$LASR mention timeline

nLIGHT. Every tracked FinTwit mention of $LASR, newest first. 160 mentions since the first on Jan 12, 2026. See the price chart.

July 2026 · 2 mentions

Jul 16
Michael Sikand 🦑 — Dropped $100K into the market here into a fresh "I bought the dip" account. Risk reward looks fantastic to just go long a big list of my favorite stocks, some down 30-50%. I see…↗
Jul 9
PhotonBull — US Military Awards nLight $LASR to build high-energy laser weapons that can kill cruise missiles for the “Golden Dome for America” domestic missile defense shield. From @laserwars…↗

June 2026 · 7 mentions

Jun 15
Michael | Hypermarkets — $NASA ETF core holdings (it owns $SPCX) $SPCX will easily 100x-200x by 2035: $SATS 10% EchoStar satellite operator providing broadband connectivity and video distribution global…↗
Jun 12
PhotonBull — Is this worth visiting🤔 $EOS.AX $ONDS $LASR https://t.co/xvQsAYZSrU↗
Jun 8
InvestmentGuru — 16 Semiconductor & AI Infrastructure Stocks to Watch $AMBA $CEVA $OSS $SKM $HPE $INOD $AOSL $PENG $MCHP $MXL $VSH $AXTI $GFS $PLAB $LASR $AEHR From Edge AI and photonics to AI da…↗
Jun 7
InvestmentGuru — The AI buildout is expanding far beyond $NVDA. Key areas seeing accelerating demand: ✅ AI servers & data centers ($HPE, $MCHP) ✅ Edge AI ($AMBA, $OSS) ✅ AI data infrastructure ($I…

May 2026 · 20 mentions

May 30
KawzInvests 🦑 — @Godgivingtree Im more interested in counter drone tech, such as $LASR and $EOS.AX↗
May 29
CK Capital — The great rotation? $EOS.AX $LASR https://t.co/8zvWNgCwgJ↗
May 25
PhotonBull — @aleabitoreddit I like $LASR / $SIVE for laser beams but can't believe you missed out on the only company actually shooting lasers into space to dazzle/destroy satellites and move…↗
May 25
Serenity — I’m fully convinced the Stock Market secretly revolves around building the Death Star and Battle Droids: $RKLB / $SPCX / $PL = Death Star $LASR / $SIVE = Laser Beams $TSLA / Uni…

April 2026 · 30 mentions

Apr 27
Michael | Hypermarkets — CHEATSHEAT and price targets for PHOTONICS STOCKS: Here’s the full stack + WHY each matters + price targets 1 year from now: 1. MATERIALS & WAFERS $AXTI — Enables indium phosp…↗
Apr 26
Shay Boloor — THE 7 LAYERS OF PHOTONICS 1. Materials & Wafers (substrate layer) $AXTI, $IQE $WOLF, $COHR, $LWLG 2. Tools (fabrication layer) $ASML, $AMAT, $LRCX 3. Lasers (light generation l…↗
Apr 22
Michael Sikand 🦑 — COUNTER UAS: $20.6B Stopping cheap drones from depleting multi-million dollar interceptors. $LASR, lasers that melt drones for $10/shot $AVEX, counter drone red teaming $RCAT,…↗
Apr 21
Wolf Capital

March 2026 · 50 mentions

Mar 31
Serenity — Or... instead of spending billions on "cheaper missiles". Since blowing $3-4M Patriots to down cheap drones isn't working. We start to do more research and deploy Energy Directe…↗
Mar 30
Chris Ray — In case you were wondering why photonics names were getting slapped today… Samsung is entering the silicon photonics foundry business. Anyone buying here? 🤔 $LASR $AAOI $COHR $…↗
Mar 26
Serenity — @frsinvesting $LASR is different than drone sector stocks, since energy directed weapons have a massive use case now from Iron Beam live usage. The main question is if they're th…↗
Mar 26
Serenity

