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

V* posts on X about $elsasx, drone, $cccx, $exa the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

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

- X Week XXXXXX +21%
- X Month XXXXXXX +168%
- X Months XXXXXXX +243%
- X Year XXXXXXX +114%

### 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 XXX -XXXX%
- X Month XXX +14%
- X Months XXXXX +42%
- X Year XXXXX +41%

### 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 +3.30%
- X Month XXXXX +23%
- X Months XXXXX +88%
- X Year XXXXX +138%

### 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 [#](/creator/twitter::1497096338277744641/influence)
---

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

**Social topic influence**
[$elsasx](/topic/$elsasx) #1, [drone](/topic/drone) #1671, [$cccx](/topic/$cccx) #11, [$exa](/topic/$exa) #14, [$ionq](/topic/$ionq) #229, [china](/topic/china) #4474, [$eosasx](/topic/$eosasx) #1, [defence](/topic/defence) #1486, [$droasx](/topic/$droasx) #1, [investment](/topic/investment) #1943

**Top accounts mentioned or mentioned by**
[@sweden_ukr](/creator/undefined) [@blackscholesman](/creator/undefined) [@stockaholic5](/creator/undefined) [@pregory1](/creator/undefined) [@swedenukr](/creator/undefined) [@pinheadking](/creator/undefined) [@pennycheck](/creator/undefined) [@trentkelp](/creator/undefined) [@robinjbrooks](/creator/undefined) [@4n4lisis](/creator/undefined) [@bigkev451](/creator/undefined) [@floatpisces](/creator/undefined) [@vastcnc](/creator/undefined) [@aalsome1](/creator/undefined) [@giammaiot2](/creator/undefined) [@mike10947310](/creator/undefined) [@memary59964714](/creator/undefined) [@161phi](/creator/undefined) [@buttersiam1](/creator/undefined) [@vestaviacapital](/creator/undefined)

**Top assets mentioned**
[Exactly Protocol (EXA)](/topic/$exa) [IonQ, Inc. (IONQ)](/topic/$ionq) [MobileCoin (MOB)](/topic/$mob) [Ondas Holdings Inc. Common Stock (ONDS)](/topic/$onds) [Huntington Ingalls Industries Inc (HII)](/topic/$hii) [Ethlas (ELS)](/topic/$els) [Teledyne Technologies Incorporated (TDY)](/topic/$tdy) [Fluence (FLT)](/topic/$flt) [AeroVironment, Inc. (AVAV)](/topic/$avav) [Schlumberger NV (SLB)](/topic/$slb) [Halliburton Company (HAL)](/topic/$hal) [EOS (EOS)](/topic/$eos) [SCIENCE APPLICATIONS INTERNATIONAL CORPORATION (SAIC)](/topic/$saic) [Heroes of NFT (HON)](/topic/$hon) [Oceaneering International Inc. (OII)](/topic/$oii) [Transocean LTD. (RIG)](/topic/$rig) [Oklo Inc. (OKLO)](/topic/$oklo) [Axon Enterprise, Inc. (AXON)](/topic/$axon) [Gasspas (GASS)](/topic/$gass)
### Top Social Posts [#](/creator/twitter::1497096338277744641/posts)
---
Top posts by engagements in the last XX hours

"Quantum at Scale: DOEs Vision for National Infrastructure $hon $ionq $cccx"  
[X Link](https://x.com/Vmaxpax/status/1979065740914315345) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-17T06:03Z 3405 followers, XXX engagements


"4/ May X 2025 Skydio Delivers the First Systems for T2 of Army's SRR program. Army had put out urgent request for delivery in April. Red Cat $rcat did not deliver. Skydio did presumably with expanded bays and $els HALO on board"  
[X Link](https://x.com/Vmaxpax/status/1966267875385290793) [@Vmaxpax](/creator/x/Vmaxpax) 2025-09-11T22:29Z 3404 followers, XXX engagements


"Sumitomo participated in Infleqtion (aka Cold Quanta) Series B round of financing. According to Gemini "Infleqtion and Sumitomo Corporation have a strategic partnership rooted in investment and collaboration to expand the quantum ecosystem in Japan""  
[X Link](https://x.com/Vmaxpax/status/1975614207992472052) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-07T17:28Z 3403 followers, XXX engagements


"@trentkelp @SilencieuseT @Contagion0313 @pennycheck @BlackScholesMan Auterion is private. Just like ShieldAi and Echodyne. If this gov is gonna take equity stakes Id put those ones on the list too. Im in $ELS.asx (no pink slip) who is partnered with Auterion provides bonded connectivity solution"  
[X Link](https://x.com/Vmaxpax/status/1970592938670600532) [@Vmaxpax](/creator/x/Vmaxpax) 2025-09-23T20:55Z 3405 followers, XXX engagements


"@ive_m5 Whole ecosystem gonna rip. Noticed $ampx new deck all about drones. Remember last year when China blocked Skydio batteries in retaliation to NDAA bill. Tell the Ondas guys they need $mob. Cheap (esp vs $els.asx). Bonus: Israeli tech"  
[X Link](https://x.com/Vmaxpax/status/1966270199428165900) [@Vmaxpax](/creator/x/Vmaxpax) 2025-09-11T22:38Z 3404 followers, XXX engagements


"13/ Sep XX - $lpth Infrared/thermal cameras **Germanium Free** Onds UMAC $X mn investment Sep XX - $kopn Heads Up Display FPV **Class XX Cleanroom** Onds UMAC joint investment (can't find $ amt yet)"  
[X Link](https://x.com/Vmaxpax/status/1975638133409730892) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-07T19:03Z 3422 followers, XXX engagements


