$LPTH — dispatch coverage
60 public MyJunto dispatches mentioning $LPTH, newest first.
- Memory Earnings Reset Market Structure; $BB QNX Now Operational, Defense Optics Lock Supply; Equities Vampire Crypto Into Real YieldJun 25, 2026CC Research
- $BB Earnings Thu Reprices QNX Operationally; $LPTH Supply Triage Now Visible; Defense/Biotech Lock in Capital While Crypto UnwindsJun 24, 2026CC Research
- $BB Earnings Thu Reset Thesis; $LPTH Defense Optics Operationalized; Bitcoin Liquidation Cascade Locks Capital Into Real YieldJun 23, 2026CC Research
- Saylor's Liquidity Crisis Forces $STRC Repricing; Carry Unwind Locks Capital Into Supply-Constrained Defense & AI BiotechJun 20, 2026CC Research
- $BB Earnings Reprices Independent of Crypto Collapse; $LPTH Supply Crunch Now Operational; Biotech Leverage Emerges as Carry Unwind AcceleratesJun 20, 2026CC Research
- Saylor's $STRC Dividend Math Breaks; Bitcoin Cascades to $30K Territory; $BB Earnings Reset Independent of MacroJun 19, 2026CC Research
- Warsh Flat-Hold Locks Real Yield Play; $LPTH Supply Crunch Now Operational; Crypto Capital Flight Accelerating Into DefenseJun 19, 2026CC Research
- Warsh Hawkish Tilt + Iran Deal Lock Real Yield Play; $LPTH Capacity Crunch Operational; Saylor Risk Clouds Crypto UpsideJun 19, 2026CC Research
- $LPTH Supply Lock Now Operational—Anduril Math Hardens; Biotech Leverage Emerges; Saylor Risk Clouds Crypto UpsideJun 18, 2026CC Research
- Warsh Hawkish Tilt Locks Defense/Compute Supply Chain Into Risk-Off; $LPTH Capacity Triage ImminentJun 18, 2026CC Research
- Warsh Holds Line, Hyperliquid Capture Unlocks; $LPTH Supply Lock Operational; $BB Consolidation Before Earnings CatapultJun 17, 2026CC Research
- $LPTH Supply Bottleneck Now Operational—Anduril/Sentry Towers Math Locks; $BB Earnings Reset Independent Play; Equities Vampire Crypto Into FOMCJun 17, 2026CC Research
- Iran Deal Unlocks Compute Melt-Up; $LPTH Supply Lock Now Operational; Defense Primes Ship Against Same BottleneckJun 16, 2026CC Research
- Compute Infrastructure Locks; $LPTH Supply Scarcity Now Operational; Macro Liquidity Into AI Accelerates Ahead of FOMCJun 16, 2026CC Research
- Macro Liquidity Cascade Into AI + Compute; $LPTH Supply Lock Now Operational; $BB QNX Earnings Reset ImminentJun 16, 2026CC Research
- $LPTH Supply Constraint Now Operational Lock; Defense Urgency Hiring + Germanium Scarcity = Structural BidJun 15, 2026CC Research
- $LPTH Supply Chain Strain Confirms Defense Lock; Germanium Scarcity Becomes Strategic MoatJun 15, 2026CC Research
- $LPTH Golden Dome Lock + $PURR Supply Monopoly Now Full Conviction; $BB QNX Removes 18-Month OEM Integration TaxJun 15, 2026CC Research
- $LPTH Golden Dome Pipeline Crystallizes; Defense Stack Now Operational Across Three Government PrimesJun 14, 2026CC Research
- $LPTH Defense Inflection Locks Golden Dome Prime Contract; $PURR Hyperliquid Supply Monopoly Now Largest Portfolio HoldJun 14, 2026CC Research
- $LPTH Defense Stack Now Operational; Anduril $363M CBP Win Confirms Execution; $PURR Hyperliquid Concentration Play EmergesJun 14, 2026CC Research
- $LPTH Defense Stack Now Operational; $BB QNX Robotics Removes 18-Month Risk; Summer Carry Unwind Inflection Point June 13Jun 13, 2026CC Research
- $LPTH Defense + Starlink Lock Now Confirmed; $BB QNX Robotics Inflection Ahead of Earnings; Yen Unwind Flashpoint June 13Jun 13, 2026CC Research
- $LPTH Defense Stack + Starlink Supplier Lock Beats Macro Unwind; $BB QNX Robotics Inflection Imminent Into Earnings; SPCX IPO Day Masks BoJ Carry Pressure AheadJun 13, 2026CC Research
- $LPTH Defense Stack Locked; $BB QNX Robotics Inflection Imminent; Yen Unwind = Real Black Swan, Not HeadlinesJun 12, 2026CC Research
- $LPTH Defense Stack + Starlink Supplier Intel Lock Conviction; $BB QNX Robotics Inflection Ahead of Earnings; Yen Unwind Pressures Risk Assets Into Week CloseJun 12, 2026CC Research
- $SPY Yen Unwind Crunch Holds; $LPTH Defense Stack + M&A Signal Locked; $BB QNX Execution Reset ImminentJun 12, 2026CC Research
