Who mentions $LDOS most on Surfaced?

@investmentguru_ (InvestmentGuru) mentions $LDOS most — 2 mentions in the past 12 months.

When was $LDOS first mentioned on Surfaced?

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

How many voices track $LDOS?

5 FinTwit voices have mentioned $LDOS 7 times in the past 12 months.

What kind of voices mention $LDOS most?

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

$LDOS — FinTwit mentions on Surfaced

Recent mentions

7 mentions

@investmentguru_Apr 11, 2026 · 12:50 PM

Space sector playbook - Launch $RKLB — End-to-end space platform combining launch, satellites, and spacecraft components. SpaceX (Private, IPO watch ~mid-2026) — Gravitational center of the space economy controlling 84% of U.S. launches, Starlink broadband, and Starship. Satellites & Earth Observation $PL — Daily global Earth imaging sold to AI, defense, climate, and agriculture clients. $BKSY — Real-time satellite intelligence for governments and enterprises needing instant eyes on the ground. $SATL — High-resolution imaging at commercial scale for government and enterprise clients. $SPIR — Space-based data analytics for weather, maritime, and aviation tracking. $MAXR — Satellite imagery and geospatial intelligence primarily serving U.S. defense and intelligence agencies. Connectivity $ASTS — Building the first space-based cellular broadband network connecting directly to standard phones. $IRDM — Battle-tested global satellite network delivering stable, recurring revenue across L-band services. $GSAT — Satellite connectivity benefiting from a strategic Apple partnership as its key commercial catalyst. $SATS — Broadband and satellite services spanning consumer and enterprise via EchoStar’s network. $VSAT — Global satellite broadband provider serving enterprise, government, and aviation verticals. Space Infrastructure & Manufacturing $RDW — Building manufacturing and research infrastructure directly in orbit. $LUNR — NASA’s primary commercial partner for lunar missions and cislunar infrastructure. $MNTS — Orbital transfer vehicles moving satellites to precise orbits post-launch via SpaceX rideshare. Defense & Primes $LMT — Defense prime with deep space, missile, and classified government program exposure. $NOC — Space systems backbone for NASA and military programs including the B-21 and satellite payloads. $LHX — Advanced space and defense communications systems for government and military operators. $LDOS — $2B+ in NASA and Space Force IT contracts managing 50+ active space missions. $BA — Defense and space prime with NASA launch contracts and satellite systems despite operational headwinds. Deep Space / Tourism $SPCE — Commercial space tourism pioneer targeting the ultra-high-end travel market. Data / Wildcard $SIDU — Small-cap high-risk satellite and mission services play for speculative exposure. Other play $FLY — Private aviation play with potential long-term overlap into advanced air mobility. $VELO — DoD FORGE contract and SpaceX customer relationship as the core thesis. $ONDS — Drone and defense infrastructure play expanding into space via World View acquisition. ETF Option $UFO and $NASA Book mark for future, retweet for others 🙏

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@alphaticaioMar 18, 2026 · 10:50 PM

ALPHATICA — DEFENSE FLOW UPDATE: THREE WEEKS IN Three weeks into the Iran strikes. Here's what changed in defense flow. Feb 28 (day of the strikes): PLTR was a −$230M institutional handoff at 36% buy rate. The biggest distribution signal in the basket. Today: $PLTR is at 56% BULL. +$305M institutional. Aligned bull with retail. The handoff reversed. Institutions are buying PLTR again. THE BIGGEST MOVES SINCE THE STRIKES BEGAN: PLTR: 36% → 56%. Flipped from the biggest handoff to aligned bull. +$305M inst, +$3.3B retail. The AI-defense narrative won. $BWXT: Still the highest-conviction name. 77% ACCUM. +$25M inst while retail sells. Heavy accumulation — naval propulsion for carriers/subs running operations in the Gulf. $KTOS: Reversed hard. Was 15% DISTRIBUTION on strike day. Now 67% BULL. +$9M inst while retail sells. Drone and unmanned systems the war is validating the thesis. $BA: Consistent. 56% LEAN↑, +$120M inst. INST CONVICTION tag institutional buying at 4.6x the retail rate. Bombers still flying. $RTX: Recovered from 36% BEAR to 55%. Institutions stopped selling. THE NAMES STILL WEAK: $GD: 32% DISTRIBUTION. −$14M inst. Both sides selling. General Dynamics isn't benefiting. $LMT: 45% handoff. −$18M inst while retail buys +$103M. The prime contractor is still being distributed. Same story as three weeks ago. $LDOS: 41% BEAR. The intelligence infrastructure play didn't hold. −$2M inst, −$20M retail. Three weeks ago we mapped the institutional positioning before the first missile hit Tehran. The playbook was: buy BA, NOC, LDOS, BWXT. Sell PLTR, KTOS, LMT, RTX. Three weeks in, the war reshuffle has a second phase: Phase 1 (pre-strike): Position in weapons platforms. Sell anything extended. Phase 2 (sustained operations): PLTR and KTOS rehabilitated the market realized AI-defense and unmanned systems are central to the campaign. BWXT and BA sustained. But the legacy primes (LMT, GD) are still being distributed. LDOS gave back its gains. The defense sector isn't a monolith. The flow data shows institutions picking winners within the war tradand the winners are shifting as the conflict evolves. Basket: +$474M inst at 55%. Net positive. The war trade is alive, but it's narrowing to the names that are actually relevant to what's happening on the ground. https://t.co/5wz4VrHpgG

