Nationalization of services lines has been a winning trade for me for the past 2y. My portfolio remains at ATH thanks to this thesis via "US Made, US owned" trades like INTC, ONDS, UMAC, etc. Just like semis & drones, Trump is nationalizing the space industry. Satellites, sensors, jet propulsion are all going to need to be US sourced for government/defense contracts. Specifically FY2026 NDAA, signed into law on 12/18/24. It contains Sections 834 and 835 requiring DoD to "develop & begin implement strategies to end reliance on specified adversary nations for optical glass and optical systems, with elimination targeted by January 1, 2030." You know who the direct beneficiary of this policy is? LPTH. I dont own enough. TLDR: The FY2026 NDAA mandates that the DoD eliminate reliance on Chinese and adversary-nation optical glass and optical systems by 2030. LightPath Technologies is the ONLY publicly traded, vertically integrated US manufacturer of germanium-free infrared optics and complete camera systems — positioning it as a critical-path supplier to EVERY major defense & space infrared program in the country, including SpaceX (see list below). 🍌(CryptoCondom)