$CRS — FinTwit mentions on Surfaced

Last 12mo stats

24

mentions

12

voices

$CRS

Carpenter Technology Corp

$CRS

Carpenter Technology Corp

Past 12mo:24mentions12voices

All voices24 mentions since Dec 2025calls only

Loading price chart…

About this stock

Over the past 12 months, $CRS Carpenter Technology Corp has been mentioned 24 times by 12 distinct FinTwit voices, with the first mention appearing on December 16, 2025, and the most recent on July 9, 2026. The two most-active voices discussing the stock are @pelositracker (Nancy Pelosi Stock Tracker) and @thevalueist (TheValueist), each with 5 mentions. The discourse has been dominated by long research-focused content, with @nezih_gokay contributing 3 mentions and @investmentguru_ and @mrmikeinvesting each contributing 2 mentions.

Recent discussions have characterized $CRS as a specialty alloys company tied to structural aerospace demand. On July 9, 2026, @investmentguru_ included $CRS in a broader watchlist of 15 stocks, noting its connection to aerospace structural demand. Earlier in June, @thevalueist shared technical observations about the stock's price action relative to the 50-day moving average and circulated Bloomberg reporting from December 2025 about Doncasters Group, a competing aerospace forging supplier, preparing for an IPO valued at over $4 billion, which provided industry context for specialty metals suppliers in the aerospace sector.

AI-generated from tracked posts · updated Jul 10, 2026

Related stocks

$HONHoneywell International

$FCXFreeport-McMoran Copper & Gold

$SCCOSouthern Copper

Recent mentions

24 mentions

@investmentguru_Jul 9, 2026 · 1:29 AM

15 Stocks Worth Watching Right Now $IBRX — Commercial-stage oncology player inflecting toward positive cash flow $QURE — Gene therapy name with multiple near-term pipeline catalysts $CRWD — Category leader in endpoint security, driving platform consolidation $NET — Edge network expanding fast into AI infrastructure and security $OUST — Pure-play lidar riding the physical AI/autonomy wave $OSS — Small-cap AI compute and edge hardware specialist $BE — Fuel cell tech benefiting from data center power demand $VICR — Power delivery modules critical to AI/data center infrastructure $SPIR — Data-as-a-service model, differentiated from hardware-only peers $SATL — Earth observation player with consolidation potential $DDOG Datadog — Observability leader compounding alongside AI workload growth $SEZL Sezzle — BNPL growth story with small-cap asymmetric upside $PURR Hyperliquid Strategies — Exposure to crypto/DeFi infrastructure buildout $CRS Carpenter Technology — Specialty alloys tied to structural aerospace demand $STRL Sterling Infrastructure — Direct beneficiary of data center and energy infra buildout Not financial advice.

@thevalueistJun 19, 2026 · 11:55 AM

$CRS ripped off the 50dma. https://t.co/TKGrWZ6GtW

@thevalueistJun 19, 2026 · 11:49 AM

$DPC $CRS By Aaron Kirchfeld, Swetha Gopinath and Bailey Lipschultz 12/17/2025 11:50:23 [BN] (Bloomberg) -- Doncasters Group, an almost 250-year-old UK metal engineering group that supplies Boeing Co., has selected banks for a US initial public offering that could value the firm at more than $4 billion, according to people familiar with the matter. The Leeds-based company has picked advisers including Morgan Stanley and Jefferies Financial Group Inc., as well as Barclays Plcand Moelis & Co., to manage the share sale, the people said. The offering could take place as soon as in 2026, the people said, asking not to be identified because discussions are private. The firm could raise between $500 million to a $1 billion in the share sale, the people said. Doncasters makes specialist metal products such as airfoils, blades and stud welding used for airplanes, industrial gas turbines and car production, according to its website. No final decisions have been made, and more banks could be added to the roster, the people said. Representatives for Doncasters, Barclays, Jefferies, Morgan Stanley and Moelis declined to comment. Investors are likely to be drawn to Doncasters IPO by two main drivers: the burgeoning AI sector, which has led to a surge in data-center development, boosting demand for power generation and customers such as Siemens Energy AG. Besides that, a shortage of parts for engines in the aerospace industry is also raising demand for the casting parts made by Doncasters with Safran SA and Boeing. The company is one of the key forging suppliers alongside Precision Castparts, which is owned by Warren Buffett’s Berkshire Hathaway Inc., and Howmet Aerospace Inc., which is worth about $81 billion including debt and trades at roughly 35 times its earnings before interest, taxes, depreciation and amortization, according to data compiled by Bloomberg. The global aerospace forging industry is forecast to grow to almost $74 billion by 2034 from almost $34 billion in 2024, helped by demand for air travel and defense spending, according to a report by Research & Markets. A listing would mark a significant turnaround for Doncasters, which completed a debt restructuring in 2020 after a takeover by its lenders from the now-defunct Dubai International Capital. Under Chief Executive Officer Mike Quinn and Non-Executive Chairman Dirkson Charles, the company has grown through investments and acquisitions, including Uni-Pol in 2022. Doncasters traces its roots to 1778, when Daniel Doncaster started the forging tools company in Sheffield, England, which soon after became the heart of the UK’s steelmaking industry. It now has about 20 locations and 3,000 employees in Europe, America and Asia who, according to its website, are “turning metals into motion.” (Updates Moelis’ comment in fourth paragraph.)

