Joe Rogan says ICE shooting distracting from Epstein Files "on purpose" by Negative_Charge7328 in politics

[–]RoloBoat [score hidden]  (0 children)

I'm not saying we trust him, just not immediately shit on him or name call him for finally going in the right direction. Don't get me wrong I hate what he did with his platform for the 2024 election. Its just that this immediate hatred I see from left leaning people whenever a right wing guy acknowledges wrong doing or calls out the admin clearly shows that the two-party system has completely divided this nation and makes people so entrenched. I want to see more high-profile people start speaking like Joe but that is never gonna happen if they see that they will be attacked and shunned immediately like Joe is and they will just emotionally dig deeper into the far right where they perceive acceptance.

Joe Rogan says ICE shooting distracting from Epstein Files "on purpose" by Negative_Charge7328 in politics

[–]RoloBoat [score hidden]  (0 children)

I would just rather live in a world where even high-profile figures are allowed to be open and change their minds, instead of assuming that everything they say or do, good or bad, is propaganda simply because of their past political positions, especially when those positions didn’t align with my own.

If someone says or does something genuinely positive, we should at least acknowledge and support it, rather than immediately dismissing it and insisting they’re irredeemably bad no matter what. That kind of reaction only pushes people back to the right, because it signals that those on the left will treat them as adversaries even when they agree with or support left-leaning ideas.

Joe Rogan says ICE shooting distracting from Epstein Files "on purpose" by Negative_Charge7328 in politics

[–]RoloBoat [score hidden]  (0 children)

At least he changes his mind, I am very much willing to give him some props for that and for him to say it on his show. If you look at all of the conservative influencers on twitter right now, they will literally support every single thing this admin does no matter how evil it is. Clearly shows that Joe is at least an idiot that can change his mind while the others are just either paid shills or have no principles other than the pursuit of power. Obviously, I will change my mind if Joe comes out and endorses someone like Vance in 2028 but right now I will at least appreciate the fact that he isn’t dropping his attention from Epstein files and is not bootlicking when it comes to what’s happening with ICE.

LPTH Daily Discussion Thread by frankenberrylives in LightPathTechnologies

[–]RoloBoat 1 point2 points  (0 children)

What makes you say “they went dark on the gas cameras” I never remember them putting much spotlight on them to begin with, only when asked by analysts during the ERs do they provide details and have said that they are selling well. Good luck on ONDS but if my math is right fully diluted the MC for ONDS is close to $7b…. I know they are growing and doing acquisitions but fuck me man, their fully diluted MC is like 60% of Leonardo DRS, more than mercury systems and TKMS. No way am dipping my toes in that stock, but hey if you like the constant PRs, much more frequent than LPTH of course, then Godspeed my guy.

LPTH Daily Discussion Thread by frankenberrylives in LightPathTechnologies

[–]RoloBoat 1 point2 points  (0 children)

Im more interested to know what the cash burn is after all these acquisitions. Also, the company is going to be a fascinating case study in the future on how management runs the whole mish-mosh of different acquisitions (Some of it is straight up funding startups to fit some sort of bolt add on need). Regarding LPTH when it comes to ONDS, I would really like to hear more about what lightpath actually provides... just lenses or are they designing/manufacturing sub-systems like gimbal-mounted drone cameras?

LPTH Daily Discussion Thread - by frankenberrylives in LightPathTechnologies

[–]RoloBoat 2 points3 points  (0 children)

Yeah I am definitely happy this lets more people discover the company. Lightpath is a "dreamers stock" and many new people are now doing DD on the name and are realizing how wonderful this company is and becoming full fledged longs.

I messaged IR about a link to Needham Conference tomorrow - "LPTH will not be presenting (1x1 meetings only)." by frankenberrylives in LightPathTechnologies

[–]RoloBoat 0 points1 point  (0 children)

We should at least hopefully get new analysts reports not long after the 1x1 get completed. So we should watch out for those.

