Who mentions $OPXS most on Surfaced?

@crux_capital_ (Gaetano) mentions $OPXS most — 2 mentions in the past 12 months.

When was $OPXS first mentioned on Surfaced?

The earliest tracked mention of $OPXS in the Surfaced archive was on Jan 15, 2026.

How many voices track $OPXS?

3 FinTwit voices have mentioned $OPXS 3 times in the past 12 months.

What kind of voices mention $OPXS most?

$OPXS is mentioned most by Semis voices on Surfaced.

Last 12mo stats

mentions

voices

$OPXS

Optex Systems Holdings Inc

$OPXS

Optex Systems Holdings Inc

Past 12mo:3mentions3voices

All voices4 mentions past 12mocalls only

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About this stock

$OPXS was mentioned by 2 distinct FinTwit voices over a 12-day period from January 15 to January 27, 2026, accumulating 3 total mentions. The most-active voice discussing the ticker was @crux_capital_ (Gaetano) with 2 mentions, followed by @aleabitoreddit (Serenity) with 1 mention. The ticker first appeared in the archive on January 15, 2026 at 13:45:01 UTC. Discussion centered on $OPXS's position in the semiconductor and defense optics supply chain, specifically relating to polymer optics and optical components for defense applications.

AI-generated from tracked posts · updated Sep 1, 2026

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Recent mentions

4 mentions

@crux_capital_Jan 27, 2026 · 12:00 AM

High beta selloff kicking up again? I’m watching a number of names closely for adds or new positions. Some are long-duration compounders I’m comfortable holding for years; others are volatility opportunities where price action can be exploited. $AAOI – Optical transceivers remain a critical bottleneck in AI networking, and AAOI is one of the few names with real operating leverage if volumes inflect. Cyclic, but highly asymmetric in the right tape. $ALMU – III-V on large-diameter silicon is a potentially massive cost and scale unlock for photonics and SWIR sensing. Early-stage, but positioned at a real supply-chain pressure point. $ASPI – Nuclear fuel cycle exposure with tightening enrichment capacity globally. If energy security continues to reprice, this part of the stack matters more than most expect. $ASTI – Optionality on space-based power and advanced solar applications. High risk, but leverage to defense and space infrastructure themes keeps it on my radar. $KOPN – Critical microdisplay and optoelectronics supplier into defense, aviation, and AR systems. Less flashy, but deeply embedded in programs that actually ship. $LASR – Directed energy and high-power laser systems are moving from R&D into procurement reality. This is one of the few names with real delivery credibility. $LASE – Industrial laser exposure with upside to defense and advanced manufacturing. A quieter way to play precision photonics if capex cycles stabilize. $LPTH – U.S.-aligned infrared materials and optics as germanium and legacy IR supply chains tighten. Vertical integration into camera systems changes the margin and strategic profile. $OPXS – Polymer optics at scale with growing defense relevance. Lightweight, high-volume optical components matter more as soldier-borne and autonomous systems proliferate. $POET – Packaging-centric photonics platform aimed squarely at AI interconnect economics. Execution and commercialization timing are the debate, but the architecture is directionally right. $RDW – Space infrastructure provider leveraged to national security launches and on-orbit services. High beta, but positioned where budgets are actually growing. $RKLB – One of the few vertically integrated launch and space systems companies outside the primes. Launch cadence plus defense contracts make this more than just a rocket story. NFA of course! Just droppin some thoughts

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@aleabitoredditJan 18, 2026 · 6:38 PM

Personal TLDR research. Western supply chain bottlenecks like $LPTH and $AXTI: $MTRN - Beryllium (Spor Mountain) $HALEU - Uranium | SMRs $ESE - Space fuel tanks (through Vacco) $GHM - Vacuum Ejectors & Surface Condensers | U.S. Navy $FEIM - Atomic Clocks $OPXS - Light Laser Periscopes $TAYD - Vibration $PKE - Heat $VNP.TO - Western gallium $TDY - Rad-Hard Image Sensors $RDW - Roll-Out Solar Arrays $PDFS - Exensio Yield for Intel 18A $WOLF - Silicon Carbide $RELL - Ultracapacitors & Magnetrons $CPSH - Thermal / Aluminum Silicon Carbide $VREX - X-Ray Tubes $GSM - Western Silicon Metal $INTT - Extreme Thermal Cycling $CODA - Turbidity (Murkiness) $NTI - Corrosion $PLAB - Photomask $MKSI - Plasma Control $KULR - Explosive Heat $PESI - Radioactive mixed waste. $CVV - Gas-to-Solid Deposition. $LPKFF - Laser Induced Deep Etching/ Glass Substrates These are just more of the "under the radar" small caps I was researching -> ended up choosing $AXTI and $LPTH if people were interested. Lot of them have terrible fundamentals despite being vital eg: $IQE (already pretty known), so it's not a good idea to just blindly buy a bottleneck. There were a lot more out there I haven't finished researching (so didn't include), and it's a lot harder to pinpoint ones that haven't been priced in. But wouldn't be surprised if a lot of these went up 5x over the next year.

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@crux_capital_Jan 15, 2026 · 1:45 PM

@BlackPantherCap Yeah definitely $LASR $LPTH $AVAV $CACI $OPXS

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@microcapclubJul 5, 2025 · 8:45 PM

Congrats @michael2017l on $OPXS +993% 👏🚀💪 https://t.co/B2hIDVdUau

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