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# ![@Vmaxpax Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1497096338277744641.png) @Vmaxpax V*

V* posts on X about $lasr, ai, $eos, eos the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::1497096338277744641/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1497096338277744641/c:line/m:interactions.svg)

- X Week XXXXXX -XX%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXX +430%
- X Year XXXXXXXXX +210%

### Mentions: XX [#](/creator/twitter::1497096338277744641/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1497096338277744641/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XXX -XX%
- X Months XXXXX +130%
- X Year XXXXX +47%

### Followers: XXXXX [#](/creator/twitter::1497096338277744641/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1497096338277744641/c:line/m:followers.svg)

- X Week XXXXX +2.30%
- X Month XXXXX +2.80%
- X Months XXXXX +89%
- X Year XXXXX +142%

### CreatorRank: XXXXXXX [#](/creator/twitter::1497096338277744641/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1497096338277744641/c:line/m:influencer_rank.svg)

### Social Influence

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

**Social topic influence**
[$lasr](/topic/$lasr) 5.83%, [ai](/topic/ai) 5%, [$eos](/topic/$eos) #11, [eos](/topic/eos) #387, [$qq](/topic/$qq) 4.17%, [canada](/topic/canada) 3.33%, [$dpro](/topic/$dpro) 3.33%, [$els](/topic/$els) #3, [acquisition](/topic/acquisition) 2.5%, [russia](/topic/russia) XXX%

**Top accounts mentioned or mentioned by**
[@kairospraxis](/creator/undefined) [@madcapcap](/creator/undefined) [@blackscholesman](/creator/undefined) [@4n4lisis](/creator/undefined) [@pregory1](/creator/undefined) [@stockaholic5](/creator/undefined) [@aktienakademie](/creator/undefined) [@giammaiot2](/creator/undefined) [@pennycheck](/creator/undefined) [@madcap_cap](/creator/undefined) [@vastcnc](/creator/undefined) [@airassets](/creator/undefined) [@arr3ch0](/creator/undefined) [@latinmilav](/creator/undefined) [@captnemoii](/creator/undefined) [@ianellisjones](/creator/undefined) [@vcdgf555](/creator/undefined) [@bobgourley](/creator/undefined) [@lordpos3idon](/creator/undefined) [@flightwatcher1](/creator/undefined)

**Top assets mentioned**
[Vaulta (A)](/topic/$eos) [QQCoin (QQ)](/topic/$qq) [Ethlas (ELS)](/topic/$els) [Teledyne Technologies Incorporated (TDY)](/topic/$tdy) [Moeda Loyalty Points (MDA)](/topic/$mda) [c8ntinuum (CTM)](/topic/$ctm) [MobileCoin (MOB)](/topic/$mob) [BigBear.ai Holdings, Inc. (BBAI)](/topic/$bbai) [Karman Holdings Inc. (KRMN)](/topic/$krmn) [Noble Corporation (NE)](/topic/$ne) [Raytheon Technologies Corp (RTX)](/topic/$rtx) [Limitus (LMT)](/topic/$lmt) [Ondas Holdings Inc. Common Stock (ONDS)](/topic/$onds) [BlackSky Technology Inc. (BKSY)](/topic/$bksy) [VeChain (VET)](/topic/$vet) [Walmart, Inc. (WMT)](/topic/$wmt) [Frontline Ltd. (FRO)](/topic/$fro) [Ormeus Ecosystem (ECO)](/topic/$eco) [dHedge DAO (DHT)](/topic/$dht) [International Seaways, Inc. Common Stock (INSW)](/topic/$insw) [ODDITY Tech Ltd. Class A Ordinary Shares (ODD)](/topic/$odd) [AAR Corp. (AIR)](/topic/$air)
### Top Social Posts
Top posts by engagements in the last XX hours

"wow. big deficit to fill in Canada. $feim $mda $cgy $cccx and many more"  
[X Link](https://x.com/Vmaxpax/status/1965874888096551276)  2025-09-10T20:27Z 3647 followers, 1520 engagements


