.

[. @notRandomDude]

@Ren_aramb I agree with the pick and wanted to buy a small position today. But to be honest... This kind of quick rise scares me. If we are entering an environment that is less about research and more about hyping stocks that have some loose connections to the AI. That can go wrong quick

[. @notRandomDude]

@boring_invest Well said

[. @notRandomDude]

@Ren_aramb https://t.co/uooyLUjOUW

Came across this post and the detail of research was incredible. Really strengthens my believe that this is the pick for glass core substrates

[Gen Z Investor @genZinvest0r]

$LPK wants 80% of the pie. They're probably going to get it.

"LIDE vs Everyone" is now posted on Substack. Link in comments.

[. @notRandomDude]

@Ren_aramb Thank you for sharing brother

[. @notRandomDude]

@Ren_aramb Hey do you have a good article or post where I could read up on unitika?

[. @notRandomDude]

@fedex774 $Hims might be a real solid long from here on. Added a small position a few days ago and will watch closely. Most of the roadblocks are gone now

[. @notRandomDude]

@fedex774 Yeah looks a bit stretched to me. I think it's more important than ever to identify real value under all the photonic stocks that have been rising recently

[. @notRandomDude]

@ParadisLabs Really looking forward on this one

[. @notRandomDude]

@fedex774 Again thank you for this detailed analysis!

[. @notRandomDude]

@ParadisLabs I totally get that it's not a pure play, but Jenoptik's unique IP in CPO testing is hard to ignore. Their patented UFO Probe cards are singular when it comes to high-volume PIC testing. The semi-upside with glass substrates/CPO is a massive hidden lever I think. Let's see

[. @notRandomDude]

@fedex774 Thank you for your breakdown!

[. @notRandomDude]

@Ren_aramb Really bullish on this on. If you believe in the thesis of glass substrates as coming standard and want to diversify a bit I would urge you to research Planoptik. Also a German Company in the glass substrate business which I believe is still at the beginning of its journey

[. @notRandomDude]

@aleabitoreddit can i ask which ai you are using for your research?

[. @notRandomDude]

@aubayern 🫡 kuss geht raus

[. @notRandomDude]

@aleabitoreddit When do you think $IQE will get most of its gains? personally think there is still huge potential for the current valuation

[. @notRandomDude]

@mc_khristina i think this will pull back quite a bit further with markets not given enough time to react. could see a lot of volatility tmrw

[. @notRandomDude]

@PhotonCap @aleabitoreddit true having a position is valuable but i would not go all in yet as there remains to be seen how the market reacts to nvidia gtc

[. @notRandomDude]

@crux_capital_ i think once the market opens there will be enough oportunity to buy. would give it time though as i dont think a lot of investors will be happy about the new atm and sell their profits for now