@nezih_gokayJun 14, 2026 · 4:28 PM

私の日本からのフォロワーの皆様へ、以下の投稿の日本語版です。誰もがSPACEXの株を追いかける中、スマートマネーはロケットの燃料供給企業を買い集めている！イーロン・マスクが空と軌道を征服する一方で、株式市場には目立たないものの、驚異的なハイパーグロース（急成長）を遂げている「隠れた宇宙帝国」が存在します。SpaceXは単独で飛んでいるわけではありません。その背後にある巨大なサプライチェーンが、上場企業の成長エンジンに火をつけているのです。（ぜひ1年間のリターンを見てみてください）マスクがギアを上げるにつれ、売上を倍増させている隠れた巨頭たちは以下の通りです： Linde Plc ($LIN): SpaceXエコシステムにおいて最も重要な黒子のひとつ。ロケット打ち上げに使用される液体酸素や液体窒素などの産業用ガスの主要サプライヤーです。モーニングスターの分析によると、リンデはSpaceXの打ち上げの約70%を直接支えており、Starship（スターシップ）運用のために打ち上げ射場の近くに専用施設を建設しています。 Moog Inc. ($MOG.A): 航空宇宙・防衛産業向けに精密制御システムを製造するムーグは、人工衛星や宇宙船向けの重要な電気機械コンポーネントを供給しています。SpaceXの打ち上げ量の増加から直接的な恩恵を受けているサプライヤーの一社です。 Intel ($INTC): イーロン・マスクのエコシステム（テスラおよびSpaceX）におけるテクノロジーパートナーとして、Terafab（テラファブ）などの共同生産や高度な半導体アーキテクチャの分野で役割を担っています。 Alphabet Inc. ($GOOGL): グーグルの親会社であるアルファベットは、SpaceXにクラウドデータインフラを提供するだけでなく、2015年には同社に9億ドルという早い段階での投資を行っていました。 Kratos Defense & Security Solutions ($KTOS): 直接的または間接的に衛星地上システム（OpenSpace）のアーキテクチャを提供する同社は、Starlink（スターリンク）をはじめとする巨大衛星コンフィギュレーション（星座）の商業的成長から最も恩恵を受けている黒子的存在です。 Carpenter Technology Corp. ($CRS): 創業135年のこの金属企業は、SpaceXの最も重要なサプライヤーのひとつです。StarshipロケットやRaptor（ラプター）エンジンに使用される、極限の温度と圧力に耐える特殊な航空宇宙用合金やステンレス鋼派生物を供給しています。 Materion Corp. ($MTRN): 宇宙産業に不可欠なベリリウム合金、高度なコーティング材料、光学コンポーネントを製造しています。これらの高性能材料は、SpaceXの衛星システムや打ち上げ車両に多用されています。 Hexcel Corporation ($HXL): ロケットを軽量かつ頑丈にするために必要なカーボンファイバー（炭素繊維）や高度な複合材料を航空宇宙大手に供給しています。 STMicroelectronics ($STM): ジュネーブに本拠を置くこの半導体大手は、10年近くSpaceXと提携しています。何百万もの家の屋根に設置されているStarlink端末（パラボラアンテナ）の内部にある高周波（RF）アンテナチップ、マイクロコントローラ、セキュリティ素子は、大部分が同社によって製造されています。 Broadcom Inc. ($AVGO): Starlink衛星の地上局およびグローバルなネットワークインフラ向けに、高速データ通信を可能にする専用のネットワークチップやスイッチングハードウェアを供給しています。 Trimble Inc. ($TRMB): SpaceXの車両（機体）をミリメートル単位の精度で位置決めし、ロケットの自律着陸やStarlink衛星の軌道追跡を行うための高度なポジショニング（位置測定）技術とソフトウェアを提供しています。 Garmin Ltd. ($GRMN): 航空基準のナビゲーションシステム、センサー、フライトデッキ（操縦席）コンポーネントを製造する同社は、民間宇宙飛行やカプセルの統合において役割を果たしています。 EchoStar / Dish Network ($SATS): Starlinkの「衛星からスマホへ直接つながる（Direct-to-Cell）」インターネットプロジェクトの実現において、極めて重要なパートナーです。SpaceXはエコースターと数十億ドル規模の周波数帯契約を結び、その見返りとして同社にSpaceXの株式を提供しました。

