ShrubRazor

This is a must read to get a sense of the AI supply chain bottlenecks. We are on the right side of history. Cracked @insane_analyst

Guys, my friend vibe coded Android app with audio online translation for different languages so you can talk to a foreigner without any problem. Would you be interested to try such an app?

#JEN Jenoptik consolidation breakout after earning report. Photonics play.

I changed the name of my account. It’s ShrubRazor now because it describes my first steps in trading and investing exactly like that. I traded special dates, ceo personalities, company names and funny tickers. I am surprised Shrub’s Razor is a real philosophy of making decisions.

Increase flatbed sales usually correlates with manufacturing growth in the US. #investing

$NBIS aims to build hundreds times more infrastructure that they built ever. youtu.be/w2BvO1Ul3ug?si…

$WATT grew launches to 50 from the initial 5 in 2 months. partners.amazonaws.com/partners/0018W…

#JEN Jenoptik AG Micro-Optics for CPO Coupling PIC Wafer-Level Testing (The UFO Probe® Card) Semiconductor Manufacturing Infrastructure #semi #stocks #photonics

@aleabitoreddit 171010.KQ has patented glass hole etching technology for TGV interposers.

For Glass Core Substrates, doesn't feel too bad going long on the SKC ecosystem? SKC (011790) - Is one of the Glass Core Substrate leaders with CHIPS ACT funding at ~$5.5B MC HB technologies (078150) - automated optical inspection / yields piggy backing off of SKC Absolics at ~$250M. SKC's copper foil / EV legacy drag seems to be bottoming. Their financials seem like a dumpster fire, but it's kinda priced into MC + better than US companies with $6B+ in dilution. HB seems lower risk, low p/e and yields for glass is going to be pretty important. I do have very small exposure to both. Was going to wait a bit longer but seems markets are pricing in Glass as the next possible memory/photonics trade.

@aleabitoreddit RAM technology.

$E28 Frencken Group on a break out. Volume spike, new high. $ASML supplier is waking up. It’s only p/s 1.3x.

Wow $ASTS almost at $60. November sale came back one more time for those who were late. With positive market sentiment and successful next launch, this price can be a lucrative entry point.

$CGEH is $12 now. Less than in a year.

$NFE business model targets customers who currently rely on oil-based fuels (like diesel or heavy fuel oil) for power generation, industrial use, or other energy needs. High oil prices make these alternatives much more expensive, creating strong incentives for switching to LNG.

My research into Frencken Group ($E28.SGX) confirms its role as a critical supplier for Seagate. With Seagate's 2026 capacity already sold out due to AI infrastructure demand, $E28 is perfectly positioned to capture this massive storage cycle. #Semiconductors #ValueInvesting

$E28.SGX equipment is used by almost every major global semiconductor foundry. And this company still trades at 1.23x P/S, free cash flow (TTM): ~S$148.8M, cash: ~S$162M, debt: ~S$90M.

Confirmation that $ASML is $E28.SGX key customer.

Frenchmen Group $E28.SGX sits in supply chain of $ASLM I believe.

7/7 Summary: $E28 isn't just an "AV" or "component" company anymore. It’s a precision engineering powerhouse sitting at the center of the lithography and photonics bottleneck. Follow the capex: ASML & TSMC are spending and Frencken is collecting.

6/7 Risks: US research funding cuts (Medical/Life Science) & Middle East supply chain tensions. Reward: A high-tech manufacturer trading at a ~20% discount to its global peers despite being a primary beneficiary of the AI infra ramp.

Frencken Group Limited ($E28.SI) has evolved into a "hidden champion" of the global semiconductor supply chain. $E28 – The AI Infrastructure Play Many Are Missing. Thread.