Who mentions $LTRX most on Surfaced?

@jasonl_capital (Jason Luongo) mentions $LTRX most — 31 mentions in the past 12 months.

When was $LTRX first mentioned on Surfaced?

The earliest tracked mention of $LTRX in the Surfaced archive was on Jan 14, 2026.

How many voices track $LTRX?

11 FinTwit voices have mentioned $LTRX 56 times in the past 12 months.

What kind of voices mention $LTRX most?

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

$LTRX — FinTwit mentions on Surfaced

Recent calls

11 calls

@jasonl_capitalMay 7, 2026 · 2:05 PM

10. $LTRX - Lantronix The edge AI company powering autonomous drones from the inside. Their hardware goes into unmanned systems providing the compute, connectivity, and intelligence at the edge. Lifted FY26 drone revenue outlook to $8-12M with drone revenue projected to double by FY27. Partnered with Unusual Machines to support the Pentagon's $1.1B Drone Dominance Program with joint platform development underway. Launched an NDAA-compliant Drone Reference Platform and SmartEdge ai ecosystem. As drone fleets scale into the hundreds of thousands, every one of them needs edge compute.

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@crux_capital_Jan 31, 2026 · 8:13 PM

Let’s talk about what $LTRX does and why it’s important Think of a drone like a flying body with a brain attached to its camera. The camera is constantly spitting out a ridiculous amount of video data. If the drone tried to send all of that back to a data center or a base station, it would be slow, expensive, and sometimes impossible because of bad signal, interference, or speed. So the important trick is that you put the thinking right next to the camera. The drone watches the video itself on board, and only sends back the useful result. Instead of streaming the whole clip, it sends “person detected,” “vehicle at these coordinates,” “this looks like a target,” or “nothing happening.” That is what we refer to as Edge AI in drones. Lantronix’s angle is trying to be that ready made camera brain, the module plus software that drone makers can plug in, so they do not have to rebuild the same setup from scratch every time. Then there is payload and reference design. Payload is the mission stack the drone carries. Camera, gimbal, sensors, and the on board compute that runs the AI models on the video. A reference design is a working template for that stack. It shows how to connect the parts and get the system running, so an OEM starts from something that already works instead of starting from zero. If Lantronix can make the payload brain repeatable across OEMs, Edge AI starts showing up as shipped systems in the field Hope this provides some simple insight into LTRX! I'll be posting more simple discussions on companies I own today and tomorrow

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@jasonl_capitalJan 29, 2026 · 12:07 AM

Why is $LTRX one of my favorite drone/edge Ai plays for 2026? They just partnered with Safe Pro for AI-powered landmine detection on drones. This is on top of: • U.S. Army Black Widow drone production • NDAA/TAA compliance for DoD contracts • 17 drone OEM partnerships (nearly doubled in 90 days) • New Edge AI products unveiled at CES 2026 $280m market cap. The drone defense thesis is playing out in real time.

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@blackpanthercapJan 28, 2026 · 8:02 PM

@CryptoRobbie007 I really like $LTRX also. It’s still a risky one. But definitely some potential. If I had room. Oh boi

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@jasonl_capitalJan 28, 2026 · 1:42 PM

$LTRX - Edge AI for Defense & Drones Lantronix is partnering with Safe Pro Group to develop Qualcomm-based edge compute for drones & unmanned systems. What they're building: - On-device AI threat detection (landmines, small threats) - Runs directly on hardware; no cloud required - Designed for drones & autonomous vehicles Why it matters: - Lower latency in contested environments - Higher security & reliability for defense use cases - Scalable framework for future UAS platforms This positions $LTRX at the center of edge compute + AI + defense.

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@crux_capital_Jan 28, 2026 · 1:28 PM

$LTRX Up 26% Pre Market It's crazy how much momentum a stock could get when it just gets discovered by the wider market Check out the summary of my thesis below!

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@kawzinvestsJan 28, 2026 · 12:23 PM

@michaelsikand was the one who connected the $KRKNF-Anduril dots before that re-rated from $500M to $2B. When he says $LTRX might be next, pay attention.

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@investmentguru_Jan 28, 2026 · 11:52 AM

$LTRX — Edge AI for Defense & Drones Lantronix announced an MOU and Master Services Agreement with Safe Pro Group to jointly develop Qualcomm-based edge compute solutions for drones and unmanned systems. The partnership integrates Safe Pro’s SPOTD AI threat-detection models directly onto Lantronix’s Open-Q™ System-on-Module, enabling real-time, on-device detection of landmines and small threats — no cloud required. Why this matters: •Edge AI, not cloud → lower latency, higher resilience in contested environments •Designed for drones & autonomous vehicles using Qualcomm platforms •Mission-critical defense use cases with improved security and reliability •Creates a scalable commercialization framework for future UAS platforms This collaboration positions $LTRX at the center of the edge compute + AI + defense stack, reinforcing the shift toward real-time intelligence at the edge for next-gen autonomous systems.

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@ckcapitalxxJan 28, 2026 · 3:48 AM

@SJCapitalInvest Yes, dm for it. Also would definitely consider looking into $LTRX before it’s too late. Similar to OPTX. Connections to Anduril, Ondas, and Red Cat. Boomed almost 30% today including after hours and looks to just be the start.

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@kawzinvestsJan 27, 2026 · 10:10 PM

@mc_khristina $LTRX connects to both. Anduril through Trillium sensors, ONDAS through the SPAI partnership that just dropped today. $270M cap sitting in the middle of two massive ecosystems

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@crux_capital_Jan 14, 2026 · 1:51 PM

The Next Layer of the AI Trade: Edge Computing $LTRX Every autonomous system runs into the same problem. You can design the airframe. You can mount high-resolution cameras and sensors. But at some point the system has to make a decision immediately, in the field, without waiting on a clean connection back to a data center. That decision layer lives inside the device. It is the difference between a drone that records footage and a drone that can identify, track, and act in real time. It is also where latency, bandwidth limits, and compliance requirements collide. Enter Lantronix $LTRX My takeaway after digging in - this company is in the middle of a real pivot. Lantronix built its legacy business in industrial connectivity: cables, gateways, device servers, and infrastructure hardware. Useful products, but the mix leaned commodity. In 2023, they brought in a new CEO, Saleel Awsare, and the strategy started shifting toward higher-value edge compute. The key asset is their ability to take advanced Qualcomm silicon and deliver production-ready System-on-Modules that OEMs can embed into drones, cameras, and other edge devices. That sets up the geopolitical catalyst: Blue UAS. For years, DJI dominated commercial drones. U.S. defense and government procurement has moved hard toward vetted supply chains, and the NDAA has forced a reshoring of the stack. U.S. drone makers can build airframes. Most of them want an off-the-shelf compute engine that is secure, compliant, and deployable fast. Lantronix is aiming to be that compute layer. A few data points that matter: • OEM drone engagements jumped from 10 to 17 in one quarter • They are inside the Black Widow drone recently selected by the U.S. Army • Management expects drones to reach 10–15% of total revenue by fiscal 2027 Gross margin is telling FY24 gross margin: ~40% Most recent quarter: 45.3% The mix shift is showing up in the numbers. Profitability is back, cash flow is positive, and the balance sheet sits in a net cash position. Valuation still reflects a lower-growth profile: ~1.9x revenue versus Digi International $DGII around ~3.9x revenue. If the drone ramp shows up in sustained shipments through 2026, I expect that gap to narrow. Full deep dive is posted. Report linked in comments! Please give it a read This is a new company I am tracking. Please add any good bits in the comments! Also, thank you to @wallstengine for putting me onto this name! Excited to keep digging and sharing

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