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Serenity (@aleabitoreddit)Serenity@aleabitoredditPost2026-06-19

Author highlights LPK's potential: NASDAQ listing discussions, 70% market share target, la

Author highlights LPK's potential: NASDAQ listing discussions, 70% market share target, larger TAM, expected orders from 4-5 players this year, and industry readiness for high volume. He believes LPK is undervalued.

Wow, I completely missed this with $LPK meeting notes. And I think markets did too. My biggest takeaway: - NASDAQ listing is actively on their radar and are in discussions. - 70% market share targeted, unholy target. - TAM greatly exceeds former projections. - See a 4-5 base case of players this year with orders. - Industry is ready for high volume ramps. I do think LPK is very undervalued based on these discussions (disclosure: own positions).
Original postX / @aleabitoreddit

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Author cites NASDAQ listing discussions, 70% market share target, larger TAM, expectation of 4-5 players with orders this year, and industry readiness for high volume ramps; believes LPK is very undervalued.

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