LPK
LPKWho's tracking it
People we track who have mentioned this stock — their take and the move.
The author discusses small equipment monopolies before volume ramps, focusing on LPKF as a
80% of major global players selected LPKF equipment; 70% LIDE market share target for glass-core TGV ramp; small market cap with expected premium over memory suppliers.
Source: X / @aleabitoreddit ↗Author highlights LPK's potential: NASDAQ listing discussions, 70% market share target, la
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.
Source: X / @aleabitoreddit ↗The author highlights LPKF's claim that 80% of major global players have selected its equi
LPKF claims 80% of major global players have selected its equipment for glass substrates, indicating a dominant position in the next packaging shift. The author expects the market to price this in as volume ramps, with multiple major players ramping production from 2026-2028.
Source: X / @aleabitoreddit ↗The author recaps core European long positions across photonics, semiconductors, and edge
Glass core substrate 'monopoly' via LIDE; over 80% of major global players selected their equipment for process validation & scaling.
Source: X / @aleabitoreddit ↗Author shares that they discovered LPK is a direct SpaceX supplier through import logs, hi
Author identifies LPK as a SpaceX supplier via import logs, but explicitly states they are unsure of the exact contract. This is framed as a fun discovery for further digging, not a confirmed high-conviction investment signal.
Source: X / @aleabitoreddit ↗Timeline estimates for glass substrate adoption by major players, with first mover SKC Abs
Beneficiary of glass substrate ramp as upstream equipment seller, mentioned alongside multiple players.
Source: X / @aleabitoreddit ↗
