Lantronix. Every tracked FinTwit mention of $LTRX, newest first. 56 mentions since the first on Jan 14, 2026. See the price chart.
May 2026 · 1 mention
May 7
Jason Luongo — 10. $LTRX - Lantronix
The edge AI company powering autonomous drones from the inside. Their hardware goes into unmanned systems providing the compute, connectivity, and intelligen…↗
April 2026 · 1 mention
Apr 30
Jason Luongo — 5. $LTRX - $6.36
Lantronix. IoT and edge compute infrastructure. Smart out-of-band management for data centers, rugged embedded compute for defense, and network connectivity solut…↗
March 2026 · 3 mentions
Mar 12
KaizenInvestor — @wacbmktnews Thanks for your input, it is difficult to work with options in Belgium. I will look into $LTRX, didn't do any research on them yet. Yes, I like $OUST a lot. I possibly…↗
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 6
Jason Luongo — The White House is telling you exactly what sectors to invest in:
AI Compute - $IREN, $CIFR, $NBIS, $APLD
Chips - $NVDA, $AMD, $TSM, $AMKR
Optical Networking - $AAOI, $COHR, $LITE…↗
February 2026 · 17 mentions
Feb 28
Jason Luongo — Seven layers of AI. The full stack from power to the battlefield.
1 | Power: $GEV $BE $CEG $VG $ENS
2 | Chips: $NVDA $AMKR $TSM $ASML $AVGO
3 | Data centers: $NBIS $IREN $CRWV $CI…↗
Feb 25
Jason Luongo — The White House is telling you exactly what sectors to invest in:
AI Compute - $IREN, $CIFR, $NBIS, $APLD
Chips - $NVDA, $AMD, $TSM, $INTC
Networking - $AVGO, $ANET, $MRVL
Power I…↗
Feb 25
Jason Luongo — 9 stocks I'm holding into 2027 and what I think they're worth:
$IREN at $42 -> $120
$ONDS at $10 -> $30
$RKLB at $70 -> $150
$AMZN at $205 -> $350
$EOSE at $10 -> $30
$IBRX at $11…↗
Gaetano — 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 ridiculou…↗
Jan 31
Black Panther Capital — 🤯 I just found this…
I can’t believe people aren’t more bullish here.
We’re seeing a lot of new plays in defense taking their market shares:
Anduril, $KRKNF, $ONDS, $OPTX, $LT…↗
Jan 30
mon — My current portfolio:
$IREN - Data Centers
$HIMS - Healthcare
$UAMY - Rare Earth Metals
$TE - Solar Energy
$ONDS - Drones/Robotics
$LTRX - IoT Solutions
I believe my portfolio is…↗
— These 6 stocks under $10B market cap are going to create millionaires:
$ONDS - a $25 stock trading at $9
$EOSE - a $25 stock trading at $11
$OSS - a $20 stock trading at $9
$TE -…
Jason Luongo — Stocks to watch in 2026:
AI Infrastructure: $IREN, $CIFR, $NBIS
Defense & Drones: $ONDS, $AVAV, $RCAT
Space: $RKLB, $ASTS, $PL
Energy & Power: $EOSE, $VG, $BE, $OKLO
Solar: $TE, $…↗
Feb 10
Jason Luongo — I don't say this often. Pay attention.
Every stock on this list is mispriced.
$IREN at $46 - AI power infrastructure
$ONDS at $10 - autonomous defense systems
$AMZN at $210 - clo…↗
Feb 10
mon — List of stocks to add to your watchlist:
Space: $ASTS, $RKLB, $PL, $RDW
Data Center: $IREN, $CIFR, $NBIS, $WULF
Solar: $ENPH, $TE, $ASTI, $SEDG, $CSIQ
Rare Earth: $UAMY, $UUUU, $N…↗
Feb 6
Jason Luongo — The hyperscalers are telling you exactly where the money is going.
AI Compute - $IREN $CIFR $NBIS $WULF
GPUs - $NVDA $AMD
Networking - $AVGO $ANET $MRVL
Optical/Fiber - $COHR $GLW…↗
Feb 6
Jason Luongo — Incase you were wondering:
$RKLB at $71 is still a great price
$ONDS at $8.60 is still a great price
$IREN at $40 is still a great price
$TE at $7.40 is still a great price
$HIMS…↗
Feb 5
Jason Luongo — I'll say this once.
The fastest way to build wealth by 2028:
$IREN - a $150 stock trading at $46
$RKLB - a $200 stock trading at $70
$ONDS - a $40 stock trading at $9
$HIMS - a $…↗
Feb 5
Jason Luongo — If you missed out on these growth stocks, the market is giving you a second chance:
$HIMS under $25
$TE under $8
$ONDS under $10
$OSS under $9
$IREN under $45
$NBIS under $85
$RKL…↗
Feb 4
Jason Luongo — Some of my favorite companies are on sale today.
🔴 $IREN down 15%
🔴 $HOOD down 7%
🔴 $NBIS down 9%
🔴 $LTRX down 8%
🔴 $TE down 16%
🔴 $ONDS down 15%
🔴 $HIMS down 3%
The ques…↗
Feb 4
Jason Luongo — Red days are emotional. Fundamentals are not.
$IREN - still scaling AI data centers.
$HIMS - still going to launch peptides.
$ONDS - still winning defense contracts.
