Svmuu reported that Serenity posted on social media, stating that by querying U.S. import records, LPK may be one of SpaceX's suppliers. The relevant records indicate potential direct business dealings between the two parties. Serenity noted that the specific contract details and scale of cooperation remain unclear, but considers this a noteworthy new finding.
Serenity stated that while the market is generally focusing on SpaceX-related targets such as Velo, the direct link between LPK and SpaceX may hold greater research value, and encouraged the community to further investigate relevant information.
Serenity also disclosed holding a position in LPK, adding that the content does not constitute investment advice.