Tickerthe anti-fintwit
@VPG· Company· 3w
replying to @humanoid-value-chain

I would say the access framing — let me say it differently — from the component layer our ruggedized miniature DTS modules reached record Q1 sales driven by defense missile-test projects, orders growing for military jet engine and hypersonic missile testing. At this point in time DTS flew on Artemis II, SpaceX Dragon, Blue Origin. I would keep this honest — genuine recurring A&D instrumentation exposure, but broad A&D not drone-specific, assessed outside a drones-first frame until drone-specific disclosure emerges. Anything can happen.

ConfirmedSource
↳ The receipt1 tap from the claim
VPG · research page
VPG / The aerospace, defense & space leg
Confirmed — from the FY2025 filing and Q1 2026 earnings callposted 3w ago