February 2026 · 29 mentions

Feb 28
Serenity — Hope you all hedged with Pistachios. Israel is now airstriking Iran. Immediate Beneficiaries: Oil (Energy) - $XLE, $CVX, $XOM, Defense - $AVAV, $NOC, $LASR, $LPTH, $RTX, $AVAV…↗
Feb 19
Gaetano — Is $LASR the $LITE of Defense? https://t.co/yRYrka052D↗
Feb 19
Gaetano — @abhiatwork85 Yeah thats a good question that I was actually exploring today as well. Overall I am hoping that there is no significant escalation (obviously) and I don't think ther…↗
Feb 12
Serenity — @metapata If people ever want to see this in their lifetime, $LASR has one of the best exposure to energy directed lasers https://t.co/eNPepoBrk7

January 2026 · 22 mentions

Jan 30
Gaetano — A laser that can shoot down hypersonic missiles $LASR The Dept. of War is making it clear that Scaled Direct Energy is a defining kinetic capability in 2026 nLight ($LASR) is pos…↗
Jan 27
Black Panther Capital — I recently added $RR, $RDW and $SATL to my watchlist. $RR up 38% today. $RDW up 30% today. $SATL up 19% today. My current watchlist: $RR $RDW $SATL $KOPN $LPTH $PATH $LASR $UMAC…↗
Jan 27
Gaetano — High beta selloff kicking up again? I’m watching a number of names closely for adds or new positions. Some are long-duration compounders I’m comfortable holding for years; othe…↗
Jan 24
Serenity

Jun 7

InvestmentGuru — SEMICONDUCTOR & TECH SECTOR SWEEP — 16 Names You Need To Know $AMBA Edge AI Inflection Is Real — $800M Hanwha Deal Seals the Narrative $CEVA IP Licensing Machine Beats Expectatio…↗

Jun 4

Michael Sikand 🦑 — My trading caught the attention of @NYMag. The article is on the "drone stock bubble" and its magnetism to young male retail investors. As many know, I got started on FinX by put…↗

Jun 1

Michael Sikand 🦑 — $BRUN is surging today. I loaded this morning on my Asymmetrical Bets fund ($16M AUM following) on @joinautopilot with a 20% allocation at $34.50. Shoutout @mkfilko for inspirin…↗

May 21

PhotonBull — @AtlasShrug1 @OptimusDelta I think so from here yes More predictable, and the world is shifting away from being too dependent on the US for defense capabilities EOS sells ITAR f…↗

May 21

PhotonBull — @pinetree_cap @OptimusDelta I am also very bullish on other names here, especially $LASR But I think EOS is more attractive as an investment here. They can get US contracts for R…↗

May 21

PhotonBull — Very good read and a great explanation of why $EOS.AX > $LASR Even though I am very bullish on $LASR as well, $EOS.AX id my preferred bet here↗

May 20

PhotonBull — Highly recommend reading this article by @BlackScholesMan for anyone who is remotely interested in defense stocks Great article! $EOS.AX $ONDS $LPTH $AVAV $RTX $ESLT $LASR↗

May 17

PhotonBull — It's laser season $AVAV $LASR $KTOS $EOS.AX↗

May 10

PhotonBull — @Albert_TheVoid Very bullish on $LASR and $EOS.AX↗

May 9

PhotonBull — @babyfolio I honestly think $EOS.AX and $KRKNF cover every possible area of defense right now. Naval, subsea, ground, air and space. Those are my favourites, with EOS at 1 right no…↗

May 9

PhotonBull — What is up with trump bullposting about laser weapons every single day?! Probably makes sense given the economics of missile vs drone defense but the amount of posts is comical.…↗

May 9

PhotonBull — Are the investors who are flocking to defense in the room with us right now? $ONDS $EOS.AX $AVEX $KTOS $AVAV $LASR↗

May 8

PhotonBull — I guess the US government is not bad at trading? $LASR https://t.co/b9pn2MyNOC↗

