Tyres🏋💯

Gillar aktier och träning. När det bränner som mest är det bara att öka. #finanstwitter

[Tyres🏋💯 @_Tyres_]

Min barndoms kompis❤️ @parwiksten

[Tyres🏋💯 @_Tyres_]

@napoleon21st I’m interested 👌🏻

[Tyres🏋💯 @_Tyres_]

@oscarfogelstrm Vi får hoppas att vi bägge har fått en mini. Mitt ben känns redan bättre. Men får börja med att ta det lugnt i 3veckor

[Tyres🏋💯 @_Tyres_]

@Lirsa Looking sharp 👌🏻

[Tyres🏋💯 @_Tyres_]

@H3ctorted Tack kompis. Jag har bestämt mig för att vara hel imorgon. Få se hur det går.

[Tyres🏋💯 @_Tyres_]

Hotel frukost när den är som bäst🤣 Fukar bra efter 1mil löpning och precis innan styrketräning Och Hyrox. I dag blir en jobbig dag🦾

[Dan Nystedt @dnystedt]

TSMC’s visibility extends to 2030, the reason for its optimism over the AI trend and confidence in its goal of mid-30% year-on-year revenue growth this year, media report, adding TSMC’s chairman said the explosion of AI-related demand caught industry by surprise, and shortages remain “everywhere across the supply chain.” $TSM $NVDA $GOOGL $AMZN $AMD #semiconductors #semiconductor https://t.co/S96IFrVKsG

[Mr P @tradewithmrp]

Ordentligt med bullish reversals idag. Får se om morgondagen bjuder på follow-through. Flera aktier med starkt momentum börjar bli intressanta. Bland annat Acconeer med en fin bull flag. $ACCON #Semiconductor

[JohnnyCage @Xjohnnycage]

$ACCON
There’s so so much the market doesn’t know yet about the business. We’re truly accelerating right now. Incredible expansion pretty much every day now. For example, this just in:

https://t.co/88vP1KYJLv

Acconeer is quietly embedded in critical infrastructure across the UK.

AQUAIOT — a British IoT company — uses Acconeer’s 60GHz radar sensors in their river level monitoring systems. Deployed on rivers, sewers, tanks and flood-risk assets across the country. Accurate to +/-2mm. Non-contact. Built for harsh environments.

6.3 million properties in England face flood risk. A £104 billion government investment programme running 2025–2030. Regulatory pressure from the Flood and Water Management Act. This is a structurally growing market with a government mandate behind it.

And this is just ONE of Acconeer’s verticals.

The same sensor technology is inside Volvo and Toyota cars. In 36,000 sensors across British trains. In cargo containers shipping around the world. In smart buildings via Excelitas’ global sales force. In industrial automation systems at 3 of the 4 largest European players.

Over 250 end products on the market today built on Acconeer technology. Most of them you’ve never heard of. That’s the point.

Market cap: ~$230M.

The market is pricing in one business. It’s getting seven.

[Falstaff @falstaffFakir40]

Acconeer radar is powering the Mowrator S1 4WD premium robot lawn mower.

Another example of how $ACCON's micro-radars are finding their way into domestic robots.

Lawn mowers today. Robot vacuums, home assistants, and other autonomous devices tomorrow.

A promising market where compact, low-power radar can become a key enabling technology.

$ACCON #Robotics #Radar

[Tyres🏋💯 @_Tyres_]

@CykelLp Jo den blev lite tokig. Tur jag fick till det 🤣🤣🤣🤣

[CM X @CM_X_CM]

Added a fat bag of $ACCON on the dip.

$ACCON — The Bull Case
Listed: Nasdaq First North Growth Market (Stockholm)
Currency: SEK

Technology Moat
Acconeer's core IP is Pulsed Coherent Radar (PCR) at 60GHz — delivering millimeter-precision distance and motion sensing at industry-leading power efficiency from a die footprint of just ~28–29mm². The combination of ultra-low power draw and miniaturization is the differentiation. No comparable incumbent matches both dimensions simultaneously. PCR physics creates genuine process and IP barriers that are hard to replicate cheaply.

Revenue Trajectory & Backlog
5-year revenue CAGR of 56%. Q1 2026 sales of SEK 18.3 million marked the third consecutive record quarter. Full-year 2025 net revenue was SEK 57.4 million, with non-automotive product sales up 71% year-over-year.

The most important near-term data point: confirmed orders already in hand for 2026 delivery exceed the entire 2025 full-year revenue in USD terms — meaning full-year growth is structurally locked in before the year is half over.
SEK 300M Target — Is It Credible?

Management guides SEK 300 million revenue by 2027 and cash flow positive in 2026. That is roughly 5x from 2025 levels in two years. The underpinning is real: A212 now in volume delivery, 2026 backlog already exceeds prior year, and three verticals accelerating simultaneously — automotive, presence detection, and level sensing.

Partnership Stack

Alps Alpine — strategic anchor and equity investor. Alps Alpine signed an exclusivity agreement for specific automotive use-cases and subsequently invested directly via a SEK 25 million directed share issue. Milestone payments on the A212 co-development project are still outstanding, providing near-term non-dilutive revenue on completion. A Tier-1 OEM supplier writing an equity check into a small-cap sensor company is a conviction signal, not just a commercial arrangement.

Excelitas — May 2026 strategic agreement under which Excelitas sells Acconeer sensors globally and co-develops next-generation PIR + radar sensor fusion technology targeting smart buildings, occupancy monitoring, and consumer devices. Excelitas opens distribution channels into life sciences, advanced industrial, and avionics that Acconeer cannot access organically.

