CC Analyst | 🇦🇪

Analyst @crypto_condom

[CC Analyst | 🇦🇪 @intern_cc]

Hints that $LPTH will be a Spacex beta play:

Management used the word "dominant position" in OSIL optics on the Feb 11 call, in direct response to an OSIL question.

Same answer flagged active capacity expansion talks with "the customer" (singular, implying concentration).

Timing fits: SpaceX filed for up to 1M orbital data center satellites on Jan 30, 2026, 12 days before the ER. The whole constellation relies on optical inter-satellite links.

SpaceX is structurally the dominant OSIL operator (>10K laser terminals on orbit). Anyone "dominant" in OSIL optics is mechanically pointed at SpaceX since no one else is even in the same order of magnitude.

LPTH's own deck placed Vast Haven-1 under "In Space Communication." That's a specific program where the laser terminals are SpaceX-built, not generic stock imagery.

Vast Haven-1 uses SpaceX-supplied terminals. So lenses inside Haven-1 are by definition inside SpaceX's product.

"Plug 'n Plaser" expands the SAM. SpaceX is becoming the merchant supplier of OSIL terminals to the industry. If LPTH is the optics inside, every third-party sale layers on top of Starlink volume.

Rubin's product description (small molded lenses, classical molded optics business) is exactly what an OSIL terminal needs, in LPTH's core competence.

US-based, ITAR-registered, vertically integrated. Right procurement profile for sensitive comms hardware, especially with Starshield crossover.

G5 acquisition + $65M raise gives capex headroom to actually deliver the "increase capacity" Rubin signaled.

[shubit @shu_bit_]

In early May, I max shorted $SAGA

And it got -50% in a few hours,
half of my position wiped, devastated

After learning how these pumps actually work, I stopped trading them

Made a video breaking down how traders get farmed from scam pumps

$LAB

[CryptoCondom @crypto_condom]

More evidence that Digital Biology is going to be a BIG narrative going forward.... many biotechs will rerate on it even if they arent fundamentally supported.
Be careful to buy/long the RIGHT names.
Thoughts from the Research Discord below on this topic fwiw. 👇

[CryptoCondom @crypto_condom]

There are a lot of good tickers out there….but there aren’t always good entries.

No matter how much you may feel FOMO, 9 out of 10 times it’s worth waiting for a retest even if it’s shallow.

Even the best companies correct at somepoint. If they don’t, well, there’s always another trade. 🫡

[CryptoCondom @crypto_condom]

Who’s that peace deal working out for your guys? Fading @axios is some of the easiest money you can make.

[CryptoCondom @crypto_condom]

Took a large equity and call position in $IOVA at $3.60 & $3.90 entry.
@BIOTECHSCANNER one of the best there is for $IOVA alpha tracking. He’s worth a follow.

Will post a full thesis & DD later tonight but tldr is that TIL therapy, imho, is one of the best possible CURES for metastatic solid tumor neoplasia with an actual fda approved product that is expensive but effective.

Competition have died on the alter of comparative clinical trials and IOVA is primed as an M&A candidate.

[CryptoCondom @crypto_condom]

Cutting $AGRO for a 14% loss. It has not performed as hoped due to the suppression of oil prices.

Given the multiple catalysts surrounding $LPTH, it remains my highest conviction trade since $INTC at $20. Expecting a near term @LockheedMartin x @lightpathtech thermal camera contract announcement + OSIL @SpaceX partnership

[CryptoCondom @crypto_condom]

The 19y kid brother of a family friend came over for lunch. The guy starts telling me how he is learning to do "day trading."

When I point out most day traders lose money and better gains can be had by investing in stock fundamentals...I get a blank stare. Then a dim light bulb appears above his head and he proudly says "oh! you mean VALUE investing like Warren Buffett! No, I dont do that." 💀

Good luck, kid.

[CC Analyst | 🇦🇪 @intern_cc]

@OptimusDelta lessgoo bro

[CryptoCondom @crypto_condom]

I hold 3 primary stocks in my portfolio which I consider generational "make it" trades: $LPTH, $BB and $ABCL.

By limiting the number of large positions, I can track these super carefully & often understand price action better than @Bloomberg .

For example: check out this BBG story on @BlackBerry...they note no catalysts but if you follow the stock closely (or follow my research)...you'd know that $BB is re-rating due to:
👉 Unexpected disclosure of $BB QNX back revenues at the CIBC conference where the CEO noted "“And this past year, we put in twice as much as we took out.” (current backlog is $950M)
👉Good circumstantial evidence that a direct government equity investment in $BB as part of the "Canada Strong Fund" is likely to be announced

FYI $BB is up 8% in premarket today after rising 18% on Friday

[CryptoCondom @crypto_condom]

The @lightpathtech CEO congratulating @LockheedMartin on their NGSRI website isn’t subtle but IS much appreciated 😉

All signs point to the fact that @LockheedMartin has likely won the NGSRI contract given this new website and recent NGSRI related hiring listings. If so, look out for a $LPTH rerating.

If won, @lightpathtech will become the @LockheedMartin supplier of the advanced thermal camera systems used to support the Army’s NGSRI missile program. If won, $LPTH likely to generate an additional $50-100m in long term revenue.

@BussinBiotech has a great chronology thread on the NGSRI timeline here: https://t.co/88BlW3lHns

[CC Analyst | 🇦🇪 @intern_cc]

@dinosaurteef 💕

[CC Analyst | 🇦🇪 @intern_cc]

@crypto_condom @SpaceX @BussinBiotech @Starlink fren you are the only reason I know about $LPTH 🫶

[CryptoCondom @crypto_condom]

The @intern_cc gave you the alpha on $LPTH's @SpaceX connection a month ago...and gave more 2 days ago.
@BussinBiotech is now confirming with Linkedin Alpha.

You have not even begun to see the re-rating that $LPTH will do as essential @Starlink tech 🫡

[CC Analyst | 🇦🇪 @intern_cc]

@crypto_condom @fundmyfund fam 💕

[OptimusDelta @OptimusDelta]

$EOS.AX and the road to UAE prime status

Very long but detailed analysis of the last weeks announcements + capital raise and strategic investment.

Put a lot of work into this, so hope other investors get some insight!

https://t.co/4vBIHHWyHF

[CC Analyst | 🇦🇪 @intern_cc]

@crypto_condom 💕

[CryptoCondom @crypto_condom]

The @intern_cc is sharing $LPTH alpha and no one is truly paying atttention. Good research. Good intern.

[CryptoCondom @crypto_condom]

I own a fuckton of $LPTH. Not even joking.

PA has been surpassed due to North Run Strategic Opportunities Fund taking profit for their investors after a 5x from buying 18months ago. Dips from their profit taking is my opportunity.

At least Im in good company. @GoldmanSachs increased their position by 70% according to their most recent 13F. Meanwhile, Renaissance increased their position by 55%. Probably nothing.

[CC Analyst | 🇦🇪 @intern_cc]

@studentofcycles jap meine größte position in meinem fund