@nezih_gokayJun 14, 2026 · 8:52 AM

(For the people from many countries who follow me, here is the English version of the post below.) WHILE EVERYONE IS CHASING SPACEX STOCK, SMART MONEY IS ACCUMULATING THE ROCKET FUELERS! While Elon Musk conquers the skies and orbits, there is a hidden space empire in the stock market experiencing hyper-growth under the radar. SpaceX does not fly alone. The massive supply chain behind it is fueling the growth engines of publicly traded companies. (Just look at their 1-year returns) Here are the hidden giants multiplying their revenues as Musk cranks up the gears: Linde Plc ($LIN): One of the most critical background players in the SpaceX ecosystem. It is the primary supplier of industrial gases like liquid oxygen and liquid nitrogen used in rocket launches. According to Morningstar analysis, Linde directly supports roughly 70% of SpaceX launches and has established dedicated facilities near launch sites for Starship operations. Moog Inc. ($MOG.A): Producing precision control systems for the aerospace and defense industries, Moog provides critical electromechanical components for satellites and spacecraft. It is among the suppliers benefiting directly from SpaceX's increasing launch volume. Intel ($INTC): Acts as a technology partner in Elon Musk’s ecosystem (Tesla and SpaceX), collaborating on advanced semiconductor architectures and co-production initiatives like Terafab. Alphabet Inc. ($GOOGL): Google’s parent company, Alphabet, not only provides cloud data infrastructure to SpaceX but also made an early-stage investment of $900 million in the company back in 2015. Kratos Defense & Security Solutions ($KTOS): Providing satellite ground systems architecture (OpenSpace) both directly and indirectly, this company is one of the background actors benefiting the most from the commercial growth of Starlink and similar massive satellite constellations. Carpenter Technology Corp. ($CRS): This 135-year-old metal company is one of SpaceX's most vital suppliers. It supplies the specialized aerospace alloys and stainless steel derivatives used in Starship rockets and Raptor engines to withstand extreme temperatures and pressure. Materion Corp. ($MTRN): Produces beryllium alloys, advanced coating materials, and optical components that are critical for the space industry. These high-performance materials are heavily utilized in SpaceX's satellite systems and launch vehicles. Hexcel Corporation ($HXL): Supplies carbon fiber and advanced composite materials to aerospace giants, which are essential for making rockets lightweight yet durable. STMicroelectronics ($STM): This Geneva-based semiconductor giant has been working with SpaceX for nearly a decade. The radio frequency (RF) antenna chips, microcontrollers, and security elements inside the millions of Starlink terminals (satellite dishes) on rooftops are largely manufactured by STM. Broadcom Inc. ($AVGO): Supplies specialized networking chips and switching hardware that enable high-speed data communication for Starlink satellites' ground stations and global network infrastructure. Trimble Inc. ($TRMB): Offers advanced positioning technologies and software for millimeter-precision positioning of SpaceX vehicles, autonomous rocket landings, and orbit tracking of Starlink satellites. Garmin Ltd. ($GRMN): Manufacturing aviation-grade navigation systems, sensors, and flight deck components, the company plays a key role in commercial spaceflights and capsule integrations. EchoStar / Dish Network ($SATS): A highly critical partner for the realization of Starlink's direct-to-cell satellite internet project. SpaceX signed a multi-billion-dollar frequency band agreement with EchoStar and provided SpaceX shares in return.

