Infrared optics and specialty lenses
| Filed | Form | Activist | % of class | Conviction | |
|---|---|---|---|---|---|
| 2026-03-04 | SCHEDULE 13D/A | North Run Strategic Opportunities Fund I, LP | 16.2% | Med | filing |
| 2026-02-24 | SCHEDULE 13D/A | North Run Strategic Opportunities Fund I, LP | 17.7% | Med | filing |
| 2026-01-07 | SCHEDULE 13D/A | North Run Strategic Opportunities Fund I, LP | 18.9% | Med | filing |
“Just putting out there... Would have been +15.02% in 2W equal-weighted return. On 30 different stocks... mostly medium-large cap. 1. $INTC +29.62% 2. $MRVL +40.95% 3. $TSM +4.72% 4. $COHR +18.9% 5. $RKLB +26.76% 6. $DRAM +12.29% 7. $AVGO +18.32% 8. $AMZN +9.17% 9. $ARM +36.6% 10. $TSEM -1.25% 11. $IBIT +7.68% 12. $NBIS +15.22% 13. $GOOGL +6.41% 14. $AMKR +32.25% 15. $HOOD +19.14% 16. $CRCL +17…” post →
| Date | Tweet |
|---|---|
| 2026-04-24 | Just putting out there... Would have been +15.02% in 2W equal-weighted return. On 30 different stocks... mostly medium-large cap. 1. $INTC +29.62% 2. $MRVL +40.95% 3. $TSM +4.72% 4. $COHR +18.9% 5. $RKLB +26.76% 6. $DRAM +12.29% 7. $AVGO +18.32% 8. $AMZN +9.17% 9. $ARM +36.6% 10. $TSEM -1.25% 11… → · 1643 likes · 317,745 views |
| 2026-03-26 | If you don't know my style by now: I identify upcoming sectors (photonics, memory, drones), then go long on the entire supply chain. I'm not always right, though. $AVAV and the drone sectors were my biggest losses this year outside of $RDDT ( $OSS did end up 60%+ ). I still believe fundamental… → · 879 likes · 155,071 views |
| 2026-02-21 | Year to Date: 316.4% From January 2026 into February 2026. Reflection of my short term trades and longs: > Swing traded tax harvested stocks like $GLXY, $SMCI, and $IREN start of the year > Rode Venezuela stocks from Gold Reserve, $AVAV, to $CVX (calls) up > Bought into defense like $LPTH, $OSS… → · 1922 likes · 475,173 views |
| 2026-02-20 | Thanks, those are small weightings of my portfolio. I don't have high concentration in small caps like $AXTI or $OSS. But they're still up 70-80% or so in the last 2 months, $LPTH is around breakeven. Photonics/Memory and foreign equities in Japan/Korea have been hard carrying despite any US rece… → · 28 likes · 10,249 views |
| 2026-02-20 | Just your average day in the market with everything from - $OSS +26.23% to - $LPTH +21.0% Going up 20%+ in a day. Most important lesson is that if it’s hard to stomach volatility with these high beta names like $AXTI, maybe your portfolio weighting is wrong. https://t.co/VaF3fm4MuN → · 353 likes · 54,231 views |
| 2026-01-25 | TLDR of my top foreign stocks: 1. Nitto Boseki - T-Glass (Japan) 2. Unimicron - Substrates/Glass Core (Taiwan) 3. Samsung/SK Hynix - HBM (Korea) 4. Kioxia - NAND w/ $SNDK (Japan) 5. Nanya Technologies - Memory (Taiwan) US supply chains like $INTC (foundry), $MU (memory), or $LPTH (germ… → · 744 likes · 351,357 views |
| 2026-01-21 | I normally don’t reply to disingenuous leading questions like this but I’m posting information synthesis on robotic supply chain stocks linked to Tesla Optimus. Unfortunately I try and discover alpha to find the next $30->$453 $SNDK at the start rather than bull posting the same known $SOFI, $ASTS,… → · 38 likes · 3,479 views |
| 2026-01-20 | Thanks for calling me out on that. A lot of people messaged me privately that posting a thesis during after-hours/overnight would make things a lot worse due to lack of liquidity. So I end up posting my thought process during market hours instead. I have no control over how markets price in inf… → · 36 likes · 2,427 views |
| 2026-01-20 | @AnalizAyaz $NBIS, $RKLB, $IBIT, $TSM, $LPTH → · 32 likes · 10,571 views |
| 2026-01-20 | $ONDS to $LPTH are now back up +7.16% to +9.0%. Even $INTC is up 4.4%. Many were down -5% to -8% overnight trading. Did anyone else take advantage of the TACO trade panic? https://t.co/uwp9sW7sQn → · 237 likes · 57,079 views |
| 2026-01-20 | $LPTH is actually one of the big benefiaries of conflicts between US and EU for supply chain disruption as US imports significant amount of germanium from Germany and Belgium. And Lightpath offers the bottleneck alternative with black diamond manufactured 100% in US (precursors mainly US too) This… → · 25 likes · 5,495 views |
| 2026-01-20 | @WaltzDisneyz @itachidata28 I made a post about it earlier regarding 1) supply chains 2) defense 3) made in America semis But personally $OSS for defense, $LPTH since that one dropping 5% in specific just stupid. Was looking to scale up $DPRO and $SKYT since they’re both down 4-6%+ → · 19 likes · 4,695 views |
| 2026-01-19 | US Futures are down due to Greenland Tariff news. Many popular names on EU stock exchanges are now down: $ONDS (-8.55%) or $RKLB (-7.65%). Here's how to potentially profit off the situation: Tier 1: Supply Chains This is a dispute with NATO Allies. This threatens supply chains. Many US defen… → · 600 likes · 269,001 views |
| 2026-01-19 | @bennybigbull I originally had two examples with $LPTH and $AXTI in depth writeups but the article got too long so I trimmed one of them. But yes Lightpath for Germanium is one of the big bottlenecks https://t.co/1cUXeoXMbX → · 23 likes · 8,218 views |
| 2026-01-18 | $LPTH is incredible. My thesis is most US companies will move off China germanium supply chains (especially for defense) and use Lightpath black diamond in the next 2 years (most of the catalysts). They have a 4 year window until Korea Zinc starts ramping up in 2030. But by that time I'd assum… → · 68 likes · 12,575 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 |
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