CK Capital — In the last 4 months I gave you all these plays and you still aren't following???
$CRDO $95 to $270
$NBIS $80 to $290
$PENG $34 to $72
$AMPG $3 to $9
$KEEL $3 to $6.50
$DRAM $30 t…↗
Jun 16
PhotonBull — $OPTX just booked another $2.4M in space optics purchase orders, lifting total recent awards for this LEO satellite optics line to nearly $4.3M with full delivery slated before mid…↗
Jun 12
PhotonBull — @__Con_ I like $OPTX $BRUN $ASYS too, but the ones I mentioned are higher conviction for me and just came to mind first↗
Jun 12
PhotonBull — $OPTX: I guess people are finally waking up to the space datacenter angle leading into the SpaceX IPO
$OPTX $SPCX https://t.co/WufBdmwTud↗
May 2026 · 42 mentions
May 31
CK Capital — My favorite names in every sector right now. The full conviction list.
Satellite & Space
$ASTS
$RKLB
$OPTX
AI Infrastructure
$NBIS
$PENG
$HLIT
Defense
$EOS.AX
$KRKNF
$OP…↗
May 30
Frenchie — Je vous présente @KawzInvests
Il officie chez Asymetricalbets, un groupe de recherche récent qui chasse une seule chose : « l’alpha » via l’investissement thématique.
C’est aussi…↗
May 26
CK Capital — Why not drop me a follow?
Last week alone I gave you all these plays for free and subs got in early.
$AMPG brought 90% gains
$OPTX brought 50% gains
$HLIT brought 30% gains
$INFQ…↗
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 24
InvestmentGuru — My 5 Favourite small cap Photonics Plays Right Now
$POET — First production order for POET Infinity optical engines worth $5M+, targeting 30,000+ shipments in 2026 for 400–800G AI…↗
Apr 23
InvestmentGuru — $OPTX — Syntec Optics is one of the largest domestic optics and photonics manufacturers in the U.S., and the catalysts keep stacking up. The company just positioned itself to benef…↗
Michael Sikand 🦑 — $VCX is down 71% since my post.
I literally built my brand in finance on private proxies.
- Calling $KRKNF at $3 the Anduril proxy, now $5.60
- Calling $SATS at $70 as the SpaceX…↗
Mar 29
KaizenInvestor — Done some research this weekend on smaller photonics plays.
$SIVE
$SOI
$IQE
$OPTX
$HIMX
$WOLF
$VLN
$QRVO
My research has honestly worried me a bit here. I read lots of good thin…↗
Mar 29
PhotonBull — Everyone's watching $LMT and $RTX restock missiles from the Iran war. Nobody's watching the optics supply chain for Iran.
$OPTX, Syntec Optics, is a Rochester-based precision phot…↗
Gaetano — $OPTX Short Report??
Yesterday a user on X posted why the thought $OPTX was 'uninvestable' and 'worthless'
It got some traction and (seemingly) impacted the stock
So I wanted to…↗
Feb 12
Gaetano — @KawzInvests I think youre gonna like my $optx report in the works↗
Feb 12
Gaetano — As promised, I am now deep into my $OPTX report
$LITE & $COHR + Sector pulse ✅
$LASR deep dive ✅
Now deep in $OPTX
This is going to be a good one. You won't want to miss it.
Wi…
January 2026 · 27 mentions
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 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 27
Midas — $LTRX is the next Anduril proxy like $KRKNF $OPTX $OPTT.
Like if you agree.↗
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…
InvestmentGuru — Retail interest continues to rotate into speculative growth and emerging technology names. These are 7 stocks on my watchlist-
$AMPG
$TE
$HYLN
$OCC
$VELO
$FJET
$OPTX↗
Jun 9
Michael Sikand 🦑 — @dsulli50275 @KrakenRobotics I can't because it's OTC. It's my favorite defense stock though. I like $optx too but too small cap.↗
Jun 6
CK Capital — My favorite names in every sector right now. The full conviction list, three deep in each.
Humanoid Robotics
$AMBA
$OUST
$VPG
AI Infrastructure
$NBIS
$PENG
$CRDO
Defense
$EOS…↗
Jun 4
Midas — I called $OPTX at $4.6 for a +188.3% gain.
Posting my next trade on my FREE discord (40k+ members).
