Chrispy retweeted
$LPTH LightPath Technologies Secures Order for Over 50,000 Optical Assemblies for Drones from Key Defense Customer
*High-volume order underscores LightPath's growing role as a trusted optics supplier to the rapidly scaling defense drone market
lightpath.com/press-viewer?h…
$LPTH
Sam Rubin CEO 인터뷰 중 생산시설 확장 및 대량양산 계획
LPTH는 현재 미국과 유럽의 모든 생산거점에서 생산능력을 확대하고 있다.
1. Texas — 광학유리 생산시설
기존: 10,000ft² 미만
신규 목표: 60,000~90,000ft²
기존 대비 최소 6배 이상의 시설 면적
신규 시설 확보 및 이전 추진 중
기존 공장과 신규 공장 병행 가동 후 고객 재인증 진행
2. Florida Orlando — 유리·렌즈 생산
향후 수개월간 대규모 증설 계획
건물 한쪽 동 전체를 광학유리 제조에 활용
일부 용융로 이전 완료
정밀 성형 공정에 로봇·자동화 설비 추가
유리 제조부터 렌즈·코팅·카메라 조립까지 수직계열화
3. New Hampshire — G5 적외선 카메라
추가 건물 확보 추진
월간 카메라 출하량 지속 증가
과거 연간 생산량을 한 분기에 생산하는 수준에 근접
생산 규모 약 4배 확대에 가까워지는 중
추가 수요에 대응하기 위해 Orlando에도 카메라 조립·시험 생산능력을 복제하고 있다.
4. G5 Infrared — 생산능력 확대 구상
인수 당시 연간 매출 규모: 약 1,500만 달러
구축 중인 제조체계의 목표 규모: 연간 8,000만~1억 달러
약 5.3~6.7배의 사업 규모에 대응하는 생산체계 구축
※ 실제 매출 가이던스가 아니라 CEO가 설명한 생산체계 확대 목표.
5. Latvia — 유럽 광학 생산시설
기존 공장 공간 부족
신규 건물로 이전 계획
렌즈 연마·가공·코팅·광학 조립 생산 확대
유럽 방산 고객용 생산능력 강화
6. FPV 드론 광학 — 대량생산 전환
CEO가 공개한 주문 규모는 광학 조립품 한 건당 수만 개 수준.
조립품당 렌즈 2~3개 사용 사례
기존 수작업과 자동화 생산 병행
로봇 설비 및 연속생산 공정 확대
핵심은 단순한 공장 이전이 아니다.
광학유리 제조부터 렌즈 성형·코팅·카메라 완제품까지 생산능력을 동시에 확장하고 있다.
특히 Texas 공장 면적 확대, G5의 생산체계 확장, FPV 드론용 수만 개 단위 주문은 LPTH가 소량 맞춤형 제조에서 대량양산 체계로 전환하고 있음을 보여준다.
다만 신규 공장들의 정확한 가동일·설비투자금과 증설 후 실제 생산량은 아직 공개되지 않았다.
대량생산의 전환점이라는 생각이 듭니다.
Chrispy retweeted
Here with @LilyFunds & @RADHardTech
$UMAC giving us serious VIP treatment. Very impressive and we have just begun
Chrispy retweeted
Tomorrow live and in person at $UMAC headquarters. Will be talking to the godfather @evansall and the heads down infamous Drew Camden
xitter.cf/i/spaces/1YGNrbMNEBLGw
Chrispy retweeted
🦅 China's new export controls add licensing hurdles for certain drone motors and critical technologies, creating uncertainty for U.S. manufacturers relying on Chinese components.
⚙️ Another reason domestic supply chains matter.
$UMAC #Drones #MadeInUSA #SupplyChainSecurity
scmp.com/economy/global-econ…
Chrispy retweeted
NASA's Perseverance rover has now driven 28.1 miles (45.2 km) across the Red Planet in just five and a half years, breaking an off-world driving record that took Opportunity nearly 15 years to set.
$RKLB solar panels powered Perseverance's cruise to Mars, then on the surface, Rocket Lab Robotics (formerly Motiv Space Systems) hardware helps turn those miles into science — from the Mastcam-Z camera mechanisms that zoom in on targets, to the 7-foot robotic arm placing instruments against Martian rock with sub-millimeter precision.
Chrispy retweeted
I have a request for @RocketLab and @Peter_J_Beck …
Once you guys start to do more Neutron live updates, can some of us that represent the $RKLB retail community do a tour?
@MoreMorganB Should schedule one with the weekly guys.
The retail community loves the company and SPB. I’m pretty sure they will appreciate it after the latest Neutron delay.