"@Brandon_Job23 @pennycheck @masonq33 @grassosteve No Palantir (and others) v-nav is a stop gap for gps-denied environments. Essentially it's chip loaded with sat imagery onto drones and then they 'map match' when flying using sensors & ai. Quantum Navigation is an inertial sensor that does real time navigation & is jam proof"  
[X Link](https://x.com/Vmaxpax/status/1979272295370887577) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-17T19:44Z 3422 followers, XX engagements


"@stocktalkweekly I like Elsight $els.asx (no pink slip tho) still. Mcap $350m aud. I'd like $1B. Bonded multi vector connectivity solution for drones patented. Auterion partner (Pentagon just took $25m equity stake + $50mn order) and now Skydio check their website "connect fusion" = Elsight"  
[X Link](https://x.com/Vmaxpax/status/1973545843753099281) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-02T00:29Z 3405 followers, 1963 engagements


"@Oriol_Mad I find it notable Kiril Dmietriev pre-emptively blocked me post-Alaska (ie I hadn't even been replying on this time line). Check his feed since Alaska can you suck bigger dick This is top Kremlin man in charge of their sovereign wealth fund flow into White House specially"  
[X Link](https://x.com/Vmaxpax/status/1978913353012777241) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-16T19:58Z 3419 followers, XXX engagements


"Another data point for Trump's #postalaska pivot from Russia to Ukraine Gazprom to be stripped of its stake in Serbian refinery. Biden farewell sanctions imposed. But under Trump admin this refinery received SIX Waivers. Until last month"  
[X Link](https://x.com/Vmaxpax/status/1977617394492465275) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-13T06:08Z 3404 followers, XXX engagements


"@cpointx @Stefano47271344 DWave is out because their quantum "annealing" modality is legacy and hasn't overcome challenges Infleqtion uses neural atoms (scalable energy efficient flexible high fidelity) Ionq uses trapped ions which are charged and face a scalability challenge. Still best peer tho"  
[X Link](https://x.com/Vmaxpax/status/1977971735883579460) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-14T05:36Z 3404 followers, XXX engagements


"@BlackScholesMan @Lehi88 @JeffGabel $exa france UUV & q-nav just dropped convertible bond $png.tsx (think there's a OTC ticker) subsea robotics & supplies batteries for Anduril's UUVs $oii subsea rovs/robotics o&g i haven't followed this name this year but it's been moving. don't know if it did pivot to defence"  
[X Link](https://x.com/Vmaxpax/status/1970931322588889284) [@Vmaxpax](/creator/x/Vmaxpax) 2025-09-24T19:20Z 3404 followers, XXX engagements


"@louis080523 wtf"  
[X Link](https://x.com/Vmaxpax/status/1978934677940613426) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-16T21:22Z 3405 followers, XX engagements


"@BlackScholesMan @floatpisces That second bit about restructuring sounds like what happened 2024 (note it mentions June earnings). When I first saw deck and saw the offering /restructuring / lower head count etc just finished. it was one of things that compelled me to EOS"  
[X Link](https://x.com/Vmaxpax/status/1978300566397755783) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-15T03:23Z 3405 followers, XXX engagements


"I don't know about 'to the moon' but $xle to $XX seems reasonable Highly skeptical of XXX% tariff-for-oil on India & China feasible. We all know how well "maximum pressure" on Iran fared. Is Trump gonna B-2 them all Not likely Perhaps a buy the rumour sell the news event 🍿"  
[X Link](https://x.com/Vmaxpax/status/1944495715767685445) [@Vmaxpax](/creator/x/Vmaxpax) 2025-07-13T20:34Z 3404 followers, 1678 engagements


"@ExtravagantCard @AndersSjastad @joeriwestland bwlp is lpg not oil but seems knee jerk reaction to ME news across tankers (all red). There's a lot going on rn between port fee battle sanctioned fleet vs compliant (possible breakdown our read is bullish but post kneejerk) watch red sea (bearish if opens) lpg arbs open🍿"  
[X Link](https://x.com/Vmaxpax/status/1978147442651537643) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-14T17:14Z 3422 followers, XXX engagements


"5/ On the military side all the primes are moving into it launching c-uas platforms. Droneshield has had an advantage bc it was first C-UAS approved for NATO procurement in early 2024 and have expanded RF engineers software partners staying on top + civilian addressable"  
[X Link](https://x.com/Vmaxpax/status/1974724188633235838) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-05T06:31Z 3404 followers, XXX engagements


"Amazing. Also a great way to assess China's inventory levels ;)"  
[X Link](https://x.com/Vmaxpax/status/1979228920345169967) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-17T16:52Z 3422 followers, 1206 engagements


"1/ Infleqtion - a major Quantum **sensing** company - going public via Churchill (who also brought market OKLO) with a $1.8B valuation gulp/wow $cccx $cccxu $cccxw #qnav #altgps Are we about to see a q-nav IPO race @qctrlHQ 🍿🍿"  
[X Link](https://x.com/Vmaxpax/status/1965480196271960095) [@Vmaxpax](/creator/x/Vmaxpax) 2025-09-09T18:19Z 3405 followers, 5070 engagements


"@BenniKim Is this like a physical analog to those fx swap lines that the countries have to cover each other"  
[X Link](https://x.com/Vmaxpax/status/1978340765039263950) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-15T06:02Z 3405 followers, XXX engagements


