Floris

Cofounder & chief product of Hyves & IEX. Currently an investor in several startups.

[Paradis Labs @ParadisLabs]

Btw, nothing's wrong with $LPK: -13.33% this week.

A handful of European Hedge Funds increased their short positions this week.

They don't realise that glass substrates are a crucial CPO / advanced packaging bottleneck.

And that $LPK is the monopolistic equipment supplier via LIDE (laser & etch process).

With a whopping >80% market share...

Order volumes to $INTC / Samsung / $GLW haven't even started ramping yet and volume estimates aren't included in their guidance.

This'll come later 2026, as 2027 is when glass substrate mass production inflects along with CPO TAM expansion.

Resulting in continuous follow-on orders for $LPK's equipment from major global players like Intel, Samsung, Corning, Onto etc.

Once the revenue starts flowing via the upcoming CPO ramp, more institutions & retail will buy in.

[Floris @florisrost]

@yarratrams Great thanks. I’ve notified Essendon depots

[Floris @florisrost]

@yarratrams have you a baby carrier (grey) on the 58 to melbourne zoo? We lost it 15 minutes ago

[Naval @naval]

"Celebrities are the most miserable people around and social media is turning everyone into a celebrity."

[Floris @florisrost]

"At worst, they are the next-generation MTV. At best, they are the next-generation Viacom." https://t.co/RRR26D9Ms0

[Floris @florisrost]

The question to ask isn’t whether Amazon is some profitless ponzi scheme... https://t.co/Tcui7iCMqs

[Floris @florisrost]

Life is like a... https://t.co/SXdt1dVZQw

[Venky Ganesan @venkyganesan]

great piece on @Medium about how an entrepreneur used @UpCounsel and saved mucho bucks. https://t.co/wbIVNPN33X

[Kieran @KieranMajury]

Hey @ScottAdamsSays more people are coming round to the master persuader hypothesis @TheeNerdwriter https://t.co/D90mwg0IRF

[Bill Gates @BillGates]

Carol Dweck makes an intriguing argument: your self-image has a big impact on how you learn: https://t.co/Zwmv9vLGeE

[Fred Destin @fdestin]

Wannabe VC says burning all your $$$ is "a fine strategy indeed" and that @pmarca rules over @bgurley - https://t.co/5J43T5sv38

[OVB @oscarmvalbuena]

@HuffingtonPost @realDonaldTrump

[Fred Destin @fdestin]

In the face of highly uncertain outcomes, people will tend to default back to luck to explain success https://t.co/cVpwmbDvvq

[Bram Kanstein @bramk]

.@zazzyjewelry is looking for a Head of Growth, want to join an awesome Amsterdam #Startup? --> https://t.co/9idVqjFgYL

[as Johnny sees it @asJohnnySeesIt]

Uncommon insight about AI from @sama via a funny quip about dating web sites: https://t.co/lXYjb8lACB

[Floris @florisrost]

@Yme @johanschaap @FD_Nieuws @RaymondSpanjar @koenkam haha, is dit een ingezonden brief van jou @hudeit?

[TechCrunch @TechCrunch]

Pronto Secures $1.6M To Both Cook For, And Deliver To, Hungry Londoners http://t.co/FpM6ZDs5LC by @mikebutcher