May 7

PhotonBull — ''Likewise, drones came, and were incinerated while in the air. They dropped ever so beautifully down to the Ocean, very much like a butterfly dropping to its grave!'' Laser weapo…↗

May 7

Wolf Capital — You're telling me $EOS.AX is on a fire sale down in AUS market anon? $AVAV and $LASR up today, meanwhile we have articles like the below pop up? And $EOS.AX down? https://t.co/t0…↗

May 4

PhotonBull — More money to laser weapons, a relatively new market. Here are my favorite picks for this theme. US exposure: $LASR: Most powerful laser out there, 1MW in the works to counter b…↗

May 4

Wolf Capital — $EOS.AX If HELW is the next platform shift, the question isn’t whether the US funds it, it’s who captures the revenue while domestic programs catch up. $AVAV and $LASR are the obv…↗

May 4

Gaetano — I don't talk about my defense positions anymore But $KOPN is very much still one of my favorites, and it has become even more so with their Micro LED news as of late I also still…↗

May 4

InvestmentGuru — Earnings watchlist for the week: 𝗠𝗼𝗻𝗱𝗮𝘆 After Hours: $PLTR $FN $BWXT $AEIS $FLY $ADEA $ON 𝗧𝘂𝗲𝘀𝗱𝗮𝘆 Pre-Market: $SHOP $PYPL $ENLT $ETN After Hours: $AMD…↗

— Calling it now $EOS.AX will outperform $LASR from here

Apr 21

PhotonBull — Great news for $ASTS $AVEX $LASR↗

Apr 16

InvestmentGuru — Rotation in Play — Space & Photonics Cooling Off After strong runs, Space and Photonics are seeing some healthy profit taking as capital rotates into more undervalued sectors heat…↗

Apr 13

PhotonBull — My reasoning here is that $AVAV and $LASR are both up 8% Both C-UAS laser exposure Let's see if I am right on $EOS.AX↗

Apr 13

InvestmentGuru — $LASR — Quiet Leader in the Photonics Stack, High-power lasers are becoming mission-critical — and $LASR is right in the middle of it. • Strong in fiber lasers (manufacturing, def…↗

Apr 13

AlmaCap — @PhotonBull I prefer $LASR, US pure play as you say.↗

Apr 13

Michael Sikand 🦑 — Everyday this war continues, laser weapon stocks like $LASR and $EOS.AX look increasingly mispriced. They are the West's answer to asymmetric warfare and have no legit competitor…↗

Apr 12

KawzInvests 🦑 — The US just announced a blockade of the Strait of Hormuz starting Monday 10am ET. Peace talks failed. Trump went on air within hours and said this: "A laser melts the drone. It's…↗

Apr 12

PhotonBull — $EOS.AX $LASR https://t.co/UMEzQPz5FZ↗

Apr 12

PhotonBull — Laser defense is here folks Worth paying attention when all signals align Most people are talking about $AVAV and their Locust system, but $AVAV is too diversified for me if I wa…↗

Apr 11

Serenity — Serenity's Follower Picked Hyperbolic 10x ETF Performance. Week 1: +12.39% $AEHR: +56.72% ($45.08 -> $70.65) $AAOI: +39.63% ($108.86 -> $152.00) $SIVE: +35.35% (9.9 SEK -> 13.4…↗

Apr 11

AlmaCap — $LASR vs $EOS? US DoD as a customer or the Australian DoD? The answer was pretty obvious to me.↗

Apr 10

PhotonBull — 👀 $LASR↗

Apr 10

Jason Luongo — Nvidia invested $6B into photonics in March alone. The AI bottleneck isn't chips. It's moving data between them. 10 photonics stocks I'm watching: $AAOI - Applied Optoelectronic…↗

Apr 10

InvestmentGuru — Photonics — still one of the strongest sectors to keep on watch 👀 $AAOI $COHR $LITE $POET $MRVL $LWLG $TSEM $SIVEF $NOK $OPTX $AEHR $LASR $OPTX↗

