Lightpath Technologies. Every tracked FinTwit mention of $LPTH, newest first. 215 mentions since the first on Sep 12, 2025. See the price chart.
July 2026 · 7 mentions
Jul 18
Midas — Top photonics stocks I found using @asymmetrix_xyz, which finds 10x stocks early:
$AAOI
$SIVE
$AXTI
$LPTH↗
Jul 16
Midas — Top photonics stocks I found using @asymmetrix_xyz:
$AAOI
$CRDO
$SIVE
$AXTI
$LPTH
Follow me for more.↗
Jul 13
Midas — Top photonics stocks I found using @asymmetrix_xyz:
$AAOI
$SIVE
$AXTI
$LPTH
Follow me for more.↗
Jul 9
Midas — Top photonics stocks I found using @asymmetrix_xyz:
$AAOI
$SIVE
$AXTI
$LPTH
$POET
If this helped you out, follow me for more.↗
Jul 3
Black Panther Capital — I still got $LPTH on my watchlist.
Still think its an interesting company.
There’s a great deep dive on them here from @OptimusDelta. And for the record, I really enjoy his writi…↗
Jul 2
Michael Sikand 🦑 — Current defense allocations sans intl names like $KRKNF or sub $1B - $LPTH.
https://t.co/VOpJ2uKmMf https://t.co/khXT8O6FJO↗
Jul 2
BMSInvests — @Bwolf_Invests Potentially mate! I haven’t seen anything though but the investments all round seem to lead to a bigger picture of a full layered US ecosystems of $KOPN $LPTH $UMAC…↗
June 2026 · 8 mentions
Jun 29
Space Investor — $LPTH: LightPath Technologies today announced that it has joined the small-cap Russell 2000® Index and the broad-market Russell 3000® Index, effective with the opening of US equity…↗
Jun 22
Midas — @asymmetrix_xyz Top stocks I found using @asymmetrix_xyz:
$AAOI
$SIVE
$AXTI
$LPTH
$POET
If this helped you out, follow me for more.↗
Jun 21
Midas — @asymmetrix_xyz $FLY
$IMSR
$SMR
$LPTH
$OSS
Follow me if you want to know when I enter these companies.↗
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…
InvestmentGuru — $LPTH
LightPath Technologies | The Defense Infrared Play Nobody’s Talking About
$LPTH is no longer the sleepy optical components company it once was. Over the past year it has q…↗
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
Chris Ray — Names I don’t own that I’m at least vaguely interested in:
Defense:
$LPTH
$SPAI
$KRKNF
Critical Minerals/Rare Earths:
$USAR
Uranium/Nuclear Energy:
$UEC
$UUUU
$LEU
$XE
Space:
$…↗
Apr 30
BMSInvests — @itschrisray Having the same thoughts after being in $ONDS since below $1. Started a new position in $KRKNF yesterday but $KOPN & $LPTH are both intriguing me atm.↗
Serenity — 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 — $ONDS $PATH $OSS $IBRX $LPTH $ADUR $RDW $CLPT $LTBR $JOBY
10 stocks on watch
Mix of AI, defense, biotech, energy, and next-gen mobility — different sectors, same theme: early op…↗
Mar 23
BMSInvests — 🧵💭 One question that keeps popping up is: "How does $ONDS compare to its competitors?"
Well, let me break it down for you..in terms of the top-level business, Ondas has zero co…↗
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 21
KaizenInvestor — @SJCapitalInvest Thanks for the full transparency. Still need to find some time to dive into $IBRX. Since when do you own $LPTH?↗
Feb 21
Serenity — Year to Date: 316.4%
From January 2026 into February 2026.
Reflection of my short term trades and longs:
> Swing traded tax harvested stocks like $GLXY, $SMCI, and $IREN start o…↗
Feb 20
Midas — $ONDS down 11%
$IREN down 8%
$CIFR down 8%
$WULF down 3%
$LPTH down 12%
Like if you are still bullish on any of them.
