Global Investor. Invest in High Quality corp with Best Management. Not Registered with SEC/SEBI. I may buy / sell a stock anytime. I only share my opinion here.
SHMID is one of the most mis-understood companies in the market. In my opinion SHMID is riding on two structural tailwinds - Advanced Packaging with end customers likely Intel and Energy. SHMID is LPKF +much more.
🧵 $SHMD remains one of the most overlooked tech enablers in the market. They’re quietly becoming the go-to player in one of the biggest behind the scenes shifts in chip design: Glass substrates. A thread👇
SIMS is working on a very simple but strong ecosystem , right behind the memory shortage , this is a very unique business model that may be highly scalable. https://t.co/YNflMPwya9 is an indirect way to ride the memory cycle. @aleabitoreddit show your magic :).
Energy AI is the nest super cycle and @aleabitoreddit my new bet is Invinity Energy Systems. Om my what a company , true Chinese bamboo tree. @AtlasShrug1