@nezih_gokayJun 14, 2026 · 7:28 AM

HERKES SPACEX HİSSESİ PEŞİNDE KOŞARKEN AKILLI PARA ROKETE YAKIT TAŞIYANLARI TOPLUYOR! 🚀🔥 Elon Musk gökyüzünü ve yörüngeyi fethederken borsada sessiz sedasız hiper büyüme yaşayan gizli bir uzay imparatorluğu var. SpaceX tek başına uçmuyor. Arkasındaki devasa tedarik zinciri borsadaki şirketlerin büyüme motorlarını alevliyor. (1 yıllık getirilerine bakın) Musk vites artırdıkça cirosunu katlayan gizli devler⬇️ 🔵Linde Plc $LIN : SpaceX ekosistemindeki en kritik arka plan oyuncularından biridir. Şirketin roket fırlatmalarda kullandığı sıvı oksijen ve sıvı azot gibi endüstriyel gazların ana tedarikçisidir. Morningstar analizlerine göre Linde SpaceX fırlatmalarının yaklaşık %70'ini doğrudan desteklemektedir ve Starship operasyonları için fırlatma alanlarının yakınında özel tesisler kurmuştur. 🔵Moog Inc. $MOG.A : Havacılık ve savunma sanayisine hassas kontrol sistemleri üreten Moog uydular ve uzay araçları için kritik elektromekanik bileşenler sağlamaktadır. SpaceX'in artan fırlatma hacminden doğrudan olumlu etkilenen tedarikçiler arasındadır. 🔵Intel $INTC : Elon Musk ekosisteminde (Tesla ve SpaceX) Terafab gibi ortak üretim ve gelişmiş yarı iletken mimarilerinde teknoloji ortağı olarak rol oynamaktadır. 🔵Alphabet Inc. $GOOG : Google'ın çatı şirketi Alphabet SpaceX'e sadece bulut-veri altyapısı sağlamakla kalmıyor aynı zamanda şirkete 2015 yılında 900 milyon dolarlık erken aşama bir yatırım yapmıştı. 🔵Kratos Defense & Security Solutions $KTOS : Doğrudan veya dolaylı olarak uydu yer sistemleri (OpenSpace) mimarisi sunan şirket Starlink ve benzeri devasa uydu takımyıldızlarının ticari olarak büyümesinden en çok fayda sağlayan arka plan aktörlerindendir. 🔵Carpenter Technology Corp. $CRS : 135 yıllık bu metal şirketi SpaceX'in en önemli tedarikçilerinden biridir. Starship roketlerinde ve Raptor motorlarında kullanılan aşırı sıcaklığa ve basınca dayanıklı özel havacılık alaşımlarını ve paslanmaz çelik türevlerini tedarik etmektedir. 🔵Materion Corp. $MTRN : Uzay endüstrisi için kritik öneme sahip olan berilyum alaşımları gelişmiş kaplama malzemeleri ve optik bileşenler üretir. SpaceX'in uydu sistemlerinde ve fırlatma araçlarında bu yüksek performanslı malzemeler yoğun olarak kullanılmaktadır. 🔵Hexcel Corporation $HXL : Roketlerin hafif ama dayanıklı olması için gereken karbon fiber ve gelişmiş kompozit malzemeleri havacılık devlerine sağlar. 🔵STMicroelectronics $STM : Cenevre merkezli bu yarı iletken devi yaklaşık on yıldır SpaceX ile çalışmaktadır. Milyonlarca evin çatısında bulunan Starlink terminallerinin (çanak antenlerin) içindeki radyo frekansı (RF) anten çipleri mikrodenetleyiciler ve güvenlik elemanları büyük oranda STM tarafından üretilmektedir. 🔵Broadcom Inc. $AVGO : Starlink uydularının yer istasyonları ve küresel ağ altyapısı için yüksek hızlı veri iletişimi sağlayan özel ağ yongaları ve anahtarlama donanımları tedarik eder. 🔵Trimble Inc. $TRMB : SpaceX araçlarının milimetrik hassasiyetle konumlandırılması, otonom roket inişleri ve Starlink uydularının yörünge takibi için gelişmiş konumlandırma teknolojileri ve yazılımları sunar. 🔵Garmin Ltd. $GRMN : Havacılık standartlarında navigasyon sistemleri, sensörler ve uçuş kontrol paneli bileşenleri üreten şirket ticari uzay uçuşları ve kapsül entegrasyonlarında rol oynamaktadır. 🔵EchoStar / Dish Network $SATS : Starlink'in uydudan doğrudan cep telefonuna internet projesinin hayata geçebilmesi için çok kritik bir ortaktır. SpaceX, EchoStar ile milyarlarca dolar değerinde bir frekans bandı anlaşması yapmış ve karşılığında bu şirkete SpaceX hissesi vermiştir. (Görsel Midas'tan alınmıştır)

