New $LPTH SCHEDULE 13D/A form for LightPath Technologies. Owner now holds 9.6% of the class. Filing date: 2026-06-04. Recent trade at average price of $2.15 per share. 51 shares converted on June 2, 2026. Total shares: 6,717,376.
We have lost 2.5 days of cover in 2.5 months?
I'll swallow my pride and admit...
China and US admin have played this masterfully so far
#OOTT
Its all band aids and duct tape and will end... but not just yet
@fundmyfund Our budget conscious customers are going Fortinet... but they are 2nd tier in capabilities and architecture
In investing order $CSCO $CRWD $FTNT $PANW with Cisco far ahead for next 5 years on total platform sales ability
@fundmyfund That they won a deal bigger than he expected and needs the capital asap
He approached North Run and they proposed this instead to kill two birds
Maybe being optimistic... but also seems most logical explanation to me
Wish I could say I saw the future... but this is an absolutely perfect set of circumstances for covered call sellers in $LPTH
New buyers that missed this run up now get a second chance... I like
If North Run put out a statement they are done selling absent 50% price increase
The US and Israel will not take out oil infra... but you bet your ass their neighbors will given the opportunity
#OOTT
For now blockade is working... but Iran might FAFO with their "brothers"
@fundmyfund@ChairmansLedger I went from 400 to 10k in a few days when a long-term follow recommended me to his followers
Never cared about such things... but it is what it is
RAS finally getting drugged is one of the great stories in modern biology, and almost nobody outside oncology understands why it's such a big deal.
YOU'LL LEARN SOMETHING AWESOME TODAY.
i am going to keep this as understandable (and simple) as i can.
OPEN THE THREAD.
🧵
Iran has locked itself into only bad options.
Its leverage was always the ability to close Hormuz. But now that they actually pulled that lever, they’ve made the risk real and incentivized the rest of the world to throw money at workarounds that will eventually degrade that leverage.
According my colleagues recent meetings in Dubai, the UAE, for ex, is building out its crude pipelines and will be able to completely avoid the strait in 24 months for oil exports. Remember nobody building the off ramps has an incentive to advertise this so the public narrative understates the real magnitude and timeline.
So for the US the details of any current deal matter less than people think. The US doesn’t need all of its asks granted in this deal. It just needs a deal that 1) reopens the strait and 2) time.
Time for the GCC to build bypass capacity, rebuild inventories, pull forward shale and other non-Hormuz supply. Time to turn an Iranian closure from a global hostage situation into a manageable disruption.
And as soon as that happens the US can force Iran back to the negotiating table but with a dramatically different leverage position. Today the US can’t destroy Iran’s oil infrastructure bc the repercussions are so high. But once the world has built Hormuz chokepoint workarounds, that price collapses and every option the US has held back becomes a realistic option.
Iran must know this. But the problem is what can they really do about it? Keeping the strait closed might hurt the US and the rest of the world but it does nothing to secure the regime’s long term survival. In fact, it hurts it.
What guarantees can they get that keep that situation from happening?
In other words, Iran can cause pain but they don’t have any options that ensure the regime’s long term survival.