symbiotic

$LPK Meeting Notes (not meant to be official guidance just a summary of what I heard) It's incredibly bullish imo a lot of great info but I'll leave that to the reader to decide. Most salient points are in bold 1. Industry is ready for first high volume ramps 2. Sees a minimum of 3 players initiating purchases (4 or 5 base case) this year with around 3-10 machine orders each... 3. Previous delays are not down to lide as it was production ready but down to independent metalization which was immature... this is now more or less solved 4. Last year the internal assessment was an addressable market of 500 million euros... this has changed and will greatly exceed this. Company intends to update this model soon 5. Customers are now showing more willingness to take on risk 6. CEO's target is 70% market share 7. Share of glass in total package technologies in 2030 could be anywhere from 30% on the consrvative side to 80% on the more optimistic side. (this is not market share btw) 8. Rev per system is something like 1 million euros... for initial ramp up 3-10 mill per buyer depending on how many systems are purchased 9. 100 million machine orders from a single customer in the future is something they stated they have to be ready for (100 mill rev on a single order!) Scaling strategy... 10. Solar rev down but very strong potential once perovskite cells enter high volume stage (technological transition) 11. Not surprised by Price action and believes it's reasonably priced 12. Advanced packaging rev will be significantly greater than what other segments deliver in th 13. LIDE is only the entry ticket, there are many other adjacent rev opportunities in advanced packaging 14. Listing on a high volume exchange (like NASDAQ) is actively on their radar and discussions

Bernstein is legit the dumbest analyst firm I’ve seen calling for a 50% crash in Kioxia. They gave $INTC a $36 PT back in Jan and now it’s $118. Good lesson to ignore institutional reports that get published for retail consumption. They’re not here to help retail investors.

You mean to tell me that $LPK is in the middle of the new tech for all solar panels AS WELL as all the chips? Some basic modelling gives the stock 50% upside from here based on the solar panel upgrade alone. And the chips are the much bigger opportunity. And given that the CEO just said LIDE is just the beginning he sees opportunities we're not even talking about. I'm 100% convinced my existing position will make me millions within 3 years.

$LPK Meeting Notes (not meant to be official guidance just a summary of what I heard) It's incredibly bullish imo a lot of great info but I'll leave that to the reader to decide. Most salient points are in bold 1. Industry is ready for first high volume ramps 2. Sees a minimum of 3 players initiating purchases (4 or 5 base case) this year with around 3-10 machine orders each... 3. Previous delays are not down to lide as it was production ready but down to independent metalization which was immature... this is now more or less solved 4. Last year the internal assessment was an addressable market of 500 million euros... this has changed and will greatly exceed this. Company intends to update this model soon 5. Customers are now showing more willingness to take on risk 6. CEO's target is 70% market share 7. Share of glass in total package technologies in 2030 could be anywhere from 30% on the consrvative side to 80% on the more optimistic side. (this is not market share btw) 8. Rev per system is something like 1 million euros... for initial ramp up 3-10 mill per buyer depending on how many systems are purchased 9. 100 million machine orders from a single customer in the future is something they stated they have to be ready for (100 mill rev on a single order!) Scaling strategy... 10. Solar rev down but very strong potential once perovskite cells enter high volume stage (technological transition) 11. Not surprised by Price action and believes it's reasonably priced 12. Advanced packaging rev will be significantly greater than what other segments deliver in th 13. LIDE is only the entry ticket, there are many other adjacent rev opportunities in advanced packaging 14. Listing on a high volume exchange (like NASDAQ) is actively on their radar and discussions

OH MY GOD. $LPK 🚀🚀🚀 Highlights from the meeting today: - High volume scaling has begun - 3 players are purchasing - glass package to increase majorly by 2030 - preparing for orders of size $100 million - LiDE is is only the beginning and there are many adjacent opportunities - NADSAQ LISTING IS BEING DISCUSSED

High confidence in these names going up 2-3x in the next 6 months: 1. $SNDK / Kioxia 2. $NBIS 3. $AAOI 4. $AEHR Just from the top of my head. Others like $IQE + $SIVE + $LPK have potential still as European small caps that I hold. But are all well past their discovery phases - so it's about good execution now.

$LITE $COHR $AAOI

All eyes are on $LPKF tomorrow, June 18. Following a recent stock correction, tomorrow's events could trigger the next big move. LPKF's CEO will address retail investors directly. Markets are highly anticipating fresh news on semiconductor and LIDE serial orders before Q2 ends.

$SIVE closed above 100 SEK. Now all of a sudden bears disappeared, but they will comeback when sive will fall from 120 SEK to 110 saying it’s a “scam” stock. The catalyst keep getting stronger and the thesis isn’t changing. Only getting stronger. I love $SIVE

$NOK just announced a 10x expansion of its photonic chip facility in Allentown, Pennsylvania. New capacity online by end of Q3 2026. Less than 2% of global semiconductor advanced test and packaging happens on US soil. Nokia's Allentown plant is one of only a handful of facilities in the country doing it for optical modules going into AI infrastructure. $CIEN trades at 11.0x forward revenue. $COHR trades at 11.6x. Nokia trades at 3.4x. All three sell optical networking gear to the same AI datacenter customers. The gap exists because optical is still only 15% of Nokia's revenue. Wall Street prices the whole company like Ericsson. Today's announcement is the capacity build that changes that mix. We ran a SOTP model attributing peer multiples to each business segment. The numbers tell a very different story than where this stock trades. $NOK is still one of the most slept on optical businesses on the market. €3.8B net cash on the balance sheet and the Ericsson floor already sets the downside. Full deep dive with the complete model and price target is live on the Substack. Link in below and in bio. $NOK $COHR $CIEN $ERIC $AAOI $LITE