January 2026 · 111 mentions
Jan 31
Gaetano — Let's talk about what $LPTH is building
Thermal imaging is becoming the default eyes for drones, counter UAS, ship defense, and seekers. The reason is that heat signatures carry t…↗
Jan 30
Gaetano — @SJCapitalInvest is a must follow
I came across his page late last year and have been nothing but impressed
I think X is super saturated with the same content regurgitated over a…↗
Jan 30
Serenity — @theodore_invest So $AXTI is the next closest thing to NAND/HBM type price squeeze play (for photonics) that I've found.
$LPTH is a germanium bottleneck fix w/black diamond that i…↗
BMSInvests — @NicoNCW Had a great year too, I’m happy with the exposure to $LPTH through $ONDS though↗
Dec 10
MicroCapClub — In 2025 our members continue to crush it. 🙏
This is just the best performing companies profiled in 2025. Still on a nice pace of 1-2 multi baggers being profiled every month. Thi…↗
Leveraged Cat — $LPTH all time VWAP ~$9.80
Psychological level of $10
A close above $9.80ish, let's say $10 for good measure to get above both levels, on the daily (and especially weekly) is sig…↗
Oct 13
Leveraged Cat — If $LPTH can keep building out a flag in the 8.50-10 range the bearish engulfing chart damage from Oct 10 will be fixed, imo (I'm not a CMT but maybe that's a good thing)
Not that…↗
Oct 10
Leveraged Cat — Adding $LPTH here https://t.co/AjACguGuSD↗
September 2025 · 8 mentions
Sep 28
MicroCapClub — Congrats to member qigugu88 on $LPTH
+143% in two months!
🚀💪👏 https://t.co/L8EYEXj6al↗
Sep 25
Leveraged Cat — $LPTH my advice? Tune out the noise. Quoted post below is all you need to know
I'm long and strong. 99% of the time low volume after hours moves in a stock don't mean anything↗
Leveraged Cat — $LPTH my 2 cents, todays price action is sneakily bullish to me
If yesterday were a pump and dump the gap fill would've been easy money for bears, and they just couldn't get it th…
Black Panther Capital — @OptimusDelta Really enjoyed this read. It’s been on my watchlist now for several months! I took in $PL on this dip. $LPTH could be my next add on a generous dip.↗
Jun 4
BMSInvests — 🚨‼️ MONTHLY UPDATE ON $ONDS PUBLIC INVESTMENTS:
$SPAI (Safe Pro Group)
•Shares: 3,000,000
•Cost basis: $6.00 → $18,000,000
•Current price: $6.01
•Current market value: $18,030,0…↗
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…↗
— What’s everyone buying today then?👀
Personally, I’ve bought:
$ONDS
$SRFM
$UAMY
Eyeing up new positions in:
$LPTH
$KRKNF
$SPAI
$PRZO
$HYPR doing well today also on my watchl…
Chris Ray — $LPTH down 20% today… 🤯 What’s the news? https://t.co/PNQTsenVod↗
Apr 25
InvestmentGuru — 10 Under-the-Radar Tech & Semiconductor Names Worth Watching
$HIMX — Taiwanese fabless semi leader in display driver ICs + automotive displays. IBM partnership in play. Q1 earnin…↗
Apr 25
MicroCapClub — 🔥Here are the best performing microcaps profiled by members over the past 12-months
$DBO.TO $LPTH $WATT $VELO $G2M.ST $GRID.TO $AUUA.V $NURS.V $PRPO $PPIH $TXRP $LIB.V $VYT.BE $C…↗
Serenity — Just putting out there...
Would have been +15.02% in 2W equal-weighted return.
On 30 different stocks... mostly medium-large cap.
1. $INTC +29.62%
2. $MRVL +40.95%
3. $TSM +4.7…↗
Apr 22
BMSInvests — 🚨 UPDATE: $ONDS Unrealised Profit/Losses from Recent Investments as of 22/04/2026:
$SPAI (Safe Pro Group)
Shares: 3,000,000
Cost basis: $6.00 → $18,000,000
Current price: ~$4.…↗
Apr 22
Michael Sikand 🦑 — HYPERSONICS: $5B
Mach 5+ weapons you can't intercept.
$FLY, Alpha rocket testing program
$LPTH, thermal seekers
$KRMN, airframes for hypersonic missiles
$VIGO.WA, Polish made th…↗
Apr 22
Michael Sikand 🦑 — GOLDEN DOME: $17.9B
A literal forcefield for the continental US. Space sensors, interceptors, radar, command. Bigger than sats.