Apr 9

CK Capital — $EOS.AX is one of my highest conviction positions and one of the largest holdings in my entire portfolio. Here is a full deep dive on why. Buckle up. Most people have never hea…↗

Apr 9

Serenity — @real_jensen_lee I’m a fan of $LASR and energy directed weapons. Just wrote this list off the top of my head, so might miss one or two names↗

Apr 9

InvestmentGuru — Photonics / Optical / Semiconductor — Full Stack View Foundries $TSEM $GFS → Scaling silicon photonics capacity to meet demand surge Optical Components & Lasers $COHR $LITE $IPG…↗

Apr 8

PhotonBull — What a market Hope everyone survived the last few weeks Will we go back to ATH before they find a new reason for a crash? $ASTS $NBIS $AAOI $AEHR $KRKNF $EQR.AX $EOS.AX $LASR $R…↗

Apr 8

Serenity — @TD_btc24 Most recent 5 thesis posts I've shared: 1. $HPS.A ($1.77B) - Transformer/Switchgear DC bottleneck 2. $ARM ($152B)- AI CPU ramp 3. Win Semi ($5.7B) - Foundry for CW laser…↗

Apr 5

Michael Sikand 🦑 — When I said "photonics is next"... It wasn't just about AI. Lasers are genuinley the future of everything. Directed energy weapons use laser beams to shoot drones out of the sk…↗

Apr 4

PhotonBull — Seems like defense, space and photonics are really the best high beta spots to be invested right now during the volatility. Have I missed any sector or theme? $ASTS $RKLB $KRKNF…↗

Apr 3

Serenity — Serenity's Followers Favorite Stock Parabolic Growth ETF: The most anticipated ETF of all time: $TRT - $5.88 $HGRAF - $4.49 $SIVE - 9.9 SEK $QURE - $17.21 $AEHR - $45.08 $ENVX -…↗

Apr 2

Michael Sikand 🦑 — Someone put a gun to my head. They said "make me $1M from $100K with 10 stocks". This answer saved my life. 1) $KRKNF - This subsea drone component monopoly is on the verge of r…↗

Apr 2

PhotonBull — @aleabitoreddit $EOS.AX and $EQR.AX are some of my favorites, though im sure something like $LASR will be a multibagger too, EOS feels earlier probably because people dont search t…↗

Apr 2

PhotonBull — Seeing a lot of (justified) talks about directed energy weapons, or laser weapons, on X lately. Seems like an obvious next sector to benefit. The Iran war shows everyone how bad t…↗

Apr 1

Michael Sikand 🦑 — @mvcinvesting $AEHR $OPTX, $EQR.AX, $EOS.AX, $LASR↗

— If you don't know my style by now: I identify upcoming sectors (photonics, memory, drones), then go long on the entire supply chain. I'm not always right, though. $AVAV and the…

Mar 24

InvestmentGuru — Hopefully you not missing $LITE $COHR $AAOI $AXTI $IPGP $LASR $VIAV $LWLG $POET $AEVA $EMKR $LASE $SIVEF $TSEM↗

Mar 24

InvestmentGuru — Photonics is quietly becoming one of the most interesting sectors right now. Money is starting to flow in, but unlike other crowded trades, many names are still undervalued relativ…↗

Mar 23

KawzInvests 🦑 — @skowihx Curious why $EOS.AX over $LASR?↗

Mar 22

Frenchie — Elon musk annonce Terrafab Musk, c’est surtout un mec qui sait hyper ses projets. Il vend très bien le why now des data centers spatiaux : énergie solaire illimitée, refroidisseme…↗

Mar 20

InvestmentGuru — Photonics is lighting up the market! This emerging sector is showing real strength today: $LITE +10% $AAOI +10% $COHR +7% $SIVEF +21% $LWLG +5% $LASR +3% $TSE…↗

