$LTRX — FinTwit mentions on Surfaced

$LTRX — FinTwit mentions on Surfaced

Recent mentions

15 mentions

@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.

@jasonl_capitalApr 30, 2026 · 11:40 AM

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 solutions. Small company quietly powering the infrastructure behind AI deployments and connected devices. https://t.co/FVuWuNUctO

@kaizen_investorMar 12, 2026 · 6:43 PM

@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 just add to that position.

@moninvestorFeb 10, 2026 · 11:38 AM

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, $NAK, $USAR AI: $PATH, $ZETA, $OSS Robotics: $OUST, $RR, $SERV, $KRKNF Energy: $EOSE, $FLNC, $QS Others: $POET, $SNAP, $HIMS, $ONDS, $PRME, $JOBY, $ACHR, $NUAI, $ALMU, $PPIH, $LAES & $LTRX. Note: This is not my full list. 👀

@moninvestorJan 30, 2026 · 2:35 PM

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 well-diversified across multiple growth sectors.

@michaelsikandJan 30, 2026 · 4:21 AM

@playerTwoQ you are right to say $LTRX link is much less secure than Kraken's

@kawzinvestsJan 28, 2026 · 12:25 PM

@KrakTrades LONG $LTRX

@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.

@michaelsikandJan 28, 2026 · 7:18 AM

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. This tiny company is now the universal engine for how Anduril, $RCAT, AND $ONDS drones see, think, and react. I know it's a micro cap but 14% debt to equity, over 45% gross profit margins. Positive operating cash flow. And while drones are just 5% of the biz right now, their main business, serving players like power grids, perfectly alligns with the AI buildout. Share count up just 37% since 2021.... do dilution is not a red flag for a small cap tech play. They've also been paying down debt aggressively. Lack of revenue growth mostly from lumpiness from their legacy industrials business, this is what we're waiting on to see the drone story show up in the financials. And based on Q3 institutional data from @WallStRank , the smart money liked what they saw in August with the RCAT announcement. +317% more first time investments than exits.

@kawzinvestsJan 28, 2026 · 5:08 AM

@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 $ONDS deserves a premium for being an integrator, that premium is already priced in many times over. The question isn’t whether integrators deserve higher multiples than suppliers. The question is whether that gap should be 50x. For $ONDS to justify its current valuation from here, it needs near-perfect execution. $LTRX needs only modest re-rating to deliver multiples on capital.

@michaelsikandJan 28, 2026 · 2:42 AM

@Mountainman1723 $ltrx interesting too

@michaelsikandJan 27, 2026 · 10:11 PM

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's critical you position into the infrastructure powering it! https://t.co/zt9vb1Jdh8

@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

@michaelsikandJan 27, 2026 · 9:49 PM

$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 expose the link between $KRKNF and Anduril and it led to a massive re-rating story. I think $LTRX is next. It’s only trading at a 2x P/S. So here’s why it’s interesting. In December, Trillium Engineering tapped LTRX for Edge AI modules. Trillium’s HD45 sensor? That’s what Anduril lists on its spec sheet for the Ghost drone. Safe Pro Group, LTRX’s latest partner, was backed by $14M from ONDAS in October. Add Red Cat, and that’s three defense drone primes all sourcing from LTRX… • Imaging systems (Trillium) • Army SRR (Red Cat) • Tactical robotics (Safe Pro / ONDAS) Let’s compare drone stocks $ONDS - $5.0B mkt cap ~$50M rev, 100x P/S $RCAT - $1.6B market cap, ~$40M rev, 40x P/S $KRKNF - $1.6B market cap, ~$100M rev, 16x P/S $OSS - $250M market cap, ~$30M rev, 8x P/S $LTRX - $270M market cap, $118M rev, 2.3x P/S What's kind of wild is that LTRX also drives more revenue than ONDAS + RCAT + OSS combined. The market is not connecting $LTRX's central role with all the major drone companies. Exposing the hidden Anduril link is what made $KRKNF explode. LTRX might be next.

@kawzinvestsJan 27, 2026 · 9:37 PM

$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 partnership with Safe Pro Group this morning. Most will scroll past it. Here's why that's a mistake. The Connection Nobody's Made: Safe Pro Group is the company Ondas Holdings poured $14M into back in October. $ONDAS now has a $5B market cap trading at 100x+ sales. But here's the real alpha: In December, Trillium Engineering selected LTRX Edge AI modules to power their gimbaled imaging systems for military drones. Pull up the Anduril Ghost spec sheet. The sensor listed? Trillium HD45. Connect those dots. LTRX appears to be in Anduril's supply chain. And now they have a direct relationship inside the ONDAS ecosystem too. The Valuation Gap Is Absurd: $ONDS - $5.0B market cap, ~$50M rev, 100x P/S $RCAT - $1.6B market cap, ~$40M rev, 40x P/S $KRKNF - $1.6B market cap, ~$100M rev, 16x P/S $OSS - $250M market cap, ~$30M rev, 8x P/S $LTRX - $270M market cap, $118M rev, 2.3x P/S $LTRX has more revenue than $ONDS, $RCAT, and $OSS combined. Trades at a fraction of the multiple. Why the Disconnect? $KRKNF is known as the Anduril sonar/battery supplier. That connection drove a 250%+ run. $LTRX has the Anduril imaging connection through Trillium and nobody is talking about it. They also have Red Cat for the Army SRR program. Three nodes in the defense drone ecosystem. One stock trading at legacy industrial multiples. The Setup: 5x P/S (half of $KRKNF) = $590M = 2x 10x P/S (still below comps) = $1.2B = 4x