Precision timing/frequency electronics for space
“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 →
| Date | Tweet |
|---|---|
| 2026-01-18 | I'm sure you would like $FEIM given its space exposure. It's already up 241% this year so I'm sure markets have slowly started to realize the bottleneck They're heavily used for Nasa, $LMT. And my guess was SpaceX's Starshield for atomic clocks and time if GPS is jammed/destroyed. But again ver… → · 19 likes · 7,521 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 |
|---|---|---|
| #104 — State of the Themes: Long GOOGL, Asian Outperformance and the Age of Virality | 2025-08-18 | WATCH |
from2028 — cross-site stock view. Rebuilt at publish time.