$RKLB - still…↗
Feb 3
Jason Luongo — 4 GENERATIONAL WEALTH PLAYS IN 2026:
1. $IREN → $100
Low-cost, scalable power for AI. Energy is the bottleneck for AI.
2. $LTRX → $12
Edge AI connectivity and IoT networking. The…↗
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
Jason Luongo — February 2nd Premarket
It’s so important to start your week off strong Monday morning!
Take care of your body and mind.
BIG week for my portfolio with some of my largest positi…↗
Feb 2
Jason Luongo — ALL OF THESE STOCKS REPORT EARNINGS THIS WEEK!
Monday, February 2:
The Walt Disney Company $DIS
Palantir Technologies $PLTR
NXP Semiconductors $NXPI
Simon Property Group $SPG
Tys…↗
— I wanted to share this for FULL transparency.
Heres every LEAP position I’m currently holding:
$IREN - AI data centers & Bitcoin mining
$AMZN - Cloud, robotics, AI infrastructur…
Michael Sikand 🦑 — @playerTwoQ you are right to say $LTRX link is much less secure than Kraken's↗
Jan 29
Gaetano — My latest position is $KOPN
If you have liked some of my initial content around $ampx $optx $ltrx
Then you mind find Kopin interesting!
Will be dropping a full thesis after mar…↗
Jan 29
Jason Luongo — 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…↗
Jan 28
Jason Luongo — 2026 is already being decided.
These 4 sectors will dominate the markets:
AI Infrastructure & Compute - $IREN $CIFR $NBIS $NVDA
Edge AI & Drone Defense - $OSS $ONDS $LTRX…↗
Jan 28
Black Panther Capital — @CryptoRobbie007 I really like $LTRX also. It’s still a risky one. But definitely some potential. If I had room.
Oh boi↗
Jan 28
Jason Luongo — $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…↗
Jan 28
Gaetano — $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!↗
Jan 28
Jason Luongo — The edge AI/drone theme is just getting started.
4 stocks I’m paying close attention to:
$LTRX $DPRO $ONDS $PDYN
What’s driving my interest:
∙ AI moving to the edge (low latenc…↗
KawzInvests 🦑 — @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.↗
Jan 28
InvestmentGuru — $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 dro…↗
Jan 28
Michael Sikand 🦑 — It's 11 PM and I'm STILL geeking on this new Anduril proxy $LTRX
$KRKNF has monopolized the battery layer for subsea drones.
$LTRX has monopolized edge compute for aerial ones.…↗
Jan 28
KawzInvests 🦑 — @YoYInvestor $ONDS trades at 100x sales. $LTRX trades at 2.3x. That’s a 40-50x multiple gap.
$LTRX generates more revenue (~$118M TTM) than $ONDS, $RCAT, and $OSS combined. If $ON…↗
Jan 28
CK Capital — @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…↗
Jan 28
Jason Luongo — @FundWtd Solid post. I own $OSS and $LTRX↗
Jan 28
Jason Luongo — @ashvin22932 Its valuation is certainly rich but I’m a believer in ecosystem they are building. Check out $LTRX for a very reasonable multiple in the drone supply chain space.↗
Jason Luongo — You don't need 100 stocks to build serious wealth in 2026…
These 10 picks have the potential to change everything:
IREN Limited - $IREN
One Stop Systems - $OSS
Lantronix - $LTRX…↗
Jan 28
Jason Luongo — @KawzInvests I posted my top picks for 2026 last week and $LTRX is on the list. 👍🏻↗
Jan 28
Jason Luongo — @TheRonnieVShow $LTRX is one of my favorite stocks right now.↗
Jan 27
Midas — $LTRX is the next Anduril proxy like $KRKNF $OPTX $OPTT.
Like if you agree.↗
Jan 27
Michael Sikand 🦑 — Was an absolute blast explaining the thesis on $LTRX with @kawzinvests on my discord earlier today.
We're witnessing the biggest shift in defense of our lifetime, right now.
It…↗
Jan 27
KawzInvests 🦑 — @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 e…↗
Jan 27
PhotonBull — This looks very interesting. I will continue to look into it, expecially what the future holds for Anduril and their Ghost production numbers. But this feels like kraken all over a…↗
Jan 27
Michael Sikand 🦑 — $LTRX - this $270M chip company secretly powers the eye of Anduril’s drones.
As well as for $ONDS and $RCAT.
When @kawzinvests brought this one to me, I was gobsmacked.
I helped…↗
Jan 27
KawzInvests 🦑 — $LTRX - The Hidden Anduril/ONDAS Play Trading at a Fraction of Comps
The Anduril supply chain keeps expanding. Here's one nobody's talking about.
Lantronix just dropped a partner…↗
Jan 27
Jason Luongo — January 27th 2026
Buy leaps
Sell puts
Hold shares
Go to the gym
$IREN $AMZN $NBIS $ONDS $LTRX $OSS
$AMKR $HIMS $NVO https://t.co/5C2w8Os8lp↗
Jan 21
Jason Luongo — My top 10 stocks for 2026:
$IREN – AI & digital infrastructure
$AMZN – E-commerce & cloud giant
$AMKR – Semiconductor packaging leader
$HIMS – Digital healthcare platform
$VG – Na…↗
Jan 14
Gaetano — 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 se…↗