Who mentions $UMAC most on Surfaced?

@stocksavvyshay (Shay Boloor) mentions $UMAC most — 23 mentions in the past 12 months.

When was $UMAC first mentioned on Surfaced?

The earliest tracked mention of $UMAC in the Surfaced archive was on Sep 15, 2025.

How many voices track $UMAC?

22 FinTwit voices have mentioned $UMAC 111 times in the past 12 months.

What kind of voices mention $UMAC most?

$UMAC is mentioned most by Long Research voices on Surfaced.

$UMAC — FinTwit mentions on Surfaced

Recent calls

9 calls

@midascabalJul 9, 2026 · 6:10 AM

5) $UMAC They're not a drone maker. They're the supply chain. Motors. FPV systems. Flight controllers that replace banned Chinese parts. The picks and shovels of drone manufacturing.

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@jasonl_capitalMay 28, 2026 · 11:52 AM

$UMAC - Unusual Machines (~$24) Drone components supplier directly named in the WSJ report as a potential Pentagon funding recipient. Trump Jr. is a shareholder and advisory board member. Partner Powerus selected for Phase II of the $1B Drone Dominance Program. https://t.co/evYTPiWeoL

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@stocksavvyshayMar 20, 2026 · 2:25 PM

$ONDS was named a strategic investor in $UMAC $150M public offering priced at $17 per share. Unusual Machines makes key drone components for the U.S. supply chain reinforcing Ondas push to build exposure across the broader autonomous systems stack. https://t.co/E38uslSMrb

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@bmsinvestsMar 20, 2026 · 12:45 PM

$ONDS 🚨👀 $ONDS have now strategically invested into $UMAC, expanding their existing relationship👊🏻 https://t.co/cSAEjTW9XV

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@crux_capital_Jan 27, 2026 · 2:45 AM

Is $LPTH about to become too important to ignore? Thermal imaging is now mission-critical in modern warfare. Drones. Counter-UAS. Ship defense. Missile seekers. The weak link has been germanium. China is the dominant supplier. Export licensing kicked in August 2023 and exports fell sharply after. Even when things get paused, the licensing uncertainty stays. Procurement teams hate uncertainty. LPTH’s setup is clean and relevant. They own a U.S.-aligned IR materials platform through BlackDiamond chalcogenide glass, licensed via the U.S. Naval Research Lab. They are also moving up the stack into complete infrared camera systems. Alternatives to germanium exist. The question is who can qualify, scale, and deliver inside U.S. defense supply chain requirements. The U.S. angle is really significant. When critical materials are exposed to export controls and geopolitical leverage, defense procurement starts valuing secure, domestic, qualified supply almost as much as raw performance. If LPTH can be the U.S.-based substitute at the material layer and then deliver the subsystem on top of it, they can move from being a vendor to being a dependency inside programs that need multi-year continuity. Some of the key bits we’ve got so far. They disclosed a $2.2M IR camera order tied to L3Harris and U.S. Navy shipboard optics (SPEIR). They hit a key qualification milestone with Lockheed Martin for a U.S. Army missile program. They disclosed an $18.2M purchase order for advanced infrared camera systems with deliveries expected in 2026. The customer is unnamed. They received DoD/DLA Phase 2 funding to qualify BlackDiamond as a germanium substitute. $ONDS and $UMAC invested $8M at $5 per share, which is strategic capital following the drone use-case. They added large-diameter chalcogenide capability through the AMI acquisition, and scale matters if this redesign cycle is real. Financially, it is still a transition, but the direction is clear. FY25 revenue was about $37M. Backlog was cited around $90M as systems and subsystems take over the mix. The $60M raise in December 2025 takes survival off the table and makes execution the only thing that matters. What I’m watching next. Backlog converting into repeatable systems revenue. Gross margin expanding as higher-value cameras grow. More evidence that BlackDiamond becomes procurement-standard. Production ramps tied to programs of record. Disclosure. Not financial advice. I’m researching and interested. No shares yet.

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@aleabitoredditJan 18, 2026 · 9:59 AM

$LPTH isn't just important. Lighpath is a critical point of failure for the US Dpt of War. "Germanium" is the AI's InP for Lockheed Stinger Missiles and Anduril Ghost / $ONDS Drones. Germanium's price tripled (~$4,150/kg+ in 2025/26). There is a demand shock since US has 0: The US has zero (Yes Korea Zinc in TN, but not until 2030). US mines germanium ore (Red Dog mine in Alaska), but we do not have the industrial capacity to refine it into metal at scale. 60-70% of refined Germanium comes from China and the rest elsewhere like Canada (Teck), Belgium (Umicore), and Russia (also banned). And China banned exports to US military programs. There is effectively no new domestic capacity coming online between now (Jan 2026) and 2029/2030. The Demand Shock: At the exact moment supply was cut, demand exploded from three sectors: - AI Data Centers: Germanium is essential for high-speed fiber optic cables. - Space: It is the primary material for satellite solar cells (Starlink, etc.). - Defense (The Big One): Every thermal Andruil drone, night vision goggle, and missile seeker head traditionally uses a Germanium lens. $LPTH Is existentially critical to the Pentagon + US National Security right now. You might think other companies can just make "germanium-free" glass, but it's hard. The specific material Lightpath uses called Black Diamond, was invented by the US Naval Research Lab. Lightpath holds the exclusive license to commercialize BLack Diamond. If Lockheed or Raytheon wants to build a missile seeker that uses this specific, military-grade germanium replacement, they legally have to buy it from Lightpath. There is no second source. $LPTH is the Sole Source supplier of many advanced weapons. Example 1) Allies are stockpiling Short Range Interceptor, eg. Stinger Missiles. Allies need to build thousands more now, but we can't get the Chinese germanium to build the seekers. Lightpath is the "sole source" supplier for the optical assembly for companies like Lockheed. Example 2) Drone companies build "Blue UAS" (government-approved drones). To stay off the blacklist, they must remove Chinese parts. Companies like $ONDS or $UMAC have likely sole-sourced their thermal camera supply to Lightpath to not use Chinese supply chains in their drone components. 2026 (Now): China bans exports. US stockpiles are critically low. 2030 (Earliest): The new "Super Smelter" in Tennessee (Korea Zinc deal) comes online to refine germanium domestically. The Gap: For the next 4 years, the US has no domestic metal. This situation seems absurd, but since the US closed most of its Zinc smelters, so we accidentally closed our Germanium supply with them. And for 30 years, it was cheaper to ship the ore to China/Canada than to deal with EPA regulations to refine it here. The US military is currently in a position where it has the raw ore in Alaska but has to ask Canada or wait for a Korean company (in 2030) to turn it into a missile seeker. People think $LPTH some cheap penny stock. But it's actually central to US national security now. Lightpath it's the main way around the Germanium chokepoint for Western countries at a small $670M MC.

