Ben

Crypto enthusiast

[leki ⚔️ @mkfilko]

$IQE BREAKING, up 9.5%:

"

- H1 performance ahead of expectations, driven by InP demand for AI and data centre applications

- Uplift in FY 2026 revenue guidance to in excess of 30% growth year-on-year

IQE plc (AIM: IQE, "IQE" or the "Group"), the leading global supplier of compound semiconductor wafer products and advanced material solutions, today provides a trading update for the six months ended 30 June 2026.

Trading in H1 2026 exceeded management expectations with strong demand across all of the Group’s core segments, which is expected to result in first half revenue of at least £64m.

Demand for IQE’s Indium Phosphide (InP) solutions is continuing to accelerate due to their critical role in enabling optical photonics products for data centres and AI infrastructure. Revenue growth was also supported by ongoing strength in aerospace and defence segments, as well as robust demand for both 3D sensing and wireless products.

This momentum is expected to continue throughout 2026, and as a result IQE now expects FY 2026 revenue growth in excess of 30% year-on-year, resulting in low-teens £m adjusted EBITDA.

The Group remains bank-debt free with a cash position as at 30 June 2026 of £41.6m.

Jutta Meier, Chief Executive Officer of IQE, commented:

“I am very pleased that H1 trading exceeded our expectations. Our long-established leadership in InP and other key material systems means we are critically embedded in supply chains enabling industry trends that will continue to deliver further progress in H2. I remain extremely excited about the significant opportunities ahead for the transformed IQE, and look forward to sharing our continued progress.”

"

[NASA Moon Base @NASAMoonBase]

Three words: More. Moon. Deliveries. 🌕✨

Join us live at 2:30 p.m. ET as @NASAAdmin Jared Isaacman announces the next lunar lander mission awards and shares the latest on NASA's plans to build a Moon Base. https://t.co/R00mdvX1sp

[the space cpa @thespacecpa]

$LUNR - Successful deployment of SXM-11

[Ben @BenCrypto7954]

@Kaizen_Investor $INFQ

[Intuitive Machines @Int_Machines]

IM‑3 just got its “hat”! The lander’s top deck is now installed and full‑vehicle integration begins ahead of hot fire. We’re celebrating by declaring today the official IM‑3 Hat Day.
IM‑3’s a Nova‑C class lander and part of Intuitive Machines' space infrastructure service across cislunar space, supporting NASA’s Moon Base, expanding lunar operations, and creating a national asset.

[Coffee House Stocks @CoffeeStocksGuy]

$INFQ up 17% today whilst everything else sits red.

- CEO in the White House with President Trump
- Trump signs two Executive Orders to push forward Quantum
- $INFQ announces Space Program and is working with NASA.

This stock still trades at a tiny valuation compared to peers like $IONQ $RGTI.

Unbelievably bullish.

[RocketMan @RKLBMan]

If you missed this yesterday, my thoughts on the $LUNR opportunity.

Some bargains to be had IMO. $LUNR, $PL, $ASTS.

The $RKLB pullback is nice also, but a bit frothier in current valuation.

[Finn Stockinger @FinnStockinger]

I constantly get the same question: "Hey Finn, what’s the next big stock?"

Sometimes I feel like we get too caught up chasing shiny new objects and completely forget about the old ones.

It's the exact same story with $TRT.

Massive hype exactly a month ago, only to be forgotten by the masses as it steadily slid lower.

When everyone else forgot about $TRT, I just doubled my position.

Today, history is repeating itself, and I'm just sitting back with a smile - holding my $TRT shares.

Still remember a company called $IQE?

You better remind yourselves.

I started buying at 12p, then 19p, and added a while ago at 37p. My average is 29p.

Still holding, the party will come. Sooner or later.

It’s a completely different company today than when I first bought in:

Paid off debt after the $MTSI investment + Gained a strong shareholder and partner

Secured a recent new deal with $TSEM

Take a moment to reflect.

You’ll probably think of other high-conviction plays you had where the hype just faded.

Sometimes it pays to zoom out and revisit the known and solid, rather than constantly searching for the unknown.

I’m sticking with my $TRT and $IQE.

Shoutout to my man @mkfilko, who I know is also riding the $IQE train with me.

What about you? Do you have any "forgotten" stocks in your portfolios waiting for a bright future?

[Pep Invest @PepInvestStocks]

$XFAB - Look at this image.

This is the literal blueprint of Europe’s sovereign Silicon Photonics supply chain, and $XFAB is sitting as the absolute backbone of it.

The Double-Moat Monopoly: X-FAB isn’t just playing in one segment. They are the designated partner dominating both the core PIC Foundry & Testing stage AND the critical Heterogeneous Integrationphase. You physically cannot route a next-gen optical chip through Europe without paying a toll to X-FAB.