"@Oriol_Mad And then Id expect OPEC to lean in and suddenly cut exports. Since XX they cut in price spikes and add in price slumps. Enhances the tails imo. While China balances. Anyway Im watching for this setup coming into year end"  
[X Link](https://x.com/Vmaxpax/status/1974602707802652953) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-04T22:29Z 3403 followers, XXX engagements


"@Oriol_Mad This time trump media ecosystem hasn't joined on pushing Kremlin talking points whereas they definitely HAVE in the past. Hence we aren't getting "but nuclear war" frenzy from Americans this time. Post Alaska Shift from US includes propaganda machines"  
[X Link](https://x.com/Vmaxpax/status/1978913041010885102) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-16T19:56Z 3417 followers, XXX engagements


"Hey hey Electro Optic Systems moving up Given their US arm and presence in Huntsville Alabama @aussie_eos surely you deserve an American listing not just a pink slip $eos-au $eopsf"  
[X Link](https://x.com/Vmaxpax/status/1964010192305308011) [@Vmaxpax](/creator/x/Vmaxpax) 2025-09-05T16:58Z 3405 followers, 1322 engagements


"@FutureFetish007 @timber001 $axon $avav yup & every prime I was looking at **civilian** space on this post where hardkill with collateral damage suboptimal Ondas drone with a net (hardkill) for $200k how many sales so far EU DIU shows *low cost* another vector and $tdy w/Cerberus platform in there"  
[X Link](https://x.com/Vmaxpax/status/1974847800061132885) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-05T14:43Z 3405 followers, XXX engagements


"$bwlp $lpg $gass $nvgs"  
[X Link](https://x.com/Vmaxpax/status/1977921309364650192) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-14T02:16Z 3405 followers, 1418 engagements


"$PLTR - Octupus already threading throughout govt. This would be good target to completely nationalize for nat sec reasons ;) Anduril - why not Get a piece of that action. How many of Trump admin already in I don't think we'll see small cap / emerging techs targeted bc"  
[X Link](https://x.com/Vmaxpax/status/1978259632435892641) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-15T00:40Z 3422 followers, XXX engagements


"@bodoxstocks Obviously they forgot to include $exa-fr XXX% $eos.asx XXX% $els.asx XXX% $dro.asx XXX% in their chart. Don't look but these drone / c-uas cos are profitable too 😂 US-centrism"  
[X Link](https://x.com/Vmaxpax/status/1967120408173519343) [@Vmaxpax](/creator/x/Vmaxpax) 2025-09-14T06:57Z 3404 followers, XXX engagements


"the US gov already setup that 3-4 Billion fund giving guarantees (essentially risk free zero interest loans) to "licensed" venture cap funds to invest directly in private defense tech. Rochefort did $25mn in Auterion Series B recently. Stifel also approved. 🍿"  
[X Link](https://x.com/Vmaxpax/status/1978259647078273381) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-15T00:40Z 3422 followers, XXX engagements


"Okay who's in the room $slb and $hal"  
[X Link](https://x.com/Vmaxpax/status/1979295161076322572) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-17T21:15Z 3422 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) [@Vmaxpax](/creator/x/Vmaxpax) 2025-09-27T21:18Z 3405 followers, 1458 engagements


"2/ Elsight patented Halo 5G connectivity solution "secure cellular bonding technology that allows all available links to be aggregated together maximizing the available bandwidth""  
[X Link](https://x.com/Vmaxpax/status/1966267854841590113) [@Vmaxpax](/creator/x/Vmaxpax) 2025-09-11T22:29Z 3404 followers, XX engagements


"@ChickenReaper @VASTCNC I'd temper expectations. One thing to get sales services into ex-USA markets another to get contracts. New Cdn PM repeatedly highlights moving away from the "75 cents of every defence dollar goes to USA" plus Cda first c-uas purchase went to CACI (typical) Also $dpro x $flt"  
[X Link](https://x.com/Vmaxpax/status/1971985901988516285) [@Vmaxpax](/creator/x/Vmaxpax) 2025-09-27T17:10Z 3422 followers, XXX engagements


"@ruth_capital Some interesting names. Re $lpth they have competitive advantage making optics without any germanium. Have patented and TMed it BlackDiamond Glass. Head of Raytheon out recently making public stmts that germanium stockpiles getting critically low. A good setup for lightpatb"  
[X Link](https://x.com/Vmaxpax/status/1970162765848568225) [@Vmaxpax](/creator/x/Vmaxpax) 2025-09-22T16:26Z 3403 followers, XXX engagements


"So Rubio not prepared to talk about the military operation on Venezuela but he's super stoked to talk about Aliens. 🤔 Noteworthy "Q" of the CIA other week said that greatest fear/threat to US national security is LACK OF CRITICAL THINKING. #fadedculture"  
[X Link](https://x.com/Vmaxpax/status/1979251511239831593) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-17T18:21Z 3422 followers, 1159 engagements


"Interesting Six months ago Maria did a one-on-one with Donnie Jr on Rumble. While I dont think shes a product of Langley in the way that Haftar (Libya botched takeover) was Shes definitely full tilt building coalition partners for regime change"  
[X Link](https://x.com/Vmaxpax/status/1979308938396049719) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-17T22:09Z 3422 followers, XXX engagements


"@FerrerBreda Maduro has been "cozying up" to Moscow and Tehran (and probably Beijing) all his life. This is not new Russian and Iranian multigenerational political military and O&G control/integration. Or how about talking about Wagner / Afrika Corps New embassies where again 😉"  
[X Link](https://x.com/Vmaxpax/status/1977937671629467667) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-14T03:21Z 3404 followers, XXX engagements


