| Window | Theses | Resolved | Wins | Win rate | Avg return | Median return |
|---|---|---|---|---|---|---|
| 1d | 0 | 0 | 0 | — | — | — |
| 3d | 1 | 1 | 0 | 0% | -4.6% | -4.6% |
| 1w | 1 | 1 | 0 | 0% | -6.1% | -6.1% |
| 1m | 1 | 1 | 1 | 100% | +46.2% | +46.2% |
| 3m | 0 | 0 | 0 | — | — | — |
| 6m | 0 | 0 | 0 | — | — | — |
| 1y | 0 | 0 | 0 | — | — | — |
Past performance does not predict future results. Informational only.
LightPath makes exclusive domestic germanium-free optical glass for defense and aerospace. With mandated DoD supply chain independence by 2030, dominant market position in satellite optical intersatellite links, probable SpaceX contracts, and government support, the company is positioned for significant revenue growth as it captures defense spending and space tech budgets.
Keel (formerly Bitfarms) redomiciled to the US, trades at 70 cents per watt versus $4-23 per watt for peers, and holds 2.2 GW pipeline with 400 MW secured power. Management is advancing deals at flagship sites (Panther Creek, Sharon); when a tenant agreement is signed, the stock should re-rate significantly higher.
End of results.