$LPK
LPKF Laser & Electronics AGHow his view evolved
Every substantive take he's posted on $LPK, newest first — each labelled with the stance he expressed at the time.
- Jun 11, 2026Bullishconviction 3/4
Just thought this was interesting: $LPK is an unknown SpaceX supplier. You can find it in SpaceX US import logs. It's fun information discovery ahead of Space'x IPO this week. Though, not sure what the exact contract entails. Disclosure: I have positions in LPK, NFA, credit https://t.co/Ack8yjIEfV https://t.co/5taF6Llaed
View on X → - Jun 10, 2026Bullishconviction 3/4
@MosheFeins48329 Still have my $AXTI, and positions in others I haven’t mentioned as much like $ALRIB or $LPK. Axt different reason though, one part is dilution concerns, so there’s some newer float structure risks. Other part is not wanting to cause more export controls by talking about some
View on X → - Jun 2, 2026Bullish
@DeauDeuxsau Just H1 2027 should be glass core substrate volume orders with $LPK, kinda no news aside from waiting on that to happen.
View on X → - Jun 2, 2026Bullish
Good times with $AEHR, it’s now ~$3.5B MC. Haven’t mentioned it as much since there’s nothing too new. Just waiting on volume orders for these types of players like $LPK, and others. https://t.co/W8k0ce3RSE https://t.co/MhEQmNgAek
View on X → - Jun 1, 2026Bullish
A special thank you to the only European stock green today: $IQE. Up to $54, from when I went long at $12-13, 4 months ago. Unfortunately lot of volatility with the other ones from $LPK, $SOI, $XFAB, and $ALRIB. https://t.co/FysZyHk5OK https://t.co/rRCORshRmj
View on X → - May 31, 2026Bullish
@aiizisw77940 @talethdabm89 Nope, it’s still the same with $LPK, just waiting on volume ramp to start.
View on X → - May 30, 2026Bullish
@talethdabm89 The research firm got their glass core substrate timelines off. H2 2026 should be production start (SKC Absolics), not 2028. And TAM figures seems off toward 2040, so thought it was better not to cite it. Even though it’s not full value chain like $LPK and GCS in specific https://t.co/ixjeKpe3YH
View on X → - May 28, 2026Bullishconviction 4/4
Just in case people are wondering about my track record with European equities: $RPI: $280 -> $800 (agentic AI hardware demand thesis). $LPK: ~$6, thesis at $13 -> $24.2 (glass cores substrates close monopoly) $SOI: $44 -> $181 (silicon photonics, monopoly over substrates) https://t.co/EWWaVL7Y49
View on X → - May 25, 2026Bullishconviction 3/4
$LPK turned out pretty well. https://t.co/mZlTyd4oUO https://t.co/hmIA6HuQam
View on X → - May 22, 2026Bullish
People keep asking: Hey why do have new longs with Taiwan/EU stocks recently like $LPK or Foci? And not much with new US ones? It's partly because the list of US stocks I've liked from $INTC to $NBIS hasn't changed. You can always just let the ones you like grow. https://t.co/ostZWjOAAm https://t.co/1mkk0NG6Ao
View on X → - May 22, 2026Bullishconviction 3/4
European quantum/optical/glass chokepoints go BRRR? $ALRIB +8.35% $LPK +3.21% $IQE +5.68% $SOI +4.98% As a side thought, it’s a nice vote of confidence to retail that the LPKF CEO bought shares off the market. More CEOs should do the same, even if it’s small. https://t.co/BwxBnd2wDm
View on X → - May 17, 2026Bullish
When I see comments like this (and there are a lot) from retail investors: I immediately think they lack the technical depth. I'll walk through each one from $SIVE to $LPK: 1. Photonics TAM goes from $14B -> $154B In just two years time, and it's likely going to keep scaling https://t.co/3VlddocDUh https://t.co/TCsxpje0FQ
View on X → - May 12, 2026Bullish
Woah, rough day for Europe. Looks like everything from $SOI to $LPK and others are down 10-20% from overwhelmingly macro. Fun thing if war sentiment flips, as they often do with our president… lot of these names should go a lot higher. https://t.co/7JYmFAzcTv
View on X → - May 11, 2026Bullishconviction 3/4
And now $LPK is #19 on the list of my individual stocks that returned 100-1000%+ YTD. After going up +4.57% today. Usually 1 or 2 is good, but I’ve written about and went long on 19 different stocks this year that went up triple digits. I’m kinda impressed with myself ngl? https://t.co/s9FLfTWHGd https://t.co/a8KqhdZwVh
