Niles

@BussinBiotech DoW would not supply funding if they did not intend to purchase significant strategic product. It sounds like LPTH is building stronger and stronger ties with the military. Sam’s comment about eventually becoming a prime contractor vs. sub prime was interesting.

@Niles09 I mean from the quote it could also be other parts of the government like DLA or DoW or have multiple rounds of funding from different congressional offices.... Office of strategic resources is cool though because of the below albeit slower timeline defensescoop.com/2026/04/06/pen…

$LPTH With this morning's news about US government investment in 9 quantum companies, worth reminding people that Sam explicitly said Lightpath is 'working very closely with the DoW and Congress appropriations committees for allocation of funds'

@BussinBiotech Pulled it off the transcript, Q&A about halfway through

@BussinBiotech “And we are working, it is very early stage, but we are working with different parts of the government, Office of Strategic Capital and so on to secure some of that. It will not be in the near future, but it’s definitely something we are looking at for next fiscal year”.

@skrubin Sam you might end up being right when you said the Visimid acquisition could end up generating more revenue for the company than even G5

@NishantChandra2 @aleabitoreddit CLFD customers Brightspeed, Frontier, Lumen and Ziply Fiber all in the process of converting legacy central office space into edge compute/colocation facilities to monetize the sq. footage (Ziply alone has 200 DC’s on their roadmap) plus the cable CO’s. Nova platform=no brainer

Everyone is chasing $NVDA and $GLW, but $CLFD is the quiet underdog of the AI infrastructure boom: And honestly could be the next $SIVE or $IQE @aleabitoreddit play 💎 Market Cap: ~$400M 💰 Debt: ZERO ($157M Cash) 🚀 Catalyst: New NOVA™ Data Center platform. While the giants trade at premium valuations, Clearfield is the value "catch-up" play for the AI backbone. They are no longer just the "Rural Fiber King" they are scaling for the high-density tech required for 800G AI clusters. 📊 P/S Ratio: 2.68 vs Industry Avg of 4.5. The market is still pricing them like a rural utility, not a data center disruptor. While $GLW has already run up and has data center exposure, $CFLD still has a ton of “catchup” not built into the stock yet ⚠️ EARNINGS DROP: Wednesday, May 6. If management confirms NOVA™ is winning hyperscale contracts, the valuation gap could close fast. 📈 #CLFD #FinTwit #AI #Stocks #Infrastructure

Appreciate the opportunity today to speak on the @WebullGlobal platform, to a large crowd of retail investors. Looking forward to updating more tomorrow on our quarterly call. webull.zoom.us/rec/play/0hAMr…

Australia to spend A$7 billion on counter UAS operations over the next decade. Another example of sovereign C-UAS growth $LPTH asiapacificdefencereporter.com/australia-comm…

leonardodrs.com/news/press-rel… $DRS $LPTH

$LPTH customer Lockheed Martin is production ready for the NGSRI contract shorturl.at/OeeMr

One common thread in nearly every video and image from operation Epic Fury: thermal imaging.

$lpth pretty soon @skrubin will be obstructed by the wall!

All set for Investor Day tomorrow at LightPath’s Orlando HQ. Proud of the team and excited to share our progress and vision! $LPTH

I’m not even sure I have the words… This is literally one of the NASTIEST moves to score a game winner & win a gold medal that you could ever dream of… MEGAN KELLER ARE YOU KIDDING?!?! UNBELIEVABLE!!!!! SPEECHLESS!!! US WINS GOLD!!!!!!! 🇺🇸🦅🥇

Motley Fool interview with $LPTH CEO Sam Rubin posted today: shorturl.at/FBCrN

@BussinBiotech @0xDeva_Victrix @fundmyfund Does Amorphous Materials supply Leonardo DRS with materials for the Arrowhead system (M-TADS/PVNS) in the Apache helicopter? Also, LPTH had DRS up on their investor presentation as a customer for years but not showing currently. Maybe just replaced now by more household names?

