Sector: defensecomponents
Conviction from: Citrini
52-week range: 17.4439.86
2 tracked filer(s) hold this · 2 opened, 0 added, 0 trimmed in 30-JUN-2026
Aggregate 13FScore 68 — mean of 2 scored holder(s) · buyers (new/add) avg 68. Higher = the smart money in this name has the better track record.
Beyond 13F — activists, insiders, politicians & research
Watching · 1 mention(s), 0 personal-position post(s) · first 2026-01-18 · last 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
$TAYD - Vibration
$PKE - Heat
$VNP.TO - Western gallium
$TDY - Rad-Hard Image Sensors $RDW - R…” post →
All 1 tweet(s) mentioning this ticker
| Date | Tweet |
|---|
| 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 |
|---|
| #129 — Missile Restocking: The Bottleneck Moves to the Battlefield | 2026-08-12 | LONG |
| #116 — Atoms vs Bits: What Can't You Prompt Your Way Out Of? | 2026-02-11 | LONG |