not really there yet to my knowledge. Am thinking this is catalyst to propel"
X Link 2026-01-30T19:27Z [----] followers, [---] engagements
"$flt $takof CEO Lynch: "Volatus is a dual use logistics & aerial intelligence platform operating at a commercial scale & delivering mission critical services in regulated environments like energy infrastructure & public safety "
X Link 2026-02-06T04:59Z [----] followers, [---] engagements
"They wrote it right into a slide "Defence and sovereign demand provides asymmetric upside not execution dependency" ⚡ Lynch also reiterated no guidance on defence even though strong tailwinds. $flt $takof @pennycheck @sweden_ukr @BlackScholesMan"
X Link 2026-02-06T05:23Z [----] followers, [---] engagements
"$ipgp finally getting media attn. c-uas platform "crossbow" = lockheed martin A US tech company positions a compact high-energy laser system as a cost-conscious solution against increasingly sophisticated drone swarms https://t.co/8u3W54iZSK A US tech company positions a compact high-energy laser system as a cost-conscious solution against increasingly sophisticated drone swarms https://t.co/8u3W54iZSK"
X Link 2026-02-06T21:08Z [----] followers, [----] engagements
"Volatus CEO on new Alpha Wolf interview "Arctic sovereignty is the next major topic" "As we prepare our products for the arctic I think Canadas commitment and investment in the arctic is going to be substantial" $flt $takof https://www.youtube.com/watchv=bZm_KnEzWhs https://www.youtube.com/watchv=bZm_KnEzWhs"
X Link 2026-02-10T21:25Z [----] followers, [----] engagements
"High North Arctic Basket $flt / $takof $irdm $ses / $sgbaf $cpsh $hai.to $qess / $qessf $gra.to I'll fade Greenland Annexationists every day of the week & raise them joint-command NORAD w EU inter-operability defensible airspace that's also ground zero for a golden dome #GWN🍁"
X Link 2026-02-10T21:39Z [----] followers, [----] engagements
"@BlackScholesMan @blissfltht In canada idk . from what i've seen so far Bae Systems & Raytheon Cda the two intl primes integrators for JORN with ground stations probably going to Calian $cgy.to + for local sat coverage but interoperable with SES & IRDM http://tsat.to http://mda.to http://tsat.to http://mda.to"
X Link 2026-02-10T23:46Z [----] followers, [---] engagements
"Robin singling out the "Greeks" again Russia heavily bought Aframaxes the size needed for their ports and Greeks held many Ridgebury USA sold their entire fleet to the Russians. Frontline $fro sold a tanker to the Russians US Treasury ENDORSED selling tankers to the Russians Greece is reportedly blocking the EU's 20th sanctions package. Since Russia's invasion of Ukraine Greece has on every occasion obstructed and caused the people of Ukraine immeasurable harm. Worst of all Greece helped Russia build the shadow fleet. https://t.co/VaePWJjXXC https://t.co/6al8EFftID Greece is reportedly"
X Link 2026-02-11T07:21Z [----] followers, [----] engagements
"Make sure you bury them deeeeeeep Europe $hlx $fet Arctic Way Cable System a project designed to establish a resilient high-speed fiberoptic connection between mainland Norway Jan Mayen and the Svalbard archipelago: https://t.co/IVgKS91cHN Arctic Way Cable System a project designed to establish a resilient high-speed fiberoptic connection between mainland Norway Jan Mayen and the Svalbard archipelago: https://t.co/IVgKS91cHN"
X Link 2026-02-11T19:43Z [----] followers, [----] engagements
"$lasr nLight $LASR s CEO Scott Keeney at TD Cowen conference Most of these i was aware of new thing for me was usage in hypersonic 1) vertically integrated from the semiconductor chip all the way through to complete high-power laser subsystems. 2) defense is the core market 1/10 nLight $LASR s CEO Scott Keeney at TD Cowen conference Most of these i was aware of new thing for me was usage in hypersonic 1) vertically integrated from the semiconductor chip all the way through to complete high-power laser subsystems. 2) defense is the core market 1/10"
X Link 2026-02-12T02:55Z [----] followers, [----] engagements
"Iridium has officially opened applications for Beta Evaluation Kits. Desch noted "extraordinary interest" from automotive and critical infrastructure sectors. The 8mm x 8mm Advantage: chip's tiny footprint and its ability to provide "Stratum-1" timing stability"
X Link 2026-02-12T13:37Z [----] followers, [---] engagements