@wliangMay 26, 2026 · 5:03 PM

$CPSH has breached multi-year resistance. What's interesting is there's no direct pure-play AlSiC competitor at $CPSH's size of ~$180M MC... makes it a solid chokepoint. I guess $MTRN at ~$4B MC, or $CRS at ~$22B MC would be the closest meaningful competitors? https://t.co/hspnvXONui

@mrmikeinvestingMay 16, 2026 · 4:45 PM

SpaceX $SPCX is officially set to go public on June 12. This will be the largest IPO in history, & will cause a total reprice amongst the entire space sector. These are the critical sectors amongst the space theme: Satellite Communication & Operations $ASTS ~ AST SpaceMobile $PL ~ Planet Labs $GSAT ~ Globalstar $SPIR ~ Spire Global $AMZN ~ Amazon $VSAT ~ Viasat Spacecraft & launch systems $RDW ~ Redwire $RKLB ~ RocketLab $LMT ~ Lockheed Martin $KTOS ~ Kratos Defense $FLY ~ Firefly Aerospace $LUNR ~ Intuitive Machines Specialty Materials $CRS ~ Carpenter Technology $ATI ~ ATI Inc $MTRN ~ Materion $GLW ~ Corning $PKE ~ Park Aerospace Propulsion Systems & Fuel $LIN ~ Linde $APD ~ Air products & Chem $NEU ~ NewMarket Electronics & Semis $NVDA ~ Nvidia $AVGO ~ Broadcom $COHR ~ Coherent $LITE ~ Lumentum

@investmentguru_May 16, 2026 · 2:58 PM

SpaceX $SPCX IPO — June 12. Biggest IPO in history. Know your map. 🛸 Launch → $RKLB $FLY 🛰️ Imaging → $PL $SATL $BKSY $SPIR $HAWK $GSAT 📡 Satellite Comms → $ASTS $IRDM $VSAT $SATS $TSAT $ETL $GILT $SIDU 🏗️ Infrastructure → $LUNR $RDW $MDA $VOYG 🔩 Components → $KRMN $TDY $APH $HEI $ATRO $DCO $VELO $RBC $AME $PH $GHM ⚙️ Materials → $CRS $MTRN $HXL $ATI $GLW $PKE 🛡️ Aerospace & Defense → $LMT $RTX $NOC $KTOS $LHX $BA $AIR $HO The rising tide lifts all rockets. Not financial advice.

@thevalueistMay 16, 2026 · 3:16 AM

$CRS sitting on the 50dma. We have some very interesting friends involved. https://t.co/zKfOOcIVKJ

@thevalueistMay 16, 2026 · 2:59 AM

$CRS Carpenter Technology: Navigating the Aerospace Materials Supercycle, and Investment Thesis. Carpenter Technology has moved well beyond its identity as a traditional steel producer. The current business is defined by specialty alloys for aerospace applications — a segment where technical barriers, lengthy qualification cycles, and structural scarcity create pricing power that commodity materials businesses simply don't have access to. That competitive insulation is the foundation of the current financial performance, and it's durable in ways that cycle-driven earnings improvements typically are not. The aerospace supercycle is a genuine tailwind rather than a narrative convenience. Demand for high-performance alloys is being pulled by aircraft production ramp-ups across both commercial and defense platforms, and the qualification-heavy nature of aerospace supply chains means that approved suppliers like Carpenter cannot be easily displaced or substituted even when spot pricing is elevated. That dynamic supports both margin sustainability and volume visibility in ways that are uncommon in materials businesses. Financial performance reflects that positioning. Operating leverage is strong, free cash flow is robust, and the earnings trajectory has been impressive. The risk is that the valuation has caught up — the stock is pricing in continued execution of a demanding growth profile, which means the margin for error is narrow even against a favorable backdrop. The capacity expansion is the next major test. Scaling specialty alloy production is technically complex and capital-intensive, and doing so while maintaining the yield rates and quality certifications that aerospace customers require is an operational challenge that shouldn't be underestimated. Execution on the expansion will determine whether Carpenter can capture the incremental demand the supercycle is generating or whether supply constraints become a ceiling on growth. Leadership transition adds a layer of uncertainty to an already execution-intensive period. Tony Thene's tenure produced the strategic clarity and operational discipline that drove the current performance, and Brian Malloy inherits both a strong platform and a high bar. Continuity in strategy and customer relationships will be the key variables to monitor through the transition — in a qualification-driven business, relationship continuity matters as much as operational capability.

