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535 posts
Anyone got a list or ideas of the biggest NAV discounts. But independently has AI growth?
Stuff more extreme end like $ACMR and WUS (2316) compared to SK Square.
Have exposure to the ones above, just wanted to research more opportunities.
Seems to be getting noticed recently
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@AustroBloom @Nictoro14 Sie sprechen Deutsch?
Deutsch
🔴🔴🔴 Effet 2CRSI ?
au fond du PEA c'est rouge ...
$SOI SOITEC
$ALBKK BAIKOWSKI
$LPK:xetr LPKF
$ALRIB RIBER
$SIVE:xome SIVERS
Français
I think Jim Cramer’s law needs to be studied in history books.
Even $SPCX can’t withstand his blessing.
Serenity@aleabitoreddit
Jim Cramer gave $SPCX his blessing.
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You guys are not even half aware how bullish this is for $LPK / $LPKF
Kalshi@Kalshi
JUST IN: Apple to collaborate with Intel on chip manufacturing
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@DaarligH78065 @Albert_TheVoid True.
But having a heavy 4-ton shipment confirmed to SpaceX is a massive stamp of approval for their tech. :)
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@AustroBloom I saw @Albert_TheVoid confirming the shipment a while ago. However we still don't know what they shipped.
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@DaarligH78065 Now with Elon Musk building SpaceX "AI1" satellites & "TeraFabs" to scale chip production people are connecting the supply chain dots.
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@DaarligH78065 Basically, 2025 shipment records showed LPKF delivered around 4 tons of precision equipment to SpaceX.
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$DARE
is transitioning into a commercial-stage company with the 06/26 U.S. launch of Flora Sync LF5 and the nationwide availability of DARE to PLAY.
Clinical milestones incl. positiv progress on the Ovaprene Phase 3 trial & the launch of the ARPA-H funded DARE-HPV Phase 2 study
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@aleabitoreddit $alrib
Riber S.A. shareholders greenlight a €0.10 per share cash distribution at yesterday's AGM.
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$ALRIB general meeting notes came out today.
-2nd ROSIE System expected to be delivered shortly to a leading quantum computing player” in the US.
- They’re also intensifying BD for their products used for BTO/STO on photonics and recorded strong interest.
Just for background, they’re the MBE duopoly with Veeco, which got re-rated heavily recently (Disclosure own Riber), with exposure to Quantum.
Positive development overall.
Serenity@aleabitoreddit
$MSFT looks like a secret buyer of Riber < $ALRIB > for Microsoft Quantum. The broader market and algorithms likely don’t know this connection yet. MBEs are important for quantum computing, quantum dot lasers, VCSELs, and silicon photonics. But the long-term implications are sizable if Microsoft Quantum: -> Are starting to buy from this European equipment manufacturer Quantum is still very early and risks to early stage industries are material. But since this company looks like an $AIXA for Quantum and trades at a profitable ~27x est. forward P/E, as a duopoly for MBE with $VECO, it looks interesting. From open LinkedIn intelligence, having a US hyperscaler use Riber MBE equipment to fab frontier quantum chips. At the very least helps validate the company’s importance as a technology. And makes it appear well positioned to capture quantum computing and quantum dot capex cycles in the near future.
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$LPK Upcoming dates:
• June 18, 2026 — Investor Forum for private shareholders with CEO Klaus Fiedler
• July 23, 2026 — Release of H1 2026 financial report
• October 29, 2026 — Release of 9M 2026 financial report
Link for today:
join.next.edudip.com/de/webinar/sdk…
$LPKF
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