Precise Market Analysis

63 posts

Precise Market Analysis

Precise Market Analysis

@ItsKwesiOT

OT

Katılım Şubat 2022
82 Takip Edilen36 Takipçiler
CK Capital
CK Capital@CKCapitalxx·
$OPTX seems like one of the more asymmetrical small caps in the market. Here is why the floor feels so solid. Anduril alone is a multi year revenue stream. $OPTX makes the polymer optics inside the EagleEye helmet system. The $22 billion IVAS contract to equip every US soldier with AI powered augmented reality. That program runs for a decade. You do not get replaced mid program when you are the only domestic vertically integrated manufacturer that qualifies. That contract alone justifies a significant portion of the current $305 million market cap. But the Anduril story is actually the floor. Not the ceiling. The ceiling is space optics. Goldman Sachs projects the satellite market grows from $15 billion to $108 billion by 2035. Every LEO constellation scaling right now needs precision polymer optics. $ASTS launching BlueBirds at 10 plus per month. Amazon Kuiper ramping. Starlink continuously expanding. $OPTX quadrupled monthly space optics production in March. Management guided deliveries could nearly triple in 2026. This is a compounding tailwind that runs for a decade minimum. Every new constellation. Every new satellite. Every new launch campaign. $OPTX captures a piece of every single one. Domestic manufacturer. NDAA compliant. No Chinese supply chain exposure. Vertically integrated from raw polymer to finished space grade assembly. $305 million market cap. Anduril as the floor. Space optics as the ceiling. This is one of the safer asymmetric bets I have seen in small cap. $OPTX
CK Capital tweet media
English
5
18
66
12.8K
CK Capital
CK Capital@CKCapitalxx·
$KEEL continues to fly.
CK Capital tweet media
English
10
10
75
8.4K
Precise Market Analysis retweetledi
Snu Lieo
Snu Lieo@amala_lynda·
"Satisfy cravings in 2 bites! Crispy fried squid + tangy Thai chili sauce Grab u0026 go—street food joy, no wait needed! #StreetFoodHacks #QuickBites"
Snu Lieo tweet media
English
0
1
0
8
Precise Market Analysis retweetledi
lnocme Archtiaot
lnocme Archtiaot@chawda_12kushal·
"Neighborly win! Our block’s potluck turned into a laughter-filled feast—met the new family next door u0026 shared grandma’s secret cookie recipe. Small moments, big smiles. #NeighborLove"
lnocme Archtiaot tweet media
English
0
1
1
10
Precise Market Analysis retweetledi
Seranity/Market Analysis
Seranity/Market Analysis@Don92493665·
"Dive into a 10-min immersive art moment—blend of neon light u0026 fluid watercolor, now at [Gallery Name]. Breathe, gaze, feel the color pulse. #ArtExperience #SensoryArt"
Seranity/Market Analysis tweet media
English
0
1
1
6
Precise Market Analysis
Precise Market Analysis@ItsKwesiOT·
"Minimalist desk setup = focus unlocked Sleek monitor, wireless keyboard, potted succulent (low-maintenance!), and a notebook for quick jots. Clean space = clear mind. What’s your desk must-have"
Precise Market Analysis tweet media
English
0
1
0
11
Precise Market Analysis retweetledi
Seranity/Market Analysis
Seranity/Market Analysis@Denise54403856·
Tired of hitting snooze u0026 feeling sluggish Try this 3-step fix: ① Wake 10 mins earlier (no snooze!) ② Stretch for 5 mins ③ Sip lemon water first thing Small shifts = big energy boost. Tag a friend to join!
Seranity/Market Analysis tweet media
English
0
3
1
7