"Castellum up XX% 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 3647 followers, 1112 engagements


"@AktienAkademie Maybe Australian market open now and the drone related companies are green. $dro $els $eos"  
[X Link](https://x.com/Vmaxpax/status/1987685776705135031)  2025-11-10T00:56Z 3647 followers, XXX engagements


"Except where clearly noted these are excerpts spoken directly from Draganfly CEO himself on earnings call today. He's bullish and confident. After all those raises balance sheet is strong + product and team are strong going into a 2026 chock full of tailwinds. $dpro"  
[X Link](https://x.com/Vmaxpax/status/1988762242112974904)  2025-11-13T00:14Z 3647 followers, 1483 engagements


"Draganfly secures strategic Asian-Pacific order Commander 3Xl drone "first phase of a formal evaluation process" "order is expected to serve as the foundation for a broader multi-phase acquisition program" $dpro up +4% today"  
[X Link](https://x.com/Vmaxpax/status/1991577252891619776)  2025-11-20T18:39Z 3647 followers, XXX engagements


"@KairosPraxis Dust hasn't settled yet. Lots of failures this summer not widely reported including AVAV (Alaska tests interceptor drone) ShieldAI's Vbat Saronic Peter Thiel's German darling Winning: Auterion (AI chip) Antonov's LYUTYI"  
[X Link](https://x.com/Vmaxpax/status/1991593770522181956)  2025-11-20T19:45Z 3648 followers, XXX engagements


"@KairosPraxis Why I prefer picks & shovels over manufacturers. But am long $dpro asymmetry and $onds for c-uas with Sentrycs acquisition (game changer imo) Curious to see what happens with $tdy Going into next year $mob $els.ax $lpth $lasr $bbai $eos.ax $kopn all have my attention"  
[X Link](https://x.com/Vmaxpax/status/1991594829210611972)  2025-11-20T19:49Z 3648 followers, XXX engagements


"Did you buy the dip anon $bksy"  
[X Link](https://x.com/Vmaxpax/status/1993430079695995295)  2025-11-25T21:22Z 3649 followers, 2135 engagements


"Re DragonFire QinetiQ "Using our design for a coherently combined fibre laser & associated phase control system we've developed precision laser source technology that can direct laser output with extreme accuracy achieving enhanced power density on a target at range""  
[X Link](https://x.com/Vmaxpax/status/1994151361467043960)  2025-11-27T21:08Z 3649 followers, XXX engagements


"It will be natural evolution for LDEWs to go from Naval ships to being mounted on drones. $qq. Australia's first mover laser weapon co Electro Optic Systems $eos.ax just recently acquired an interceptor drone company. Get ready for a different world"  
[X Link](https://x.com/Vmaxpax/status/1994151368182125035)  2025-11-27T21:08Z 3648 followers, XXX engagements


"@madcap_cap @oakleybmiller @KairosPraxis Germany just gave $ to Rheinmetall to develop ldews. $eos (ceo is ex-rheinmetall) protested it kicked up a storm piece in FT about it. Govt turned around gave $eos contract thru another German defence co. So Id rule Germany out"  
[X Link](https://x.com/Vmaxpax/status/1994238977147019426)  2025-11-28T02:56Z 3647 followers, XXX engagements


"Fortem one of the finalists in DIU **low cost** C-UAS competition provides end to end distributed radar AI at the Edge deep sensor integration autonomous drone capture. Backed by LMT Toshiba Mubadala DCVC venture cap Is there really a Moat in C-UAS (outside of LDEWS)"  
[X Link](https://x.com/Vmaxpax/status/1994848052813930908)  2025-11-29T19:16Z 3649 followers, 1643 engagements


"bonus UK X. QinetiQ $qq (spin out of UK MOD research wing) starting on FSOs X. Mbryonics (private) full suite optical communication solutions space & ground Note new alliances / "sovereign" trend EU x Canada (eg MDA using TESAT) UK standalone + bridge btw US-EU USA x Israel"  
[X Link](https://x.com/Vmaxpax/status/1995223101664268712)  2025-11-30T20:07Z 3648 followers, XXX engagements