$FLY, SciTec missile warning
$LPTH, thermal missil…↗
Serenity — Here's a bunch of random 30 US-available random stocks I like today and why:
1. $INTC - America's hope for foundry, national security
2. $MRVL - scales rev from future maia asic…↗
— @pepemoonboy Thanks for coming to my defense. Last year when I posted 600%+ gains with a few hundred followers, everyone was supportive.
Now that I have 100k+ followers, there's…
Serenity — Year to Date return from Jan to March:
+564.36%.
I’m speed running last year’s 600%+ returns by finding undiscovered AI bottlenecks.
And picking the winners.
- 500%+ unrealize…↗
Mar 18
InvestmentGuru — Five stocks showing strength across different growth themes:
$LPTH – Photonics / Optical tech (AI & sensing)
$OSS – AI infrastructure / edge computing hardware
$ADUR – early-stage…↗
Serenity — @snipeder Appreciate you calling me out on that. If you ever read my posts, my thesis can change.
Markets are constantly updating every earnings with new catalysts such as macro.…↗
Mar 13
KaizenInvestor — Weekend is a great time to do some research.
Companies I’m going to look into this weekend:
$RDDT
$LWLG
$LPTH
$INFQ
$OKLO
$VRT
Here is my method 👇↗
Wayne Liang — Once there's war de-escalation, we'll rally.
Make sure you're watching these stocks:
$FLY
$ASTS
$RKLB
$ZETA
$IREN
$CIFR
Then the next move most people will miss:
Shortly after…↗
Mar 7
MicroCapClub — Congrats to member qigugu88 on $LPTH
+242% in 7 months!
🚀🚀🚀 https://t.co/2PYtHZgRwv↗
Serenity — @Yeah_Dave Thanks, those are small weightings of my portfolio. I don't have high concentration in small caps like $AXTI or $OSS.
But they're still up 70-80% or so in the last 2 mo…↗
TheValueist — $LPTH LightPath Technologies, Inc. (NASDAQ: LPTH) ("LightPath," the "Company," or "we"), a leading provider of next-generation optics and imaging systems for both defense and comme…↗
Feb 20
Serenity — Just your average day in the market with everything from
- $OSS +26.23%
to
- $LPTH +21.0%
Going up 20%+ in a day.
Most important lesson is that if it’s hard to stomach volatili…↗
InvestmentGuru — $OSS and $LPTH strong looking stocks today↗
Feb 16
Black Panther Capital — 👀The ONLY watchlist you need for 2026.
EVERY sector the government and hyperscalers are pouring money into.
49 stocks across AI, hardware, defense, energy, and space.
→ Save th…↗
Feb 15
Black Panther Capital — Ray Dalio just dropped the MOST IMPORTANT macro framework for understanding what's happening right now.
(THIS IS HOW TO POSITION!)
And most people are completely missing it.
At…↗
Feb 13
Gaetano — This is really solid DD here $lpth
I really like this style of post and also appreciate the guidance and valuations
@fundmyfund may be old, but he is wise↗
Serenity — @Ren_aramb Yeah $LPTH is backlogged with ~$100m. Demand is there, looks like a waiting game for companies to switch over to black diamond from foreign owned germanium supply chains…↗
InvestmentGuru — $LPTH one of the green in portfolio
LightPath Technologies Inc (LPTH) Q2 2026 Earnings Call Highlights: Record Revenue Surge↗
Feb 12
TheValueist — $LPTH Canaccord analyst Austin Moeller raised the firm's price target on LightPath to $15.50 from $15 and keeps a Buy rating on the shares. The firm noted they posted a top and bot…↗
Feb 12
Serenity — @TLEROY5 $LPTH is germanium bottleneck mainly for defense. It seems more of a long term beneficiary from transition from China supply chains to US black diamond.
And it’s algorit…↗
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
Wayne Liang — Want to make $1 Million this year?
Take advantage of pullbacks.
And add these to your watchlist:
$IREN is a $100 company, trading at $45.
