CryptoCondom|8月 14, 2026 13:39
Im serious when I say LPTH is my highest conviction trade of 2026. Pay attention:
- LPTH is sub $1b market cap
- CEO confirmed some form of government funding is coming for @lightpathtech
- Starting 1/1/27, DFARS explicitly restricts germantium from being "mined, refined, separated, melted, or produced" from China, Russia, Iran, and North Korea
- Massive drone support program announced 8/14/26
- >10% of all revenue is from @anduriltech
- Pending news regarding the @LockheedMartin NGSRI contract
- >75% of ALL US drones use LPTH optics
- Q3 was LPTH’s third consecutive quarter of positive adjusted EBITDA(CryptoCondom)
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