View on X → - May 10, 2026Bullish
“Leading” Glass Substrate players that were name dropped if you’re curious: • $LPK — TGV Equipment • $GLW — Glass Materials • $ASGLY (5201 T)— Glass Materials • $NIDGY (5214 T) — Glass Materials • $LRCX — Etching Systems • $DSCSY (6146 T)— Dicing Equipment • $SMHSF — https://t.co/FgSV2qzpiV
View on X → - May 7, 2026Bullishconviction 4/4
$LPK up 80% in the last two weeks. Not too shabby at ~$687M MC? It's probably one of the cleaner ways to play the next Glass Substrate supercycle. 50-100 machines per customer at scale, with "start of 2027 as mass production" across likely $INTC, $GLW, SKC, and others (since https://t.co/JeIzPsL8yj https://t.co/g39eafo3KP
View on X → - May 7, 2026Bullishconviction 3/4
@CjL0222 No. $LPK is probably my favorite exposure right now since they supply to everyone. I'm just saying if people are long glass core substrates, Samsung, $INTC, and others are probably a bit bigger. SKC is probably the lowest MC leader in that space. Then if you see them
View on X → - May 7, 2026Bullishconviction 4/4
@tw_crypto_ Yeah I have highest concentration in $LPK... feels like more upstream suppliers like HB/LPK are more derisked than SKC.
View on X → - May 6, 2026Bullishconviction 3/4
I guess, post earnings when $ARM touched $268... $ARM is now #18 on the individual stock list that I went long on that hit 100%-1000%+ YTD? I've lost count TBH. Some others like $LPK and $SIMO and $HPS.A are getting really close now. But feels like I'm one of the few ones out https://t.co/avKTJxRcXR https://t.co/YFArADevFP
View on X → - May 6, 2026Bullish
@tw_crypto_ Yeah $LPK is going in a vertical line up, fun times for the glass ecosystem. Photonics is down today, but memory + glass helps balance it out.
View on X → - May 6, 2026Bullish
I feel like institutions are just buying everything glass core substrate related today? Stuff like: - Philoptics, limit up - HB technologies, limit up (SKC supplier) - YCCHEM +20% Then there's $LPK over in Europe. Wonder if I missed any major news.
View on X → - May 4, 2026Bullish
Honestly not too bad? Cool to see markets validate my thesis posts… With $SOI (silicon photonic substrates) to $LPK (glass core substrates) going in a straight line up . https://t.co/yQbidG44we https://t.co/7rIu7AODXi
View on X → - May 1, 2026Bullishconviction 3/4
@Jos1984482 $LPK is runner up for 3x potential if I had to give a 4th spot to a name.
View on X → - Apr 30, 2026Bullishconviction 3/4
@jpm7019 $LPK not exactly. $ALMU fits the definition more of speculation just going off development. $LPK is already dominates a chokepoint and is qualifying with almost every semi. It’s just guessing what volume ramp looks like for all the semi companies and how that affects MC.
View on X → - Apr 30, 2026Bullishconviction 3/4
Thoughts on LPKF Laser < $LPK / $LPKFF> earnings: Very nuanced, here's what markets might have missed: If you look at the financials in isolation and don't understand qualification cycles, it's bad. The earnings call for volume ramp indicators are what's actually important. https://t.co/XPtCNpVgb9 https://t.co/FcoqfgfS7o
View on X → - Apr 30, 2026Bullishconviction 3/4
$LPK / $LPKFF earnings are out. Seeing a lot of very dumb commentary on X. If you're wondering how to analyze qualification-cycle players, it's the same as $AEHR. Nobody cares about current earnings unless there's something extremely bad. If your revenue declines -8M euros https://t.co/4KNwmdDnH6
View on X → - Apr 29, 2026Bullishconviction 3/4
I’m personally a fan of the functional monopolies. Here’s 6 of them that I own. 1. $TOWA (6315) - HBM4 Compression 2. MSSCorp (6830) - CPO Inspection 3. $LPK - Glass Core Substrates 4. $SOI - Silicon Photonics Substrates 5. $AXTI - End-to-End (mineral, refinery, production) InP https://t.co/KZnIvglbpW
View on X → - Apr 29, 2026Bullishconviction 3/4
@MickaelLacoste2 No. Glass substrates are the next advanced packaging wave. And $LPK has a functional monopoly over laser induced deep etching. It’s more of pure play exposure to the next packaging paradigm without the drag SKC has or other segments $INTC has.