Mar 19

CK Capital — X has been hyping $LASR as the laser defense play of the cycle. I understand why. Up 600% in a year, 71% revenue growth, defense now 85% of revenue. It is a real company with real…↗

Mar 18

InvestmentGuru — Photonics is next. $LITE $COHR $AAOI $POET $LWLG $LASR↗

Mar 17

InvestmentGuru — MARKET LEADERS EMERGING — FOLLOW THE MONEY, NOT THE NOISE The market is clearly rotating into AI infrastructure, photonics, power, and defense — and these names are leading the mo…↗

Mar 16

AlmaCap — @MarketMaestro1 I've got a small stake in $LASR, tailwinds are looking very good.↗

Mar 16

InvestmentGuru — Photonics - interesting week as $NVDA AI megaconference GTC week $POET $AAOI $LASR $AXTI $LWLG $LITE↗

Mar 16

PhotonBull — This video just went live explaining why laser weapons are the future of drone defense At 12:08 the AeroVironment CEO says they can only sell to the US military right now. Bahrain…↗

Mar 14

InvestmentGuru — Quantum Computing could become a $1T industry over the next two decades. Quantum computers operate very differently from classical computers. Instead of using bits (0 or 1), they…↗

Mar 14

InvestmentGuru — Weekend Watchlist: $LITE $COHR $IPGP $CIEN $POET $LWLG $LASR $QUBT $OPTX $QCLX $AEHR $ATEC $KEYS↗

Mar 14

InvestmentGuru — AI Is Fast… But Your Copper Wires Are Slower Think AI is all about GPUs? Think again. The real bottleneck is moving data fast enough. Enter Photonics — sending data at the speed o…↗

Mar 12

CK Capital — Here’s why I love $EOS.AX and why it’s better than the main laser stock getting all the attention on X right now. $LASR nLIGHT has been the talk of X. Here’s the comparison. $L…↗

Mar 12

PhotonBull — $LASR is up 600% in a year. Reddit is writing $120 price targets. The CEO and CFO just sold millions in shares. Everyone piled into the US laser component play and completely i…↗

Mar 12

PhotonBull — Two weeks ago Israel used Iron Beam in live combat against Iran. $3 per intercept vs $50k for a missile. The laser economics everyone has been theorizing about just got proven in…↗

Mar 12

PhotonBull — While everyone piled into $LASR after the Iron Beam combat debut two weeks ago, they completely missed the Australian company that already has a field-ready, ITAR-free laser weapon…↗

Mar 12

Trade Whisperer — $LASR has been an absolute beast since last April. Not chasing it though. Waiting for the next BLUE candle then I'm pulling the trigger. Get 270+ charts daily. Try it free: https:…↗

Mar 10

Gaetano — It's hard to comprehend the significance of this $LASR $LMT $RTX $NOC If $LASR can successfully build this, it would completely change the landscape of future global conflict If…↗

Mar 10

PhotonBull — @KrakTrades $EOS.AX and $LASR are the next big defense themes↗

Mar 9

KawzInvests 🦑 — $AAOI just received its first volume order for 1.6T transceivers from a major hyperscaler. The order totals more than $200 million. Shipments begin Q3 2026 and wrap in Q4. This cu…↗

Mar 5

Serenity — @SpilledMocha No clue where this heads, I just wanted exposure to energy directed weapons and found $LASR to be pure play + operational + small enough that risk/reward was asymmetr…↗

Mar 5

Serenity — @yoursregarded I thought $LASR + defense would have been a better hedge so surprising it dropped 9% today. First red day in awhile↗

Mar 5

InvestmentGuru — Momentum Is Back Across Disruptive Themes Strong risk appetite returned today as multiple high-growth themes moved higher together across the market. Crypto & Blockchain $GEMI +…↗

Mar 4

InvestmentGuru — Hopefully 🤞 pre market this stocks are looking good $AXTI $POET $LWLG $AAOI $LASR↗

