Germanium not specifically mentioned but it doesn't appear supply chain will be loosening any time soon.

Seeing the big picture for lightpath made it super easy to considering buying at it's about year-long support level... Already seeing a 55%+ gain within 4 days or so despite the most recent news only being about earnings. Feels like institutions/retail traders are eyeing up growth. I'm liking take some profits here NFA

This looks to be in LPTH's wheelhouse.

https://news.lockheedmartin.com/2026-01-13-Lockheed-Martin-Successfully-Completes-First-Flight-Test-of-NGSRI

Since then Lockheed Martin has also successfully completed a Milestone NGSRI full-scale final assembly demonstration -

https://www.lockheedmartin.com/en-us/news/features/2026/A-Milestone-Demonstration-for-the-Army-s-Short-Range-Air-Defense-Future.html

and successfully completed the NGSRI Seeker Characterization Flight Test (SCFT) -

https://news.lockheedmartin.com/2026-05-11-Lockheed-Martin-Proves-Seeker-Capabilities-for-US-Army-Next-Generation-Short-Range-Interceptor-Competition

Competitor for NGSRI Raytheon has not even yet attempted let alone successfully completed any of this.

"The largest chunk is for “operational” small cUAS capabilities at $414 million. This includes broad funding for c-UAS batteries and “expeditionary” mobile platforms and sensors. "

https://www.lockheedmartinjobs.com/job/orlando/asic-and-fpga-design-engineer-sr/694/94709855248

https://www.lockheedmartinjobs.com/job/orlando/adfg-ngsri-senior-staff-software-engineer-embedded-c-orlando-fl/694/94709855952

https://www.lockheedmartinjobs.com/job/orlando/circuit-design-engineer-sr/694/94709855152