"@BenniKim @JZ281C Yes + lots of focus overcoming constraint. Am seeing these areas: X. waveguide technology X. adaptive optics X. software/algo picking overlays (china had announcement on this over summer) X. nano single photon detector (plus kinetic lasers eg $lasr $qq)"  
[X Link](https://x.com/Vmaxpax/status/1995226932200562788)  2025-11-30T20:22Z 3649 followers, XXX engagements


"Bright future for $vet. Appears that windfall taxes and regulations around extraction also loosening in several jurisdictions"  
[X Link](https://x.com/Vmaxpax/status/1996454273509675285)  2025-12-04T05:39Z 3647 followers, 1418 engagements


"@sweden_ukr @ArchaicTriad i use ibkr"  
[X Link](https://x.com/Vmaxpax/status/1997766450526789891)  2025-12-07T20:33Z 3648 followers, XX engagements


"Already used by Walmart $wmt since 2023 for their Drone Up delivery program as these mega vendors and others expand programs they'll all need reliable BVLOS solutions to satisfy regulators. Enter Elsight HALO"  
[X Link](https://x.com/Vmaxpax/status/1998214755454963756)  2025-12-09T02:14Z 3648 followers, XXX engagements


"$dro.asx $eos.asx $els.asx (via auterion) Droneshield first mover counter-drone RF expert battle tested now integrating protocol based mitigation (safely take over land drone & locate operator) Electro Optic System pure play kinetic lasers suite of counter-drone products"  
[X Link](https://x.com/Vmaxpax/status/1972048300867309724)  2025-09-27T21:18Z 3651 followers, 1555 engagements


"$dpro $flt.tsx $takof"  
[X Link](https://x.com/Vmaxpax/status/1973819787630502021)  2025-10-02T18:38Z 3651 followers, 2608 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 3651 followers, 1505 engagements


"New release today worth a read. It appears Elsight intends to announce #altgps offerings soon as well. Disclaimer: I'm long this company all year. $els.asx (No OTC/pink slip)"  
[X Link](https://x.com/Vmaxpax/status/1982679307848970559)  2025-10-27T05:22Z 3649 followers, XXX engagements


"Heads up $png.tsx $krknf fans - THIS IS ALREADY PRICED IN. Announced awhile ago and it's not like Australia is going to do another Billion+ Ghost Shark order. Think about it"  
[X Link](https://x.com/Vmaxpax/status/1984314104304279967)  2025-10-31T17:38Z 3650 followers, 2609 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 🍿"  
[X Link](https://x.com/Vmaxpax/status/1990543642453553285)  2025-11-17T22:12Z 3651 followers, 1723 engagements


"Sweden & Canada launch strategic partnership serving as political framework to further deepen the relationship and enhance the countries ability to address common challenges Delegation participants able to join X of X industry tracks defence & security or electrification"  
[X Link](https://x.com/Vmaxpax/status/1990939440274092343)  2025-11-19T00:25Z 3651 followers, XXX 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 3652 followers, XXX engagements


"MW Group Ovzon AB Saab Sandvik Scandinavian Astor Group SeaTwirl AB Sferical AI SKF SOAL Marine Group Speed Identity Stegra Stockholm Business Region Systecon Techarenan Group AB Unibap Space Solutions Vinnova Wallenberg Investments"  
[X Link](https://x.com/Vmaxpax/status/1990939449505767853)  2025-11-19T00:25Z 3652 followers, XXX engagements


"Oh boy were entering the champagne phase. As soon as the hookers start showing up Ill be looking for the exit 😂🙏 $tk $fro $eco"  
[X Link](https://x.com/Vmaxpax/status/1991016095143374899)  2025-11-19T05:30Z 3652 followers, 1738 engagements


"@madcap_cap @KairosPraxis I don't think Dragonfire is nLight I think it's QinetiQ. Breakthroughs are in Coherent Beam Combination (CBC) combines multiple laser beams into a single high-power beam while maintaining high beam quality. $lasr is vertically integrated leader but QinetiQ:"  
[X Link](https://x.com/Vmaxpax/status/1993920912157233620)  2025-11-27T05:52Z 3649 followers, XXX engagements