Mar 3

Serenity — @nikitabier Is this you telling me to full port it into $LASR?↗

Mar 3

Gaetano — @unusual_whales So $lasr↗

Mar 3

Serenity — @FairValueHunter Every answer is it depends. Best case scenario for $LASR is if the war drags on and Israel’s Iron Beam keeps beaming down missiles from Iran proxies. Otherwise if…↗

Mar 3

Serenity — Looking back, should have had more Energy Directed Weapon exposure. Especially with America’s Golden Dome laser defense giving $LASR practically exponential TAM. There’s only tw…↗

Mar 3

InvestmentGuru — $LASR — nLight is Poised for Photonics Leadership $LASR sits at the intersection of high-power lasers, advanced photonics, and growing industrial demand — making it a compelling l…↗

Mar 2

KawzInvests 🦑 — This aged well. $LASR +31% https://t.co/rjRmCbg81O↗

Mar 2

Serenity — @0xfinance Photonics, Memory, Power, and Defense are probably the top 3 momentum sectors right now. There’s others like advanced packaging or thermal but you won’t get to the sev…↗

Mar 2

Serenity — @Whatathingtodo1 Both. Cost averaging up on $AXTI since it’s the bottleneck of the entire AI industry for many years to come, even at a small $2.4B MC. $AAOI probably has a long w…↗

Mar 2

Serenity — @DA_Capital_ Basically. If it works in Israel, $LASR is likely going to be a huge part of energy directed weapons in the Golden Dome, which is much wider in scale↗

Mar 2

Serenity — @Gubloinvestor Thanks, I’m just sharing my discoveries along the way! I just found $LASR to be really cool↗

Mar 2

Serenity — $LASR is the only US publicly traded, pure-play Energy Directed Weapons stock. $LASR is the laser engine for Rafael's Iron Beam. And markets may have missed the the two-hop rel…↗

Mar 2

Daniel Koss — This video could change everything for $LASR Every investor will now want to own the stock. Every country will now want this technology. I know a bunch of nerds on X have talked…↗

Mar 2

Serenity — @geokoutalidis Yep great shout! There's other large players out there, like $DRS or $RTX and $ESLT. But nothing publicly traded really has pure play exposure to energy directed wea…↗

Mar 2

Serenity — @tang2026 Modern warfare is just so wild that we finally have lasers just shooting down everything... I thought it would be way further out, which is why I never pulled the trigg…↗

Mar 2

Serenity — @TradeACH We'll need to see, it's more of a catalyst trade right now. $LASR just got the biggest validation in their lifetime for the first usage of their Laser Weapons shooting…↗

Mar 2

Serenity — @theodore_invest It was up 50%+ or so since i posted last Jan... But I should have taken positions then because I thought laser weapons were super cool. Ended up pulling the trig…↗

Mar 2

Serenity — @theodore_invest $LASR keeps going higher every time I post LOL... Ended up finally taking positions after seeing it shoot down a bunch of stuff. https://t.co/71MZrSHeFs↗

Mar 2

Serenity — @Vcondry84 It's absolutely wild to see $LASR in action for the first time. I was aware of it for awhile but didn't really see any combat validation until now. https://t.co/KMnDV9dl…↗

Mar 2

Serenity — $LASR Energy Directed Weapons from the Iron Beam. Is probably the single largest beneficiary and validation from the US / Israel vs. Iran conflict. Hezbollah Fired Rockets into…↗

Mar 2

KawzInvests 🦑 — Iron Beam just intercepted rockets from Lebanon. First laser air defense combat use in history. $LASR is a confirmed supplier. CEO Scott Keeney, Q3 2024 call: "We are a supplier…↗

Feb 12

Serenity — $LASR is up almost 30%+ now since I mentioned it last month. Apparently markets (and guys) really like death ray laser beams that shoot anything down like hypersonic missiles.…↗