$CIFR is a $50 company, trading at $18.…↗
Feb 7
Serenity — @TheSpirit404 $OSS, $AIRO, $DPRO, $LPTH (sorta) are defense stocks. Forgot to include $AVAV up there but I’d add that in at $259.
There was peace with Greenland so no really milit…↗
Feb 7
Serenity — Portfolio weightings is my most common question.
Here’s what my portfolio looks like:
35% Memory Supercycle
_
10% Samsung Electronics
10% Sk Hynix
10% $MU
5% $SNDK
25% Digital…↗
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 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 3
Midas — Top stocks of 2026 according to X:
$ONDS
$IREN
$CIFR
$ASST
$OSS
$LPTH
$PATH
$ZETA
Comment below what other stocks I should add?↗
Feb 3
Gaetano — @policanna Here you go! Will do a full write up on them soon
Is $LPTH about to become too important to ignore?
Thermal imaging is now mission-critical in modern warfare. Drones.…↗
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…↗
Feb 2
Serenity — @willynilly53634 They’re all running it down Toplane. Hence why $VPG is the hard carry.
Jokes aside $AIRO, $LPTH and $AVAV were all mentioned last month.
$AIRO was up 24.9% since…↗
Feb 2
Midas — $ONDS at 10.
$LPTH at 10.
$OSS at 9.
$IREN at 50.
$CIFR at 15.
What stocks are you buying tomorrow?↗
Feb 1
Gaetano — @Advoking Hey man, good question
$OPTX and $LPTH absolutely matter in photonics, but they’re mostly optics for seeing like precision lenses and IR optics used in defense, thermal…↗
Feb 1
Wayne Liang — $OSS will follow a similar path as $LPTH if it doesn't bounce off the gold zone. Again, wait for a BD for a higher conviction trade. https://t.co/1RlG2qiqc9↗
— @Swiftrooney_ $AXTI I’m actually extremely bullish on out of the group of stocks I’ve posted and im a net buyer at these levels.
I’ll make a follow-up post but I just see 7n indi…
InvestmentGuru — 5 Stocks I’m Watching for Long-Term Potential
$LPTH $ADUR $OSS $AMPX $ZETA
$LPTH – LightPath Technologies
A niche player in advanced optics and photonics, with exposure to defens…↗
Jan 29
BMSInvests — $ONDS x $UMAC x $LPTH x $KOPN
Made-in-America dream team👊🏻 https://t.co/2mumqGu5bT↗
Jan 28
Wayne Liang — You can turn $100K into $1M this year.
Just follow the right traders on X.
Last year, I called out:
$ONDS at $0.83 (up 1,445%)
$CIFR at $3.01 (up 525%)
$IREN at $6.30 (up 877%)…↗
Midas — $ONDS invested into 3 companies:
1) $SPAI - 18m
2) $LPTH - 4m
3) $KOPN - 41m
Which company are you holding?↗
Jan 27
Black Panther Capital — @SaiseiInvesting @OndasCapital Oh boy you’re right here. Would be insane if they grabbed up $KOPN and $LPTH↗
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
Midas — $LPTH
This is why you don't chase stocks at all time high. https://t.co/1hg3fzfscl↗
Jan 27
Gaetano — Is $LPTH about to become too important to ignore?
Thermal imaging is now mission-critical in modern warfare. Drones. Counter-UAS. Ship defense. Missile seekers.
The weak link has…↗
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 26
InvestmentGuru — High-Beta Selloff: Space, Quantum, and AI Names Take a Hit
Today’s tape is a clear example — space, quantum, AI, critical minerals, and next-gen energy all seeing broad pressure:…↗
Jan 26
Serenity — @u_wol_cos The sector from $MP, $LPTH, $UAMY, $NB and others rose a ton premarket on the $USAR news and now they're all down 8-15%+.
Guess this is a sell the news event for retail…↗
Jan 26
Midas — The next $ONDS $LPTH $OSS is $OPTX.
$OPTX is working with Anduril like $KRKNF. https://t.co/98SSCUsmkH↗
Midas — The next $ONDS $LPTH $OSS is $OPTT.
$OPTT is working with Anduril like $KRKNF.