@0xDeva_Victrix @fundmyfund I guess its also worth pointing out that Sam liked this Leonardo DRS post

$LPTH Great ER conference call as always. Some items discussed were already known quantities but some commentary was brand new that I want to highlight below. -"The space development agency (SDA) awarded in December $3.5 billion to build 72 tracking layer satellites. Those are all based on infrared cameras. Public information, which one can easily look up. That is $48 million per satellite....the infrared camera system typically is about a third of the overall cost of the satellite. So that is $16 million per satellite....So until now, Black Diamond was not even considered for use in those applications. And even though it has incredible properties suited just for that use case in terms of thermal behavior and such. So we had a couple of space-related programs in our category of potential $10-plus million programs. But those were small, definitely small compared to what we're facing now. So now we get to play a major role in this.... So couple that with SDA's very recent announcement, I think last week, for a constellation of 300 to 500 satellites in low Earth orbit. And satellites in low Earth orbit have a fairly short lifespan. And this is, as they say, a whole new ballgame for us....However, a word of caution: satellite development takes time. The government works in two-year tranches, which means the next designs, the ones we plan to be part of, are not going to go out for at least another two years. So this is a huge potential for us, but it's not immediate." -"...we also need to evaluate whether or what we want to do in the area of FPV drones, those are the one directional cheaper drones. The price targets are very aggressive and it's not entirely certain what the direction will be there. But we're looking into that, so stay tuned to some news there." -"Question: Are you also looking at building the lenses for optical inter-satellite links? ... We have quite a good business of free space optical communication between satellites. I think a pretty dominant position in that market. And that actually continues to grow. I think we're right in discussion with the customer about increasing capacity for that quite a bit. It's a different type of lenses. Those are much smaller lenses and it's more of a classical molded optics business." These satellite and drone programs are definitly something to be looking for follow-up info on in future conference calls, very exciting stuff. Some additional notes from me below as well: -Completed redesign of 2 G5 cameras with blackdiamond - with acquisition of Amorphous Technologies can complete redesign of remaining G5 cameras (by fall) -Added 9th program with $10m or more per year potential -Entering next phase of business cycle - rapid scaling using "war chest", now in execution mode, want to capture as much market share in the next 3-5 years as possible while they have the most clear advantage due to germanium constraints

Lockheed Martin announced today they have successfully completed initial flight testing of their NGSRI missile system at the U.S. Army White Sands missile range. $LPTH IR camera system is designed into Lockeed's NGSRI missile news.lockheedmartin.com/2026-01-13-Loc…

As the New Year gets underway, the opportunity ahead for $IREN and energy-intensive computing has never been clearer. Model capability keeps accelerating, AI adoption is broadening, and demand for compute is rising faster than most expected. When Will and I set out to build this business 7 years ago, we had a simple goal: to create a data center platform capable of supporting the next generation of energy-intensive computing. From the start, we designed the platform with a wide range of use cases in mind, including machine learning, video rendering, and what would eventually become today’s AI workloads. 7 years on, we’re still executing against that same core strategy - now with a substantial portfolio of operating data centers, a clear growth pathway ahead, and a world-class construction and operations team with deep expertise in this rapidly evolving industry. We initially bootstrapped the platform through Bitcoin mining and are now leveraging our data center footprint to support a growing set of high-growth, energy-intensive computing applications. We’ve always stayed agnostic to the end use case, because we believe the greatest long-term value sits in owning and operating the real-world infrastructure behind these technologies: the power, the data centers, and the compute. The picks and shovels of the digital age. The progress we’ve made reflects the incredible effort of teams across IREN, working day and night to deliver on our commitments, as well as the support of our partners - including @Microsoft, @togethercompute, @nvidia, @Dell, @fluidstack, and @FireworksAI_HQ, to name a few. As 2026 begins, we’re proud of how far we’ve come - but even more excited about what’s ahead!

T-Cell leukemia, a very dangerous and incurable form of cancer, has just essentially been cured by researchers using DNA editing. tiktok.com/t/ZP8yYHgJR/ #cancer #leukemia #medical #heroes

Zed’s dead, baby. Zed’s dead”. fortune.com/2025/12/14/pet…