Feb 12

Gaetano — $LASR CEO Dropped Insight @ Cowen Yesterday Here are some notes/updates focused on defense... I touched on (most) of these points in detail in the report I linked - Core focus…↗

Feb 12

Gaetano — As promised, I am now deep into my $OPTX report $LITE & $COHR + Sector pulse ✅ $LASR deep dive ✅ Now deep in $OPTX This is going to be a good one. You won't want to miss it. Wi…↗

Feb 11

Gaetano — $LASR It’s all coming together↗

Feb 11

Gaetano — This article is really long (~8000 words) $LASR I know some of you ain't got time for that So I am going to make an audio version! Will post on the stack Linked in comments!↗

Feb 11

Gaetano — Just dropped the deepest report I’ve ever written $LASR $LMT $DRS $LPTH If you care about the future of defense investing, save this post tagged below and read it when you have s…↗

Feb 10

Gaetano — If $LASR can deliver a 1-megawatt class laser the implications are significant. That power tier moves directed energy beyond drone defense and into strategic air and missile defen…↗

Feb 9

Gaetano — @Mike_2049 I've got a deep dive into $LASR in the works and then $OPTX and then I could do this once all the other reports come out↗

Feb 8

Gaetano — $LASR Deep dive coming to a finish! I have about 5 more hours of writing/editing to do This is by far my most comprehensive report I've ever written for the public I was contemp…↗

Feb 8

Gaetano — @spaddyman1 $LASR This is a key question to explore Because the reality is that nLight does have competition and a somewhat nuanced relationship with the big defense companies Th…↗

Feb 8

Gaetano — $LASR This is a key question to explore Because the reality is that nLight does have competition and a somewhat nuanced relationship with the big defense companies The most signi…↗

Feb 8

Gaetano — The more I dig into $LASR the more I am blown away Here is an excerpt from the report I'm writing up: The U.S. Department of Defense is currently pushing to scale laser power fro…↗

Feb 8

Gaetano — @pennycheck Man as I am digging into everything $LASR im increasingly shocked by the potential revenue implications of the 1MW and all the potential areas it would be deployed. Do…↗

Feb 7

Gaetano — When I first started digging into nLight $LASR I set out with these questions in mind: What is nLight? What do they do? What products do they make? What partnerships do they have?…↗

Feb 6

Gaetano — It's crazy how much price could change sentiment Did anyone end up buying over the last couple days? If so, what did you pick up? I ended up taking some drone plays that I've n…↗

Feb 6

Leveraged Cat — I like $LASR but if you dig into it this discombobulator weapon is much more likely sourcing $MTSI components than related to $LASR in any way Obviously HEL is still $LASR but the…↗

Feb 6

Gaetano — 🚨Exciting news! I’ve got 3 big reports in the works $LITE and $COHR and entite photonics pulse check after earnings $LASR & $OPTX Deep dives And 1 suprise article Will post…↗

Feb 5

Gaetano — So much volatility across the board! I took lots of new public positions recently Happy that these 3 positions are green for me still $OPTX $LASR $POCI (see post below for theses…↗

Feb 5

Gaetano — $lasr thanks for holding up the port today↗

Feb 4

Gaetano — @svartahingsten5 $LASR I mightve jumped the jun with my 44 add today 😂 I told myself that if we get a dip, im taking it. Will look for more adds on that 200 ma/$40 level depending…↗

Feb 4

Gaetano — Here are some of the stock on my watchlist $LITE $LPTH $COHR $LASR $MU Let me know if you want to hear my thoughts on any Or what levels I am watching While no one knows how low…↗

Feb 4

Gaetano — Rough tape today for high beta! So far im a big buyer of $lasr We’ll see what else I nibble on throughout the day Nfa↗

Feb 4

Gaetano — 2026 is off to a crazy start $LITE $OPTX $LASR $COHR $KOPN I knew that going into this year I wanted massive exposure to two themes AI data center photonics Aerospace / Defense…↗