@MrsIglesiasRKLB @daveginvesting @scotto2050 @RealMattMoney @vinceisbullish @JacobKeeton20
Chrispy retweeted
$MAXQ on track and on time for the @isaraerospace handover. @maritimelaunch is moving from plans to execution - a very bullish signal for the company.
journalnews.ca/?page=post&ID…
Chrispy retweeted
Chrispy retweeted
$KOPN interview from #AUSA2026 is up! There’s a reason they are in my index of covered companies. Big things coming for them soon.
Optical Interconnects are going to change the way data is transferred for AI. Especially when you can mix and match chips.
The Zero Hour Group got to sit down for an exclusive interview with @kopin CEO @MiTknlg for a chat on how they are accomplishing this. A must watch for retail investors in the AI Infrastructure and Defense Sectors!
#AUSA2026
Chrispy retweeted
$RKLB
Rocket Lab featured on Fox News again 👀
This time, the focus was on HASTE, its rocket used to test hypersonic tech.
Cheaper, more frequent test flights help defence teams develop hypersonic systems faster.
I still think it's underestimated as a growth driver for Rocket Lab. The $190M contract for 20 flights and the $30M Anduril deal already show the demand though.
Brian Rogers, Rocket Lab Vice President, Global Launch Services:
"With our HASTE programme, what we have enabled is low-cost, high-frequency, hypersonic and missile defense testing. And when you can say that you can get that cheaper and faster, now you're looking at more of a shots-on-goal approach to demonstrating capability of the technology insertion cycle."
Chrispy retweeted
"It would be easy to think of jamming and spoofing as something that only happens in conflict zones. The evidence says otherwise.. #jamming takes a position away. #Spoofing is worse.. it hands the bridge a position that looks right and is wrong" @IridiumBoss @IMSOHQ #IridiumPNT
Chrispy retweeted
Another great day to be at AUSA!
Meet the Iridium team at #AUSA2026 booth #7701 in Hall DE to learn how Iridium provides secure government satellite communications that empower mission success across land, air, sea, and space → bit.ly/3W6KurM
whoa $mda
Breaking: CSG has officially announced the acquisition of shares resulting in a 9.5% equity position in MDA Space, making the Czech group officially MDA Space’s largest shareholder.
HOLY FUCK
csg.com/en/news/csg-enters-t…
Chrispy retweeted
Replying to @PDW_ai
We'd love to interview you at your booth. The people need to know about how PDW is revolutionizing domestic drone production and tech!
Chrispy retweeted
With threats looming over the horizon, our answer to those challenges begins and ends with the Next Generation Interceptor (NGI).
Packed with innovative technologies, NGI is the "smartest" solution to homeland missile defense ever created.
Chrispy retweeted
Leading into a what is the Biggest Defensive conference of the year @AUSAorg 🇺🇸 🌎
Tonight on @60Minutes Secret Service’s deputy director called drone swarms “a HUGE problem & a BIG threat.” Says the swarm problem still isn’t solved. ‼️ suggest watching as it goes over the numerous @realDonaldTrump assassinations etc.
🐂 another reminder of why I’m so bullish on $LPTH G5 Infrared & they showcasing it tomorrow 🐂
@lightpathtech infrared optics & thermal cameras are critical to seeing & tracking threats day or night 👀 putting them at the heart of counter-drone defense, border security & missile guidance 🧑🚀
Also G5 Infrared Black Diamond bypasses the global defense supply chain risks associated w/ germanium, @skrubin knows optics as well as anyone. You need to see 👀 the threat, track it & take it down. A lot of opportunity across that chain of course:
$UMAC — US-made motors & components
$LASR — high-energy lasers
$KTOS — mobile counter-drone systems
$AVAV — LOCUST laser defense
$ONDS — autonomous drone interceptors
$AMPX — high-energy drone batteries
$DPRO — counter-drone systems in development
$RCAT — Army-selected reconnaissance drones
Feel this is going/must be a major spending priority for years but we really need to a solid budget line item awarded this Dec. As we near the midterm elections imo more likely that we will see the NOT see $1.5 proposed Defense budget adopted & more along the lines of a $1.14T. We need to see that this new defense threat be properly funded. Let’s see @DeptofWar 🧐
LightPath’s transformation keeps getting more interesting especially bc of germanium shortage 🤓 Long $LPTH 🧑🚀
“Swarms are a huge problem and a big threat. I'd love to tell you the swarm problem is solved. It's not,” says Secret Service Deputy Director Matt Quinn. cbsn.ws/4hSKSBk


























