Re-sharing my post from yesterday below - definitely worth checking out if you haven't yet
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Sharing a few factual updates I came across on $OPTX for anyone tracking the name.
**1. Recent U.S. defense-related announcement**
OPTX recently announced participation in an effort aimed at equipping U.S. soldiers with enhanced perception and decision-making capabilities. This is exactly how Anduril has described its Eagle Eye product for US soldiers.
**2. Connection to “Eagle Eye”**
The work references *Eagle Eye*, a system that Palmer Luckey has discussed publicly (including on a recent Joe Rogan episode). Eagle Eye is generally described as a sensor / perception platform for battlefield awareness. OPTX appears to be involved on the optics side rather than as a prime contractor.
**3. U.S.-based vertical integration**
OPTX states that its manufacturing is fully vertically integrated within the U.S. This means optical design, fabrication, and assembly are done domestically. That could matter for defense and government customers.
**4. Product expansion beyond defense**
Outside of defense-related optics, OPTX is actively expanding into other areas, including:
* Low Earth Orbit (LEO) satellite optics for communications
* Biomedical / life sciences optics
* Data center optics
**5. Current market cap**
Current (updated) market cap is \~$200M