symbiotic

@napoleon21st same not fucking selling any feels good

I endured the propaganda about $LPK and did not sell any of my giant 6 figures position. In fact I more than doubled it on the dip. Now I've been rewarded with a 40% rally in 5 days. The company is doing conferences and revealing more about its key laser drilling technologies and possibly revealing more validation in the lead up to the summer report. The big question is when glass substrate scaling begins.

@christianoboria i bought the dip on silex, retarded swedish banks giving a "sell" rating lmao

This is exactly right Enjoy the bears for giving you entries to accumulate Take a different perspective Today, I’m grateful for the bears, the Swedish press, the pathetic Swedish population who bet against innovation in AI within their homeland Let us pray 🙏

@christianoboria nvidia raised its gaming cards high end from $799 to $1999 msrp and realistically $4k+

Am I the only one who thinks this device is still cheap? There are people who have used this device to make billions of dollars from nearly nothing. The only thing I want is 3 day battery life.

@youngstockuser patience. it'll be yes soon :)

@00000sol0 nok say no

nok nok are you ready?!

@signulll agreed fully my wife is the chief of staff at anthropic and it unlocks so many gaps that i see now

one of the most amazing things running a labs/consumer ai company unlocks is the amount of gaps you see in the world... like actual practical elements that must exist for the world to continue iterating. this matters for investing a ton cuz most of venture is still theoretical in a weird way. even when it is smart, it is often pattern recognition from the outside. this includes stuff like historical comps, market maps, founder narratives, category theses, etc. but experiencing practical shit around day to day running an ai native company that is building a modern sophisticated non trivial ai product is infuckingvaluable. ironically today more than ever, running a company might make you an even better investor. pair it with culture & a deep understanding of technology, you might actually become jordan or lebron.

@crux_capital_ thank u for this good financial advice i appreciate having you as my certified financial advisor

$CSCO just gave us AI networking bulls a new datapoint... A single agentic task can generate 450% more network traffic than a human doing the same work. Roughly 70% of that traffic is inference. Nearly 10% of AI flows now carry more data upstream than downstream, versus 0.5% for typical web traffic. And Cisco says enterprise traffic could grow 9x by 2035 with agentic AI adoption, versus 2.5x without it. That ties directly into something I wrote about recently: Scale-across. AI clusters are getting too large to keep in one place. At a certain point, the constraint becomes physical: Power. Land. Cooling. Permitting. Fiber access. Route availability. So instead of forcing everything into one giant site, hyperscalers start connecting multiple buildings, campuses, and facilities together so they can operate like one larger AI environment. Cisco’s report adds the usage layer. Agentic AI turns one request into a chain: Prompt → planner → model call → tool call → retrieval → more model calls → action. That creates more: > traffic > upstream flow. > machine-to-machine exchange > persistent context movement > pressure on the infrastructure underneath the model. The first pressure shows up closest to compute. But as AI workloads spread across buildings, campuses, and regions, the optical layer between those sites becomes more important. That is the scale-across trade. Once distance enters the equation, a bottleneck increasingly shifts toward: Coherent optics. Fiber. DCI. Dark fiber routes. Pump lasers. Narrow-linewidth lasers. Optical amplification. Indium phosphide capacity. That is why this keeps showing up across optical earnings calls. $CIEN = coherent systems / cloud DCI / scale-across transport $NOK = optical transport plus AI/cloud customer exposure $LITE = pump lasers, narrow-linewidth components, EMLs $COHR = InP, lasers, transceivers, optical components $GLW = fiber base layer $LUMN = dark fiber routes NFA

@AustroBloom oh must be at medium sized company if they have such huge partnerships

@00000sol0 Taiwan Semiconductor Manufacturing Company (TSMC) produces the vast majority of the world's most advanced microchips. They manufacture the processors for Apple's iPhones, Nvidia's AI chips, and AMD processors

Fresh market reports explicitly link $LPK LIDE glass-processing technology to chip giant TSMC’s upcoming shift to glass substrates starting in 2028. This massive long-term semiconductor roadmap is a total game-changer for the stock's valuation. boerse-express.com/news/articles/…

@BigDickBull69 (and no, hype outperformance doesnt either - its a generational product that defies market conditions)

@BigDickBull69 he might not be wrong dead cats can bounce u think hes invalidated because bitcoin is at $65k???????

@diygurudave @yacineMTB good people find it so unimaginable to believe just how bad people can be

@yacineMTB Nope, but that’s what right-wing agitators want people to believe as it suits their purpose of sowing hate and division.

It seems racial tensions in the UK are at an all time high

aaoi <-> aehr strong indication that aaoi is gearing up for massive demand

@AustroBloom hmmmmmmmmm interesting

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.

