kuskús

Difundir información falsa, ya sea inventada o procedente de fuentes mal informadas, es simplemente mal periodismo. Y de eso ya hay bastante. Especialmente cuando se trata de informaciones que generan expectativas en los aficionados, estaría bien acertar al menos de vez en cuando…

No puedes ondear la bandera de un país víctima de un genocidio, porque se ofenden los genocidas. Hasta dónde ha llegado la propaganda sionista para que esto sea motivo de debate.

$POET continuation on the POET drama. NMR photographed an abandoned office and claimed it was POET’s HQ. Well, in reality they took a picture of another company. Thanks @Scrollingaat for the due diligence, check out the attached images. The doodle on the whiteboard and the team photo match Puzzle Cats, a gaming company registered on the same floor of 120 Eglinton Ave East. NMR walked into the wrong suite. Or they chose to do just that. POET’s actual address is publicly filed with the SEC, on their website, and in every press release: Suite 1107, 120 Eglinton Ave East, Toronto. The company has operations in Toronto (HQ), California, Shenzhen (China), Penang (Malaysia), and Singapore. I’m no longer an investor in this stock due to the extreme volatility and continued dilution, but when firms put out misleading information, it most likely only benefits their pockets.

@Gubloinvestor What would be a target capitalization for $DARE?

To make things even spicier. $SIVE is run by UC Berkeley CEOs and $LITE executives. And the ownership cab table is now controlled by American institutions/investors. I’d expect things to speed up on NASDAQ listing as American institutions are heavy fond of executive teams + cap tables like this. US/Silicon Valley is now speedrunning a Swedish in name photonics company.

$LPKF is stepping into the semiconductor spotlight: a sharper focus on Advanced Semiconductor Packaging, fresh board-level chip expertise HUGE potential. Could be one of those stories the market notices late. $LPK kapitalmarktexperten.de/lpkf-laser-akt…

Este es un tremendo catalizador para los mercados. Espero que no la líen, porque esto puede costarle caro al mercado si no vuelven con un buen acuerdo con China.

Ha sido increíble la run de $SIVE 🚀 Pero vendo todo lo que tenía y dejo 20.000 € que es lo que le he sacado de beneficio con estas subidas. Quedan 3 catalizadores y puede pasar cualquier cosa… ¡Ojo! 📈 11 may EGM (emisión dirigida 125M SEK) 15 may Annual Report 2025 (PCAOB)

Es realmente increíble ver como $SIVE sube con tanto impulso, me recuerda a la crypto en 2021.

I’m convinced that the people who charge $200 or $2000 just to see their stock picks. Do so just because their ideas aren’t good enough. Otherwise they would just go long on them with their own capital and retire. This is why they get mad when they see others sharing better ideas for free.

Cada vez que un asesino estadounidense intenta asesinar a Trump:

$LPK LPKF has now delivered their first CPO equipment to their CPO partner (see quoted post). I have speculated this customer to be Intel. The equipment in question is for writing optical waveguides onto glass via a laser. In addition, LPKF is seemingly looking to patent an entirely glass-based photonic connector. It seems it would be made in their own foundry, which also makes me speculate that they're probably looking to shift to a hybrid model of also selling components instead of just equipment. From the article: "LPKF has secured equipment and technology for manufacturing multilayer 3D optical waveguides on large-area glass panels measuring 510 × 515 mm. The technology is no longer merely at the research and development stage; it is ready to be deployed in actual mass-production lines."

Cole Allen

Un genio!

Pedir donaciones para una causa y quedarte con la pasta ya es legal en España, ya hay jurisprudencia.

Woah... Sivers looks like the primary laser supplier to $AMD's CPO program if AMD goes the Ayar route at $GFS. The interesting thing is: $LITE and $MTSI were silently removed from Ayar's website sequentially over time. (Special thanks to one of my followers Setian for the DM.) So $SIVE likely became the primary laser supplier for Ayar first-gen... and by extension for all of Ayar's customers routing through Alchip or other ASIC design firms. Ayar also raised $500M last month for VOLUME PRODUCTION, where $SIVE is designed in. This find looks structurally massive for $SIVE as it undercuts narratives about $LITE and others being primary suppliers. And especially about $SIVE having only a small % laser share for CPO if they're likely to be the primary laser supplier.

@inversorBetico Por qué no esperar a que presenten resultados en unos días?

Vendo mi posición en $EQR.AX En total he sacado de rentabilidad 2.870,49€ un humilde +53% Hay dos razones, la reunión con China de Trump de mediados de Mayo, ya que la tesis depende de la no exportación por parte de China. La otra razón es la dilución masiva que estamos sufriendo los accionistas, desde enero la cantidad de acciones se han multiplicado por ~2.6 y aun quedan otras ~3.595.000.000 para que se encuentre full diluida. (Corresponde a un +70% de las acciones actuales ~5.000.000.000). Todo esto me lleva a tomar la decisión que os he comentado, volveré a entrar una vez se despejen los riesgos que comento.