"@madcap_cap @KairosPraxis But is nLight a subcontractor for $qq. Gemini says probably. I think the speculation is around an undisclosed intl with for $lasr + the quotes you've both highlighted + timing of dragonfire announcement. Idk. Dragonfire has been in the works for a while"  
[X Link](https://x.com/Vmaxpax/status/1993922102060339473)  2025-11-27T05:57Z 3649 followers, XXX engagements


"@madcap_cap @KairosPraxis I guess time will tell. I've been meaning to look at $qq for awhile. to work in earth all these new HDEWs require: X adaptive optics for atmospheric correction + X coherently combined lasers + X beam control systems $lasr is leader here but i'd expect others to pop up"  
[X Link](https://x.com/Vmaxpax/status/1993923149906559143)  2025-11-27T06:01Z 3649 followers, XXX engagements


"@madcap_cap I still need to look at the financials but think Ai in prescription eyewear / contacts super interesting. Damn $odd was trying to do this for makeup and got traction but I see actual value here. Going to order some contacts & see if it's really that easy. end lol"  
[X Link](https://x.com/Vmaxpax/status/1994304615626801358)  2025-11-28T07:17Z 3651 followers, XXX 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 3651 followers, XXX engagements


"4. VIASAT $vsat a) "RF silent" Mercury FSO Terminal for ground-to-ground / ship-to-ship type links b) **cross orbit** OSILs to link Leo/Geo etc. Won U.S. Space Force Enterprise Space Terminal Phase X c) Optical Ground stations. /end"  
[X Link](https://x.com/Vmaxpax/status/1995218043694370869)  2025-11-30T19:47Z 3651 followers, XXX engagements


"@giammaiot2 @4n4lisis @AirAssets @Arr3ch0 @LatinMilAv @CaptNemoII @ianellisjones @vcdgf555 @bobgourley @LordPos3idon @Flightwatcher1 @GrandpaRoy2 @MariaCorinaYA @Urruchurtu Maybe . I've been watching dvlpments on this and so far no real winners. Maybe US has something up their sleeve since they departed Red Sea but doubt it. Lots of failures this summer. Rn pressure on for C2 and sensor fusion. Note $saic just won $1.4B COBRA contact. $cmtl"  
[X Link](https://x.com/Vmaxpax/status/1995587435447927273)  2025-12-01T20:14Z 3651 followers, XXX engagements


"@BlackScholesMan 🔥 Gemini kept refusing my request to parse 1014 list lol. Also saw Telos - $TLS Elma Electronic (Swiss) - $ELMN Spire Global - $SPIR Iron Mountain Solutions - $IRM Interesting to see emphasis on data/integration side + several new gen players (Merlin Hermeus Saronic etc)"  
[X Link](https://x.com/Vmaxpax/status/1996299651193147415)  2025-12-03T19:25Z 3649 followers, XXX engagements


"@pennycheck @StoryTrading $els.ax $pdyn $bbai"  
[X Link](https://x.com/Vmaxpax/status/1996302602196451746)  2025-12-03T19:36Z 3651 followers, XXX engagements


"@AktienAkademie Am liking the channel $els has been carving out a lot. And with $mob monster move today . 🤞 $eos is outwardly aligning with EU and that group moving to a bit of different beat (ceasefire) if it drops more I'll be a big buyer"  
[X Link](https://x.com/Vmaxpax/status/1996346833631850769)  2025-12-03T22:32Z 3651 followers, XX engagements


"@AktienAkademie From what I've see $mob's top customer is $tdy. If they get program of record would be huge for mob. $els is onboarded in ondas products skydio (as of spring this year) and now a finalist in US DIU pipeline. $eos in both US/EU but watch recent presentation it's key"  
[X Link](https://x.com/Vmaxpax/status/1996348945099059648)  2025-12-03T22:40Z 3651 followers, XX engagements