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@alphaticaioFeb 28, 2026 · 5:05 PM

Two strikes on Iran. Two completely different institutional playbooks. We ran our flow scanner on every SPDR sector ETF for the 30 days before the June 2025 strikes — then compared it to the 30 days before this morning's Operation Epic Fury. The rotation pattern predicted the TYPE of conflict both times. JUNE 2025 — THE PRECISION STRIKE PLAYBOOK Before June 13: • $XLK (Tech): 72% ACCUM — +$779M institutional. The #1 accumulation target. • $XLY (Consumer Disc): 62% BULL — +$317M • $XLU (Utilities): 63% BULL — +$542M But they were SELLING: • $XLE (Energy): 42% BEAR — Institutions dumped −$407M while retail absorbed +$2.4B • $XLF (Financials): 47% LEAN↓ — −$574M institutional The thesis: precision strike on nuclear sites, brief oil spike, V-shaped recovery. Buy tech for the bounce. After the June strikes? XLK surged to 69% BULL. $XLRE hit 80% ACCUM. The "it's over" trade worked. June was 12 days and done. FEBRUARY 2026 — THE WAR PLAYBOOK Before this morning: • $BA (Boeing): 67% BULL — +$557M over 30D. Bombers, tankers, fighter jets. • $NOC (Northrop): 74% ACCUM — Stealth bombers, long-range strike. • $LDOS (Leidos): SURGE from 46% → 60% — C4ISR, intelligence infra. • $BWXT: 60% BULL — Nuclear propulsion for carriers/subs. They SOLD: • $PLTR: −$230M institutional while retail bought +$249M. Biggest handoff in the dataset. • $LMT / $RTX: Both BEAR (34%, 36%). Already-extended from June. Rotated out. • Banks: Collapsed from 54% → 41%. Classic risk-off. The thesis: sustained operations, not a one-off. Buy weapons platforms, not tech. Trump said "weeks-long sustained operations" on Feb 14. The flow shifted weeks before that. THE PATTERN In June, smart money bought TECH and sold ENERGY — betting on a quick strike and a bounce. In February, smart money bought BOMBERS and sold BANKS — betting on a prolonged war. Same behavior: institutional capital repositioned weeks before the first missile. Different rotation: the WHERE they moved money predicted the WHAT. June playbook = buy the dip. February playbook = buy the war. The rotation pattern correctly anticipated the type of conflict both times. The money always moves first. @alphaticaio

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@investmentguru_Jan 25, 2026 · 2:32 PM

Space economy stocks. 1. Launch & Space Access Companies that get satellites and cargo to orbit efficiently $RKLB – Leading small-sat launch provider, expanding into medium-lift rockets and spacecraft systems. Key growth from repeat launches and infrastructure. $MNTS – In-orbit transportation for satellites (space tugs). Plays critical role in satellite deployment efficiency. 2. Satellites & Earth Observation Companies generating data from orbit for analytics and defense $PL – Operates a massive daily Earth imaging constellation. Monetizes via commercial analytics and government contracts. $SATL – High-resolution Earth observation, focuses on affordable and scalable satellite data solutions. $BKSY – Real-time geospatial intelligence with satellite imagery and analytics, serving governments and corporates. 3. Space Communications & Connectivity Companies providing global connectivity and infrastructure $ASTS – Builds satellite network to connect unmodified mobile phones anywhere. Execution of launches and constellation is critical. Kepler Communications (private/early-stage) – Low Earth orbit data relay network for IoT and remote areas; speculative but high potential. $VSAT – Satellite broadband provider, strong legacy tech and government contracts, benefits from increasing global connectivity demand. 4. Space Infrastructure & Services Companies building the “picks & shovels” for space economy $RDW – Supplies space infrastructure, in-orbit servicing, and components. Plays a critical role as more satellites launch. $LUNR – Lunar missions and deep-space logistics; contracts with NASA provide credibility and revenue visibility. $VOYG – Focused on commercial and defense space systems, strong early-stage exposure to infrastructure build-out. 5. Defense & Aerospace with Space Exposure More stable plays, benefiting from government contracts $LMT – Satellites, missile warning systems, and exploration tech. Stable cash flow with direct space exposure. $LHX – Satellite communications, sensors, mission systems. Solid defense-backed revenue. $LDOS – Systems integration and mission support for space programs. Less volatile indirect exposure to space growth. 6. Others that may contribute in this economy $PLTR $ONDS $IRDM $NOC $RTX