- $SPY 9-Week EMA Crunch Into Friday Close; Yen Carry Unwind Locks High-Beta Bleed; $LPTH/$BB/$IOVA Catalysts Insulated From MacroJun 11, 2026CC Research
- Equities Sprint Into $SPY 9-Week EMA "Do or Die"; Yen Unwind Pressuring Risk Assets; $BB/$LPTH Catalysts Still Live Into Mid-JuneJun 11, 2026CC Research
- $LPTH M&A Window Locks; Crypto Dilution Deadline Compresses; Equities Execute Into Mid-June CatalystsJun 10, 2026CC Research
- Iran De-Escalation Unlocks $LPTH M&A Window; Equity Catalysts Spike Into Mid-June; Crypto Dilution Clock TightensJun 10, 2026CC Research
- Equities Sprint Into Saylor's Dilution Clock; Crypto Trapped Until July; Iran Warning Reshuffles Energy TradeJun 10, 2026CC Research
- Equity Catalysts Sprint to June 13 Inflection; Crypto Recovery Structurally Capped by Saylor's Leverage MathJun 9, 2026CC Research
- System Liquidity Holds Into June 13 BoJ Inflection; $BB/$LPTH Catalysts Executing Regardless of Macro NoiseJun 8, 2026CC Research
- Macro Resilience Absorbing Shocks; Equities Rotate on Flows, Not Fundamentals—$BB/$LPTH Catalysts Still Intact Into Week 2Jun 7, 2026CC Research
- $BB Earnings Sprint + Semis Correction Imminent; $LPTH M&A Window Tightening Into Japan Catalyst WeekJun 7, 2026CC Research
- Crypto Structural Capitulation Feeding $BB/$IOVA De-Risk; Semis Invalidation Pending Into $SPCX Mega-IPO WindowJun 7, 2026CC Research
- Crypto Capitulation Feeding Equities; $BB Earnings Sprint Enters Final Phase; $LPTH Japan Timing Too Tight to IgnoreJun 6, 2026CC Research
- Crypto Capitulation Fueling Equity Rotation; $IOVA Institutional Now; Semis Due Correction Into Mega-IPOsJun 6, 2026CC Research
- Equity Shorts Print While Semis Face Correction Risk; $IOVA TIL Thesis Now InstitutionalJun 6, 2026CC Research
- $IOVA Cell Therapy Thesis Now De-Risked; $BB Earnings Sprint Enters Final Week; $LPTH Japan Signal Still HeatingJun 5, 2026CC Research
- Biotech Dilution Absorbed; Semiconductor ATH Run Continues; $BB Earnings Thesis HardensJun 5, 2026CC Research
- $BB Earnings Sprint Kicks Off QNX Rerating; $LPTH Dilution Bought, $IOVA Catalysts StackJun 4, 2026CC Research
- $BB Hits $10 on QNX Thesis Proven; Earnings in 3 Weeks Will Shock ShortsJun 4, 2026CC Research
- $BB Breaks $10 on QNX Earnings Preview—Software Moat Finally Priced InJun 4, 2026CC Research
- $BB's 3-Week Earnings Catalyst Reshapes Street Narrative; QNX Revenue Now Seen as DurableJun 3, 2026CC Research
- Defense Robotics & QNX Moat Accelerating; Biotech Risk/Reward Inverted on $ABVX Data MissJun 2, 2026CC Research
- Biotech Squeeze + Defense TAM Expansion Signal Strongest Conviction PlaysJun 2, 2026CC Research
- Robotics & Defense Squeeze Higher; Squeeze Momentum in Micro-Caps ($PURR, $BB) Masks Deeper Conviction TradesJun 2, 2026CC Research
- $BB Hyperliquid Arbitrage + $IOVA Cell Therapy Catalysts Converging; $PURR Gamma Setup OverstatedJun 1, 2026CC Research
- Robotics & Defense Platforms Absorbing Crypto Liquidity as PURR Gamma Setup CrystallizesMay 31, 2026CC Research
- $BB Dominance + $LPTH Contract Win Narrative Collide With Crypto HemorrhageMay 31, 2026CC Research
- $BB Breaks Out as QNX Royalty Moat Becomes Undeniable—$LPTH & Crypto Liquidity Drain Reshaping RotationMay 31, 2026CC Research
- Defense & Photonics Reshape: SpaceX Lock-In, Crypto Liquidity Drain, and the QNX MoatMay 30, 2026CC Research
- Defense & Autonomy Liquidity Swing — Crypto Gets Left Behind as Governments Flood HardwareMay 30, 2026CC Research
- Defense Tech & Edge AI Surge as Trump Drone Spending Unlocks Hardware MoatsMay 29, 2026CC Research
- Physical AI and Defense Play Hard — Edge Chip Validation + QNX Moat TighteningMay 29, 2026CC Research
- Crypto Shorts Working; Equities Haven't Rolled—Yet. That's the Tension.May 29, 2026Crypto Daily Brief
- Defense-Tech Beta Unfolding — $BB, $AMBA, $LPTH All Cataloging the Same Rotation Into Physical AI + Autonomous WeaponsMay 29, 2026CC Research
- Defense/Autonomy Supercycle Firing on All Cylinders—$BB, $LPTH, $AMBA Leading the ChargeMay 28, 2026CC Research