Japanese Automotive Distribution — A121 order for automotive mass production with Q4 2026 delivery, via a leading Japanese Tier-1 distributor. Japan automotive distribution is relationship-gated; this signals Acconeer is past the qualification stage in that market.

A212 — The Re-Rate Catalyst

Multi-antenna sensor, 120-degree field of view, world-leading angular resolution. Enables not just occupant detection but size classification, people counting, 3D spatial understanding, and gesture recognition. Volume deliveries began Q1 2026. 10+ customers evaluating across Asia, Europe, and North America spanning consumer electronics and automotive.

This is the product that bridges Acconeer from a niche automotive supplier into a multi-vertical platform — smart buildings, robotics, wearables, healthcare, industrial. Each new vertical is TAM expansion with near-zero incremental R&D cost since the sensor hardware is shared.

The Undervaluation Argument
Current market cap sub-$50M USD. Against SEK 300M revenue by 2027, at a modest 3–4x P/S multiple appropriate for a profitable high-growth semiconductor IP company, implied market cap is SEK 900M–1.2B — roughly 2–3x current levels.

Key risks: gross margin compression (Q1 2026 at 50% vs. 61% prior year due to A212 launch dilution), ongoing cash burn until FCF breakeven, and the SEK 300M target requiring a sharp H2 2026/H1 2027 step-up not yet confirmed by orders.

[Tyres🏋💯 @_Tyres_]

@CykelLp Jäla skulle det vara 😂😂😂

[Tyres🏋💯 @_Tyres_]

@CykelLp Käka skit också. Det är så svårt att dra ifrån. Man måste vara så sjukt mycket starkare och piggare om det ska gå.

[leki ⚔️ @mkfilko]

Wow.

After what happened with $SIVE and $IQE, I have learnt not to fade Pikachu Ren (jk).

Anyway this is actually extremely extremely compelling. I opened a position here. On $IBKR, it is listed as $7H6 on the German stock exchange.

The risk just got lowered through what Ren shared below. But execution still remains on the table. This is not for the faint of heart. That being said, I’m long.

Just my 2c 🙈🐵

[Magnus Sjöholm @SjoholmMagnus]

@Papsytwinz Available on the below 👇

•A3D5EX @ LS (LS Exchange, Germany)
•7H6 @ FWB (Frankfurt Stock Exchange)
•7H6 @ SWB (Stuttgart Stock Exchange / Börse Stuttgart)
•SHT.B @ NGM (Nordic Growth Market — Stockholm)

Source: Claude

Do your own DD

[Ren @Ren_aramb]

I am long $SHT Smart High-Tech.

I’ve done a much deeper dive in this name and I only like what I find. And now at a much more attractive entry point.

SHT makes graphene-enhanced thermal interface material, GT-TIM, the layer that pulls heat off a chip. As GPUs and CPUs get bigger and hotter, the old two-layer TIM stack cannot keep up. SHT is pushing TIM 1.5, a single-layer replacement that management believes becomes the new standard. The chips outgrew the old solution. SHT built the new one.

Here is why I hold conviction, in order.

One. The progression is real and documented. Prototype orders from Huawei in 2022. AMD choosing GT-TIM for chip test systems in 2024, which means recurring volume across AMD and its contract manufacturers. Thermal Grizzly selling their KryoSheet into 90-plus countries. A second US electronics giant approving them. Then Henkel, deepening from MOU to strategic partner to onsite audit to approved TIM supplier. Three years of climbing, step by step, from development company to commercial company. I read the whole timeline and it holds together.

Two. Henkel is the tell. Henkel did over $20B in sales in 2025. For a company that size to enter a strategic partnership with a Swedish micro-cap, commit internal resources and capital, and help navigate brutal qualification processes, without seeing a very large commercial opportunity, is difficult for me to believe. Henkel will sell SHT material under the Loctite brand. They do not attach that brand to a science project. That single fact carries a lot of my conviction.

Three. The NVIDIA angle. And I want to be precise. It is not in an official press release. But in the last presentation, Professor Johan Liu, the founder, executive chairman, and the key technical mind behind this company, pointed directly at NVIDIA as the customer they are working toward and are approved by. Michael Quail, a career Henkel executive now on the board, said the same at the AGM. Liu went further, that liquid metal does not work for NVIDIA, that competing solutions show problems, that NVIDIA wants full module solutions including GPU. The NVIDIA angle has been hinted at the whole time. Hearing the founder point at it this directly was the moment it clicked.

Four. The recent hard catalysts. First delivery to a world-leading AI hardware company on May 25. End-customer approval passed. A $300K prepayment inside a $5M 2026 framework.

Pre-confirmation I would have rated this case 7 to 8 out of 10. With these developments I am at 9 to 10.

The obvious risk.

One -- SHT has struggled with production before. The whole bet now comes down to one question. Can they manufacture at scale and meet demand? They have an automated China factory at 35,000 units a month approved, machines built for 100,000 units each, and management calls the setup a gold mine. Scale it and the upside is extreme. Stumble on the ramp and that is the ceiling.

Two -- Dilution. Governance concerns were raised at the AGM over a recent directed share issue. Capital will be needed and dilution is a real risk.

I’m long because the technology is validated, the partnerships are real, a $20B partner is putting its brand on the line, the founder is pointing at the biggest customer in AI hardware, and the first deliveries are already out the door. That is an asymmetric setup.

Execution is everything from here. But I want to be positioned before the ramp proves out, not after.

Asymmetric upside. Execution is the whole bet. This name is just getting started.

I’m long $SHT

Not financial advice.

[Tyres🏋💯 @_Tyres_]

@DennaTyska 🦾

[Tyres🏋💯 @_Tyres_]

@FredrikAlmer @Pro_Tradings Inte bra. Ett är tråkigt 2 är ett riktigt elände. Krya