Join here:
https://t.co/RmuXXkPCj6 https://t.co/SdCVOekuVG↗
Jun 4
PhotonBull — $OPTX does not know how to stop
Happy all time high to those who celebrate 🥳 https://t.co/nxuCc5mpDc↗
Jun 2
PhotonBull — Two weeks ago
100% returns
Greatest market ever, filled with opportunities everywhere
Let's go!
$OPTX https://t.co/iaWloA1SE5↗
Jun 1
CK Capital — May was an insane month in the market for me.
Had stocks give massive returns to me.
$AMPG 100%
$CPSH 100%
$VIVO 80%
$PENG 70%
$OPTX 60%
Insane.↗
— $OPTX
Syntec Optics | Defense + Space + AI Optics. Small Cap, Big Mandate.
$OPTX is a Rochester, NY-based custom optics and photonics manufacturer that has quietly become one of…
CK Capital — This month has been insane for callouts.
We are big green on.
$BB
$NOK
$PENG
$KEEL
$AMPG
$INFQ
$OPTX
$HLIT
$DRAM
$NBIS
All of these are up anywhere from 10% to over 100%.
This…↗
CK Capital — This was honestly one of the craziest weeks for me in the market and on X.
This week I gave you all
$OPTX which is up 46% this week
$AMPG which is up 70% this week
$INFQ up 20%…↗
May 23
PhotonBull — I can't even keep up with this account anymore
Every day he has a new pick going up 10-30%
Goat🐐
$OPTX $AMPG $HLIT↗
May 22
CK Capital — Most people buying $OPTX today have no idea what space optics actually are and how big it will be. Let me explain because the technology is genuinely mind blowing.
When a satellit…↗
Michael Sikand 🦑 — $OPTX with an 18% smash.
That's 48% in 5 days.
Anduril Eagle Eye contract (speculated) will take time to ramp.
But they quadrupled their space production for satelite optics and…↗
May 21
PhotonBull — Okay, I promise this is my last screenshot today
But wow, what a day!
$AMPG with a 25% move
$NBIS $OPTX $FCEL massive 20%+ days too https://t.co/xQYJeKq3hv↗
May 21
CK Capital — IM THE FUCKING GOAT. $AMPG $OPTX https://t.co/U9kCBuWUom↗
May 21
PhotonBull — What is the saying now?
Same day, another dollar doesn't have the same ring to it
$OPTX what a run this week! https://t.co/jEmoOMtNvo↗
May 21
KawzInvests 🦑 — $OPTX quadrupled monthly space optics production
$OPTX up 40% in 5 days.
Every satellite in low earth orbit needs precision optics. Specifically, it needs Optical Inter-Satellit…↗
May 21
PhotonBull — Another day, another dollar
$OPTX https://t.co/FcuhIyXWGD↗
May 21
CK Capital — $SPY is down half a % and here how my port is doing.
$ASTS up 5% 🟢
$NBIS up 15%🟢
$OPTX up 10%🟢
$AMPG up 10%🟢
$VIVO up 6%🟢
$DRAM up 1%🟢
$PENG up 1%🟢
All it takes is a few h…↗
May 21
CK Capital — WHAT DID I SAY. $OPTX https://t.co/wsDCNV2c1l↗
May 20
PhotonBull — This guy can't stop winning
Well played, @CKCapitalxx!
$OPTX $AMPG↗
May 20
CK Capital — In the last week I gave you guys $OPTX and $AMPG.
Look at the performance.
$OPTX up 33%
$AMPG up 87% https://t.co/HnY90qgX3g↗
May 20
PhotonBull — Did not expect the market to move this fast LOL
~40% since this tweet from 2 days ago
$OPTX https://t.co/rEyLvitqEw↗
May 20
CK Capital — $OPTX continues its run and extends gains to over 23% in the last week. https://t.co/TBwllXk9JT↗
May 19
Michael Sikand 🦑 — $OPTX ripped 16.5% today after a bullish ER.
My favorite defense stock under $1B.
