OptimusDelta

Slow is smooth, smooth is fast

Discord server [email protected]

[OptimusDelta @OptimusDelta]

https://t.co/8V3hQOZPSb

[OptimusDelta @OptimusDelta]

Covered off on this exact point on my latest $ION.AX piece

@IondriveASX

https://t.co/Rw6OGOOX1x

[Kalshi @Kalshi]

JUST IN: US produces less than 1% of the rare earth magnets it needs

[OptimusDelta @OptimusDelta]

@Gencheezzy_ @lightpathtech This man knows

[OptimusDelta @OptimusDelta]

Who is buying 50,000 thermal lenses from LightPath $LPTH

On Tuesday @lightpathtech announced an order for more than 50,000 optical assemblies for drone camera systems from an unnamed “key defense customer”, with no value disclosed.

My day job is advising Australian defence and advanced materials companies on getting into US defence supply chains, and from that seat this reads as a beachhead order, the first public proof that a major buyer trusts LightPath with a production line rather than a qualification lot.

In this deep dive article I cover

* Working through every candidate, from Leonardo DRS and Teledyne FLIR to Neros, Anduril and LightPath’s original European FPV customer, with the evidence for and against each

* Why I think the buyer is a camera maker rather than a drone maker, and why that’s the better outcome for LightPath

* Putting a range on what the order could be worth (roughly USD $5–$10M) and size it against FY26 revenue and backlog

* Laying out what happens next if it’s DRS, whose 50,000-camera Tenum Orbit agreement from July lines up almost exactly

* Mapping how LightPath now controls its own stack, from the glass it melts through to finished cameras and seekers

The unit count is the story, as this is the first time Drone Dominance scale volume has shown up in a single LightPath order.

A second order from this customer is what would turn it into a run rate, and I’ll be watching for it.

Full article link in the first comment - enjoy. 🫦

[OptimusDelta @OptimusDelta]

@JustinYRyu @lightpathtech Long live LPTH!!

[OptimusDelta @OptimusDelta]

@Dawson_Leung @lightpathtech Thanks brother

[OptimusDelta @OptimusDelta]

@rhi_noceros_ @lightpathtech Thankyou for reading

[OptimusDelta @OptimusDelta]

@BaronTCap @lightpathtech Thanks Baron!

[OptimusDelta @OptimusDelta]

@profutures2012 @skrubin

[OptimusDelta @OptimusDelta]

@blubbadafish @lightpathtech Thanks for reading and supporting as always!

[OptimusDelta @OptimusDelta]

@ChallgrRes This is very kind of you, thanks mate

[OptimusDelta @OptimusDelta]

@ChallgrRes @lightpathtech Thanks brother - volume is key here

[OptimusDelta @OptimusDelta]

@jinseongeo83473 @lightpathtech You're welcome Mr Jin

[OptimusDelta @OptimusDelta]

Full deep dive article (free)

https://t.co/QrSggh75B3

[OptimusDelta @OptimusDelta]

Putting the finishing touches on a deep dive into the latest developments with $LPTH

Article will be published on my substack - if you're not already subscribed, please do so.

It's free, and will remain free.

https://t.co/XCtfQ8HVda

🫡

[OptimusDelta @OptimusDelta]

@Temple_Eight Did this literally the other day. We live in crazy times.

[OptimusDelta @OptimusDelta]

@cryptoendgamer Mate epic timing on taking a position!

[OptimusDelta @OptimusDelta]

@cekdrew Hello

[OptimusDelta @OptimusDelta]

@LilyFunds @lightpathtech @BAESystemsInc Makes you wonder if Anduril is the mystery 50,000 unit buyer ...

[OptimusDelta @OptimusDelta]

Join to chat with the man, the myth, the legend @RADHardTech

[Chrispy @RADHardTech]

Let’s get into it. Lots of neutron updates pooled up, minimal $SPCX talk tonight.

@FranciscoSpace5
@NotDarkYet8
@JacobKeeton20
@_JaxCapital

$RKLB
$SPCX
$ASTS
$PL
$VOYG
$FLY
$RDW
$LUNR
$BKSY

https://t.co/xwuz9D9YZz