Posting my dd soon. https://t.co/BG7ZrY8BOA↗
Jan 25
InvestmentGuru — My Favorite 20 Long-Term Stocks in This Market
$IREN — Bitcoin Mining / AI Data Infrastructure. Low-cost, renewable-powered mining with optional upside from AI/HPC demand.
$RKLB —…↗
Jan 24
Midas — The next $ONDS $LPTH $OSS is $OPTX.
$OPTX is working with Anduril like $KRKNF.
Posting my dd soon. https://t.co/o8jRhXC97X↗
Jan 24
Wayne Liang — One proper swing can change your life.
Just these past few days, we nailed:
$SATL +50.43%
$IBRX +40.07%
$NUAI +61.93%
$RDW +13.30%
$SIDU +18.41%
$TE +12.11%
Imagine compounding…↗
Jan 24
Serenity — 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
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
Wayne Liang — A few proper swings can change your life.
Don't be afraid to add to winners... 🫡
$ONDS $LPTH $SATL $RDW https://t.co/XwSQPPRWBy↗
Jan 22
Wayne Liang — A few of my largest trades in 2025:
$ONDS from $0.83 to $11.61
$NUAI from $1.85 to $6.88
$OPEN from $0.58 to $9.79
$CIFR from $3.01 to $24.69
$IREN from $6.30 to $72.23
A ton of…↗
Jan 22
InvestmentGuru — Small-cap setups:
$QS, $EOSE, $CIFR, $RR, $ZETA, $ONDS, $RDW, $OSS, $LPTH, and $TSSI are showing better technical setups. These names are holding support, forming bases, or showin…↗
Jan 22
Midas — Top stocks in 2026 according to fin X:
$PATH
$ZETA
$TE
$IREN
$ONDS
$OSS
$LPTH
What other stocks should i add?↗
Jan 21
mon — What an incredible day.
- $IREN was down 9% at one point and finished the day down just 1%.
- The new stock I bought yesterday, $NUAI, is up 24%.
- A stock I bought last week,…↗
Jan 21
Black Panther Capital — @cidman00 @TheWingman4Life Think it will be $LPTH that has the larger moat due to its proprietary BlackDiamond technology, combined with vertical integration↗
Jan 21
InvestmentGuru — $ONDS
$OSS
$LPTH
$SATL
$SIDU
$RDW
$CRML
$TE
$SHMD
$SKYT
This are the stocks that showing strength in this market.↗
Jan 21
Serenity — @dizstocks I normally don’t reply to disingenuous leading questions like this but I’m posting information synthesis on robotic supply chain stocks linked to Tesla Optimus.
Unfortu…↗
mon — I’ve been trading fairly actively this month.
I’ve made a lot of trades, made a few mistakes, and got stopped out of a couple of positions I didn’t really want to sell.
At the…↗
Jan 21
InvestmentGuru — $LPTH
$OSS
$ONDS
strong looking stocks in this market↗
Jan 20
Midas — $ONDS invested into 3 companies:
1) $SPAI - 18m
2) $LPTH - 4m
3) $KOPN - 41m
Which company are you holding?↗
Jan 20
Wayne Liang — I've said this before, and I'll say it again:
Pay attention to what's green on a red day.
$SATL showing it's true strength.
Alongside $LPTH $OSS $ONDS $SHMD. https://t.co/hzY6Bi…↗
Jan 20
Wayne Liang — I hope at least one of you followed the $OSS & $LPTH trade and caught the dip at market open. Was one of the easiest bets to take.
Still bullish swinging this, but expect vola…↗
Jan 20
Black Panther Capital — 11 SECTORS THAT WILL DEMAND BILLIONS IN CAPEX BY 2035:
Edge AI Autonomy:
$OSS
Defense Provider:
$KOPN
$LPTH
AI Hyperscale:
$IREN
$NBIS
$CIFR
Drone Defense:
$ONDS
Subsea Defens…↗
Jan 20
Serenity — @mattrw25 Thanks for calling me out on that.
A lot of people messaged me privately that posting a thesis during after-hours/overnight would make things a lot worse due to lack of…↗
Serenity — @charlieliner Nice! Going from -5% to +7% on some of these names like $LPTH was extremely profitable 6 hour buy.