- Balance sheet fixed: $21.5M net raise
- Space/LEO optics quadrupled (missile sensing)
- A…↗
May 19
PhotonBull — Seems like the market likes it too
$OPTX https://t.co/b6SB2xjOoZ↗
May 19
PhotonBull — Incredible timing from @CKCapitalxx
Make sure you follow this guy
$OPTX↗
PhotonBull — How to play space solar beamed power without having to pick any single satellite operator, some quick thoughts:
$META reserved up to 1 GW from Overview Energy on April 27, the fir…↗
May 19
PhotonBull — Syntec Optics ($OPTX) announced a string of frontier deep tech deliveries from roughly 12 months of work, spanning defense, space, and hyperscale AI power.
•Multispectral mirrors…↗
May 18
CK Capital — Stocks I think are deeply undervalued right now and will re rate.
My conviction list.
$PENG — $48. NASA. US Air Force. US Navy. $NVDA and $AMD partner. Photonic memory optionali…↗
May 18
CK Capital — $OPTX seems like one of the more asymmetrical small caps in the market.
Here is why the floor feels so solid.
Anduril alone is a multi year revenue stream. $OPTX makes the polyme…↗
May 18
CK Capital — $OPTX is quietly becoming one of my highest conviction small cap positions.
Anduril. US Air Force. US Navy. LEO satellites. AI datacenter interconnects. Missile guidance. Night vi…↗
May 17
CK Capital — Nobody is talking about the space optics business inside $OPTX and I think that is a massive mistake.
In March they quadrupled monthly space optics production compared to the same…↗
May 17
CK Capital — My 2030 price targets. These are mine. Not financial advice. DYOR.
$ASTS — $77 today. Every US carrier now on board. 3.3 billion addressable subscribers. 60% of consumers willing…↗
May 15
CK Capital — Leopold in $OPTX? https://t.co/elm7Lf9f5L↗
May 15
CK Capital — The Anduril angle gets all the attention. But the sector that excites me just as much if not more is space optics.
$OPTX quadrupled monthly space optics production in March. Manag…↗
CK Capital — I called $OPTX at $4 and rode it to $10 before taking profits.
The fundamentals have only gotten stronger since then. And now it’s back at $7.
So i think it’s time to start my…↗
May 15
PhotonBull — Added to one position in this dip today:
$OPTX | Syntec Optics | ~$300M mcap
Vertically integrated US photonics manufacturer. 90,000 sq ft Rochester facility, ITAR compliant. FY25…↗
May 11
KawzInvests 🦑 — $OPTX quadrupled monthly space optics production, and shipped nearly half of all of 2025's space volume in Q1 alone.
April 28: priced a $20M raise at $7.00.
April 30: closed it.…↗
May 9
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…↗
— $POET
$LWLG
$ALMU
$OPTX
$SHMD
What a move in last one week, hopefully you winning
KawzInvests 🦑 — @Polvah Worth adding that their satellite division is the real story here.
They've already delivered 17,000 optical components to Amazon Kuiper. That's 26% of Gen1 done and the co…↗
Apr 16
InvestmentGuru — Rotation in Play — Space & Photonics Cooling Off
After strong runs, Space and Photonics are seeing some healthy profit taking as capital rotates into more undervalued sectors heat…↗
Apr 15
InvestmentGuru — Photonics names took a breather today, consolidating while the broader market ripped — with key players like $AAOI, $COHR, $LITE, $AXTI, $AEHR, and $OPTX in the red; looks more lik…↗
Apr 15
InvestmentGuru — The AI supply chain is still the hottest sector in the market
From optics to semis to testing — capital is flowing across the entire stack-
$AAOI $AXTI $OPTX $SNDK
$LWLG $AE…↗
Apr 14
InvestmentGuru — 5 Photonics Small Caps on the Move
$POET – Building the AI data highway
POET’s optical interposer is designed to move massive data faster and more efficiently inside AI systems.…↗
Apr 13
CK Capital — I told you guys to buy
$NBIS at $70 up 120%
$KRKNF at $2 up 300%
$LWLG at $5 up 130%
$OPTX at $4 up 200%
$BE at 110 up 60%
$AMPX at $9 up 100%
$CRDO at $90 up 50%
These were all…↗
KawzInvests 🦑 — $OPTX (~$350M) is North America's largest polymer optics manufacturer. Every step under one roof. Raw polymer in, finished electro-optic assembly out, without touching a foreign su…↗
Apr 12
PhotonBull — This name has been getting more and more attention on X over the weekend and throughout last week.
