$EOS
electro optic systems2/10Does he own it?
No first-person ownership signals. EOS appears only inside a follower-picked basket (which he explicitly says he didn't choose, disclaiming knowledge of many names) and in a thematic list of space optical-infrastructure beneficiaries. No "I'm long," no adds, no position size.
His thesis
EOS (Australian listing) is framed as a beneficiary of the space optical ground-station bottleneck, cited for operating adaptive-optics stations at Mt. Stromlo, amid a Golden Dome / laser-comms infrastructure theme. Otherwise it appears only as a member of a crowd-sourced high-growth "10x" basket tracked for performance.
How his view evolved
Introduced in a follower-favorite growth basket, then cited as a space-photonics infrastructure play, then tracked in basket performance (+3.11% week one). Tone stays mildly positive/thematic throughout, never personal.
Key points
- Appears only within a follower-chosen basket he disclaims picking
- Cited as a space optical ground-station beneficiary (adaptive optics)
- No first-person buy/hold/size language anywhere
Derived from a holistic read of his public posts — paraphrased, never quoted. See his actual posts about $EOS on X ↗