The $NVDA Validation Line: See that pink arrow? That is the holy grail. NVIDIA is explicitly locked in as the primary Systems and Applications partner for the datacom/data-center vertical. X-FAB is building the foundry foundation specifically to feed NVIDIA’s insatiable hunger for Co-Packaged Optics (CPO) and ultra-low latency data transmission.

The Deep R&D Engine: Backed by heavyweights like IMEC and CEA-Leti at the foundational level, and flanked by Phix for packaging, this isn't a speculative PowerPoint pipeline. This is a fully institutionalized, EU-funded ecosystem where X-FAB acts as the core manufacturing engine.

X-FAB is building the identical, sovereign Silicon Photonics roadmap at a fraction of the valuation.

By 2026/2027 development completion, the market will frantically try to re-rate this, but by then, the generational entry under €1.1B market cap will be long gone.

[Ben @BenCrypto7954]

@NoLimitGains Its $INFQ

[Serenity @aleabitoreddit]

I genuinely think $XFAB is very compelling at $1.5B MC, despite recent volatility.

Per NIST filings stated they were the only high volume SiC foundry in America.

Making them extremely “critical infrastructure”… Verbatim from the US Gov.

And they’re the first comprehensive pure play foundry for SiC/GaN.

So it’s very compelling exposure as $NVDA pushes 800 VDC and as other power semi players from $NVTS and $WOLF are all re-rating hard.

For long term photonics exposure:

They were literally listed in CHIPS Act 2 blueprints… with $NOK / $NVDA evaluations right now.

And production ramp up in 2027/volume production H1 2028 expected.

So you have a company at $1.5B MC:

Critical both on the power semis front to the US government.

And critical to both photonics front to the EU government.

Coming off of a legacy drag cycle with auto and others (similar to Soitec).

I think I’d follow EU/US government signals for what’s critical infrastructure given expected dual continent subsidies…

Over random media analysts trying to cause unnecessary volatility saying it’s a memestock with no fundamentals.

[KaizenInvestor @Kaizen_Investor]

If you invest in waves, you always have a winner. On what looks like a balanced day in the market, $AMPX is up 26% today.

Drone stocks are all up today. The Pentagon is actively exploring direct financial backing for domestic drone manufacturers. This proposed funding could involve government loans or even equity stakes in these companies.

Amprius makes batteries for drones and it's widely considered the company with the best technology. The best technology is certainly not always the cheapest and financial backing for drone manufacturers will certainly help the business.

[Ben @BenCrypto7954]

@fedex774 $ICAPE

[Jason's Chips @jasonschips]

I think the most blatantly undervalued name in this article is Aixtron $AIXA.

Aixtron has a complete monopoly on indium phosphide epitaxy. They claim "well north of 90% share," but in reality it is a polite way of saying effective monopoly. They are the holders of the Planetary Reactor IP, which is the only way that you can batch InP epitaxy for economically viable throughput.

In their last earnings call they confirmed that they are shipping. The industry needs 80-100 InP MOCVD tools per year (each tool costs €4M). This is without any CPO contribution.

High power CW lasers for CPO require much higher epitaxial intensity (time inside these machines) than traditional EML or SiPho CWs. The absolute unit shipments of these widgets will also probably exceed the traditional laser market after all three phases of the exponential ramp: phase 0 scale-out CPO, which connects switches in the scale-out network, phase 1 scale-up CPO, which connects adjacent racks, and phase 2 scale-up CPO, which connects chips inside of a single rack replacing copper. Each phase is half an order of magnitude larger than the last.

I am modeling their optoelectronics revenue to exceed €1 billion somewhere between 2029 and 2030.

My first ever article was about them. I wrote it and also invested back in Q4 2025 when they were at €14. Now they're at €54. I still think they are massively undervalued given that every single earnings call they somehow manage to revise up their optoelectronics revenue by like another 50%.

Oh by the way did I also tell you that they have a monopoly on MOCVD tools for power semis GaN?

[Serenity @aleabitoreddit]

Just in case you want to frontrun the next major catalyst:

$NVDA June 1 Computex/GTC Taipei keynote should be heavily bullish Taiwan optical ecosystem?

Just like when I went long on $TSEM and others in Nvidia’s US event.

Shunsin, Foci, Nextronics, MSScorps, and a lot of my Nvidia photonics ecosystem port might be critical mentions or have indirect catalysts there.

[Ben @BenCrypto7954]

@Alex__0x0 $INFQ $LPK $LUNR $AMPX

[⚛️ Quant(um) ⚛️ @MyQuant_um]

How is $XNDU trading at 3x the valuation as $INFQ while @infleqtion makes 10x the revenue with a lower cash burn?!?

[Ben @BenCrypto7954]

@JUST_KAWS $LPK

[Ben @BenCrypto7954]

@fedex774 $P4O Plan Optik AG

[Ben @BenCrypto7954]

@HunterAllen4 Try $INFQ for a real qubit roadmap