I entered just a few weeks ago, and the stock is up more than 30% since then.
W…↗
Apr 12
InvestmentGuru — $OPTX — Small Cap, Big Tailwinds
$OPTX - it’s sitting right where defense + AI + space are colliding.
Fully U.S.-based, vertically integrated optics manufacturer, $28M revenue, m…↗
Apr 12
InvestmentGuru — 10 Stocks That Have Nearly DOUBLED in 2026 YTD. While the market bleeds, these names are printing
$SNDK
Pure-play NAND flash powerhouse spun off from Western Digital. Revenue up…↗
Apr 11
InvestmentGuru — 10 small-cap momentum stocks across 2 high-beta sectors to watch and potentially hold 👇
$SPIR — satellite data + defense momentum
$SIDU — high-volatility space microcap
$SATL — s…↗
Apr 11
Black Panther Capital — @CaesarCapitalz Insane performance from $OPTX this year. Congrats to those who invested!↗
Apr 11
KawzInvests 🦑 — @michaelsikand Appreciate it, more to come on $OPTX↗
Apr 10
InvestmentGuru — Photonics — still one of the strongest sectors to keep on watch 👀
$AAOI $COHR $LITE $POET
$MRVL $LWLG $TSEM $SIVEF $NOK $OPTX $AEHR $LASR $OPTX↗
Apr 8
InvestmentGuru — Photonics and Space are two of the strongest sectors to keep on watch right now:
Photonics —
$AAOI $COHR $LITE $POET
$MRVL $LWLG $TSEM $SIVEF $NOK $OPTX
Space —
$RKLB $ASTS $SATL…↗
Apr 8
InvestmentGuru — Photonics — still one of the strongest sectors to keep on watch 👀
$AAOI $COHR $LITE $POET
$MRVL $LWLG $TSEM $SIVEF $NOK $OPTX
Strong demand + AI/data center tailwinds = cont…↗
Apr 2
Michael Sikand 🦑 — Someone put a gun to my head.
They said "make me $1M from $100K with 10 stocks".
This answer saved my life.
1) $KRKNF - This subsea drone component monopoly is on the verge of r…↗
Apr 1
Michael Sikand 🦑 — @mvcinvesting $AEHR $OPTX, $EQR.AX, $EOS.AX, $LASR↗
— @PhotonBull Been watching $OPTX for a while nice entry on the dip.
CK Capital — i was in $OPTX a couple months ago.
Tempting as fundaments have only gotten better.↗
Mar 27
PhotonBull — Bought the dip on $OPTX today to start a position.
It’s high-beta and dropped on a risk-off market day, but the asymmetry is real if the US goes boots-on-the-ground.
I guess bro…↗
Mar 14
InvestmentGuru — Quantum Computing could become a $1T industry over the next two decades.
Quantum computers operate very differently from classical computers.
Instead of using bits (0 or 1), they…↗
InvestmentGuru — AI Is Fast… But Your Copper Wires Are Slower
Think AI is all about GPUs? Think again. The real bottleneck is moving data fast enough. Enter Photonics — sending data at the speed o…↗
Mar 11
InvestmentGuru — $OPTX another good looking stock
Syntec Optics (Nasdaq: OPTX) Secures $4M in Defense Orders Across Diversified U.S. Military Platforms↗
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 3
InvestmentGuru — $POET
$LWLG
$OPTX
Still cheap photonic in market, IMO↗
Gaetano — @Mike_2049 I've got a deep dive into $LASR in the works and then $OPTX and then I could do this once all the other reports come out↗
Feb 6
Gaetano — 🚨Exciting news!
I’ve got 3 big reports in the works
$LITE and $COHR and entite photonics pulse check after earnings
$LASR & $OPTX Deep dives
And 1 suprise article
Will post…↗
Feb 6
Gaetano — I guess it's time for an $OPTX deep dive
Anyone interested?
Let me know! https://t.co/f6J5a6On4C↗
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 — 2026 is off to a crazy start
$LITE $OPTX $LASR $COHR $KOPN
I knew that going into this year I wanted massive exposure to two themes
AI data center photonics
Aerospace / Defense…↗
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
KawzInvests 🦑 — My watchlist. Photonics caught a bid across the board today.
