LASR · nLIGHT, Inc.nLIGHT, Inc.

NLight ($LASR) is a pure play on directed energy weapons, including lasers for missile defense and potential space-based systems.

Personal stock ratings with detailed commentary: Strong Buy on 14 stocks (SNAP, META, MU, TSM, etc.) citing catalysts like memory supercycle, bottlenecks, and AI tailwinds. Buy on 32 stocks including COIN, SMCI, GOOGL, and several crypto and drone plays. Questionable on VELO and SKYT due to weak fundamentals. Avoid on 11 stocks (UAVS, BKKT, PLTR, etc.) due to dilution, high debt, or overvaluation. Overall bullish on AI, memory, bottlenecks, made-in-America supply chains, and defense, with a long-term view until after midterms.

LASR has one of the best exposure to energy directed lasers, which are key for shooting down hypersonic missiles and other threats.

Israel's airstrike on Iran creates immediate bullish catalysts for energy and defense stocks due to increased geopolitical tensions and potential escalation.

LASR is a pure-play beneficiary of energy directed weapons validation from Iron Beam usage in conflict.

$LASR is a major beneficiary of the first combat usage of Iron Beam laser weapons, likely leading to a wave of new contracts for Iron Beam expansion and other applications like hypersonic missile defense.

$LASR is the only US publicly traded pure-play directed energy weapons stock, providing the laser engine for Rafael's Iron Beam, which is now operational and successful, signaling a shift in warfare.

NLight (LASR) is a subcontractor for Rafael's Iron Beam, with confirmed shipments starting H2 2024 and expected acceleration in 2025, reinforcing the bullish thesis on LASR as a pure-play Energy Directed Weapons stock.

If Iron Beam works in Israel, $LASR is likely to be a huge part of energy directed weapons in the Golden Dome program, which is much larger in scale.

Poster is bullish on AXTI as AI bottleneck, AAOI as leapfrogging LITE, IQE as LITE supplier, LASR for directed energy, and SK Hynix for memory operating income exceeding market cap.

Bullish on photonics plays $AAOI and $AXTI as top picks in a momentum sector; bullish on power ETF $XLU due to rate cuts, grid modernization, and hyperscaler inference; bullish on defense stock $LASR driven by Iran conflict catalyst.

Golden Dome laser defense program provides exponential total addressable market for nLIGHT (LASR), maker of laser beams for hypersonic missile defense, backed by demonstrated capability in Iron Beam system.

LASR's outlook depends on conflict duration; best case if war continues with Iron Beam demand, worst case if peacetime leads to defense cuts.

LASR is a unique, one-of-a-kind company with strong analyst support (Baird 'One of One'), confirmed by operational Iron Beam videos showing missile defense capability, and imminent TAM expansion via America's Golden Dome Project. It is the only publicly tradeable US pure play on directed energy weapons.

Seeking exposure to energy directed weapons, identifies $LASR as a pure play, operational, and small-cap with asymmetrical risk/reward.

LASR is differentiated from drone stocks due to directed energy weapons use case from Iron Beam; awaiting news on Golden Dome expansion contract.

Shift from expensive missiles to energy directed weapons like LASR's high energy lasers and high powered microwaves due to cost and sustainability advantages in prolonged conflicts.

No qualifying thesis event for 45+ days.