"@BlackScholesMan @VASTCNC In the end I like $lpth a lot more. market cap isn't even 500mn yet and their thermal / infrared cameras have more applications than just drones (eg NGSRI missile Program if LMT gets contract +50-100mn a year for lpth)"  
[X Link](https://x.com/Vmaxpax/status/1978164344455094485) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-14T18:21Z 3422 followers, XXX engagements


"My favourite drone / counter-drone cos (disclaimer I'm long) X. $exa Exail France X. $els Elsight Australia frequency hopper / Auterion X. $eos Electro Optic Australia Lasers yup X. $dro Drone Shield Aussie c-uas pureplay Nato pipe X. $dpro Cdn got US border deal"  
[X Link](https://x.com/Vmaxpax/status/1943150240917291385) [@Vmaxpax](/creator/x/Vmaxpax) 2025-07-10T03:28Z 3404 followers, 2748 engagements


"Second company I hold that Umac & Ondas have now invested in (thanks for making me $$$ guys 😎) How long till they make it three 😂🙏 Here's a few "accretive" cos for your consideration @CeoOndas $mob $oss $mpti $elva"  
[X Link](https://x.com/Vmaxpax/status/1967613982954680425) [@Vmaxpax](/creator/x/Vmaxpax) 2025-09-15T15:38Z 3404 followers, 1264 engagements


"@wggm @dude_abides7 Disclaimer: I'm long both. FEIM legacy business for timing sync of sats has a national security moat wrapped around it. Sensor new vertical they're developing. Supply chain for q-sensing very thin specialized so great opportunities going forward imo. (NFA)"  
[X Link](https://x.com/Vmaxpax/status/1979267911975108698) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-17T19:26Z 3422 followers, XX engagements


"@ChickenReaper @VASTCNC While it's bullish for $flt I'd just be cautious on any direct links for Ondas. My understanding is that Volatus is providing sales agent role for Ondas products into Canada. But Volatus also has its own suite of products and a pretty tight relationship with $dpro so 🤷♀"  
[X Link](https://x.com/Vmaxpax/status/1971995839498539045) [@Vmaxpax](/creator/x/Vmaxpax) 2025-09-27T17:50Z 3422 followers, XXX engagements


"@Stefano47271344 $cccx is worlds beyond Rgti and DWave. It's only peer is really $ionq. I think Infleqtion has the better tech but IonQ has Steve Feingberg so toss up. For fun can you do the comparison again using $ionq valuation 🙏"  
[X Link](https://x.com/Vmaxpax/status/1977958236524531848) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-14T04:42Z 3404 followers, XXX engagements


"While I'm an IonQ shareholder & believe US gov is embracing them (plus Steve Feinberg) Infleqtion is THE global player that I see. Most all have UK presence given Gov push & Airbus but it's very interesting $cccx in Australia + Japan via Sumitomo"  
[X Link](https://x.com/Vmaxpax/status/1975613922297413966) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-07T17:27Z 3422 followers, 8476 engagements


"@ShaleTier7 @JordiEngineerd i'm staring at $slb and $hal a lot. they're in my 'cease fire' basket (watchlist)"  
[X Link](https://x.com/Vmaxpax/status/1979238426915541203) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-17T17:29Z 3422 followers, XXX engagements


"McKinsey estimates that as of 2022 China has announced a total of $XXXX billion in funding almost double that of EU ($8.4 billion) and more than triple that of USA ($3.7 billion). But Quantum Insider has put the range of Chinese investment between $X billion and $XX billion"  
[X Link](https://x.com/Vmaxpax/status/1979024200409965007) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-17T03:18Z 3405 followers, XX engagements


"In the game of Tit-for-Tat who gets burned "Chinese port fees are expected to have much more significant effects on tanker and bulker trades than US port fees" #portfees #shipping #tankers"  
[X Link](https://x.com/Vmaxpax/status/1977621285082735045) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-13T06:23Z 3405 followers, XXX engagements


"$kopn $3mn order from tier one aerospace company for MicroLED displays marking the first production order for this technology in combat aircraft. Scheduled for delivery in the second half of 2026"  
[X Link](https://x.com/Vmaxpax/status/1978149778354573494) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-14T17:23Z 3405 followers, 1825 engagements


"@Oriol_Mad for Liberation Day. Dmitriev was at the f*cking White House for Liberation Day when penguins got tariffed but Russia didn't. Pals with Witkoff. Watch how their rhetoric shifts it's a tell. But again the US 'media ecoystem' not on board with Kremlin this time notable"  
[X Link](https://x.com/Vmaxpax/status/1978913704197632163) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-16T19:59Z 3405 followers, XXX engagements


"Yup Advanced manufacturing is the trend across defense domains. Including on-site 3d prints for repairs & small drones. $velo $ati $ssys $prlb $mtls etc"  
[X Link](https://x.com/Vmaxpax/status/1978157513666167216) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-14T17:54Z 3422 followers, 3704 engagements


"@BlackScholesMan 👀 I was thinking Huntington since its practically bankrupt rust bucket sieve but theres so few providers ($hii $gd $asb.asx) and a lot of funds soon to pour into shipbuilding. Bonus: new Sec of Navy Phelan background: an art collector 🥹"  
[X Link](https://x.com/Vmaxpax/status/1978231983638515827) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-14T22:50Z 3405 followers, XXX engagements


