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2026-06-15 14:49
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The tweet highlights the collaboration between LightPath and Leonardo DRS, indicating potential demand for both companies' technologies in the germanium-free thermal optics market. This suggests a favorable outlook for HBM and AI-related memory markets, aligning with the thesis about sustained demand despite potential challenges from new entrants like Nanya.
Latest 2026-06-15 14:50RT @BussinBiotech: $LPTH For anyone who, like me, wants to know more about the "germanium-free thermal gun sights" program added to the lightpath IR deck back in January: after some digging, it appears to be tied to the $DRS FWS-I (Family of Weapon Sights – Individual). Leonardo DRS, already a key LightPath customer across multiple programs, recently marketed the FWS-I as "germanium-free" at the ISOF Range 2026 military conference (image and link below). If accurate, this would be just another program that the lar...
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