deani

Easy explanation on why the $INTC deal with $AAPL is so bullish for $LPK : $INTC ramps foundry + packaging volume (Apple chips = more high-end demand) → more glass substrate action → $LPK tools & tech get pulled in. 80% of major players validating $LPK gear.

For the ones wondering I just posted the explanation

You guys are not even half aware how bullish this is for $LPK / $LPKF

@monpetitpea I just posted the explanation, it is in my profile

@deani_invests Please explain!

@AustroBloom this answers your question too

Intel landing big wins like the Apple chip deal = bullish for $LPK, Why? --> Intel is very big into on glass core substrates for next-gen packaging. Think better signal integrity, less warpage, higher density for AI/HPC chips. They're pushing this hard — demos, roadmaps, the works. LPKF: kings of LIDE (Laser Induced Deep Etching). This tech drills perfect, crack-free Through-Glass Vias (TGVs) in glass substrates at production speeds. It's basically the enabling process for scalable glass cores/interposers. Even without a direct contract headline, LPKF has been building the glass ecosystem for years — partner networks, Vitrion foundry services, patents, and deep positioning in Intel's glass world (patent overlaps, early collab vibes, industry validation) Intel ramps foundry + packaging volume (Apple chips = more high-end demand) → more glass substrate action → $LPK tools & tech get pulled in. Over 80% of major players already validating their gear. Glass isn't if anymore — it's when (2027+ ramps). Intel success = tailwind for the picks-and-shovels crew like $LPK

@Albert_TheVoid Yessiiiiir, been long on this for a while, sold at 14 a while ago and got back on Monday now up 30% thanks to your posts on it I noticed how good of an opportunity it is

$TRT is gapping up again today. The name has deep value and the market is finally waking up to it. I don't make the rules.

@game_kripto @aleabitoreddit I'm not serenity but I really do like it, only swing it for too PA, but now I'm long. I will be posting a very summarized thesis on why I'm long $TRT

@aleabitoreddit What you think of $TRT, much smaller cap in same niche.

$AEHR receives follow up production order from major Silicon Photonics Customer for wafer level burn in systems. Now up 11.29% today to $116. Only 2 months ago it was in the $30's, good times.

Portfolio update for today; I completely exited $AOSL and $CRDO for ~+13%, I just wanted cash to take a big trade on $TRT as I see a HUGE potential for it in the short term, already up ~10%. Great day for $LPK after riding tha EMA50 bounce $XFAB kind of doing it's own thing but whatever, I think I already posted enough on why I'm chilling on it. From a technical perspective also chilling, holding nicely the channel. $XFAB $LPK $SIVE $TRT

Bought some $TRT

@Kalshi If I was retarded I would be more profitable, wtf is even going on??

JUST IN: SpaceX is now worth more than Amazon

This guy @Dianisqf9q is saying that $XFAB is going to 6€ because @aleabitoreddit doesn't post about it much😂😂 I just made a 2k bet with him, if by July $XFAB is trading at 7€ or below, he gets the money and a public apology and if it is trading above that I get the money.

@Dianisqf9q @aleabitoreddit

$XFAB i sold my position. @aleabitoreddit doesnt believe in it, why should you hold? On to the next one.

@Dianisqf9q @aleabitoreddit If it just traded at $TSEM 's peers we will be talking about a 5,3x from here without even counting the future growth. A 10x is would not be crazy.

@deani_invests @aleabitoreddit @deani_invests where do you think $XFAB true market cap should be?

$XFAB is the most mispriced semiconductor name in Europe and @aleabitoreddit appears to be the only one that understands it. Things that the market is COMPLETELY IGNORING: • Microsystems & Photonics revenue grew ~35% QoQ in the latest quarter. This is where the whole bullish thesis is at an it has grown a whopping 35% in a quarter. • SiC revenue +152% YoY / +49% QoQ. • It's trading below replacement P/B, while building next-gen photonics/SiC lines -> Heavy capex into photonics (new lines, MTP tech, TFLN integration) means accounting book value is understated vs. real replacement cost of the fabs + IP. You’re basically getting the growth at a huge discount. • €128M EU + $50M US funding already in. CHIPS Act 2.0 incoming with explicit photonics priority. Europe is literally paying them to build the Western alternative. Backstopped balance sheet. • CEO (Damien Macq) bought 5500 shares on February. Market completely ignoring it. • $XFAB leading EU’s photonixFAB effort for sovereign silicon photonics supply chain. Nvidia evaluating their platform for CPO/transceivers (H2 2027–2028 ramp). Nokia setting specs. This is Tower Semi 2.0, but earlier and with government muscle.

