eric johny

[eric johny @ericjohny5]

Avi Eisenberg, US citizen, needs to be charged for fraud and theft. All members of fortressdao @FortressDAO want redemption but Avi has stolen all funds and ghosted the project. More info @avi_eisen @NewYorkFBI @NewYorkStateAG

[eric johny @ericjohny5]

@S3Partners @CGasparino @BobSloanS3 What's the short number now? There must've been more covering yesterday

[eric johny @ericjohny5]

@michael_rigoni $Sive hahahaha

[eric johny @ericjohny5]

@antibearthesis Popping

[eric johny @ericjohny5]

@highwa1 Going to 5sek

[eric johny @ericjohny5]

@TW_trades_ Stop saying with 100% confidence. Ruins your reputation

[eric johny @ericjohny5]

@TW_trades_ Kudos to keeping this up. But calls should have less vigor

[eric johny @ericjohny5]

@aleabitoreddit @babybluecream $MSSCORP holders know we already fucked

[eric johny @ericjohny5]

$MSSCORPS are you still holding @aleabitoreddit ? Any insight as to what happening. Down 60% from ath

[eric johny @ericjohny5]

@aleabitoreddit @lucas_SPACs And $spcx

[eric johny @ericjohny5]

@aleabitoreddit And $MSCCORPS !!

[eric johny @ericjohny5]

@MrBeast 10000001 pennnies (10 million and one)

[eric johny @ericjohny5]

Inverse @mikealfred was the move this whole year

[eric johny @ericjohny5]

@emilychangtv @warriors @JimmyButler @danroberts0101 $iren scamming investors again lmao

[eric johny @ericjohny5]

$MSSCORPS not joining this ai rally at all

[Serenity @aleabitoreddit]

As for $LPK: Maybe $3B-$5B seems reasonable when they fully volume ramp if I had to guess.

Feels more asymmetrical to me personally since it's just a waiting game and they have the customers for glass substrates.

Small machine supplier chokepoints usually cap out from TAM though and don't go to $20B+ unless you're ASML or hold many chokepoints like KLAC.

Not many dominant "monopolies" like these out there right before volume ramp this small:

Maybe you have stuff like:
- Aixtron (MOCVD) ~$8B
- Towa (compression bonding) ~$2B
- Techwing (memory handler/cube probes) ~$1.5B
- MSScorps (CPO inspection), but pre-ramp. $850M
- Riber (quantum MBE), very pre-ramp ~$350M

Then LPK Laser for glass core substrates (about to ramp) at ~$730M, which thematically should have more premiums than memory. (eg. major advanced packaging shift, CPO adjacent, etc).

Lot of obscure chemical monopolies I know of, but those don't get as much attention cause BOM is much lower than equipment.

But for lpk you have:

eg. “80% of customers among major global players have selected LPKF equipment”.

70% of LIDE market share target for TGV in the glass-core ramp, should be very material. (disclosure: own, the listed names above aside from techwing/aixtron, NFI).

Just kinda the path they go if you follow $AEHR at ~$3.5B now:

- <$500m: "Oh they have no customers!"
---> (probably somewhere in the middle here).
- < $1.5B: "Maybe volume comes soon!"
- $3B+ onward: "Looks like they're starting to volume ramp.

Just a lesson for the cycle of the chokepoint machine suppliers from my personal experiences.

[eric johny @ericjohny5]

@aleabitoreddit $SPCX up

[eric johny @ericjohny5]

@aleabitoreddit $MSSCORPS

[eric johny @ericjohny5]

@aleabitoreddit I'm a lot poorer after MSSCORPS