@mrmikeinvestingApr 19, 2026 · 4:01 PM

The upcoming $2T SpaceX IPO is about to cause a generational rally amongst the full space economy… Your chance to enter these space sector names below before they squeeze will end soon: Spacecraft & Launch Systems - $RDW, $RKLB, $FLY, $LUNR, $YSS Satellite Operators & Services - $AMZN, $ASTS, $SPIR, $PL, $IRDM Raw Materials & Mining - $FCX, $TECK, $MP, $AA Specialty Materials & Alloys - $ATI, $GLW, $MTRN, $CRS, $HXL Electronics and semiconductors - $NVDA, $LITE, $STM, $COHR, $ADI Don’t miss out on these potential life changing investment opportunities…

@jasonl_capitalApr 18, 2026 · 10:33 PM

Specialty Materials & Alloys • $ATI ($165.46) — Titanium and nickel superalloys for propulsion and airframes. Guiding to $1B adjusted EBITDA for 2026. • $CRS ($445.00) — High-performance nickel superalloys in structural shortage. Record Q2 operating income of $155M. Guiding $660-700M adjusted operating income for FY26. • $HXL ($88.55) — Carbon fiber composites in launch vehicles, satellite platforms, and pressure vessels. Supplies 100+ active space and defense programs including Artemis.

@stocksavvyshayApr 18, 2026 · 1:29 PM

SPACE ECONOMY CHEAT SHEET A SpaceX IPO likely forces the market to look beyond rockets and start repricing the full supply chain and infrastructure layer beneath the space economy: Spacecraft & Launch Systems • $YSS manufactures standardized satellite buses for rapid deployment • $RKLB builds launch vehicles, spacecraft systems & broader orbital infrastructure • $VOYG supplies space infrastructure & in-space services for government programs • $LUNR provides lunar landers & surface delivery systems tied to NASA Artemis missions • $FLY develops launch vehicles & lunar lander services for commercial & government missions • $RDW manufactures spacecraft components, deployable structures & in-space manufacturing systems Satellite Operators & Services • $BKSY provides real-time geospatial intelligence & high-revisit satellite imagery • $IRDM operates the only truly global LEO satellite network covering the entire planet • $SPIR delivers satellite-based data & analytics across maritime, weather & RF monitoring • $AMZN building a direct-to-device & broadband satellite network through Project Kuiper + $GSAT assets • $PL operates the largest Earth observation constellation serving commercial, defense & intelligence customers • $ASTS building a space-based cellular broadband network for D2D connectivity with BlueBird 7 launching April 19 & 45-60 satellites targeted by year-end 2026 Raw Materials & Mining • $AA supplies aluminum used in launch vehicles & spacecraft structure • $FCX provides copper that feeds power systems & electronics across the space stack • $TECK offers diversified exposure to critical minerals tied to aerospace & industrial buildout • $MP controls the only scaled rare earth mining & processing asset in the U.S. supporting satellite & propulsion supply chains Specialty Materials & Alloys • $ATI produces titanium & nickel alloys critical to propulsion & aerospace systems • $HXL makes carbon fiber composites used in launch vehicles & satellite structures • $PKE manufactures advanced composite materials for aerospace & defense structures • $CRS supplies high-performance alloys used in rocket engines & spacecraft component • $GLW supplies specialty glass & optical components for satellite communications & sensing • $MTRN provides advanced materials & precision components for defense and space systems Electronics & Semiconductors • $QRVO supplies RF chips & filter components for satellite communications payloads • $LITE supplies optical components & lasers used in high-speed communications links • $ADI supplies precision analog & sensing chips used across satellite and launch systems • $COHR provides lasers & optical components tied to satellite & communications systems • $NVDA provides AI compute infrastructure for satellite data processing & autonomous systems • $STM provides semiconductors for guidance, control & communications in space-grade applications • $AVGO supplies connectivity & networking semiconductors used across communications infrastructure

