Who mentions $CACI most on Surfaced?

@crux_capital_ (Gaetano) mentions $CACI most — 2 mentions in the past 12 months.

When was $CACI first mentioned on Surfaced?

The earliest tracked mention of $CACI in the Surfaced archive was on Oct 6, 2025.

How many voices track $CACI?

4 FinTwit voices have mentioned $CACI 5 times in the past 12 months.

What kind of voices mention $CACI most?

$CACI is mentioned most by Long Research voices on Surfaced.

Last 12mo stats

mentions

voices

$CACI

Caci International Inc

$CACI

Caci International Inc

Past 12mo:5mentions4voices

All voices5 mentions since Oct 2025calls only

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About this stock

$CACI has been mentioned 5 times over the past 12 months by 4 distinct FinTwit voices, with the first mention appearing on October 6, 2025, and the most recent on April 30, 2026. @crux_capital_ is the most active voice discussing the ticker with 2 mentions, followed by @investmentguru_, @kaizen_investor, and @ragingventures each with 1 mention. The dominant discussion category is long research, reflecting the nature of voices analyzing the company's business prospects and market positioning.

AI-generated from tracked posts · updated Jul 12, 2026

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Recent mentions

5 mentions

@kaizen_investorApr 30, 2026 · 4:38 PM

$META announced a first-of-its kind partnership with Overview Energy to bring space solar energy to its data centers. The goal: To solve the massive, 24/7 power requirements of their AI infrastructure. The system will collect solar energy in orbit and beam it down to existing ground facilities, maximizing utilization and avoiding the intermittency of ground-based solar. Timeline: Meta secured early access to up to 1GW of capacity, with an initial orbital demonstration planned for 2028 and commercial power delivery expected by 2030. To beam energy down to Earth as near-infrared light from geosynchronous orbit (roughly 22,000 miles up), they are essentially relying on incredibly high-power, free-space laser transmission. That requires space-hardened fiber lasers, optical amplifiers, and incredibly precise beam-directing optics. So, who will supply those lasers? Overview Energy has not publicly named their specific hardware suppliers. But the CEO recently confirmed their strategy, stating they will manufacture their satellites in the U.S. by partnering with leading American suppliers. Some suppliers I'm currently thinking off: 1. $CACI: CACI is a massive US defense and technology contractor that acquired SA Photonics. They are a premier manufacturer of free-space optical payloads, high-power lasers, and the precision pointing systems required to hit a specific target on Earth from deep space. 2. $BAESY: A massive U.S. defense contractor with deep, flight-proven expertise in space optics, laser communications, and precision pointing. They have the manufacturing scale and the facilities to handle a constellation of this size. 3. $RKLB (Mynaric): Yes, Mynaric has German origins, but they have built a massive manufacturing footprint in the United States specifically to comply with U.S. government and military requirements. They are currently a major supplier for the U.S. Space Development Agency's (SDA) optical networks, making them a highly industrialized domestic option. One to keep an eye on.

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@crux_capital_Jan 18, 2026 · 11:09 PM

Hoping for a pullback in the market to take a new Photonics Aerospace and Defense position! Here is some of my watchlist with price levels - $RTX - $180 $LHX -$305 $NOC - $580 $DRS - $38 $TDY - $520 $OPTX - $3 $LASR - $37 $VSAT- $37 $CACI - $570 $VIAV - $17 $RKLB - $74 $BKSY - $23 $SATL - $3 $RDW - $8 What companies would you add here? Keep in mind, I am not saying I am automatically buying these companies IF they get to these levels. Just price alerts to keep me notified as I keep digging. Also, there are many other adjacent companies that I am tracking. This is just a pretty pure A&D with heavy photonics exposure

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@crux_capital_Jan 15, 2026 · 1:45 PM

@BlackPantherCap Yeah definitely $LASR $LPTH $AVAV $CACI $OPXS

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@investmentguru_Jan 15, 2026 · 1:40 AM

Defense and aerospace stocks to watch - Control / Decision Software (The Brain): This is where wars are increasingly decided. Data fusion, AI-driven decision-making, and battlefield visibility (e.g., $PLTR, $BAH, $SAIC, $CACI) create asymmetric advantages. - Sensors, Electronics & System Integration: Hardware that feeds the brain—radars, avionics, comms, EW—dominated by primes like $LMT, $NOC, $RTX, $LHX. - Attritable Drones & Autonomous Systems: Low-cost, scalable systems changing force economics ( $KTOS, $AVAV, $RCAT). - Space, ISR & Defense-Adjacent Infrastructure: Satellites, ground stations, data relay—the next major control layer ( $RDW, $PL). - Platforms, Naval & Strike Delivery: Traditional force projection still matters, but it’s increasingly downstream of software and sensors ( $BA, $GD, $HII). - Industrial Base / Components (The Real Bottleneck): The quiet winners—manufacturing capacity, precision components, and supply chains ( $TDG, $HWM, $HEI, $HXL).

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@ragingventuresOct 6, 2025 · 2:02 PM

This podcast with the CEO of Vannevar Labs on "reasoning agents" is worth a listen for those looking to get in the weeds on potential Agentic applications for LLMs. It is super interesting and in-depth. Vannevar says there is an imminent opportunity to use Agents to massively enhance the productivity of workers at DoD, driving significant savings by reducing the usage of outsourced consultants. Based on my work (thanks ChatGPT), this could impact companies like $BAH, $SAIC, $CACI, $LDOS, $AMTM, and $KBR. It is worth keeping an eye on Vannevar, which is an emerging defense tech unicorn with $80mm in ARR. We were seed investors in the company in 2019. https://t.co/CKopj2xUfC

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