"@KairosPraxis @no_cap_cap @pennycheck Nice thread c-uas plus megawatt vertical coming to a theatre near you soon (golden dome / sda boost phase interceptors). Nat sec/technical moat for US x Israel. The recent $eos presentation was super insightful/bullish and sheds some light on $lasr as well"  
[X Link](https://x.com/Vmaxpax/status/1996351894705545724)  2025-12-03T22:52Z 3651 followers, XXX engagements


"@pietercleppe @maria_drutska The Siloviki already wage war and threaten you with nukes yet you are afraid of break down in Russia and an opposing force gaining control Lmao. Russia already on tip of collapse you can thank US and Bessent for that. Wheres Lukoil Gunvor is a Russian puppet"  
[X Link](https://x.com/Vmaxpax/status/1996447949841481960)  2025-12-04T05:14Z 3651 followers, XXX engagements


"@psychprofits 🔥 Good I've been very long $ne since low 20s. Added $slb recently. Pretty much equal weight now between offshore/ofs + metals & select defence tech. refiners too starting to dip toes in producers but still except $cl flush on ceasefire"  
[X Link](https://x.com/Vmaxpax/status/1996662448364179595)  2025-12-04T19:26Z 3649 followers, XXX engagements


"Per resolutions end of November European space budget increased by XX% over the previous three-year period to 22.1bn the largest in ESA's history. Based on ESA Member States subscriptions $AVIO expects new contracts to be awarded for over 600m in the period 2026-2027"  
[X Link](https://x.com/Vmaxpax/status/1996982468227035350)  2025-12-05T16:38Z 3651 followers, XXX engagements


"Vega C improvements + introduction of the new P160 first stage of a new navigation system Space Rider Production capacity increase effort targeting increased flight rates for both Vega C and Ariane X High Thrust Engine (MR60)"  
[X Link](https://x.com/Vmaxpax/status/1996982474078068963)  2025-12-05T16:38Z 3651 followers, XXX engagements


"And on the solid rocket motor $AVIO receives new orders from MBDA for over 35M But also very interesting growth with $RTX and AVIO announcing solid rocket motor plant in USA and now AVIO signs up $LMT for preferred access. Bottle neck anyone"  
[X Link](https://x.com/Vmaxpax/status/1996982480369602995)  2025-12-05T16:38Z 3651 followers, XXX engagements


"Chase Nah sit back and enjoy the action $borr $rig $ne"  
[X Link](https://x.com/Vmaxpax/status/1996997535047864428)  2025-12-05T17:38Z 3649 followers, 1497 engagements


"Set a reminder for Sunday space on high wattage Lasers SHIELD macro trends in defence with @BlackScholesMan @sweden_ukr and more"  
[X Link](https://x.com/Vmaxpax/status/1997136300554506420)  2025-12-06T02:49Z 3651 followers, 2849 engagements


"take X ;) Elsight $els.ax now up XX% since October correction. It's HALO connectivity solution has been onboarded by Ondas and Skydio and it's also in the DIU pipeline But I'm most excited about its prospects as commercial drone segment opens up. Elsight does both markets"  
[X Link](https://x.com/Vmaxpax/status/1998214749876629547)  2025-12-09T02:14Z 3651 followers, XXX engagements


"@AndersSjastad @Geo_papic 🙏 Y I just expect better from 'experts'. Watch out for this "reverse-Nixon" nonsense too. Narrative that US x Russia friendship a way to split Ru from China lmao and never consider that Russia x US friendship might strategy to split from Europe Kremlin goal"  
[X Link](https://x.com/Vmaxpax/status/1998484253953147158)  2025-12-09T20:05Z 3651 followers, XX engagements


"Some big events happening in Yemen recently. Saudi and UAE (vyying factions) both moving in"  
[X Link](https://x.com/Vmaxpax/status/1998485517571338254)  2025-12-09T20:10Z 3652 followers, XXX engagements