"I'm losing connection but seems one analyst (Jim) gets it starts w Irdm is undervalued asset. Q. is ASIC PNT chip is on drones in war zones a solution for jamming. A Y. That revenue for this segment going from less than 10mn to 100mn is significant will they break it out"
X Link 2026-02-12T14:29Z [----] followers, [---] engagements
"Desch said it. The assured PNT vertical isn't so much about the service revenue it will generate as it's "ASIC ENABLING APPLICATIONS" Razor (Asic) / Blade (Data/Subscriptions) model Beta oversubscribed. Partners designing-in. Easily integrated"
X Link 2026-02-12T14:40Z [----] followers, [---] engagements
"Volatus the under-valued play in the drone ecosystem with market not yet understanding where this company is heading & catalysts ahead. CEO not guiding for defence but recognizes the asymmetry and position of his co. Great run down & graphic by Mike here $flt $takof $FLT.V & $TAKOF - Canada's Arctic Defense Infrastructure Play The market sees a drone training company. We see Canada's answer to Arctic sovereignty & $ONDS partnership with catalyst stacking. Here's why the April [--] budget could be a game-changer for @DroneDeliveryCa 🧵 https://t.co/VK5IXl2SJ1 $FLT.V & $TAKOF - Canada's Arctic"
X Link 2026-02-12T17:58Z [----] followers, [----] engagements
"@steelmarketnews Maybe commodity is fine but the market reaction to this double whammy news is not. $astl $clf Most all of us hope for an end to Russia's wars but removing sanctions on them does not achieve that rather it gives more fuel to their war engine"
X Link 2026-02-12T19:26Z [----] followers, [---] engagements
"@steelmarketnews EU's consumption of RU goods continues to dwindle trend down. It's USA who's lifted sanctions off Belarus. EU's living standards are very high and have been increasing. The new fiscal stimulus and pivot in EU defence sectors is a demand driver for industrials and steel"
X Link 2026-02-12T19:39Z [----] followers, [--] engagements
"@CryptoCaveMan24 Well that's "neutral" Austria for you"
X Link 2026-02-12T19:49Z [----] followers, [--] engagements
"@memely @dan_tmt @grok It's not. It's Iridium's pivot into unjammable unspoofable ASIC PNT CHIP that is. Oversubscribed beta testing. Contract with DoT in process for 5G hardening amonst others (FAA NORAD global maritime & aviation). Commercial launch this June"
X Link 2026-02-12T20:31Z [----] followers, [--] engagements
"@beach_trades @ascharya108 how is $sypr a dew play"
X Link 2026-02-12T21:21Z [----] followers, [--] engagements
"Confirmation of Iridium's breakthrough unjammable unspoofable ASIC PNT Chip from today's call Rev expected +100mn annually by [----] not including the new cybersecurity applications Beta test oversubscribed Launch in June Just a note that Nordic Semi $nod is making them🧵 Matt Desch CEO of Iridium This is a first. To provide this type of capability on a global basis has never been done before. The size low cost and scalability of this solution to protect GPS is a major breakthrough https://t.co/FYlx7Jis9m Matt Desch CEO of Iridium This is a first. To provide this type of capability on a global"
X Link 2026-02-12T22:07Z [----] followers, [----] engagements
"🔥This is great $maxq $maxqf Stifel one of few covering emerging defence tech and early to the beat. Also one of the licensed funds with access to the US Gov "Office of Strategic Capital" multibillion dollar fund for VCs to invest in emerging defence So they know their stuff $MAXQ $MAXQF Stifel initiates coverage of Maritime Launch Services and #SpaceportNovaScotia with a Buy rating and a price target of Cdn$0.75 (USD$0.55). Canada's first commercial spaceport is attracting major investment attention as it turns to full construction. 🚀 $MDA https://t.co/nMTwrxsUux $MAXQ $MAXQF Stifel"
X Link 2026-02-12T23:05Z [----] followers, [---] engagements
"I've been talking about this probability that USA pushes nuclear enrichment stockpiling & proliferation. Solstice announcement happening right on heels of US President Trump not renewing the New Start Treaty no coincidence imo. #uranium $sols $u.un The US' sole uranium conversion facility is increasing its output by 20%. The facility converts yellowcake uranium into (gaseous) UF6 that is the input material for the uranium enrichment process. Article link in reply. https://t.co/fbySREUYjb The US' sole uranium conversion facility is increasing its output by 20%. The facility converts"
X Link 2026-02-12T23:48Z [----] followers, [---] engagements
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