"So if Infleqtion turns out to be full stack quantum player (compute + connect + sense) I wonder how it compares to IonQ Are they PEERS Would be fun to compare: 1) Tech 2) Global coverage/customer base 3) Revenues $ionq mcap XX Billion $cccx mcap valued at XXX Billion"  
[X Link](https://x.com/Vmaxpax/status/1976455140023619597) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-10T01:10Z 3405 followers, 6815 engagements


"Nice move on Exail earnings up 17.5%. France's leading underwater and surface robotics & drone co with revenues up XX% and order intake by XX% H1 up XXX% yoy. Backlog now over a billion euro. Nice. Will start posting more on their amazing tech. $EXA (no pink slip)"  
[X Link](https://x.com/Vmaxpax/status/1948414256439050296) [@Vmaxpax](/creator/x/Vmaxpax) 2025-07-24T16:05Z 3404 followers, 1996 engagements


"@don34461854 @CNBC First To be able to fly BVLOS commercial domain (thanks in part to $els.asx) But for military grade certification i really don't think so. Have they gotten the Green UAS certification yet I know they are in pipeline for it"  
[X Link](https://x.com/Vmaxpax/status/1974938813656125809) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-05T20:44Z 3404 followers, XX engagements


"Quantum for National Security - QWC 2025 Infleqtion x SAIC ( $SAIC also a series C investor in $cccx)"  
[X Link](https://x.com/Vmaxpax/status/1979074866709254438) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-17T06:39Z 3422 followers, 3447 engagements


"And Skydio on-boarded $els.asx bonded connectivity solution for the X10D in March"  
[X Link](https://x.com/Vmaxpax/status/1970940493455585365) [@Vmaxpax](/creator/x/Vmaxpax) 2025-09-24T19:56Z 3404 followers, XXX engagements


"@trentkelp Actually boomer portfolio up more than that when i add in the precious metals and miners. Just happy I'm not solely reliant on these stocks that 4x in a month as much as I love them. Trading account insane boomer account great. Best of both worlds ha"  
[X Link](https://x.com/Vmaxpax/status/1978935841066979789) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-16T21:27Z 3422 followers, XXX engagements


"@psychprofits $dro.asx $els.asx $eos.asx"  
[X Link](https://x.com/Vmaxpax/status/1971402599770489228) [@Vmaxpax](/creator/x/Vmaxpax) 2025-09-26T02:33Z 3405 followers, XXX engagements


"@Oriol_Mad y re Tomahawk. Each time 'west' does something significant Ru propaganda machine revs up. "reflexive control". The putinista accts I watch have gone into overdrive last X weeks but notably the American ones haven't "  
[X Link](https://x.com/Vmaxpax/status/1978912707895046550) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-16T19:55Z 3422 followers, XXX engagements


"@auonsson A lot of momentum. When I saw the OSINT reports of Iran jamming Hormuz in the XX day war that was the tipping point imo. Now global push is on. A lot of legislation (and $) being pushed thru in US for quantum (and sensors) rn. Airbus leading prime imo. Lets see what happens"  
[X Link](https://x.com/Vmaxpax/status/1978280485571744045) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-15T02:03Z 3405 followers, XX engagements


"@Average_Joe367 yup. they're linked with hyundai heavy"  
[X Link](https://x.com/Vmaxpax/status/1978267376320643360) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-15T01:11Z 3405 followers, XX engagements


"wow. big deficit to fill in Canada. $feim $mda $cgy $cccx and many more"  
[X Link](https://x.com/Vmaxpax/status/1965874888096551276) [@Vmaxpax](/creator/x/Vmaxpax) 2025-09-10T20:27Z 3419 followers, 1461 engagements


"@Mike10947310 Just realized $exa (France / Exail) subsea drone/ robotics co has a role via Muquans SAS acquisition. Leader in quantum gravimeters and high-precision atomic clocks. Utilize cold-atom interferometry for high-performance instruments. @BlackScholesMan @pennycheck"  
[X Link](https://x.com/Vmaxpax/status/1948793793710620784) [@Vmaxpax](/creator/x/Vmaxpax) 2025-07-25T17:13Z 3404 followers, 1392 engagements


"@wggm @dude_abides7 FEIM is a sensor manufacturer. They've a sub to $ldos who won the DIU q-sensor contract this year. They do crystal oscillators and recent panel by Advanced Navigation stressed role of oscillators in sensor fusion (a big deal). $cccx could become like a Tesla/Nvdia🤷♀"  
[X Link](https://x.com/Vmaxpax/status/1979267523884560451) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-17T19:25Z 3422 followers, XXX engagements


"@Pregory1 @naf_naf_n_naan @mg10012 gun powder (although perhaps it was the turks who first weaponize it)"  
[X Link](https://x.com/Vmaxpax/status/1979000819098734857) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-17T01:45Z 3417 followers, XXX engagements


"@trentkelp Glad I diversified this year (my boomer divvie portfolio up XX% and green today) + taken good profit on so many of the crazy momentum names. What a ride lol"  
[X Link](https://x.com/Vmaxpax/status/1978934617647259822) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-16T21:22Z 3422 followers, XXX engagements


"Wow. Auterion gets Series B $25M backing by the US Department of War The DoD Is directly investing in private cos So also good news for their connectivity partner $ELS.asx"  
[X Link](https://x.com/Vmaxpax/status/1970581478917710216) [@Vmaxpax](/creator/x/Vmaxpax) 2025-09-23T20:10Z 3404 followers, 2496 engagements