"@4n4lisis Not sure the Saudis or UAE were invited but there's not much Houthis can do about it at this point. Hopefully we see some type of development plan. Less warring and more stability would be welcome"  
[X Link](https://x.com/Vmaxpax/status/1998650638410854727)  2025-12-10T07:06Z 3651 followers, XX engagements


"EuTelsat and Tusass expand strategic partnership to bring resilient LEO connectivity to Greenland ⚡ - via Reuters $etl.euronext $eutlf"  
[X Link](https://x.com/Vmaxpax/status/1973778994500981125)  2025-10-02T15:55Z 3650 followers, XXX engagements


"Teck is the largest germanium producer in North America. They get zinc-ore from Alaska and process it at their Trail BC Canada smelter (major heavy industrial smelter. Hockey team is called "Smoke Eaters") Germanium plays: $teck $fwz.tsx (lundins) $lpth (germanium-free optics)"  
[X Link](https://x.com/Vmaxpax/status/1976376796636643618)  2025-10-09T19:58Z 3651 followers, 3085 engagements


"Airbus Thales Leonardo to pool satellite activities; New venture to employ 25000 generate XXX bln euros in revenue 🔥🔥 Who benefits EuTelsat $etl $etcmy"  
[X Link](https://x.com/Vmaxpax/status/1981383691827118330)  2025-10-23T15:34Z 3650 followers, XXX engagements


"Karman $krmn Customer & Revenue breakdown XX% tactical missile systems & hypersonics XX% space & launch balance govt RnD Top customers: LMT NOC SpaceX + KTOS RKLB Anduril etc Valuation up there tho beta 1.39"  
[X Link](https://x.com/Vmaxpax/status/1991379811986731299)  2025-11-20T05:35Z 3650 followers, 1087 engagements


"@madcap_cap what's old is new again. fashion just one big cycle. sometimes i miss it but then again not really Nike got murdered for switching to pure DTC and ditching brick and mortar. Still haven't dug themselves out. A boon for $onon & $as. You need both online omni + real life"  
[X Link](https://x.com/Vmaxpax/status/1994309491865559153)  2025-11-28T07:36Z 3650 followers, XXX engagements


"Oil not dead is 🔥 After all the run downs (and there's many) it all comes down to last lines about ceasefire Funny thing @OilCfd may look at $rhm + $ldo for hints but I look at oil. We're a circle too. Yet at end of day it's Urals who tell the truth"  
[X Link](https://x.com/Vmaxpax/status/1995377977551736901)  2025-12-01T06:22Z 3651 followers, XXX engagements


"@giammaiot2 @4n4lisis @AirAssets @Arr3ch0 @LatinMilAv @CaptNemoII @ianellisjones @vcdgf555 @bobgourley @LordPos3idon @Flightwatcher1 @GrandpaRoy2 @MariaCorinaYA @Urruchurtu Also Castellum $ctm got a $XX million award *while the govt was shutdown*. Their mkt cap is only $XX mn. My understanding is they're a tech on boarder/integrator for SouthCom. Apparently this award connected to their sub Specialty Systems"  
[X Link](https://x.com/Vmaxpax/status/1995589073747182008)  2025-12-01T20:21Z 3650 followers, XXX engagements


"@LordPos3idon @giammaiot2 @4n4lisis @AirAssets @Arr3ch0 @LatinMilAv @CaptNemoII @ianellisjones @vcdgf555 @bobgourley @Flightwatcher1 @GrandpaRoy2 @MariaCorinaYA @Urruchurtu with 4n$ and Giam hard to go wrong ;) Yes massive shift occurring: commodification + ai + directed energy. And hard not to be bullish on quantum sensing longterm. Also sensor *fusion* taking on critical role (even for q-nav) MEMS tech like $stm $sitm $mpti"  
[X Link](https://x.com/Vmaxpax/status/1995602820469489986)  2025-12-01T21:16Z 3650 followers, XXX engagements


"✅ Strengthening Military Communication in the Arctic a project Canadian government documents indicate could have a price tag of over $5B CAD $tsat $mda"  
[X Link](https://x.com/Vmaxpax/status/1998464602896551964)  2025-12-09T18:47Z 3650 followers, 1322 engagements


