$LPKF brought a laser to a vibes fight
Q1 order intake rose to EUR 24.1m with a 1.4 book-to-bill, and its LIDE tech is in the Fraunhofer-led 15-company Glass Panel Technology Group for advanced packaging
Quiet industrials have a habit of looking boring right before they don't
You start reading weird books.
You buy “The Bitcoin Standard” and then “The Fiat Standard” and then you accidentally end up reading Murray Rothbard, and then somehow you’re reading Mises, and then it’s 11:47 PM on a Tuesday and you’re 340 pages into “Human Action” and you’re highlighting passages about praxeology and your wife comes downstairs and asks if you’re coming to bed and you say “in a minute” but you don’t come to bed for two hours because you have just discovered that everything you were taught about economics in college was wrong, all of it, every single sentence, and now you can’t go back, you can never go back, you have been orange-pilled in a way that goes deeper than money, you have been epistemologically orange-pilled, you now believe that John Maynard Keynes was a charlatan and the gold standard was actually fine and the income tax is theft and you can never say any of this out loud at a dinner party ever again.
I just bought ~.5%-1% of $SIVE as a company.
I said their future CW laser chokepoint is grossly mispriced.
And I put my money where my mouth is.
Especially when they're the confirmed light source for Jabil, $MRVL Celestial, O-Net, and other hyperscalers.