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@yasutaketinJan 15, 2026 · 3:57 PM

" $LPTH （時価総額6億2100万ドル）のポジションを開始しました。 Lightpathは驚異的です。ミサイルやドローンといった現代のあらゆる熱兵器には、中国がシェアの70%を握るゲルマニウムガラスが必要です。 LPTH は、「ブラックダイヤモンド」を有する唯一の米国の代替手段です。ユーザーは？ $ONDS L3ハリスロッキードアンドゥリル（おそらく） $UMAC 直近の1820万ドルの契約については、RTX/レイセオンまたはノースロップ・グラマン。オンダス：アイアンドローン・レイダー（対無人航空機システム迎撃ドローン）とオプティマスは、サーマルカメラコアに $LPTH を採用しています。 L3ハリスのSPEIRは、アーレイ・バーク級駆逐艦に搭載される赤外線カメラアセンブリにLightpathを採用しています。ロッキード・マーティンのスティンガーミサイルとM-SHORADは、ミサイルシーカー光学部品にLightpathを採用しています。アンドゥリルはおそらく、自律型ドローン「ゴースト」の非冷却長波赤外線（LWIR）カメラにLightpathを採用しています。アンユージュアル・マシーンズは、攻撃用ドローン（成形サーマルレンズ）にLightpathを採用しています。 RTXまたはノースロップ（どちらか一方）は、赤外線カメラシステムを用いた先進的なタクティカルポッドまたは次世代ミサイルシーカーにLightpathを採用しています。これは文字通り、現代の兵器やドローンに必要とされる唯一の西側の代替手段です。 Lightpathは現在、素晴らしい貸借対照表を有しています。現金約7500万ドル〜8000万ドル（負債はマイナス500万ドル） 2025年度売上3720万ドル、2026年度予想は約6160万ドル売上総利益率は2025年度が27.2%、2026年度末までに35〜40% 2025年度の受注残は約4000万ドル、2026年度は9000万ドル以上彼らの製品は完売状態です。利益率は拡大しています。そして、米国の主要な防衛関連企業の大部分が、中国のゲルマニウムガラスのサプライチェーンに代わる西側の選択肢として、現在Lightpathを採用しています。間違いなく素晴らしい企業です。私はめったにこのようなことは言いません。軍事請負業者は将来、高度な兵器のために彼らに依存することになるため、私は個人的にLightpathをロング（買い持ち）しました。"

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@aleabitoredditJan 14, 2026 · 5:53 PM

I've initiated positions in $LPTH ($621M). Lightpath is incredible. Every modern thermal weapon (Missiles, Drones) requires Germanium glass, which China owns (70%) LPTH is the only US alternative with: Black Diamond Users? - $ONDS - L3Harris - Lockheed - Andruil (likely) - $UMAC - RTX/Raytheon or Northrop Grumman for the most recent $18.2M contract. Ondas: Iron Drone Raider(counter-UAS interceptor drone) and Optimus uses LPTH for Thermal Camera Cores. L3Harris SPEIR uses Lightpath for Infrared Camera Assemblies on Arleigh Burke-class Destroyers. Lockheed Martin Stinger Missles and M-SHORAD uses Lightpath for Missile Seeker Optics. Anduril likely uses Lightpath for The Ghost (Autonomous Drone) for Uncooled LWIR (Long Wave Infrared) Cameras. Unusual Machines uses Lightpath for Attack Drones (Molded Thermal Lenses). RTX or Northrop (one of them) uses Lightpath for Advanced Tactical Pods or Next-Gen Missile Seekers suing Infrared Camera Systems. This literally is the only Western alternative required for modern weaponry and drones. Lightpath now has an amazing balance sheet: ~$75–80 million in cash (with -$5M debt) -FY 2025 $37.2 Million. FY 2026 est. ~$61.6 Million - FY 2025 Gross 27.2%, FY 2026 35-40% by year-end. - FY 2025 Backlog ~$40 Million. FY 2026 Backlog $90+ Million. They are sold out. Expanding margins. And majority of the top US defence contractors now use Lightpath as a Western alternative to China's supply chain of Germanium glass. Absolutely incredible company, I don't say this very often. So I personally went long on Lightpath as military contractors will rely on them in the future for advanced weapons.

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@thevalueistJan 9, 2026 · 6:09 PM

$UMAC Unusual Machines: Strategic Shift, Operational Execution Analysis, and Investment Thesis.

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