I ended up initiating $FIG positions myself and DCA $META (even th…↗
Jan 20
Serenity — $ONDS to $LPTH are now back up +7.16% to +9.0%.
Even $INTC is up 4.4%.
Many were down -5% to -8% overnight trading.
Did anyone else take advantage of the TACO trade panic? https…↗
Jan 20
mon — The three stocks I've added to my Short-Term portfolio last week:
$IBRX +31.9%
$LPTH +7.9%
$KOPN -4.2%
Currently researching all three stocks.
Watching:
$UMAC 👀↗
Jan 20
Wayne Liang — SpaceX IPO could make you a millionaire.
The space industry will see an influx of money.
We could see:
$ASTS at $250+ (116%)
$RDW at $30+ (167%)
$SATL at $15+ (330%)
$RKLB at $2…↗
Jan 20
Wayne Liang — Will be monitoring $OSS and $LPTH very closely at open market. Tons of discounts on some premium tickers. Looking to increase my position. https://t.co/ffXGigjqWz↗
Serenity — @JioJio1086 $LPTH is actually one of the big benefiaries of conflicts between US and EU for supply chain disruption as US imports significant amount of germanium from Germany and B…↗
Jan 20
Serenity — @WaltzDisneyz @itachidata28 I made a post about it earlier regarding
1) supply chains
2) defense
3) made in America semis
But personally $OSS for defense, $LPTH since that one d…↗
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 20
Midas — $ONDS down 5%.
$OSS down 5%.
$LPTH down 4%.
Which stock are you buying tomorrow?↗
Wayne Liang — @dannycheng2022 $ONDS $RDW $ASTS $OSS $LPTH - $SATL as a bonus. 🪐↗
Jan 19
Serenity — US Futures are down due to Greenland Tariff news.
Many popular names on EU stock exchanges are now down:
$ONDS (-8.55%) or $RKLB (-7.65%).
Here's how to potentially profit off…↗
Jan 19
Serenity — @bennybigbull I originally had two examples with $LPTH and $AXTI in depth writeups but the article got too long so I trimmed one of them.
But yes Lightpath for Germanium is one of…↗
Jan 18
Serenity — @upliftyourpath $LPTH is incredible.
My thesis is most US companies will move off China germanium supply chains (especially for defense) and use Lightpath black diamond in the ne…↗
Jan 18
Serenity — @gauchos805 $WOLF was probably the most interesting one up there after restructuring.
$LPKFF also for glass substrates and they own the laser induced deep etching at a $169m MC,…↗
Jan 18
Serenity — Personal TLDR research.
Western supply chain bottlenecks like $LPTH and $AXTI:
$MTRN - Beryllium (Spor Mountain)
$HALEU - Uranium | SMRs
$ESE - Space fuel tanks (through Va…↗
Jan 18
InvestmentGuru — Watching 6 stocks for potential long-term adds as secular growth themes play out:
$PL $ZETA $TE $ADUR $OSS $LPTH
$PL – The data layer of Earth. Satellites + AI turning global imag…↗
Jan 18
TheValueist — $LPTH The proxy states that LightPath is party to a Sales Representative Agreement dated 10/8/2020 under which Rosh Electroptics LTD is a non-exclusive sales representative for Lig…↗
Jan 18
Wayne Liang — What's crazy is, people didn't want to touch:
$ONDS at 0.83, $ASTS at 27.14
$IREN at 6.30, $CIFR at 3.01
$OPEN at 0.58, $WULF at 2.96
We hit 5-10x on all of them.
Don't miss the…↗
Serenity — @Ren_aramb I'm just here to point out critical bottlenecks and the players that sit inside them.
Unfortunately, I have no idea what goes on in the minds of people at DoD.
I don…↗
Jan 18
Serenity — $LPTH isn't just important.
Lighpath is a critical point of failure for the US Dpt of War.
"Germanium" is the AI's InP for Lockheed Stinger Missiles and Anduril Ghost / $ONDS D…↗
Jan 17
Serenity — @truncateit I actually believe in my thesis so I cost average up on stuff like $AIRO and $LPTH.