"$dpro $flt.tsx $takof"  
[X Link](https://x.com/Vmaxpax/status/1973819787630502021) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-02T18:38Z 3422 followers, 2496 engagements


"Safran DSI (Safran's American branch) acquiring a key US defence tech firm Attollo specializing in infrared and laser sensors. $saf $safry"  
[X Link](https://x.com/Vmaxpax/status/1963817171462873468) [@Vmaxpax](/creator/x/Vmaxpax) 2025-09-05T04:11Z 3404 followers, XXX engagements


"18 months later and yes the National Security push for quantum sensors due to global disruption of GPS is very real. $cccx $feim $ionq $skyt"  
[X Link](https://x.com/Vmaxpax/status/1978276801248989680) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-15T01:48Z 3405 followers, 6246 engagements


"3/ March 2025 Skydio announces expanded bays on X10D and inclusion of $ELS.asx Elsight's Halo bonded connectivity technology"  
[X Link](https://x.com/Vmaxpax/status/1966267865268629605) [@Vmaxpax](/creator/x/Vmaxpax) 2025-09-11T22:29Z 3404 followers, XX engagements


"@ChickenReaper @VASTCNC Yes just a heads up Volatus speciality (pre drone war craze) was servicing remote areas in Cda and Cdn utility cos get geographically huge (over 100k miles) like Hydro Quebec Fortis ATCO. In US there's AEP Duke Southern. And $flt did acquire US drone co Empire in 2022"  
[X Link](https://x.com/Vmaxpax/status/1971995300329148925) [@Vmaxpax](/creator/x/Vmaxpax) 2025-09-27T17:48Z 3422 followers, XXX engagements


"@Brandon_Job23 @pennycheck @masonq33 @grassosteve We don't see q-nav #qps on drones yet bc it's still being miniaturized protos for chip scale in process Currently about size of shoe box. Airbus leading tests imo has done hundreds of flights that meet FAA level certifications. qRF clocks tho . commercializing now"  
[X Link](https://x.com/Vmaxpax/status/1979273964716466455) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-17T19:51Z 3422 followers, XX engagements


"Quantum as a bolting dark horse has made a significant impact on the information age and is poised to change the mechanisms of future military victories. Col. Gao Dongguang Researcher PLA Academy of Military Sciences"  
[X Link](https://x.com/Vmaxpax/status/1979020368305070591) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-17T03:03Z 3422 followers, XXX engagements


"@SPAC_unicorn My research has SandboxAQ with investments from both Google and Nvidia. For Infleqtion Series C included $saic Sentinel One and Morgan Stanley. Can you please link me into this Google-Nvidia-Infleqtion partnership I must have missed it. Thx"  
[X Link](https://x.com/Vmaxpax/status/1969833745512575233) [@Vmaxpax](/creator/x/Vmaxpax) 2025-09-21T18:38Z 3404 followers, XXX engagements


"In general I think small drone segment is difficult and especially commercial/first responder market. The only small drone co I continue to hold (and did add on Hegseth announcement as it was featured in his video lol) is $parro from france and freq hopper chip play $els.asx"  
[X Link](https://x.com/Vmaxpax/status/1950349768598966563) [@Vmaxpax](/creator/x/Vmaxpax) 2025-07-30T00:16Z 3404 followers, XXX engagements


"Traders offering Russian oil have begun asking Indian state refiners to pay in Chinese yuan. Well this goes along way to explain the three-way at SOC Nayara can surely ramp capacity back up on Russian barrels all paid for in Yuan #petroyuan"  
[X Link](https://x.com/Vmaxpax/status/1977609145571536982) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-13T05:35Z 3417 followers, XXX engagements


"@NPjoa_Hodl smart"  
[X Link](https://x.com/Vmaxpax/status/1979045935079416012) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-17T04:44Z 3414 followers, XX engagements


""Most US-listed companies with a significant free float would exceed the XX% threshold if the final Chinese rules cover US shareholders that own less than X% and assess aggregate US ownership." EG "would be hard to argue that $Zim is not at least XX% owned by Americans" 🍿"  
[X Link](https://x.com/Vmaxpax/status/1977621292842209769) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-13T06:23Z 3405 followers, XXX engagements


"@ive_m5 @DetroitMDG Exactly. It's a great move by UMAC and ONDS and will make them more attractive with this kind of product integration. Other good thing I saw re Ondas was looking at some Elsight docs (smart co/tech bvlos am very long $els.asx) and Ondas a customer since 2023. Good stuff"  
[X Link](https://x.com/Vmaxpax/status/1959088216650522990) [@Vmaxpax](/creator/x/Vmaxpax) 2025-08-23T03:00Z 3405 followers, XXX engagements


"$eos.asx $eopsf $100+mn order from Hanwha Australia"  
[X Link](https://x.com/Vmaxpax/status/1974994399911399729) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-06T00:25Z 3416 followers, 1680 engagements


"@anders_aslund No way Now is Zelensky's chance to sweeten the deal. That XX Billion Dollar Drone Deal IF the war ends is an enticement can Zelensky add on Ukraine needs to best Russia with what they offer Trump as America obviously is going to tip the scales in one direction other"  
[X Link](https://x.com/Vmaxpax/status/1979007938896228552) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-17T02:13Z 3422 followers, XXX engagements


"@767cahill @pennycheck Yup. And are they also pursuing commercial / sensors with Sumitomo"  
[X Link](https://x.com/Vmaxpax/status/1978997974127505852) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-17T01:34Z 3405 followers, XX engagements