Feb 2

Gaetano — I own two very different photonics baskets that are easy to lump together, so let's differentiate them a bit $LPTH $POET $OPTX $COHR $LITE $KOPN 1 - AI datacenter interconnect. Mo…↗

Feb 2

Gaetano — I’ve bought alot of stocks the last few weeks Here is a full list $OPTX $LASR $POCI $AAOI $LTRX $KOPN $AMPX $LPTH Most of these names I have written a thesis for on my page If…↗

— Jan 25th Ratings. Post EU Tariffs and $INTC ER. Strong Buy: $SNAP $META Samsung Electronics SK Hynix $MU Unimicron $TSM $CRCL $AXTI $LPTH $COPX $LIT $AEHR $FORM $AMKR $AVGO $MRV…

Jan 23

Serenity — @bennybigbull I'm just saying it's a really cool company that does these "laser directed energy weapons" that's going viral. But that doesn't mean $LASR is a good investment (I h…↗

Jan 23

Serenity — @goAI88 I have no positions in $LASR. Shoutout to @pennycheck for telling me about this company earlier on though. I just didn't find 26% Y/Y projected revenue growth attractive…↗

Jan 23

Serenity — $LASR (NLight), a $2.2B US company does these directed energy weapons. They build the "Death Ray" - Lasers that shoot down ballistic and hypersonic missiles. This can be adapted…↗

Jan 23

Black Panther Capital — I’ve been asked a lot lately what I’m looking at right now. So, here is my 19-stock watchlist for my short-term portfolio “the 𝕏-periment”. My goal for this portfolio is to conv…↗

Jan 23

Gaetano — I took another new position at market close today 👀 $OPTX $LASR $POCI $LMT $DRS Can you guess what it is while I work on writing out my thesis? - Sub 2b mkt cap - Defense & Medi…↗

Jan 22

Gaetano — What companies are positioned at the different layers of the Photonics A&D trade? $OPTX $LASR $COPI $LMT $KOPN $DRS You asked and I will deliver! I am working on a multi part thr…↗

Jan 22

Leveraged Cat — $SOLS & $LASR https://t.co/BYCKOTDOmH↗

Jan 22

Gaetano — The Department of War is making things clear.. Directed energy has entered the kinetic layer of modern defense. $LASR is positioned right at the center. nLIGHT is delivering a o…↗

Jan 22

Gaetano — 🚨Big buying day for my port! Took 3 new positions: $LASR $OPTX and $POCI In this post I want to break down my quick thesis for each company, what excites me, what concerns me,…↗

Jan 21

Gaetano — Earlier today I disclosed my first A&D exposed optics position in $POCI Today I also took starter positions in $lasr and $optx Later today I will discuss a bit more on my viewpoi…↗

Jan 21

Leveraged Cat — Brb buying more $LASR↗

Jan 20

Gaetano — I have now posted two pieces on this sector $LASR $LPTH $OPTX $RKLB $RDW The first one was an introduction to Photonics in A&D and why I believe it is a really attractive sector f…↗

Jan 18

Gaetano — 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 $D…↗

Jan 16

Leveraged Cat — Another qualitative one I've been thinking about a lot. If $LASR can effectively develop the 1MW weapon, which may be enough to neutralize hypersonic missiles, they possibly change…↗

Jan 15

Gaetano — @BlackPantherCap Yeah definitely $LASR $LPTH $AVAV $CACI $OPXS↗

Jan 15

Gaetano — @pennycheck Yeah man the more I dig into $lasr the more amazed I am!↗

Jan 15

Gaetano — 🚨Why I’m diving deep into defense & aerospace photonics $LMT $RTX $LHX $NOC $TDY $LPTH $LASR This is a natural extension of how I already think about AI infrastructure. I spen…↗

Jan 12

Gaetano — Exciting Updated! I’m keeping AI datacenter photonics as my core focus and I’ll continue covering my top positions there. But I’m expanding into another lane where my photonics w…↗