speculative high risk/high reward shitcos with charts (no paywall): annualizethis.substack.com/p… LPTH LightPath Technologies starter position adds at bottom of flag BFLY Butterfly Network buying dip still WOLF - Wolfspeed HIMX - Himax Technologies ADTN - Adtran Holdings HYLN - Hyliion Holdings adding on dip to UTL POET Photonics - Currently minimal position, as it has become controversial. SIVEF Photonics - Recently sold 1/2 my position (though it current holdings are still substantial) as I believe valuation has gotten way ahead of itself INV AI - Owns an asset that is best in breed for 2 phase data center cooling - huge TAM market, and that Accelcius asset worth twice the current market cap of INV - I sold this one down on shortseller accusations of fudging their 1st datacenter deal. KRKNF Defense/Robotics - Supplier to Andural, and play on Ocean defense spend - Peeled some off higher, looking to add back ..looking to add at target/s below NRGV Energy & SMR - BESS (Battery Energy Storage Systems) data center /energy storage rebuilding of the grid play - huge TAM, continued insider buying by CEO, large position, would like to add but waiting for earnings.//UPDATE - on earnings call CEO made it clear this is a Q4/2027 story - so no add, but pleasantly surprised that stock holding up so far //Would like to add at lower bullseye (not clear I will get the chance) TGEN Energy & SMR - Make Chillers and trying to break into the datacenter market…One hyper-scaler/neo-cloud potentially a $50M sale - partnered with Vertiv VS $150M market cap…one sale, and will re-rate. Waiting on earnings to see if any new traction LODE Energy & SMR - Solar panel recycling -Might look to add at those rising MA’s coming up from below - nice size inside buys recently RDW Space - Defense 2.0/Space play…P/E owner been dumping millions of shares artificially depressing the price - Peeled some off until i’m clear this is not a double top - looking to add back at bullseye if I get the opportunity // Haven’t added back yet VELO Space - $400M Market cap - Only (?) 3D print system for larger format parts - space industry, and others….Insider owns size. looking to add at bullseye below (on UTL taps) IQE (PF) ASPI Energy & SMR - Finally acting well, looking to buy dips //Updated to add acting like shit again… MYO added on Friday’s dip …position building still AMSSY Took a placeholder position but am hoping it works it’s way down to the UTL where I want to get more aggressive…hopefully I dont miss loading up because I LOVE the risk/reward looking out a year or two AIXI high risk - along with my all or none patent NLST …this one has a likely win in the China courts…… NLST Memory Patent litigation play…higher conviction than PRKR - but high risk/high (potential) reward never the less …Their trial was passed down to state courts from federal - no bueno SGMO Healthcare/Bio Total SPEC / high risk…Sub .12 is sub $50M market cap VS $100’sM in product/platform/patents ….$20M cash left - worst case diluted into oblivion…will stay in for 6ish weeks - but want out before earnings likely LPKFF Photonics I just bought the earnings dip in the 19’s - would add on any further dips SHMD Machinery for glass substrates market (semi advanced packaging)…one of the few that can do it…small position until I see better/more market penetration outside of China…don’t like 12% margins…. LWLG Photonics - This is a late 2027 story IMO…been adding on dips ONDS Defense/Robotics - Getting re-rated to reflect future millions/billions in sales - wrap up of multiple drone related companies… Want to add but want to make certain not a double top up here BRUN - people smarter than I are questioning the valuation, so I have cut back accordingly….see how it acts at UTL below if it gets there NNBR Data-center play busbars as well as connectors for chip/server-cooling. starter position adding on dips

LPTH(LightPath Technologies) 분석 설명드릴게요. 회사는 BlackDiamond 소재로 게르마늄 없이 적외선 통과시키는 렌즈·카메라 만듭니다. 중국 공급 리스크 피하고 NDAA에 유리해 국방 수요가 몰려요. 최근 Q3 백로그 $110.6M (전년比 196%). 85%가 국방·감시 용도, 70% 올해 납품 예정. 주요 프로그램: - SPEIR: 미해군 함정 360도 열화상 감시 (L3Harris 통해). 초기 수주 후 풀레이트 시 연 $10-20M 잠재. - Counter-UAS: 드론 탐지 $30M 백로그, 가장 빠른 성장 세그먼트. - 기타: 국경감시, Apache, NGSRI(스팅어 미사일 교체) 등. 촉매 후보: Anduril·SpaceX·Nvidia 협력, 트럼프 자국 공급망 정책, Golden Dome(미사일방어) IR 수요, 피지컬AI 계약. 성장 서사 강하지만 아직 GAAP 흑자 전환 전이고 방산 일정 리스크 있어요. 참고만 하세요!