$AXTI +16% $OPTX +14% $LITE +11% $AAOI +10% $COHR +7% $PLAB +4%
This sector is just getting started.↗
Feb 2
KawzInvests 🦑 — @crux_capital_ This is literally my watchlist. Photonics sector is waking up across the board. $AAOI $PLAB $LITE $COHR $OPTX $POET all moving together. Earnings season is going to…↗
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…↗
Midas — $OPTX is the next $ONDS / $KRKNF:
$OPTX supplies optics for Anduril's EagleEye AR systems.
Extremely small float of 5.98m shares.
82% of shares are owned by the CEO who takes…↗
Jan 26
Midas — The next Anduril play like $KRKNF / $PNG is $OPTX.
$OPTX supplies optics for Anduril's EagleEye AR systems.
Like if you are bullish on $OPTX. https://t.co/i6DHpaRYLZ↗
Jan 26
Midas — The next $ONDS $LPTH $OSS is $OPTX.
$OPTX is working with Anduril like $KRKNF. https://t.co/98SSCUsmkH↗
Jan 26
Midas — The next $ONDS is $OPTX.
Like if you are bullish on $OPTX.↗
Jan 24
Midas — The next Anduril play like $KRKNF / $PNG is $OPTX.
$OPTX supplies optics for Anduril's EagleEye AR systems.
Like if you are bullish on $OPTX. https://t.co/ruJiC15mGp↗
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
Midas — The next $ONDS is $OPTX.
Like if you are bullish on $OPTX.↗
Jan 23
Gaetano — I took another new position at market close today 👀
$OPTX $LASR $POCI $LMT $DRS
Can you guess what it is while I work on writing out my thesis?
- Sub 2b mkt cap
- Defense & Medi…↗
Jan 22
Gaetano — What companies are positioned at the different layers of the Photonics A&D trade?
$OPTX $LASR $COPI $LMT $KOPN $DRS
You asked and I will deliver!
I am working on a multi part thr…↗
Jan 22
Gaetano — Great summary of the $OPTX thesis in this post.
Stock is up 23% today
See here for some of my thoughts and concerns and how I intend to invest
https://t.co/vcteOWI15o↗
Jan 22
KawzInvests 🦑 — $OPTX +20% today.
Posted the thesis 2 days ago at $4. Anduril EagleEye connection, largest independent U.S. polymer optics manufacturer, NDAA reshoring tailwind.
Still early. $18…↗
Jan 22
Gaetano — 🚨Big buying day for my port!
Took 3 new positions:
$LASR $OPTX and $POCI
In this post I want to break down my quick thesis for each company, what excites me, what concerns me,…↗
Jan 21
Gaetano — Earlier today I disclosed my first A&D exposed optics position in $POCI
Today I also took starter positions in $lasr and $optx
Later today I will discuss a bit more on my viewpoi…↗
Jan 21
KawzInvests 🦑 — Anduril supply chain gauntlet loading:
Subsea: Kraken Robotics $KRKNF / $PNG.V
EagleEye: Syntec Optics $OPTX
Fury: ???
Find the last stone and we snap our way to early retiremen…↗
Jan 21
Michael Sikand 🦑 — @KawzInvests made a connection last night between $OPTX and Anduril's Eagle Eye VR program
Pretty impressive find if the link is confirmed.
Up 13% today https://t.co/fGv0PDos5w↗
Jan 20
KawzInvests 🦑 — The Anduril supply chain is worth paying attention to.
$OPTX - Syntec Optics just announced participation in what they describe as "the largest effort of its kind to equip every U…↗
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 18
Gaetano — Hoping for a pullback in the market to take a new Photonics Aerospace and Defense position!
Here is some of my watchlist with price levels -
$RTX - $180
$LHX -$305
$NOC - $580
$D…↗
Jan 18
Serenity — @beardookies $OPTX looks like an interesting mention for LEO bottlenecks
Their balance sheet looks atrocious though with $578k cash on hand and $9.5M debt.
I’ll start researchin…↗
Jan 12
InvestmentGuru — $OPTX nice move since I posted, still looking strong↗
Antonio Costa — $SIDU $OPTX two defense aerospace small names with strong valuations lately.... i do believe market will find $NUKK following the recent aquisition. https://t.co/jBea3VLdX4↗