Niles

Technology sector investor/trader, guitar player, research junkie

[Niles @Niles09]

The FBI has seized 600 drones flying over World Cup games in U.S. cities: https://t.co/FPY88mXXTi $LPTH

[Niles @Niles09]

Another $44mm to L3 Harris and $LPTH for the Navy’s SPEIR program:
https://t.co/Z9995kqFBA

[Niles @Niles09]

$LPTH U.S. Army looking to standardize proven UAS and C-UAS systems across all allied military commands https://t.co/65v0rOd8Mw

[Niles @Niles09]

Great news for $LPTH

https://t.co/M25XCzocW7

[Niles @Niles09]

The house just passed the $70 billion immigration enforcement package and Trump just signed. It provides for a $5B technology fund for, among other things, surveillance towers with thermal infrared imaging and laser range finding. Great news for $LPTH who supplies the IR cameras

[Niles @Niles09]

@BussinBiotech If not cameras LPTH might be supplying lenses, through AIRS, at a minumum

[OptimusDelta @OptimusDelta]

https://t.co/Vzk0arltuz

[Niles @Niles09]

@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.

[Niles @Niles09]

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

[Niles @Niles09]

@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”.

[Niles @Niles09]

@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

[Niles @Niles09]

@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

[Sam Rubin @skrubin]

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.
https://t.co/ookgDXi73C

[Niles @Niles09]

Australia to spend A$7 billion on counter UAS operations over the next decade. Another example of sovereign C-UAS growth $LPTH https://t.co/KkNkFDGodT

[Niles @Niles09]

https://t.co/4OX2E7Z99I $DRS $LPTH

[Niles @Niles09]

$LPTH customer Lockheed Martin is production ready for the NGSRI contract https://t.co/HBbiGzupA9

[Sam Rubin @skrubin]

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

[Mike @BlackScholesMan]

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

[LightPath Technologies @lightpathtech]

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

$LPTH