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@AustroBloom

📈 Stocks | 📚 Learning every day

Tham gia Nisan 2025
5 Đang theo dõi78 Người theo dõi
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L@AustroBloom·
@QC_Capitals Silber bei allzeithoch investiert.
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QC Capital
QC Capital@QC_Capitals·
What's your biggest investing mistake ever?
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L@AustroBloom·
@asianinvestors @aleabitoreddit Soon. 🚀 AGM approved all resolutions, confirming a €0.10 dividend payment on June 24. A second ROSIE system is set to be delivered soon to a leading US quantum
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Serenity
Serenity@aleabitoreddit·
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.
Serenity tweet media
Test test@TesttestI23

@aleabitoreddit $lpk is ripping!!!! I didn’t see any big news other than sdax inclusion and some potential institutional ownership

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L@AustroBloom·
$ALRIB $RIBER AGM approved all resolutions, confirming a €0.10 dividend payment on June 24. A second ROSIE system is set to be delivered soon to a leading US quantum developer. Stricter export licensing rules are extending decision timelines for China-related deliveries.
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L@AustroBloom·
@aleabitoreddit $Riber: Annual General Meeting of June 17, 2026: RIBER confirms the execution of its technology roadmap and accelerates with ROSIE $alrib Hast du es schon gelesen?
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L@AustroBloom·
$LPKF
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L@AustroBloom·
Reasons why I am HOLDING $LPK right now: CEO promised first volume semiconductor orders in Q2. We are just 2 weeks away from the finish line. Stock just cleared the crucial 20 day MA line. Strong bullish moment Bears like Voleon are quietly reducing their short positions.
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L@AustroBloom·
@DaarligH78065 Thank you! I'm very happy to hear that. I'll give my best.🤭
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Ookker
Ookker@DaarligH78065·
@AustroBloom But please keep posting. All your stuff is good 🙌
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L@AustroBloom·
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/…
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Cyberpunk Sense 👑
Cyberpunk Sense 👑@napoleon21st·
The German media has actually written a favorable report of $LKP and confirms its placement with giants like $INTC and $TSM. Here is the full English translation: A new glass design is boosting LPKF lasers. The technology group is providing a solution to a pressing problem in the semiconductor industry. The stock market is celebrating the move with a massive price jump. Essentially, it's about glass substrates up to two millimeters thick for high-performance processors. These components are crucial for data centers and AI applications. Previous manufacturing methods often caused cracks in the material. LPKF now uses its in-house LIDE technology. This allows the company to precisely drill tiny contact holes into the glass. Initial samples for validation processes are already available to customers. Key role for TSMC and Intel The entire industry is facing a transformation. Heavyweights like TSMC and Intel are increasingly integrating glass cores into their chip packages. Glass dissipates heat better. Additionally, the material provides greater stability over large areas. TSMC plans to mass-produce the corresponding chips for 2028. Analysts see the LIDE method as a critical building block here. Only in this way can the necessary precision be achieved below ten micrometers. LPKF has already expanded its production capacities. Stock in high flight Investors are taking strong action following the new news. LPKF shares rose today by 15.18 percent to 25.80 euros. This continues an unprecedented rally. Since the beginning of the year, the paper has recorded an increase of around 329 percent. Volatility remains high at an annualized 146 percent. No wonder. Interest in the AI sector is not waning. The RSI value of 60 signals an intact upward trend without overheating. SDAX's rise is getting closer Alongside technological fantasy, hard facts are now coming into focus. In the first quarter of 2026, LPKF collected orders totaling 24.1 million euros. On the 22nd. The next milestone will follow in June. Then the company is promoted to the SDAX. This step forces index-based funds to buy the stock. Meanwhile, the internal transformation program runs until 2028. The clear goal: a sustainable, double-digit profit margin.
L@AustroBloom

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/…

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L@AustroBloom·
@ParadisLabs $ALRIB Riber Dividend Update: AGM approved a €0.10 dividend per share
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Paradis Labs
Paradis Labs@ParadisLabs·
Neoclouds: A Short Story -> $NBIS: 242% YTD - "Nebius will take care of you" ( $NVDA's Jensen Huang). -> $CRWV: 67% YTD - debt machine. -> $IREN: 58% YTD - excessive dilution. Nebius will become a $100B company in Q3.
Paradis Labs tweet media
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L@AustroBloom·
@DaarligH78065 So it's an industry-trend connection (bull case), not a confirmed supplier agreement yet. Fair point!
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L@AustroBloom·
@DaarligH78065 The link is purely technological based on the roadmap: TSMC confirmed they are moving to glass substrates by 2028, while LPKF holds the leading patented LIDE technology required for the precise through-glass via (TGV) drilling process.
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L@AustroBloom·
@aleabitoreddit $arib $riber AGM approved all resolutions, confirming a €0.10 dividend paid on June 24. A second ROSIE system will soon be delivered to a leading US quantum developer. Stricter export licensing requirements are creating longer decision cycles for deliveries to China.
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L@AustroBloom·
@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
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symbiotic
symbiotic@00000sol0·
@AustroBloom is tsmc a famous company i dont see them on the frankfurt exchange
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L@AustroBloom·
$alrib today's AGM. ROSIE Platform Acceleration: Technology roadmaps are hitting key milestones. Riber confirmed the upcoming delivery of a second ROSIE system to a leading quantum computing developer in the US.
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L@AustroBloom·
@cnbean2883 Der LPKF-Katalysator am 18. Juni ganz kurz: Auftrags-Druck: Der Markt erwartet vor Q2-Ende dringend erste Großaufträge für die LIDE. Nach schwachen Q1-Zahlen muss der CEO morgen Abend beweisen, dass die hohe Bewertung gerechtfertigt ist und Leerverkäufer unrecht haben.
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cn@cnbean2883·
@AustroBloom exciting! do you know what catalyst is june 18 supposed to be for $lpkf?
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L@AustroBloom·
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.
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L@AustroBloom·
@michael_rigoni The virtual retail investor forum hosted by the SdK (Schutzgemeinschaft der Kapitalanleger e.V.) will start tomorrow, June 18, 2026, at 18:30 CEST (6:30 PM).
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L@AustroBloom·
@OxGroover Sorry ich habe noch ein leben außerhalb
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L@AustroBloom·
$LPKF Live in Berlin Tomorrow!takes the stage in Berlin tomorrow, June 18, for a major industry trade fair. LPKF will showcase its crucial LIDE glass-processing technology live. Proving commercial readiness to secure high-volume semiconductor orders before Q2 ends.
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