But if you're curious yes I still have $OSS, $AIRO, $LPTH, $SSYS, $AXTI, $VLN, and…↗
Jan 17
TheValueist — $COHR $LITE $LPTH Coherent Introduces Germanium-Free Electro-Optic Modulator for High-Speed CO2 Laser Via Drilling
SAXONBURG, Pa., Jan. 16, 2026 (GLOBE NEWSWIRE) -- Coherent Corp.…↗
Jan 16
Serenity — @goosedf Yes? $AIRO for drones, $OSS for edge, $SSYS for robotics, $AXTI for AI bottlenecks, $LPTH for defense bottlenecks and $VLN for mispricing were the most recent posts.
I’m…↗
Jan 16
Midas — The next $ONDS $OSS $LPTH is $KOPN.
Like if you are bullish on $KOPN. https://t.co/QirgiEv73j↗
Serenity — @garricn Elon cannot build out Optimus supply chain from scratch since it's impossible. Maybe in 15 years.
He is likely talking about vertical integration from design/assembly.…↗
Midas — The next $ONDS $OSS $LPTH is $KOPN.
$ONDS invested 41m into $KOPN.↗
Jan 15
Midas — Frontrunning @aleabitoreddit (part 1):
Serenity is on a generational run with the micro cap stocks so let's find the next one before he calls it.
He recently called:
$SSYS
$OSS…↗
Jan 15
Midas — $ONDS invested into 3 companies:
1) $SPAI - 18m
2) $LPTH - 4m
3) $KOPN - 41m
The only company that has not run up yet is $KOPN. https://t.co/ZkVVO25tif↗
Jan 15
Midas — $ONDS invested 8M in $LPTH and it went up 75% last month.
$ONDS invested 41m in $KOPN.
Don't miss out on $KOPN. https://t.co/VFsCtZ8geb↗
Jan 15
Midas — The next $ONDS is $KOPN.
$ONDS and $UMAC both participated in a $41 million private placement investment in $KOPN on Sept 29.
I'm seeing a similar narrative with $OSS, $LPTH, e…↗
Jan 15
Black Panther Capital — @itschrisray @aleabitoreddit Agree here. First $OSS, then $LPTH, then $SSYS.
Hmm. What is your thoughts on $OSS now then?
I’m in. The case seems very interesting, and a huge pote…↗
Jan 15
Chris Ray — Damn! I’ve been blocked by @aleabitoreddit!
Thought I liked this account too. 😂
Asked an honest question since the minute they posted about $LPTH yesterday, the stock made a 7%…↗
Wayne Liang — Solid morning for $LPTH. The climb continues, the general public is slowly starting to catch on, but imo we're still early.
Doesn't look over-bought or near the top in our new Hel…↗
Jan 15
Chris Ray — Keeping a close eye on defense tech names $SPAI and $KOPN right now.
U.S. micro cap companies that remind me of $OSS and $LPTH, but haven’t seen the same recent surges upward.
Th…↗
Jan 15
TheValueist — Those who have been reading my posts for a decent time know I don't traffic in sub-$1bn market cap companies. $LPTH might be an exception. Looks interesting here as a high spec tra…↗
Jan 15
TheValueist — $LPTH LightPath Technologies: Strategic Pivot to Infrared Systems Integration and Investment Thesis.↗
Chris Ray — @upliftyourpath I did the reverse. Added $OSS earlier this week and am watching $LPTH haha↗
Jan 15
Chris Ray — Micro cap defense tech names are HOT right now.
At the moment $LPTH is on everyone’s radar.
Just a reminder that $ONDS and $UMAC each bought 800,000 shares of $LPTH at $5/share b…↗
Jan 15
Serenity — @ruth_capital Really appreciate the kind words! I just joined X a few months ago to share my thought process and interesting research I find along the way with things like $LPTH
A…↗
Jan 15
Serenity — $LPTH is now up 25%.
Lightpath genuinely incredible and I suggest people read into this company.
Markets look at $KRKNF for single source Andruil exposure but Lightpath supplies…↗
Jan 15
Serenity — @Kowalski_Mark_ @pennycheck Appreciate the source on Andruil being a customer of $LPTH.
It’s interesting ppl buy $KRKNF for single customer exposure in Andruil at $2b+.