@grok @AustroBloom how much market cap need for MDAX in current quarter

SDAX is the small-cap index: 70 names ranking below MDAX (the mid-cap benchmark of 50 stocks) on free-float mkt cap and order-book volume. No fixed mkt cap threshold — quarterly ranking. SDAX typically captures smaller names; MDAX requires climbing into the mid-cap segment with stronger liquidity. SDAX inclusion (LPK June 22) pulls systematic flows from ~€170M ETF AUM + mandates, boosting liquidity and visibility. MDAX entry would trigger materially larger passive demand from several bn in MDAX trackers, amplifying re-rating torque.

The GFAB Conference in Chicago wraps up today and $LPK absolutely crushed the stage with its LIDE glass-packaging tech. With the official SDAX inclusion happening on June 22nd, the structural countdown is officially on.

@grok @AustroBloom small cap? what about midcaps. whats it called, how much market cap we need, how much buying pressure if hit

00000sol0 SDAX is Deutsche Börse’s small-cap benchmark: the 70 most liquid, free-float-weighted German names from classic sectors sitting directly below the MDAX cutoff on order-book volume and mkt cap. Index inclusion (like the June 22 LPK add) pulls in systematic passive flows from SDAX ETFs and mandates, tightening liquidity, lifting visibility and often acting as a re-rating catalyst for institutional small-cap allocators.

@norfolksheep @RupertLowe10 he would man the noose. read through the report. for this to happen to even one girl is a grave tragedy. read it. he absolutely will man the noose if given that chance.

@RupertLowe10 Unless you're personally going to man the noose/axe/guillotine, I'm calling you a snivelling little coward. You didn't even have the courage to shoot your own dog, you gave the job to a minion. PS Are you including all the men the same colour as you, or do they get a free pass?

Essentially what has happened is that the decaying political establishment has imported millions of migrants from alien cultures that are entirely incompatible with the British way of life. Those migrants have colonised large parts of our country, and live their lives how they choose to do so because our authorities are too frightened of being called racist to challenge them. That has meant attitudes have flourished and spread which, in short, treat women and non-Muslims like shit. And yes, I do mean that. Conservative, Labour and Reform politicians are all directly responsible for this vast importation. Personally, I will never forgive anyone responsible. Vulnerable working class white girls were treated like a piece of meat. Raped, abused, tortured, murdered. It was a racial attack, and it was a coordinated attack. All across Britain. They targeted these girls because they were vulnerable, they were young, they were white. Until the political class accepts that fact, nothing will EVER change. These men do not live by the same rules as us - it is all beyond evil. And this is a coordinated network of organised crime right across the country. It is not random groups of scumbags doing this. It is a network. Organised. Ruthless. Efficient. It is an industry. This is not homegrown. We imported it. We welcomed it. Embraced it. We continue to do so. That was a choice. Reversing it is also a choice. One we will make. A Restore Britain Government will remove millions of foreign nationals who hate our way of life and have no reason to be in our country. Gone, and never allowed back. With the British people’s approval, we will reintroduce the death penalty. If a Pakistani man has been gang-raping a young English girl? Torturing her? Passing her around his brothers to also be raped? We will put him to death. And I look forward to that. I really do. Our report has outlined exact recommendations on what needs to be done to eradicate this cancer. A Restore Britain Government will deliver it. We will use the full force of the British state to crack down on these rapists and their enablers in the most brutal fashion imaginable. It will be swift and ruthless. It will be done, finally. And I include their enablers in that. That is why Farage tried to put me in prison. Because I wanted to deport complicit foreign family members. He found that so very extreme - admitting it on national television. Simply remarkable. Hearing the evidence and testimonies provided to our inquiry, I can assure you that I am holding a moderate position. I want the scumbags gone. Deported. Never allowed back. For the very worst among them, I want them permanently removed. Restore Britain will get called extreme, racist, islamophobic and whatever else by the Guardian, Farage, Nadine Dorries, the BBC, the Daily Mail, Zack Polanski. I do not give a shit. I am just grateful that there is finally a political party with the courage to do what needs to be done. We are going to get our country back. We are going to Restore Britain.

@aleabitoreddit i love making holes in glass, i think coca-cola will buy so many of these

I mean... if i had to guess, $LPK did claim "80% of customers among major global players have selected LPKF equipment". Kinda clear glass substrates is the next packaging shift! From est. timelines, major players like Absolics is ramping H2 2026, Samsung Electro Mechanics 2027 + their partners. Then there's major shifts like TSM CoPoS 2028 (seems possible $LPK upstream exposure, unconfirmed). Just that claim of 80% is staggering and my personal expectation was markets might price it in eventually as they volume ramp (disclosure, own LPK). Don't think there needs to be any major news, probably just getting closer to HVM timelines.