Mack

“Listen look and listen and learn”

[Mack @P33B3]

@Anettes_ @Utdelningsjgar2 Det är ju fullt lagligt men det verkar oseriöst eftersom de då gör något de själva anser är fel.

[Mack @P33B3]

@RikardN Logiskt felsteg. Högern vill sänka skatten för alla och nyttjar systemet. S/Magda argumenterar för att höginkomsttagare ska betala mer till kollektivet, samtidigt som hennes eget hushåll aktivt väljer bort högskattad lön mot lågskattad vinst. Det är hyckleri.

[Mack @P33B3]

@zephyr_z9 Anime man > dog man

[Mack @P33B3]

@hedis__ @DinSvans @moderatkarlsson Sorgligt men det kokar ner till ren avundsjuka. Man vill ta från de som tar ekonomiska risker, men är inte villig att göra samma uppoffring och starta eget själv. Man vill hellre dra ner de som satsar än att faktiskt lyfta de som har minst. Höj golvet ist för att sänka taket..

[Mack @P33B3]

@DinSvans @moderatkarlsson Det handlar inte om en ”gräddfil”, utan om en riskpremie. En egenföretagare har noll anställningstrygghet, ingen garanterad lön och bär allt ekonomiskt och juridiskt ansvar själv. Att villkoren balanserar den personliga risken är både rimligt och rättvist.

[Mack @P33B3]

@DinSvans @moderatkarlsson Egenföretagare är också hårt arbetande människor som slitit för den möjligheten. Vi vet båda att det inte är någon "lyx", utan belöningen för oräkneliga timmar av hårt arbete. De är inte alla snorrika Wallenbergare.

[Mack @P33B3]

@DinSvans @moderatkarlsson 600 000 svenskar är ingen lyxig gräddfil. De kan alla ta utdelning. Sorgligt att man lägger fokus på att vissa tjänar bra istället för att fokusera på de som tjänar dåligt. Hur många sossar lider av resentement och njuter av att veta att vi alla får det sämre?

[W. Wiz  @NlTR0_]

And 5 days later we have a deal. $SHT and BTR are now in a strategic agreement.

Now all we need to see are real volume orders. After that the revaluation can begin.

"For a company in our phase, access to the right industrial partners is at least as important as access to capital. Through the collaboration with BTR, we gain access to resources and expertise that would take many years and significant investments to build on our own." - Gang Wang CEO Smart High-Tech AB

[Mack @P33B3]

@MusabRashid5 @SofieLowenmark Piskrapp?

[Mack @P33B3]

4/4
And yeah, $XFAB is the real deal and one of the more obvious longs Serenity has mentioned imo.

[Mack @P33B3]

1/3
People have completely forgotten what investing actually means: patience and letting your thesis play out. Everyone got spoiled by the "Serenity effect", jumping into plays expecting automatic triple-digit gains

[Serenity @aleabitoreddit]

@carlosfagar $XFAB hasn't even been a month...

I made this post saying I'd prefer if long ideas were validated on medium term timeframes, not in 3 weeks lol.

$SOI is up over 175% since I shared my idea?

[Mack @P33B3]

3/3
Find the fundamentals, trust your research, and give it time. Investing is a process, not a shortcut for instant dopamine. $XFAB

[OceanElevenBets @OceanElevenBets]

$XFAB generated roughly $860M+ in revenue over the last 12 months and trades at only ~1.4x sales.

Meanwhile, many semiconductor peers trade at 4-8x sales, with some specialty foundries even higher.

The bull case isn't just revenue growth.

It's the market realizing that 1.4x sales for a SiC, AI power, and specialty foundry play might be too cheap.

Comparable power/foundry names trade far higher: $STM ~5x, $ON ~8x, $GFS ~6x, $WOLF ~4x, $TSEM ~16x. If XFAB rerates even to 3x sales, the stock looks completely different.

X-factor = multiple expansion.

Sometimes the rerating is bigger than the growth. 🚀

[Mack @P33B3]

@Omercheema I wonder how players like KLIC will survive this post 2030…

[Mack @P33B3]

@Maxgntx Good

[Mack @P33B3]

$XFAB actually looks mispriced...

• Leading the EU #photonixFAB project (evaluations from $NVDA & $NOK )

• Positioning for massive CPO scale-up (2027/28)

• Strong SiC/GaN power semi growth

• Backed by the EU Chips Act

[Mack @P33B3]

@HardAlphaX @aleabitoreddit " $XFAB power semis segment does not have exposure to AI. "

This is 100% false.

[Mack @P33B3]

@JustusFult99485 @realroseceline I just recalled this convo ����

[W. Wiz  @NlTR0_]

Follow-up on $SHT – New Press Release today (2026-06-17) (Important!)

Today, Smart High Tech announced its intention to enter into an industrial collaboration with BTR New Material Group to evaluate expanded production capacity and scalable manufacturing of graphene technology for electronic cooling.

This targets my main concern about SHT that I have been writing about, whether the company can commercially scale and execute.

The PM specifically points to:
• industrial production capacity
• technical and operational industrialization
• graphene film optimized for electronic cooling
• process and quality validation
• scalable manufacturing
• regional supply chain structure

BTR New Material Group is listed on the Beijing Stock Exchange under ticker 920185. The company generated around 17 billion CNY in revenue in 2025, has more than 8,000 employees and is the world’s leading supplier of lithium-ion battery anode materials, at the forefront of next-generation silicon-based anodes, and has realized large-scale production of high-nickel NCA cathode material in China.

BTR also appears to be connected to supply chains involving some of the largest battery and EV-related players in the world, with public sources mentioning customers such as CATL, BYD, Sunwoda, Panasonic, Samsung, LG, SK On, EVE, Gotion and REPT.

This becomes even more interesting after SHT’s GT50R® launch yesterday. As I said in my previous post, GT50R® is aimed at applications such as:
• battery cooling
• battery pack encapsulation
• power electronics
• energy storage
• EVs
• power modules

So the potential BTR collaboration does not only relate to scaling graphene film for electronic cooling. It also creates a very logical industrial fit with the markets SHT is now targeting through GT50R®.

But it is still important to stay realistic. This is not yet a volume order. It is not a confirmed customer contract. It is not a final manufacturing agreement with guaranteed capacity. The wording is still “intends to enter into” and “framework for evaluation”. So the execution risk remains.

SHT still needs to prove customer qualification, validated production processes, scalable output, consistent quality, volume orders and recurring revenue.

But this is exactly the type of step I wanted to see.
SHT now has:
- Henkel as strategic partner,
- Thermal Grizzly as a commercial/B2C channel,
- $NVDA B2B qualification track for GT-TIM®,
- and now potentially BTR as an industrial scaling and production partner.

That is a very different setup from where the company was a few years ago.

SHT has built a strong technology platform in a market where the need for better heat management is obvious across AI infrastructure, semiconductors, EVs, batteries, energy storage and power electronics. Now the company needs to prove that the platform can become industrial reality.