But you…↗
Jan 15
Serenity — @RKLBMan $LPTH can supply everything that requires germanium in other sectors like cameras for FSD, space satellites, machine vision for robotics, and everything.
They’re just bac…↗
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 15
InvestmentGuru — 10 strong looking stocks in this market
$LPTH
$OSS
$ADUR
$AMPX
$SOC
$SKYT
$RDW
$CLPT
$PL
$POET↗
Jan 15
Chris Ray — A lot of micro cap names that were formerly only talked about in niche corners of FinX are now coming into the limelight.
$OSS
$LPTH
$SKYT
$KOPN
Do you own any? What else belongs…↗
Jan 14
Serenity — @soulbiri1 Nice! $LPTH is my favorite long of 2026 so far! I never thought I’d find something that would beat $NBIS.
It’s also safer than $AXTI since it’s US supply chain this ti…↗
Jan 14
Serenity — @DesingerGem BREAKING: "US may attack Iran within the next 24 hours, per Reuters"
"US ATTACK IS IMMINENT"
Go omega long on war stocks and oil before the actual event.
$LPTH is…↗
Jan 14
Wayne Liang — $LPTH is on the same trajectory as $ONDS and $OSS. Bullish on all 3. Should a notable pullback come, I'll update you guys here for an entry, under the presumption you're not alread…↗
Jan 14
Serenity — @Jorge89767947 $LPTH a sole source contractor majority of major US defense contractors from Lockheed's Stinger Missiles to Andruil's Ghost drones.
It's the monopoly over US made a…↗
Jan 14
Serenity — @pepemoonboy Appreciate it. I found that $LPTH was the US $AXTI basically and all the top military contractors from Andruil, Lockheed, L3Harris, $ONDS, and everyone were switching…↗
Jan 14
Serenity — @pennycheck Okay then, even better that Andruil is a confirmed user of $LPTH lol↗
Jan 14
Serenity — @platochi $LPTH is genuinely incredible. They own the monopoly on the alternative to a critical raw material that China just choked off.
China produces ~60-70% of the world’s Germ…↗
Jan 14
Serenity — I've initiated positions in $LPTH ($621M).
Lightpath is incredible.
Every modern thermal weapon (Missiles, Drones) requires Germanium glass, which China owns (70%)
LPTH is the o…↗
Jan 14
Serenity — @MRonvelwala I personally bought $LPTH and $AIRO on 4% drop today and $VLN on the -8% drop.
Looks like SPY is down -.8% so lot of good opportunities out there from fear.↗
Jan 14
Serenity — @WaltzDisneyz $LPTH is incredible, I don’t say this often. I would go super long on this.↗
Jan 9
BMSInvests — $ONDS Unrealised Profit/Losses from Recent Investments (09/01/2026):
$SPAI (Safe Pro Group)
Total acquired: 3 million shares at weighted average cost of $6.00/share ($18 million)…↗
Jan 7
MicroCapClub — Congrats to the members that produced the top profiles/re-profiles of 2025!
$DBO.TO $ESPR $AUUA.V $VELO $LPTH $G2M.ST $NURS.V $LIB.V $PPIH $CNRD $GRID.TO $5CF.SGX $RMB.V $WYY $FOR…↗
Oct 9
Leveraged Cat — I should be all-in on $LPTH but I've learned I'm either too dumb/smart/scared/distracted to go all in on anything anymore
That said it's my largest position of 7 and agree with th…↗
Leveraged Cat — $LPTH has the potential to pull a ridiculous move over the next 6-18 months
This pullback looks like a fantastic entry point to me
Not financial advice↗
Sep 16
MicroCapClub — These microcap companies have active discussions on our forum in the last 24 hours.
$MDXH $TBLD.L $LUNA $MMA.V $PCSV $TINY.V $HDSN $AUUA.V $CYBT.CN $PDEX $IVFH $PPIH $LPTH $MOUR.B…↗
Sep 15
Leveraged Cat — Wow great/lucky timing, glad I loaded the bag on Friday
Strategic investment in $LPTH announced this AM from $ONDS $UMAC, likely behind the huge move
Hard to get in +20% but thes…↗