Ein Baum voller World‑Light & Memory Roots ✨ Created by FotoworldEdel #forestmagic #natureart #cosmicvibes #lightpath #innerpeace #Kikünstlerin #FotoworldEdel Feel the Magic ✨🌲💛 fotoworldedel.blogspot.com/2…

$LPTH x @anduriltech Anduril just announced a $363M CBP contract for 200 Extended Range Sentry Towers (XRST). 80ft towers with detection ranges over 5 miles. Timing matters here, as this lands 3 days after the Secure America Act passed. CBP already told The Intercept that Anduril's Sentry Tower is currently the only tower meeting the "tested and accepted... to deliver autonomous capabilities" bar in that bill. Translation - Anduril was first in line for this funding, and this is the first contract to prove it. Now for the interesting part. XRST's range (5-7.5 miles) is roughly 3x a standard Sentry Tower (1.7-2.2 miles). That's a significant jump in sensor performance, at scale, fast. September 2025 - LightPath booked its largest order ever. $40.3M for "advanced infrared camera systems," from an unnamed "leading global technology customer" - deliberately separated from their named "defense customer" orders in the same release. Delivery: CY2026-2027. Anduril self-describes as a "defense technology company." A $363M contract requiring a major sensor upgrade, landing right when LightPath's unnamed $40M technology customer camera order is set to deliver 🫦 Not confirmed as the specific customer, but the contract, the timing, and the $40.3M order are all real & verifiable.

$LPTH "trying" to look at weekly charts more often Here is Lightpath I changed the 21 ema to 30 ema as that is where it has bounced mid March and mid May. So it is $11.70 and rising I did pick up a few 28s here on the 10% dip After experiencing the rallies in $UMAC and $VELO these relatively cheap $500-$600-$700 LEAPs turn into very expensive $1500 contracts so it is not easy to get back into them in scale when you can only buy a third of what you once owned. And with those two now in the $20s the inventory of great ideas I have below $20 is lowered. So lesson is accumulate these assets when you can, unless you have a monster portfolio size where adding 20 contracts of $1500 is pocket money. Only my 2nd year doing this LEAP exposure idea so learning the lessons as I go - everything else I have been doing for 10-15-20 years.

When you buy $10,000 of the Tema Space Innovators ETF $NASA here's how much of each stock you're buying: - Rocket Lab $RKLB: $1,395.02 - EchoStar $SATS: $1,039.45 - MDA Space $MDA: $908.38 - AST SpaceMobile $ASTS: $781.21 - Intuitive Machines $LUNR: $716.32 - Firefly Aerospace $FLY: $630.68 - Planet Labs $PL: $615.11 - Viasat $VSAT: $581.37 - York Space Systems $YSS: $519.08 - Voyager Technologies $VOYG: $499.61 - Iridium Communications $IRDM: $455.49 - BlackSky Technology $BKSY: $441.21 - nLIGHT $LASR: $307.55 - Vishay Precision Group $VPG: $303.66 - LightPath Technologies $LPTH: $225.80 - Velo3D $VELO: $167.40 - NextNav $NN: $116.79 - Redwire $RDW: $111.60 - Syntec Optics $OPTX: $62.29 - CPS Technologies $CPSH: $50.61 - HawkEye 360 $HAWK: $48.01 - KVH Industries $KVHI: $23.36

$STM STMicroelectronics - chips for antennas Mediatek - Mobile antennas, etc to connect to Starlink Lightpath $LPTH - Unconfirmed relationship, likely making lenses for the telescopes.

