Buy LPTH by Apr 14, 2026.

**TL;DR:** defense optics supplier with proprietary US-made glass technology that replaces banned Chinese germanium. Already qualified for major Lockheed Martin Army missile program worth potentially $500M-$1B over program life. Implied upside exceeds 35x. # Why I'm Long on LPTH I've been digging into smaller defense tech suppliers lately, and LightPath keeps popping up as a seriously undervalued play at current levels. Here's the thesis: # The Geopolitical Tailwind Everyone's Missing Remember when China banned germanium exports to the US back …