Sector: airare-earth
Conviction from: Citrini
52-week range: 109.61304.58
Materion supplies advanced engineered materials, including specialty alloys, beryllium products, precision optics, and inorganic chemicals, for electronics, aerospace, defense, and industrial customers.
3 tracked filer(s) hold this · 1 opened, 0 added, 2 trimmed in 30-JUN-2026
Aggregate 13FScore 55 — mean of 3 scored holder(s) · buyers (new/add) avg 76. Higher = the smart money in this name has the better track record.
Beyond 13F — activists, insiders, politicians & research
1 disclosed trade(s) by 1 filer(s).
Watching · 3 mention(s), 0 personal-position post(s) · first 2026-01-18 · last 2026-01-23
“@Ren_aramb Good question, so for high purity copper (OFHC Copper / CuCrZr), $FCX and $SCCO.
$MTRN for CuW (Copper-Tungsten).
$APH and $TEL for copper infra between engine -> laser.” post →
All 3 tweet(s) mentioning this ticker
| Date | Tweet |
|---|
| 2026-01-23 | @Ren_aramb Good question, so for high purity copper (OFHC Copper / CuCrZr), $FCX and $SCCO.
$MTRN for CuW (Copper-Tungsten).
$APH and $TEL for copper infra between engine -> laser. → · 52 likes · 10,096 views |
| 2026-01-18 | $WOLF was probably the most interesting one up there after restructuring.
$LPKFF also for glass substrates and they own the laser induced deep etching at a $169m MC, so possibly most explosive 10x upside.
$MTRN is probably the most stable one up there with decently high upside given it owns the … → · 195 likes · 606,189 views |
| 2026-01-18 | 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
… → · 881 likes · 176,153 views |
| Report | Date | Stance |
|---|
| #116 — Atoms vs Bits: What Can't You Prompt Your Way Out Of? | 2026-02-11 | LONG |