$LASE is one of those tiny names where the story may be changing faster than the market understands. Laser Photonics was basically an industrial laser company providing laser cleaning, rust removal, surface prep, marking, engraving, maintenance, and industrial systems. Useful business, but not exactly the type of thing that gets the market excited, right? That was the old $LASE. The narrative is changing. You remember the value of UAV companies a year ago? Some companies joined the sector in counter-UAV tech. Most of these UAV companies also make C-UAV tech. This one has Lasers and has diversified into the energy-weapons sector, pushing deeper into defense applications through its DefenseTech products and, more importantly, its Laser Shield Anti-Drone System: LSAD. $LASE is trying to become a directed-energy / counter-drone defense platform, and since drones have completely changed modern warfare, defense has to change too. Cheap drones are now a real threat to bases, ships, vehicles, borders, energy infrastructure, and public events. The world needs cheaper, faster, scalable ways to stop small drones. That is where #LSAD becomes interesting. The system is being positioned as a transportable laser-based counter-UAS solution designed for small drones. The company says it has moved into prototype / extended-range trial phases, and LSAD was also selected under the MEIA Vulcan Call for Solutions in the Counter C5ISR-T category. ***That does not mean a major contract is guaranteed. it just makes it more interesting to watch. But it does mean $LASE has moved from this boring industrial tools story into a much bigger defense-tech narrative. The 2025 base is still tiny: about $8.3M in revenue, up 144% year over year. It is still a microcap. it early. its speculative and it still needs real contracts, funded testing, and proof that revenue can scale. But this is why I’m paying attention: Sometimes the market does not move on what a company was. It moves when investors realize what the company is trying to become. The $LASE story just got a lot more interesting.

$SIDU Sidus just announced that LizzieSat has successfully completed vibration testing, a key environmental qualification milestone for SpaceX's Transporter-18 rideshare mission. So bullish on this company!

$IQE & $TSEM enter a multi-year InP epiwafer supply agreement. Do you understand how f*cking huge this is for IQE? -> IQE is being designed into the pluggable wave next-gen modulator/OCS roadmap. -> Confirms IQE as a qualified, non-Chinese InP epiwafer source. -> Diversifies IQE's optical customer base beyond $LITE / $MTSI to foundry in $TSEM. So multiple Tier-1 optical anchors. Quick fun fact: IQE sued Tower in 2022 for misappropriating trade secrets to obtain patents. So this Tower agreement lets IQE keep optionality on RF SOI type engineered substrate/layer transfer applications without IP risk. And converts a former enemy into a customer - always a massive bullish signal that a company's products are critical.

JUST IN: 🇯🇵 Japan signs nuclear deal with Rolls Royce to build modular reactors.

And oil is going back to $100 …

It goes up and it goes DOWN DOWN DOWN

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