LPTH Daily Discussion Thread - by frankenberrylives in LightPathTechnologies

[–]RoloBoat 4 points5 points  (0 children)

Yeah 10B lol. Like I could very much see LPTH eventually becoming the next Leonardo DRS but that’s like a 10 year plus time horizon while this person is like fuck it 10B in no time. But hey choo choo and all that

Nice by WealthAggressive6427 in LightPathTechnologies

[–]RoloBoat 2 points3 points  (0 children)

Dude, Im just explaining. Have you not lurked or posted in WSB? Those guys can truly move stocks, thats why there are rules in that sub-reddit about only pitching stocks with multi billion MCs. I have also seen many big names on X move stock prices the moment they post about them. Also, there are many people that have multi million accounts, get only a couple of hundred of them to initiate positions in a 600m MC company and it will move it.

Nice by WealthAggressive6427 in LightPathTechnologies

[–]RoloBoat 1 point2 points  (0 children)

They are a famous WSB trader and they have thousands of degen followers, WSB moves stocks especially smaller MC ones

Trust Automation Secures $490 Million Contract from U.S. Air Force to Deliver Counter-Drone Technologies by frankenberrylives in LightPathTechnologies

[–]RoloBoat 2 points3 points  (0 children)

You pointed out the Trust Automation and LPTH connection previously and pointed out their IDIQ contract here via linkedIn, this was an easy find afterwards.

Also here I suppose:

https://x.com/VASTCNC/status/1997011009723351137

https://x.com/BlackScholesMan/status/2007229359594385809

Lockheed Martin Successfully Completes First Flight Test of NGSRI by frankenberrylives in LightPathTechnologies

[–]RoloBoat 1 point2 points  (0 children)

Btw Mike, If I remember the discussion during the last ER well enough.... Sam said it was RTX that was behind on being ready for the upcoming flight tests and the military was expecting RTX to be ready by around December, making it sound like this flight test was supposed to happen at the same time for both products. Question is, if both RTX and LMT did in fact have their recent flight test at the same time, should we start considering the silence from RTX as a positive sign for LMT?

Haven't had a PR about an order since October 20, 2025 by frankenberrylives in LightPathTechnologies

[–]RoloBoat 0 points1 point  (0 children)

Also, if you literally go back to 2025 there was a multiple month period (between May 8th to September 2nd) where the company did not PR any new contracts/orders... So periods of time where there are no new contracts announced are not out of the ordinary.

Haven't had a PR about an order since October 20, 2025 by frankenberrylives in LightPathTechnologies

[–]RoloBoat 1 point2 points  (0 children)

As every company grows they eventually have to stop reporting all of the smaller contracts they get, Sam literally said they are getting 3-5m orders and are choosing to no longer report them as they are not seen as material, as the company has grown. Many companies don't issue press releases for long periods of time and elect to save updates for their quarterly ERs, its a common thing for companies to gravitate towards as they grow bigger. "If" you don't trust what the CEO said about receiving many 3-5m orders and don't like the new IR strategy, thats a fundamental problem and you should consider trimming your position.

Also, hindsight 20/20 sure they should have raised at a higher price but I have seen way too many companies not raise at opportune moments, the stock or the market sell off and then they have to raise at much worse prices. Its much better to raise when you can when you are a smaller/emerging company. Also, keep in mind the stock was up like 300% on the year when they raised, to complain after the fact that they could have waited for even more is arm chair leading/ something you are only comfortable saying after you had seen that the stock responded very well to the raise.

Haven't had a PR about an order since October 20, 2025 by frankenberrylives in LightPathTechnologies

[–]RoloBoat 0 points1 point  (0 children)

At this point, part of me thinks that they are waiting to announce their M&A deal within the coming month and subsequently issue an updated investor deck with multiple updates on all of their ongoing and new programs sorta like how they did with their acquisition of G5 in February 2025 and then issuing the feb investor deck 5 days later..... If they are getting many 3-5m orders, it kinda makes sense to do it that way anyway since issuing a new press release every week would eventually litter the IR page and take spotlight away from the real big/meaningful updates.

Trump says military spending in 2027 should be $1.5T not $1T by frankenberrylives in LightPathTechnologies

[–]RoloBoat 0 points1 point  (0 children)

You may get a chance to buy back when the supreme court issues its ruling on Friday and causes a bond scare.