$OPTT

Does he own it?

No first-person ownership signals anywhere: no buying, adding, holding, sizing, or portfolio-weight statements. OPTT appears only as one name in thematic baskets of underwater/mine-defense tickers. He even frames it as "popular on X" and a way for others to profit, which reads as coverage/idea-generation, not a personal position.

His thesis

OPTT is presented as a beneficiary of a naval-mine geopolitical catalyst (Iran allegedly mining the Strait of Hormuz prompting urgent mine-clearance demand). Its tech is described as autonomous surface vehicles for underwater mine inspection and disposal, possibly tied to a major defense partner. Grouped with other ocean-defense sonar/mine-neutralization names as potential winners of new contracts and rising investor attention in the sector.

How his view evolved

Across a few days the framing stays constant: OPTT is one of several underwater-defense plays riding the Strait-of-Hormuz mine theme. View moves from listing it among interesting names to citing media coverage suggesting the sector may attract more investor attention. No deepening into a personal position.

Key points

• Listed only within baskets of underwater/mine-defense tickers, never singled out as a holding
• Thesis rides a geopolitical mine-clearance catalyst, not company fundamentals
• Framed as a way for others to profit and as 'popular on X' — coverage, not ownership

Derived from a holistic read of his public posts — paraphrased, never quoted. See his actual posts about $OPTT on X ↗