"@BlueDuckCap 💯 I don't think it's a secret that $TDY is $MOB's top defence customer with repeated orders. If Teledyne gets a program of record will be fantastic for them. And was interesting hearing in earnings call MOB talking about that possibility for their Tier X customer"  
[X Link](https://x.com/Vmaxpax/status/1998535268714885626)  2025-12-09T23:28Z 3651 followers, XXX engagements


"@JacobKeeton20 re NDAA on Golden Dome section what caught my eye. Confirmation of *directed energy* tech for interceptors $lasr @VASTCNC"  
[X Link](https://x.com/Vmaxpax/status/1998571408956469526)  2025-12-10T01:52Z 3650 followers, XXX engagements


"@JacobKeeton20 @VASTCNC And @VASTCNC you're totally right about Skyloom for FSO / optical ground stations i had only been focusing on them re their optical satellite links. Skyloom has project with $os.mil for Europe on Quantum Encryption systems so Skyloom has range and now under $ionq"  
[X Link](https://x.com/Vmaxpax/status/1998572202170433919)  2025-12-10T01:55Z 3650 followers, XXX engagements


"Great space wide range being discussed tonight. My only issue is mega dose of confirmation bias"  
[X Link](https://x.com/Vmaxpax/status/1998577622771810458)  2025-12-10T02:16Z 3650 followers, 1997 engagements


"Anticipated. Palantir was part of the group with HII GD Hyundai Heavy + Naval Admiral who wrote the white paper on new AM shipbuilding. These guys laid the groundwork last winter. Hudson Institute fed policy to Trump admin. Their webinars were worth watching"  
[X Link](https://x.com/Vmaxpax/status/1998635183990518267)  2025-12-10T06:05Z 3650 followers, XXX engagements


"Despite the issues w/mgmt dumping Aussies apparently are playing. $dro.ax up 16%"  
[X Link](https://x.com/Vmaxpax/status/1998650144401903856)  2025-12-10T07:05Z 3650 followers, XXX engagements


"@floatpisces ✅ I had a very good run with Droneshield 10x was in from Dec XX. Viewed them as first mover advantage with early EU/NATO procurement approval. And was super pleased to see Sentrycs integration . until Ondas bought that company ugh. Have a very small position still"  
[X Link](https://x.com/Vmaxpax/status/1998827572105265517)  2025-12-10T18:50Z 3650 followers, XX engagements


"@peonyKingOF Drones & rockets aside reviewed my book on weekend and realized am holding an embarrassing amount of satellite cos across nations. Apparently i'm here for the global wave"  
[X Link](https://x.com/Vmaxpax/status/1998851585510879271)  2025-12-10T20:25Z 3650 followers, XXX engagements


"@madrush222 degen 😆 barbell with $irdm legacy left for ded but who has all the large wave length spectrum that kept popping up in the NDAA budget announcement"  
[X Link](https://x.com/Vmaxpax/status/1998856885223707050)  2025-12-10T20:46Z 3650 followers, XXX engagements


"Let's go If Kubilius wants it . expect it"  
[X Link](https://x.com/Vmaxpax/status/1998861450409017841)  2025-12-10T21:04Z 3650 followers, XXX engagements


"This Space Act + largest budget for ESA ever very positive and Pro Business "The biggest simplification is to have one single set of rules instead of XX different sets of rules" not usa tickers: $etl $ses $avio $ovzon $os etc"  
[X Link](https://x.com/Vmaxpax/status/1998863463708504127)  2025-12-10T21:12Z 3650 followers, XXX engagements


"Nice list. A few adds: Rocket Lab doesn't have monopoly on launch - but $AVIO.mil does have big moat for Europe and its solid state rockets are coming to America with $rtx and $lmt on board. $GILT quite interesting $TSAT cdn comms. There's a lot going on in space sector 🪐"  
[X Link](https://x.com/Vmaxpax/status/1998909182909755778)  2025-12-11T00:14Z 3650 followers, XXX engagements