I'm not adding to my $LPK position... This is a long one, but I encourage all $LPK investors to read through it in detail. I highlight risks people just aren't factoring into the thesis. -> But TLDR: $LPK's patents are overblown, driving a potential erosion of their "moat". - $LPK's primary growth engine is the mass-adoption of LIDE systems for TGV formation & precision glass-core processing in HPC packaging - But, this is delayed by industry-wide yield and qualification hurdles - They also face an 18-24 month bridge where it needs to fund heavy restructuring costs —-- -> $LPK patents: $LPK seems to be framed as an impenetrable "Patent Fortress" on X due to over 600 glass-related patents. But the semiconductor IP landscape suggests this moat may be quite porous. The Korean Patent Office protected $LPK's “earthworm structure” (Sep 25) - the physical signature left by LIDE’s controlled blister chain formation. This faces several practical hurdles: - Proving infringement requires showing that a competitor’s process leaves this exact signature. At the nanoscale, this requires high-resolution SEM or TEM analysis, which is costly and time-consuming for large-scale monitoring. - LIDE is a two-step process. In semiconductor manufacturing, subtractive steps (like etching) can entirely remove the physical evidence of the initial modification, making it difficult to prove a specific laser path was used once the final via is formed and metalized. Then you have $INTC's internal pool also: $INTC is pivoting from a customer to a competitor in the IP space. Earlier this yr, $INTC signaled a move to license its own pool of 600+ glass substrate patents to equipment and material partners. This could commoditize the TGV process and allow latecomers to buy their way into the standard, effectively neutralizing $LPK's attempt to act as the industry's sole gatekeeper. -> Threats to $LPK's market share: Samsung's investment in JWMT's LMCE technology directly mirrors the LIDE process steps (laser modification + chemical etching). By keeping this tech in-house and forming a glass-core JV w/ Sumitomo Chemical, Samsung is building a moat around its own ecosystem that $LPK just won’t be able to penetrate. And yes, this is another reason why $LPK's patents on the LIDE process may be marginalized. Then you also have other competitors like E&R/Philoptics who are focusing on Bessel beam systems to increase VPS. If competitors can achieve 1.5-2x the TGV throughput for standard patterns, $LPK may lose its "yield leader" status in HVM environments. And no patent infringements to $LPK either since these systems create smooth paths through glass that do not rely on the LIDE-specific "earthworm" structure to achieve HVM yields. Then you have China: Manufacturers like BOE are leveraging their dominance in display glass processing to move into semiconductors. Their ability to produce panels at scale creates an economy that pure equipment makers like $LPK (which rely on selling individual machines), may struggle to compete with on price. -> Timing & qualification gaps: While $INTC's "Clearwater Forest" Xeon 6+ (2026) validates the material itself, mass production across the industry is not expected until 2027–2030. Customer qualification cycles for glass substrates take ages - usually 18–36 months. Imo, this creates a high risk of $LPK running through its cash reserves before LIDE revenue becomes a dominant driver for the business. -> TAM reality check: The IC Substrate market is fcst to reach $31B by 2030, but the glass-core substrate portion remains a high-ASP niche expected to be valued in the "multi-hundred million dollars" by then. Imo, people on X are overestimating the immediate revenue impact for an equipment builder like $LPK - they aren’t going to service even a fraction of the TAM given the competitors in the space + the rate they’re moving at e.g. Samsung via joint ventures with JWMT. -> Geopolitical chokepoints: The MATCH Act seeks country-wide prohibitions on chokepoint tools to China. If LIDE is classified as such, $LPK could be barred from its fastest-growing market. Especially since Chinese players like BOE and Han's Laser are currently pivoting heavily toward glass substrates. Again, adversely impacting fwd earnings. -> Supply concentration: Upstream, the supply of high-performance T-glass fiber cloth is highly concentrated e.g. Nittobo, PPG, and Taiwan Glass. This naturally creates potential structural bottlenecks that could easily delay substrate production regardless of $LPK's tool readiness. A factor that I don’t see many talk about here. -> Financials: 2025 Performance: - Revenue fell 6.2% to €115.3M - Order intake fell to €91.6M (down from €114.3M), and the backlog was significantly reduced to €27.1M $LPK have a fairly decent B/S though driven by: - Equity ratio improving to 73.2% at Y/E 2025 - FCF turned positive at €9.7M - Debt remains minimal, providing a solid runway through the transformation. To achieve sustainable double-digit EBIT margins by 2028, $LPK is: - Closing its Furth site and consolidating production at Suhl - Reduced headcount by ~6% For 2026, official guidance calls for revenue of €105–120M (solar drag dominant) and adj. EBIT margin of -3.0% - +4.5%, with restructuring costs alone at 3–4% of revenue. This extends the “Valley of Death” into 2026, but funds the structural pivot. —--- Final summary is that $LPK needs to execute this year to convert hype into sustained re-rating. But the glass-core tailwinds could position $LPK as a way to play the AI packaging inflection. Just not for me rn given the risks mentioned, but good luck to those with a high-concentration in $LPK.

Ayuso ha decidido convertir los colegios de Madrid en yeshivás. El que paga, manda👇

Israël vient d’assassiner deux chauffeurs de l’UNICEF qui tentaient de fournir de l'EAU aux familles à Gaza. Pas une ligne dans les médias. Par son silence la caste médiatique se rend complice du genocide en cours à Gaza.