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Mike Profile picture
Mike
@BlackScholesMan
Mar 21 • 5 tweets • 1 min read
The war in Iran has exposed serious shortfalls in Western defense. These gaps need to get plugged and the money will follow. Here's how I think specific companies fit into each theme. 🧵 Air Defense Stockpile Rebuild - The PAC-3 and THAAD stockpile problem is real. Replenishment is a multi-year procurement cycle that's already started.
$PKE - sole supplier of PAC-3 ablative composites,
$DCO - missile electronics & flight controllers, SPY-6 radar components
$SYPR - Missile power controllers
$MPTI - Missile RF & radar components
$CVU - structural assemblie
Mar 3 • 5 tweets • 2 min read
The U.S. Navy is about to spend more money on ships than any year in American history.
The bottleneck isn't funding. It isn't steel.

It's welders.

One company has quietly positioned itself as the only scalable answer. $LECO 🧵 Image $27.2B in naval shipbuilding FY2026 alone. $40B/year average for the next 30 years.

Virginia-class subs. Columbia-class SSBNs. Destroyers. Frigates. Landing ships.

All of it requires kilometers of precision welds. Manual labor cannot keep up. Full stop
Jan 23 • 6 tweets • 1 min read
$GRA & $NNXPF: Five 2026 catalysts that could rerate this from $447M → $2B+ market cap.

VoltaXplore's battery play for drones & automotive is deeply undervalued... 🧵 Image Catalyst #1: VOLTAXPLORE REVENUE RAMP Q2-Q3 2026
1) 21700 cell production begins
2) First material revenues ($1M+ quarterly)
3) Volatus supply agreement finalized

Impact: Proves commercial viability, gigafactory business case strengthens
Dec 24, 2025 • 16 tweets • 3 min read
Mega Trends in Defense Tech into 2026

Not since adoption of aircraft has the military been poised for a series of disruptions. 2025 was the year of promise and I expect 2026 will be the year of delivery. There are lots of ideas out there, but this is what *I own* in Defense Tech into 2026🧵 1) Drone proliferation across all echelons - Adoption from strategic to tactical/squad-level across all services and allied forces. In this area I expect to see $AVAV & $KTOS to continue to thrive. I’m more focused on the group 3 & 4 drones as I expected price compression at the lower levels. I also have $LPTH & $MOB & $MPTI & $CODA as picks and shovels play
Aug 25, 2025 • 10 tweets • 2 min read
$beach_trades asked me to do a deeper dive into $MOBX so the alpha on this is all his. $MOBX is a multifaceted business that focuses on very niche connectors. Recently they have become much more focused on the defense department and they are a Tier 2/3 supplier to the heavyweight primes of $RTX, $GD, and more importantly, $LMT. $MOBX came public via SPAC and like all good SPACs, its share price has cratered. However, I think the story is at a serious inflection point.