View on X → - Apr 29, 2026Bullishconviction 3/4
I guess markets agree with my take on $LPK? -> When you have glass core substrates as the next advanced packaging wave -> be a monopoly chokepoint -> add in CPO applications. It typically goes brrr. https://t.co/46u7msyDIl https://t.co/S9sOjS252w
View on X → - Apr 28, 2026Bullishconviction 4/4
I do really like $LPK. Critical monopoly chokepoint in glass substrates… Which are used for advanced packaging and CPO. I flagged it as a potential 10x back in Jan, but thought it was a bit early. However… time seems right now? "About four years ago, we began https://t.co/5c9FYG0U0i https://t.co/sS7bUrbwyS
View on X → - Apr 28, 2026Bullishconviction 3/4
@snmart $LPK is one of my favorite names, I tend to be a fan of functional monopolies in new sectors like glass substrates.
View on X → - Apr 27, 2026Bullishconviction 3/4
European “monopolies” like $LPK (Glass Core Substrates) have also been going brrr lately. $ALRIB is technically a duopoly but it’s there too… (Quantum / MBE) Then there’s some over in Japan like Towa for (HBM4/compression molding) too that I own. Usually monopolies get https://t.co/M4T17lE9vE https://t.co/RRbEdumohA
View on X → - Apr 27, 2026Bullish
Markets are looking at CPUs right now and kinda forgot about memory. But... there's increased capex spend with Sk Hynix, $MU, Samsung around now, with Samsung starting HMB4 production recently. $TSM also signaled record capex across the board. But just like $LPK in glass https://t.co/es7GsUPzhP
View on X → - Apr 26, 2026Bullish
@wdh37 $SIVE for CPO/1.6T lasers $LPK for glass core substrates Shunsin for optical test/packaging. Many others I like though like $HPS.A or $SOI.
View on X → - Apr 23, 2026Bullish
@Winterrose Hmmm. Probably $SIVE or $LPK for CPO/Glass Substrates since those are emerging technological shifts in 2027. I really don't think markets understand yet what's up and coming with Sivers for CPO/1.6T optical transceivers... even if I show mapping to $AMD or $MRVL CPO programs.
View on X → - Apr 23, 2026Bullishconviction 3/4
There's a reason I spotlight EU small caps. This my investment thesis that I haven't publicly stated yet. And I hope people spend the time to read: From $ALRIB (quantum/MBE), $LPK (glass substrate), or $SIVE (DFB Lasers). Or even Asian names like Nippon Chemical. It's to https://t.co/z6R7kPAnQt
View on X → - Apr 23, 2026Bullishconviction 3/4
There's a reason I spotlight about EU small caps. This my investment thesis that I haven't publicly stated yet. And I hope people spend the time to read: From $ALRIB (quantum/MBE), $LPK (glass substrate), or $SIVE (DFB Lasers). Or even Asian names like Nippon Chemical. It's https://t.co/z6R7kPAnQt
View on X → - Apr 22, 2026Bullish
Europe seems to be having a fun time from AI. $LPK +20.69% - (glass core substrates) +20.69% $IQE - 12.22% - (InP epiwafers) $SOI +11.02% - (silicon photonics substrates) $ALRIB +5.8% - (MBE / Quantum) Then there’s $SIVE down -4.7% from a local Swedish hit piece, while $POET https://t.co/mhibzEu1EC https://t.co/tl85ng56Yv
View on X → - Apr 21, 2026Bullishconviction 3/4
I guess markets like glass core substrate exposure like $LPK? It is pretty rare to find these types of companies that hold positions that resemble $SOI. Like a Shiny Zigzagoon… finding these chokepoints. https://t.co/pjsjxgDhTa https://t.co/g39eafo3KP
View on X → - Apr 21, 2026Bullish
People nonstop ask me about $LPKK / $LPK for my opinion Yes, I mentioned they're like a chokepoint for glass core substrates for LIDE (laser induced deep etching) way back when. Biggest known partner is $ONTO (LIDE with Onto metrology for glass core mass production). Then as https://t.co/hmIA6HuQam
View on X →