@aleabitoreddit It's probably just way too early and markets haven't priced in the transition from EV's to being the literal European $TSEM

@aleabitoreddit I'm also quite confused on $XFAB, it looks so undervalued here at 1.3b € while being in such a key spot in the euro supply chain and backed by the literal government. I guess you gotta zoom out but the fact that someone like u points it out and rerate doesn't really happens...+

Just as a recap, these were all my core European longs: 1. $SIVE 2. $LPK 3. $SOI 4. $RPI 5. $IQE 6. $ALRIB 7. $XFAB Sivers: As you know by now, core laser chokepoint over next generation photonics, from 1.6T pluggables to CPO. Embedded in many hyperscaler suppliers from Jabil to Ayar. Should go brrr 2027 but markets are forward looking, so ramps + qualifications should get priced in now. LPK Laser - Glass core substrate "monopoly" with LIDE. "More than 80% of major global players have selected our equipment for process validation, learning and scaling to mass production" Soitec - Silicon photonics SoI substrate pure monopoly while coming out of legacy drag segments. Raspberry Pi - Was my fun idea around Raspberry Pis being used for AI hardware deployments. Previously this thing was mainly educational or hobby boards, but now used for edge/local AI. Just thought revenue increase would be extremely material and it played out well. IQE - Critical epiwafer player for your Western photonics like Macom, Tower, Lumentum, and others. Was kinda going under, but thought their latent capacity relative to Landmark was undervalued. Also given how important it was, I thought that your downstream players + Govs wouldn't let it go under, so it was more of a moonshot idea earlier in the year. Lot more derisked now, very important. Riber - Kinda monopoly in the MBE space, exposure to Quantum / quantum dot + silicon photonics. Found out from OSINT help from a friend latentvalue that Microsoft Quantum was buying their machines, so this was direct hyperscaler validation + kinda de-risked at current MCs. XFab - SiC foundry backed by EU/US CHIPS Act with power semi upside. (152% Y/Y growth for their sic vertical). Main growth was their silicon photonics foundry past 2027 that's getting evaled by nvidia. And that they're leading Europe's value chain efforts in photonics, kinda like an early tower semi. We'll see how this plays out, thought power semi exposure + low P/B would derisk the company until they scale their photbunchonics efforts. From my own personal thoughts: Out of the maybe $SOI has already been re-rated the most? But I'm holding anyway. $LPK and $ALRIB I think are still undervalued despite their monopolies. $RPI is just kinda seeing how things go at this point, would be hilarious if they ended up like a mini nvidia for low end edge ai. $IQE probably has a long way to go given new tower long term agreement, alongside macom. And if they convert latent capacity, I still think it has a chance of rerating like landmark. $XFAB idk if im missing something or are markets missing something. you have nvidia as a direct eval of their silicon photonics foundry, and it's trading below replacement P/B. i think im right though. $SIVE I see has the highest upside out of all of them given laser company ability to vertically integrate, acquire companies downstream to make their lasers more valuable, etc. Just like coherent/lumentum. There's like 1-2 more random ones that aren't really material, but just in general. These are the ones I've liked the most.