LightPath Breakout: Buy the Optics Recovery with a Measured Entry LightPath Technologies (LPTH) has structural positives — a pivot toward inf... tradevae.com/news/trade-idea… #Markets #Tech #TradeVae

Titaanien taistossa juuri mikään ei ole muuttunut. Koko jengi edelleen turskalla ja Jani johtaa. 🔴🔴🔴🔴🔴 Softa mörnii, pohjoismaiset pienyhtiöt mörnii, insurtechit mörnii. LightPath ainoa joka on isommin plussalla. Puolijohteet ja muisti puuttuvat näistä salkuista.

Good thread, however the Lockheed and L3Harris connections go deeper than just existing relationships. Lockheed - LightPath's Visimid subsidiary landed a contract worth up to $7.5M within 60 days of being acquired; to develop the thermal imaging core for Lockheed's NGSRI seeker. @lightpathtech tech inside a missile seeker on an active Army programme. L3Harris - G5 (now LightPath) received a $2.2M EDM order from L3Harris for the Navy's SPEIR programme; a $593M ceiling contract for 360° EO/IR on the entire surface fleet. Destroyers, carriers, frigates, amphibious ships. EDM delivered 2025, LRIP next. The re rating trigger is real; just closer than "EO/IR orders related to SDA." $LPTH already has named programmes, named subsidiaries, and dollar figures attached to Lockheed and L3Harris.

Building on @BussinBiotech post on the Secure America Act. $LPTH The bill restricts surveillance tower funding to systems already "tested and accepted by CBP to deliver autonomous capabilities." Translation - this isn't open money for new vendors to pitch towers. It's restricted to systems already qualified and deployed. That's a big deal for incumbents. G5 Infrared - now a LightPath subsidiary - has been a CBP/RVSS camera supplier since at least 2017. $13m in confirmed contracts on USASpending. Two contracts are active right now, running through May 2026. G5's cameras are exactly the kind of accepted, deployed system this funding is aimed at upgrading. Why upgrades are needed - the House Homeland Security Committee found over 66% of RVSS cameras were non functional as of Oct 2024. $3.45B a 66% failure rate an incumbent supplier whose cameras are already accepted = upgrade cycle. $3.45B just got appropriated for exactly the kind of upgrade G5/LightPath is positioned for. Not confirmed as a specific contract win. But the funding mechanism and the incumbent position are both real & verifiable.

Optimum’s $26bn debt fight is now in Delaware. A minority shareholder sued Patrick Drahi over alleged asset-transfer moves tied to the company’s restructuring plan. The complaint challenges assets being moved into a new subsidiary, equity in that entity being exchanged for insider-held stock, and a tender offer for public shareholders. Optimum had already struck $500mn of equity deals around the new unit, which holds Optimum East Cable assets and a stake in Lightpath. The lawsuit adds a shareholder fiduciary-duty challenge to a restructuring fight already centered on creditor coordination, asset transfers, and debt maturities.

$LPTH Minor Wave 3 (of PW3) = $28 Primary Wave 3 (of LTW3) = $32 🟢 Bull Case LT Wave 3 PT Range = $26-$39 LightPath, when zooming out, has relatively resilient despite the bloodbath across high-beta and speculatives during this corrective flush in the broader market. The current leg lower, represented by Minor Wave 2 of Primary Wave 2, simply affirmed its strong structure with a successful HL. The Weekly timeframe looks great with the potential for a squeeze higher approaching day by day. The Bollingers are coiled for a massive move as the Base Breakout becomes validated. It seems there is also potential for a Bullish Hammer off lows if tomorrow is positive. Capitulation arrived earlier this week, flushing the name down to a value equivalent to its recent equity offering, one priced at $14/share. The stock found support off the Volume Shelf Daily 50MA confluence and the past couple days has allowed it to engulf its capitulatory candle and reclaim the Daily 8/21EMAs. All in all, it looks great as usual with downside risk seemingly low as $12-$13s offers great support, fact checked by recent price action. Anticipate Minor Wave 3 onset towards $28 to allow overextension of Primary Wave 3 to take shape, validating the Bull Case of the ongoing LT Wave 3, a move that had a PT Range of $26-$39. CC: @fundmyfund @OptimusDelta