@aleabitoredditMar 23, 2026 · 7:37 AM

Normally this goes in shower thoughts but will post main timeline today. $ALOY - Rare earth powders -> high-purity metals. Magnets used in the liquid cooling pumps $NB - Scandium, lightweight metal frames for server racks. $UURAF- Separation of rare earths. $ARA - Upstream feedstock for magnets $MEI - IAC deposit outside of China. $NTU - hard-rock heavy rare earths These are all more under the radar stuff like sub <$1B. Then for robotics supply chains I made this earlier: $UUUU - Processes monazite sand into high-purity Neodymium $MP - Extracting bastnäsite at Mountain Pass and vertically integrating into domestic NdFeB magnet manufacturing. $ALOY - Converting heavy rare earth oxides into defense-grade alloys and high-temperature metals like Samarium and Gadolinium $USAR- Process heavy rare earth elements and manufacture sintered NdFeB magnets $LYSDY -(Lynas Rare Earths Limited) - Only commercial producer of separated heavy rare earth elements outside of China. $NEO -(TSX): They are the only Western company commercially producing the actual NdFeB magnetic powders and alloys at scale right now. $ILU- (rare earths refinery): rare earths refinery for Australia $ARU- (ASX): "Ore-to-oxide" NdPr facility 2. Structural Metallurgy (Niobium, Vanadium, Titanium, Beryllium) $ATI - Dominant US producer of high-performance titanium and specialty alloys required for robotic joints. $CRS - US supplier of specialty structural alloys, including the high-strength steels, titanium, and magnetic $FCX - World's largest producer of Molybdenum, which is strictly necessary for the structural steel in planetary roller screws. $NB - Critical pure-play company developing the Elk Creek project in Nebraska, aimed at supplying domestic Niobium, Scandium, and Titanium $MTRN - Major global processor of Beryllium $LGO - Leading publicly traded processors of Vanadium $BMM - Onshore supply and processing for like Germanium and Gallium $VNP - Gallium, Germanium, and Indium for advanced sensors and electronics $TECK - Most significant producer of Germanium outside of China $ALB - Lithium extraction $EAF - High-purity Graphite for battery anodes $ALTM - Western lithium required to supply the batteries $SYR - Balama mine for Graphite $FCX - Humanoid requires up to 6.5 kilograms of copper $AW1 (ASX): Advancing the West Desert project in Utah, for domestic geological sources for high-grade Gallium and Indium I'm aware of a lot of more... It's just some are a little dangerous to mention geopolitically in case I broadcast vulnerabilities to geopolitical adversaries reading this (looking at you $AXTI) If you're going long on a western one 5n my favorite. Image source: Crossdock Insights, Visual Capitalist FYI this is not the pandoras box stuff. Just name dropping some interesting names informally before finishing up some research on a specific long idea. Critical elements required for semiconductor packaging and others close to near-total import reliance -> so prob influx of funding going toward it. Just informal thoughts

@pelositrackerMar 5, 2026 · 8:04 PM

Breaking: Trump has appointed Oklahoma Senator Markwayne Mullin to become the next DHS In the past year, Mullin has traded over $10.2M worth of stocks His current portfolio includes multiple potential conflicts of interest. Here's what he owns 1. $115K of Raytheon Technologies $RTX — major defense & aerospace contractor Recently Raytheon spun off "Nightwing" which protested a $2.4B DHS contract awarded to a competitor. The DCS then pulled the contract. Raytheon also holds an active $1.2B Einstein cybersecurity contract with the DHS 2. $150K of Carpenter Tech $CRS — defense alloys (Raytheon, Lockheed supplier) Carpenter supplies specialty alloys used in military aircraft, naval vessels, and missile systems. All of which are operated by DHS agencies including the Coast Guard and Customs & Border Protection. 3. $150K VSE Corp $VSEC — defense contractor ($565M Air Force deal) VSE right now is bidding on a contract for "storage, maintenance, & disposal services for personal property seized by various federal agencies" including the DHS. 4. $150K of Amkor Tech $AMKR — semiconductor company funded by the CHIPS Act Amkor receives federal funding from the CHIPS act where the DHS/CISA designated semis/chips as critical infrastructure Other potential conflicts of interest include $150K of Chevron #CVX His entire tracker is listed on Autopilot, but we'll be keeping an eye on these positions from here

