$TDY

Does he own it?

TDY appears only as one entry in three different thematic lists (supply-chain bottlenecks, mine-warfare names, glass-wafer chain). No first-person buy/hold/add/size language ever attaches to it. The one ownership statement in the set ("I personally own shares") is explicitly about P4O/Plan Optik, not TDY.

His thesis

TDY is cited purely as a supplier within strategic supply chains: rad-hard image sensors among Western supply-chain bottlenecks, Gavia AUV/SeaBotix ROVs/RESON sonars for naval mine-hunting, and a possible MEMS foundry node in a glass-wafer-to-hyperscaler optical-switch chain. It is name-dropped illustratively, with no standalone bull case or valuation work directed at the stock itself.

How his view evolved

Across roughly two months TDY stays a recurring but incidental list item, surfacing in three unrelated thematic roundups. No deepening thesis, no shift toward a position — it remains a tangential reference each time.

Key points

• Mentioned only inside thematic name lists, never analyzed on its own
• No first-person ownership/sizing language for TDY; the ownership claim was for P4O
• Framed as a supply-chain/defense supplier, not a held position

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