"@BlackScholesMan @VASTCNC 🎯 I haven't seen anything definitive yet they're part of the Anduril build. Maybe I missed something"  
[X Link](https://x.com/Vmaxpax/status/1978162984615862660) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-14T18:16Z 3419 followers, XXX engagements


"Druckenmiller on stock picking (paraphrase) XX% is getting macro view right XX% sector XX% stock"  
[X Link](https://x.com/Vmaxpax/status/1977930220805259453) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-14T02:51Z 3422 followers, 111.2K engagements


"Oh boy the shipbuilding thesis in the crossfire. China targets Hanwha Not just Philly shipyard they own but increasing stake in Austal one of the naval builders in US. $asb.asx $autlf $kdef"  
[X Link](https://x.com/Vmaxpax/status/1978139508471210259) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-14T16:43Z 3416 followers, 1592 engagements


"@OHare888 $tdy emerging as another c-uas leader @timber001 yes lasers $eos.asx $lasr"  
[X Link](https://x.com/Vmaxpax/status/1972188866896679084) [@Vmaxpax](/creator/x/Vmaxpax) 2025-09-28T06:37Z 3405 followers, XXX engagements


"🔥🔥🔥 Pentagon paying for 33000 Auterion drone attack kits. $ELS.asx"  
[X Link](https://x.com/Vmaxpax/status/1967757455670251924) [@Vmaxpax](/creator/x/Vmaxpax) 2025-09-16T01:08Z 3405 followers, 1863 engagements


"@bebankless @unusual_whales that's an interesting chart where's it from"  
[X Link](https://x.com/Vmaxpax/status/1978613736350044410) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-16T00:07Z 3405 followers, XXX engagements


"Sumitomo to bring 'quantum sensor' to Japan ⚡ spoiler: not via Vector Atomic $cccx"  
[X Link](https://x.com/Vmaxpax/status/1975615949140337118) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-07T17:35Z 3416 followers, 2160 engagements


"12/ POST-ALASKA Aug XX - Apeiro fiber optic spool co (Singapore) Ondas $XX mn cash acquisition Aug XX - $spai AI landmine database MOU w/Ukraine. Onds UMAC $X mn investment Aug XX - S.P.O. Israeli electro-optics Ondas XX% controlling stake "  
[X Link](https://x.com/Vmaxpax/status/1975638119820185659) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-07T19:03Z 3405 followers, XXX engagements


"Here we go Expect Navy announcements to follow shortly. Recall Hyundai Heavy signed a MOU with $HII this summer and Hanwha greenlighted by US for $ASB $AUTLF It's coming #Shipbuilding thank you $KDEF"  
[X Link](https://x.com/Vmaxpax/status/1970309095862477272) [@Vmaxpax](/creator/x/Vmaxpax) 2025-09-23T02:07Z 3422 followers, 1954 engagements


"6/ Look at what the US Defence Innovation Unit finalists for ** low cost ** c-uas solutions offer the technology & how key integrated sensors are. Fortem quite interesting. Also note Teledyne on the list $tdy /end"  
[X Link](https://x.com/Vmaxpax/status/1974724192462573711) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-05T06:31Z 3405 followers, XXX 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) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-02T15:55Z 3405 followers, XXX engagements


"IF US government does take equity stakes in defense cos who are possible targets Here's a few of mine: $HII - leaky rust bucket but very necessary for shipbuilding and $ soon to pour in $IONQ - Asst Sec of Defence took a $104mn stake Q2 via Cerberus. Quantum nat sec wrapper"  
[X Link](https://x.com/Vmaxpax/status/1978259623866998980) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-15T00:40Z 3422 followers, 3925 engagements


"@VASTCNC Yes but I love this thermal imaging approach not sure they can do that from satellites but who knows these days. Kpler is very good for China & tankers"  
[X Link](https://x.com/Vmaxpax/status/1979235404919509176) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-17T17:17Z 3422 followers, XX engagements


"@psychprofits Oh wait you're talking about Sparc AI not SafePro Group (also $spai and in drone sphere) Phew. Thanks for highlighting Sparc am going to check it out. The Aussies have some leaders in this space ($eos $dro $els athena etc) could easily see more coming out of Australia"  
[X Link](https://x.com/Vmaxpax/status/1971324465792618613) [@Vmaxpax](/creator/x/Vmaxpax) 2025-09-25T21:22Z 3405 followers, XXX engagements


"@Pregory1 @naf_naf_n_naan @mg10012 in modern times they may be competitive in laser coms and just had a breakthrough / milestone. laser coms is important. we should find out where China is at with quantum. i read last year they have q-encryption for banks btw Beijing & Shanghai"  
[X Link](https://x.com/Vmaxpax/status/1979001636166008908) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-17T01:48Z 3422 followers, XXX engagements


"Exail contracted for its alt-GPS navigation system for XXX US naval UUVs 🔥 Since when do French companies do press releases from Lincoln RI I wonder who the client could be (Yes Anduril I'm looking at you with ur Rhode Island based UUV plant) $exa"  
[X Link](https://x.com/Vmaxpax/status/1952119268042281105) [@Vmaxpax](/creator/x/Vmaxpax) 2025-08-03T21:27Z 3405 followers, 1657 engagements


