@aleabitoredditMar 10, 2026 · 8:28 PM

@ThematicTrader Yeah @pennycheck told me about $MIND. A lot of these are new names to me so I'm doing research into them now before I post a consolidated DD in a few.

@aleabitoredditMar 10, 2026 · 8:16 PM

Just in: Trump is angered after Iran mined the Strait of Hormuz. > Iran Places Underwater Mines > Trump Angry bc Oil > Urgent need to clear them > Mine Detection + Clearance Companies = Profit? If you want to profit off the situation: Defense companies like $CODA, $KRKNF, $OPTT, $MIND, $EXA, $ESLT and many others stand to benefit. It's the biggest catalyst of the decade for aquatic defense contractors, given the new news. Just need to figure out who stands to benefit the most.

@aleabitoredditMar 10, 2026 · 7:48 PM

Other interesting names aside from $KRKNF, $CODA, $EXA: $OPTT - WAM-Vs for underwater mine inspection + disposal (possibly Andruil partner, mentioned by followers). $MIND - Side-scan sonars for mines $NORBT - Wideband Multibeam Sonars $HII - REMUS 100, 300, and 600 for mine clearance operations. $GD - Bluefin Robotics Knifefish UUV for buried mines in cluttered underwater $BA - Archerfish, an autonomous, expendable mine neutralizer $SAABF - Sea Wasp for navigate up to naval mines and IEDs and place explosive charges next to them $TDY - Gavia AUV for minehunting, SeaBotix ROVs, and the high-end RESON sonars $NSANY - Synthetic Aperture Sonar $NOC - AN/AQS-24B/C for minehunting