@brivael I bet you ten bands that's not happening in 5yrs

SpaceX a clôturé son premier jour de cotation à 2 100 milliards de dollars, +19%. Tout le monde regarde le chiffre. Personne ne regarde ce qu'il price réellement. Laissez-moi vous dire ce que le marché vient d'acheter, et pourquoi je pense que cette boîte vaudra 30 à 50 trillions d'ici 5 ans. D'abord, le symbole. Cette IPO est un référendum. D'un côté, 20 ans de discours sur la décroissance, la sobriété, la redistribution, la fin de l'histoire gérée par des comités. De l'autre, un homme qui a dit "je vais rendre l'humanité multiplanétaire", que tout le monde a traité de clown, et qui vient de créer la plus grosse entreprise cotée de l'histoire en partant d'un entrepôt à El Segundo. Le marché a voté. Le wokisme avait des départements RH, SpaceX avait des fusées. Les fusées ont gagné. Ensuite, la mécanique économique, parce que c'est là que tout le monde se trompe. Les analystes valorisent SpaceX comme une entreprise de lancement plus Starlink. C'est comme valoriser Internet en 1995 sur le marché du fax. Starship ne réduit pas le coût du kilo en orbite de 20%, il le divise par 100. Et chaque fois dans l'histoire qu'un coût d'infrastructure est divisé par 100, ce n'est pas le marché existant qui grossit, ce sont des industries entières qui naissent. Le coût du calcul divisé par 100 a donné Internet, le smartphone, l'IA. Le coût de l'orbite divisé par 100 va donner une économie spatiale complète. Faisons la liste de ce qui devient rentable quand le kilo en orbite coûte le prix d'un billet d'avion. Les data centers orbitaux, avec énergie solaire continue et refroidissement gratuit, au moment exact où l'IA fait exploser la demande énergétique terrestre. La fabrication en microgravité de semi-conducteurs, de fibres optiques, d'organes imprimés impossibles à produire sous gravité. Le tourisme orbital de masse, puis les hôtels lunaires, qui passeront du fantasme au business plan exactement comme la croisière de luxe au 20ème siècle. Le transport point à point terrestre, Paris-Tokyo en 40 minutes. L'industrie minière des astéroïdes, dont un seul corps de classe M contient plus de métaux que tout ce que l'humanité a extrait depuis le néolithique. Et Mars en ligne de mire, pas comme destination touristique, mais comme le plus grand projet d'infrastructure jamais entrepris, avec tout ce que ça implique de demande en énergie, matériaux, robotique, IA. SpaceX ne participera pas à ces marchés. SpaceX possède le péage d'entrée de tous ces marchés. C'est AWS, mais pour la civilisation. Apple vaut 3 500 milliards en vendant des rectangles de verre sur une seule planète. Le premier monopole d'accès à une frontière infinie à 30 ou 50 trillions dans 5 ans, ce n'est pas de l'exubérance, c'est une simple règle de trois sur l'expansion du marché adressable. Et maintenant, la partie que je préfère. Ce futur n'a pas besoin de bureaucrates. Il n'y a pas de comité consultatif en orbite. Pas de commission Théodule sur Mars. Chaque dollar de cette nouvelle économie sera créé par des ingénieurs, des techniciens, des soudeurs, des pilotes, des entrepreneurs. Les diplômés en gestion de la norme vont devoir apprendre un métier utile, et franchement, c'est une excellente nouvelle pour eux aussi : construire est infiniment plus fun que contrôler. Parce que c'est ça, le vrai signal d'aujourd'hui. Pendant 50 ans on nous a vendu un futur rétréci : moins d'énergie, moins d'enfants, moins d'ambition, gérer le déclin proprement. Et là, d'un coup, le plus gros actif financier du monde est un pari sur l'abondance, l'expansion et l'aventure. Le pessimisme vient de passer en position vendeuse sur lui-même. Le futur sera méga fun. Il y aura des hôtels avec vue sur la Terre, des honeymoons en orbite, des gamins qui diront "papa, c'était comment avant les fusées réutilisables" comme on dit "c'était comment avant Internet". Et quelque part dans les années 2030, un humain marchera sur Mars en livestream devant 5 milliards de personnes, et ce jour-là plus personne ne se souviendra du nom d'un seul de ses détracteurs. Achetez de l'optimisme. C'est encore sous-valorisé.

@Dianisqf9q I will be looking to size down at around 16€ as it is a very big position for me and there is the previous top, so around 60% from here. In a longer term basis I will just hold until the narrative that drove me into it changes. Thanks for commenting, idk why x shows u as spam🤬

@deani1674169 @deani1674169 whats your price target for $XFAB?

Portfolio update for today; I'm seeing very good RR on the whole space sector with $RKLB as my favourite company, $SPCX has eaten the liquidity from this names and is a sell the news event. $XFAB kinda playing out like in the post I quoted here $XFAB $LPK $AOSL $CRDO $SIVE