"$exa & $feim are now X of my largest holdings. i know market is 'hot' but i honestly believe quantum navigation & solutions for gps denied environments is hotter. The need is urgent. The tech is ready. SandboxAQ has done over XXX flights with Airbus and met FAA standards"  
[X Link](https://x.com/Vmaxpax/status/1951000834449481951) [@Vmaxpax](/creator/x/Vmaxpax) 2025-07-31T19:23Z 3405 followers, 5104 engagements


"$AVAV selected for $499M Air Force Research Lab contract to advance **electromagnetic spectrum survivable materials** awarded $246M in task orders"  
[X Link](https://x.com/Vmaxpax/status/1973442620564316559) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-01T17:39Z 3403 followers, XXX engagements


"RI location opened in 2019. iXBlue acquired Muquans 2021 the quantum photonic vertical that was Europe based. Long story short Exail has a major foot print in subsea quantum and alt-gps navigation directly in US shipbuilding hub. $exa 🔥🔥"  
[X Link](https://x.com/Vmaxpax/status/1952159353315934688) [@Vmaxpax](/creator/x/Vmaxpax) 2025-08-04T00:07Z 3404 followers, XXX engagements


"Aussies know how to take profits lean into a pullback. $eos.asx $dro.asx $els.asx all down dbl digits"  
[X Link](https://x.com/Vmaxpax/status/1958197202309771648) [@Vmaxpax](/creator/x/Vmaxpax) 2025-08-20T15:59Z 3404 followers, XXX engagements


"@VASTCNC @fundmyfund non-primes $eopsf $ipgp $lasr $lpth electro optic the only pure play and is being deployed + integrated w primes. Has plant in Huntsville Alabama. IGPG is with Lockheed whos introducing a c-uas unit"  
[X Link](https://x.com/Vmaxpax/status/1967973005583323196) [@Vmaxpax](/creator/x/Vmaxpax) 2025-09-16T15:25Z 3404 followers, XXX engagements


"@OestaOne @floatpisces @BlackScholesMan not opposed to that either multiple lasers in my basket heh. Gemini says nlight would be better for TDY acquisition target vertical biz model. But EOS (i think they do have manufacturing in US and are a sub/component on programs) is an integrator could use tdy supplies.🍿"  
[X Link](https://x.com/Vmaxpax/status/1978316486130471350) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-15T04:26Z 3414 followers, XX engagements


"While a tech leader Vector Atomic is not "the global leader in q-sensing" The vast majority if not all of VA revs come from US gov contracts. They do have an office in UK. For Global Q-Sensing it's Infleqtion with biz verticals in Australia UK and USA + Japan $cccx"  
[X Link](https://x.com/Vmaxpax/status/1975610293813452909) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-07T17:12Z 3422 followers, 4110 engagements


"@don34461854 @CNBC Great thanks Yes the unleashing drone dominance EO addressed commercial domain and evtol. BLVOS coming fast. I'm just not aware of Ondas yet approved for the military domain EO also highlighted need for anti-collision tech. Connecvitiy players $mob $els.asx in good place"  
[X Link](https://x.com/Vmaxpax/status/1974939600952160267) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-05T20:47Z 3405 followers, XX engagements


"If DoD implements a nationalized foundry to produce X million small drones per year idk it will be bullish or bearish existing manufacturers but I do know it will be bullish supply chain & connectivity-security like $els.asx and $mob"  
[X Link](https://x.com/Vmaxpax/status/1964049785352282431) [@Vmaxpax](/creator/x/Vmaxpax) 2025-09-05T19:35Z 3404 followers, XXX engagements


"@10009nyny "broke" 😮 as in the market crashed or as in breaking news"  
[X Link](https://x.com/Vmaxpax/status/1979091655488868361) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-17T07:46Z 3422 followers, XX engagements


"@ive_m5 $mob or $dpro $els.asx Ondas is already using Elsight chips 😃"  
[X Link](https://x.com/Vmaxpax/status/1972687083295633590) [@Vmaxpax](/creator/x/Vmaxpax) 2025-09-29T15:37Z 3405 followers, XXX engagements


"@YoloMoonLambo 😮 Curious reasons why I keep thinking about possibility of rising US dollar & oil (post glut next couple months). And if there's a 'cease fire' in Ukr-Ru maybe that could be a catalyst . do u think gold would move on such news"  
[X Link](https://x.com/Vmaxpax/status/1977926285440819491) [@Vmaxpax](/creator/x/Vmaxpax) 2025-10-14T02:35Z 3406 followers, XXX engagements


"Heheh Goldman Sachs got the message and issued a rare double upgrade to Huntington Ingalls. $HII up X% today. Let's - Fill - That - Gap"  
[X Link](https://x.com/Vmaxpax/status/1910777563590648296) [@Vmaxpax](/creator/x/Vmaxpax) 2025-04-11T19:30Z 3404 followers, XXX engagements


"Parrot only small drone co I'm holding rn. Still think it's a tough segment. Counter-Drone plays + picks & shovels for the ecosystem buildout seem more productive to me. $eos.asx $dro.asx $els.asx $exa (fr) $png.to examples"  
[X Link](https://x.com/Vmaxpax/status/1956968225889288603) [@Vmaxpax](/creator/x/Vmaxpax) 2025-08-17T06:35Z 3404 followers, XXX engagements


"@DetroitMDG lmao $eos.asx $dro.asx $els.asx $exa france funny thing not only same sector but actually battle proven pipeline rich and growing with real offers and - gasp - can turn a profit. 😂"  
[X Link](https://x.com/Vmaxpax/status/1965173129346785337) [@Vmaxpax](/creator/x/Vmaxpax) 2025-09-08T21:59Z 3404 followers, XXX engagements