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@mrmikeinvestingJan 3, 2026 · 5:36 PM

This morning the US has invaded Venezuela. Everyone is led to now asking the same question. How can you actually make money from it? 1. Oil and heavy sour crude ~ $VLO, $MPC, $XOM Venezuela is fundamentally in oil, but specifically more in heavy sour crude. Light sweet crude isn’t a substitute for Venezuela barrels, so when this supply is disrupted, diesel cracks, and heavy light spreads widen. This benefits complex refiners with flexible sourcing, and trading arms. 2. Naval Assets and defense ~ $LMT, $AVAV, $HII Enforcement, and security requires naval platforms, precision strikes, and unmanned systems. Sustained presence drives demand for ships, drones, and control across prime contractors. - $LMT ~ Integrated strike systems and ISR backbone. - $BA ~ F/A-18’s, bomber platforms & more. - $AVAV - Tactical drones - $HII - Shipbuilding and naval assets. 3. Oil control drives needs for data control and decision making ~ $PLTR Securing or restricting Venezuelan oil flows from ports, sanctions, & infrastructure is ultimately a data problem. PLTR is focused on the decision layer, and fuses maritime tracking, ISR logistics, and intelligence into one large plan. 4. Controlling the seas and the data ~ $LDOS, $LHX, $RTX Caribbean operations focus on maritime surveillance, ISR, & enforcement. These 3 picks below are directly involved with doing such tasks. - $LDOS ~ Maritime ISR, autonomous patrol, command and control. - $LHX ~ Sensors and secure communications linking ships, drones, & aircraft. - $RTX ~ ISR sensors, naval strike systems, Tomahawk missiles. 5. Drone surveillance and communication ~ $ONDS With ONDS providing tactical drones, secure data links for port monitoring, and infrastructure monitoring it is a perfect fit.

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@aleabitoredditJan 3, 2026 · 9:43 AM

US has now invaded Venezuela. Everyone is probably wondering the same thing: How do you profit off the situation? 1. Heavy Sour, Ammonia, and Nitrogen Fertilizers disruption ( $CF , $CVE). These are Venezuela's biggest exports. Most people will buy generic oil ETFs or light sweet crude producers. This is inefficient because light oil is not a perfect substitute for heavy oil in complex refineries. If Caribbean ammonia is stranded, the global price of nitrogen spikes. The biggest beneficiary is a US-domestic producer that uses cheap US natural gas and doesn't rely on Caribbean shipping lanes 2. Dirty Crude Processing ( $VLO ) - If competitors are starved of Venezuelan oil, Valero’s ability to source heavy crude from diverse locations (and its leverage to diesel margins) makes it resilient. 3. Naval Warfare ( $LDOS) - While retail investors buy Lockheed Martin (F-35s), the operations in the Caribbean focuses on maritime surveillance, warfare, and autonomous patrolling to enforce blockades without risking US personnel. Companies like Leidos provide these tpyes of naval tech. 4. Defense and aerospace from $AVAV to $HII and $LHX also benefit. - $AVAV recently unveiled the Red Dragon and updated Switchblade 600 variants specifically for maritime operations - $LHX provides the sensors and communications gear that link the drones ($AVAV) to the ships ($HII) and the jets ($BA). - A blockade requires significant maritime surveillance and naval assets, which benefits shipbuilders ( $HII ) 5. Direct Suppliers of recent military operation: - F/A-18E/F Super Hornet from $BA (Precision strikes on Caracas) - B-1B Lancer from $BA - UAS (Drone), MQ-9 Reaper - $RTX (MTS-B Sensors), $HON Honeywell for the Engine - Tomahawk (TLAM), $RTX So far: $AVAV - 5.91%+ $BA - 4.91% $LHX - 3.72% $CF - 3.61%+ $CVE - 3.61%+ $HII - +2.85% $RTX - 2.1% $VLO - 1.55%+ $LDOS - 1.7%+ $HON - .4%+

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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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