@pelositrackerMar 4, 2026 · 4:41 PM

Breaking: The Notable Politician Portfolio on Autopilot just made 2 new trades The strategy tracks the "most suspicious" trades made by congress including big buys, conflicts of interest, & more 1. BUY - Raytheon $RTX "Markwayne Mullin (R) recently bought in Dec 2025 while sitting on the Senate Armed Services committee, suspicious with escalation in Iran" 2. BUY - Carpenter Technology $CRS "Another Markwayne Mullin (R) buy focused on defense that he bought last week while sitting on the Senate Armed Services committee" Full portfolio breakdown now includes: $BITB - Bitwise Bitcoin ETF $IDXX - Idexx Laboratories Inc $PLTR - Palantir $TEM - Tempus AI, Inc. Class A Common Stock $LHX - L3Harris Technologies, Inc. $SCHO - Cash $GPGI - GPGI, Inc. $IBP - INSTALLED BUILDING PRODUCTS, INC. $CRS - Carpenter Technology Corp $RTX - RTX Corporation $TSCO - Tractor Supply Co $BBAI - BigBear. ai $SSYS - Stratasys Inc $GENI - Genius Sports Limited

@pelositrackerMar 3, 2026 · 10:52 PM

Should he be allowed to buy defense stocks while sitting on the Armed Services Committee? No. But until they change the rules, we're going to keep tracking him. The Mullin portfolio on Autopilot is now updated with his latest trades including $CRS https://t.co/Qz6BxPZqPe https://t.co/uAlBS1mvcB

@pelositrackerMar 3, 2026 · 2:17 PM

He's back making shady trades again... Sen. Markwayne Mullin bought Carpenter Technology $CRS makes alloys used by defense contractors like Raytheon and Lockheed Martin Mullin sits on the Senate Armed Services Committee He originally bought on Feb 4th, is already up 22%, & just hit an all-time yesterday Last time we flagged him, it was for buying Raytheon $RTX right before US military action in Iran.

@frenchie_Feb 7, 2026 · 10:49 AM

Un insider achète du $CRS Carpenter Techonology, c'est un stock qui fabrique des alliages en poudre pour la fabrication additive 3D pour la défense. Le mec est littéralement lié à la défense et dirige des colloques avec les état-major au sénat. Je vous laisse lire les commentaires, une très grande partie de ce qu'achète ces politiciens se transforme en or dans l'année Les délits d'initiés sont énormes et devant nous

@pelositrackerFeb 5, 2026 · 7:26 PM

New Notable Politician Trade Alert 🚨 Markwayne Mullin just disclosed ~$1M of new stock buys. Most notably was a ~$50K buy of Carpenter $CRS Why? 3 reasons: 1. Carpenter makes alloys for defense contractors 2. Mullin serves on the Senate Committee on Armed Services 3. He is the first politician to buy this stock Will keep an eye from here

@yasutaketinJan 3, 2026 · 3:19 PM

$CRS カーペンターズ・テクノロジー米国の特殊金属メーカー（素材・合金）で、防衛・航空宇宙・医療など高度産業向けが中心。・プレミアム合金・ステンレス鋼・チタン合金（Dynamet ブランド） PER(NTM)x33.1 PSR(NTM)x5.3 https://t.co/JABbiV5alX

@thevalueistJan 3, 2026 · 2:19 AM

$CRS Carpenter Technology Strategic Outlook and Executive Performance Analysis

@crux_capital_Dec 16, 2025 · 1:16 AM

🚨Layer 2B drops tomorrow at 7:30am EST. $ASPI $XOM $GLW $ALMU $LEU $CRS Layer 2B focuses on the physical materials underneath AI hardware and why they matter more as systems scale. This is where AI starts interacting with heat, mechanical stress, data movement, and sustained power delivery. As clusters get larger and run longer, small material choices begin to affect reliability, timelines, and capital efficiency. I break down how that shows up across isotopic silicon, immersion cooling fluids, glass substrates, optical integration, nuclear fuel, and high-temperature alloys, using real companies doing the work. If you care about how AI actually gets built and deployed, this layer matters. Sorry this took a few weeks. I wanted to do it justice. Full report available for free. Please subscribe! (Link in bio)