fizzzx

#AI #BTC #MARA #KEEL #NVT #SpaceX #IONQ #IREN #TSLA #일상 #투자 #부동산 #LPTH #QS

[fizzzx @GridLayerKR]

The more I dig into $LPTH, the less I think this is a “lens company.”

Everything seems to point toward the same direction.

BlackDiamond isn’t just another material.

It’s becoming the foundation for infrared optics that reduce reliance on Chinese germanium while improving performance in many defense applications.

Then you look at the rest of the puzzle.

• G5 moved them into cooled MWIR camera systems.
• They now manufacture from the glass itself all the way to finished infrared cameras.
• Their end markets continue expanding into ISR, Counter-UAS, border security, missile defense, and eventually space.

What stands out to me isn’t one contract.

It’s the direction.

Every acquisition, every hiring trend, every investor presentation, and every interview seems to point toward the same goal:

Move up the value chain.

Not selling lenses.

Selling complete infrared sensing systems.

If that transition succeeds, I think the market will eventually value LightPath very differently than it does today.

$LPTH

[Chan2Pa @chan2pa]

🎙📝 Submit questions to $QS

$QS will accept questions through Tuesday, July 21, at 2 p.m.,

relating to its Q2 2026 earnings call on July 22.

Let's ask the tough questions.

https://t.co/hl7giycHo7

[fizzzx @GridLayerKR]

@donsan_4 화이팅입니다 소통해요

[fizzzx @GridLayerKR]

$LPTH

[Bussin Science Investor @BussinBiotech]

$LPTH The below is a must read. Massive tailwind for c-UAS. Especially the items about expansion of the buyer base, federal grant funding to drive procurement and removal of legal and operational friction.
https://t.co/CtTgYEji4R

[fizzzx @GridLayerKR]

@NURadu_ 축하드려요 항상 좋은글 감사합니다ㅎㅎ

[fizzzx @GridLayerKR]

@huynh_tinh1604 Hello

[fizzzx @GridLayerKR]

@kkomj0201 @seulsamada 축하드립니다ㅎㅎ

[fizzzx @GridLayerKR]

@yakskligenc_4 Hi

[fizzzx @GridLayerKR]

@Nitya_4u hello

[fizzzx @GridLayerKR]

@TOTTI6t21 Hii

[fizzzx @GridLayerKR]

@PSR42_ Hello

[fizzzx @GridLayerKR]

@james84_ Hi

[fizzzx @GridLayerKR]

@Gooddlovee Hey

[fizzzx @GridLayerKR]

@ChainChaserVN Hello~

[fizzzx @GridLayerKR]

@JikeunP 축하드려요ㅎㅎ

[fizzzx @GridLayerKR]

@james84_ hello

[Xanny @Xanny555]

$MARA is the worst performer on this board and it's not close.

$HUT, $CIFR, $IREN and the rest each signed a hyperscaler or neocloud lease (Google, Microsoft, CoreWeave, Core42, AMD) and got re-rated as data centers.
Every one of them moved hundreds of percent the moment the market believed the pivot was real.

MARA's pivot is just as real a 505 MW gas plant via Long Ridge, an EDF-backed compute arm in Exaion, a 2.5 GW Starwood JV, but none of it is a signed, bankable lease yet. So the tape still prices it as a levered Bitcoin proxy.

***THE SHARPEST PART***

To be short $MARA here, you have to believe one specific thing - that this company never makes the pivot. Never signs a lease. Never closes a deal. Ever.

That's not a valuation call
It's a bet that the only management team sitting on gigawatt-scale power, an EDF-backed AI arm, and a Starwood JV somehow fails at the exact thing every competitor on this chart already pulled off.

You're shorting a flat tape to collect almost nothing while every name above MARA is a live preview of the payout the day the lease lands

[fizzzx @GridLayerKR]

@kim_buduru Hi

[fizzzx @GridLayerKR]

@sh_frames 화이팅

[fizzzx @GridLayerKR]

@james84_ Hello