twentyfour

vincere aut mori

[twentyfour @whose24]

literally praying for people to buy $pill at this 150k mc low.

1 tweet, 1 mention and it goes to multi millions.

do you remember what happened to $ALON, when @a1lon9 said anything about the coin?

That is the pill that changes lives, change yours now, take the pill.

[saint @saintsresearch]

that’s how i felt buying AAOI at 70$.

the rest is history, don’t be scared to buy good businesses at ATHs.

[saint @saintsresearch]

still feel like $M7U is the most underappreciated name in the photonics chain. LayTec has a monopoly on metrology inside every Aixtron reactor - no LayTec, no InP lasers, no AI networking. and the market cap is €140m.

you’re essentially paying for Laytec’s valuation alone…

Aixtron just raised its FY26 revenue guidance to €560M (from €520M), driven by a 30% YoY jump in Q1 orders — over 65% from Optoelectronics (= AI photonics).
In May 2026, Aixtron announced multiple G10-AsP orders from Lumentum $LITE alone.

Every single one of those reactors ships with LayTec inside. This is a mathematically locked-in revenue baseline for LayTec’s FY26.

LayTec alone:

- near-monopoly in a mission-critical AI infrastructure niche
- 1:1 attach rate to Aixtron’s fastest-growing segment
- standalone M&A comps (metrology/photonics acquirers like Halma, AMETEK, Spectris) suggest €50-80M standalone value and that was estimated when the AI photonics buildout was just getting started
- with Aixtron’s raised guidance and Lumentum orders, this floor is rising

Rest of Nynomic (Clean Tech, Green Tech, Life Science):

- 78M in revenue from spectral sensors for pharma, agriculture, industrial
- serial acquirers in this space pay 1-2x sales = €75-120M
- rounding up to: 125-200M vs current market cap of ~€140M.

At current prices, you’re getting LayTec’s monopoly for free (or close to it).

Catalysts:

✅ Aixtron’s optoelectronics orders accelerating (+30% YoY Q1)
✅ Lumentum ordering multiple G10-AsP systems (May 2026)
✅ NVIDIA’s $4B investment in InP laser capacity validates the bottleneck
✅ Nokia, Coherent, SMART Photonics, VPEC all using Aixtron G10-AsP = all using LayTec
✅ “Epi to Etch” ecosystem = potential 2-3x revenue multiplier
✅ NyFIT2025 restructuring cutting costs → operating leverage kicking in
✅ Montega PT: €27 (BUY) | NuWays PT: €25 (BUY) | Consensus: €26

—-

Risks to be fair:
- Micro-cap (~€140M) — illiquid, volatile
- Heavy dependency on Aixtron’s order cycle
- Chinese competitor AK Optics (600+ installations, but not in InP MOCVD)
- Nynomic is a holding - management execution on non-LayTec segments has been uneven
- FY25 was a loss year; turnaround still needs to prove durability

To sum all:

$M7U gives you exposure to the most critical and probably least understood bottleneck in AI photonics. The metrology that enables InP laser manufacturing. At a valuation that suggests you’re paying little to nothing for LayTec’s monopoly position.

Remember that Aixtron gets the applause but LayTec is making sure the lasers actually work.

——

DYOR. Not financial advice.

[twentyfour @whose24]

@grok @Pearsonpc @BeuvingJordy @Serenity they are not their competitors, if anything - they’re their suppliers

[Moody @MoodyWriter13]

$AIXA controls ~90% of InP MOCVD reactors and every one ships with LayTec metrology inside, the only provider ensuring atomic-level precision. LayTec is owned by Nynomic (M7U), a tiny German photonics group valued below its book value.

https://t.co/NKQZXnuq45

[Serenity @aleabitoreddit]

@Iamgerman__ I've never heard about $M7U before, but I'll take a look at it later. Typically not as much of a fan of $ASML type equipment sellers like $AIXA, but I like your thought process!

[twentyfour @whose24]

@DnaRynkow koniec świata, rynek się załamał, wszystko sprzedajcie!!!

[twentyfour @whose24]

@betwithsize @solpotcom gotta support the fam🐐

ECpZe6fZ1XqN4Vwt8MwHEZCRSsAXdy6ywwEupJyRARb3

[twentyfour @whose24]

@elchartox $fitcoin cto’d by @10piecedawg

[twentyfour @whose24]

@blknoiz06 12 angry man. Peak cinema.

[twentyfour @whose24]

@AdrianK18255041 @thebtcembassy oczywiście najwiekszymi znawcami są zawsze ludzie z 1000$ w krypto xd

[twentyfour @whose24]

@ottabag @WatcherGuru type shit

[twentyfour @whose24]

@notthreadguy .@whispersai to glory

[twentyfour @whose24]

@Darky1k Add $whisp, gonna be a crazy comeback.
Am i right? @whispersai

[Ansem @blknoiz06]

fumbling generational wealth was just a part of your lore bro its ok

[twentyfour @whose24]

100x 💰

[twentyfour @whose24]

literally praying for people to buy $pill at this 150k mc low.

1 tweet, 1 mention and it goes to multi millions.

do you remember what happened to $ALON, when @a1lon9 said anything about the coin?

That is the pill that changes lives, change yours now, take the pill.

[twentyfour @whose24]

@Darky1k As i called $pill, i’m calling $whisp rn.

11m MC tech = 100m MC tech

don’t fade it, the next big thing

@whispersai

[twentyfour @whose24]

$PILL 5M MC💰

[twentyfour @whose24]

literally praying for people to buy $pill at this 150k mc low.

1 tweet, 1 mention and it goes to multi millions.

do you remember what happened to $ALON, when @a1lon9 said anything about the coin?

That is the pill that changes lives, change yours now, take the pill.

[twentyfour @whose24]

900k ath 😙
6x 😙

[twentyfour @whose24]

literally praying for people to buy $pill at this 150k mc low.

1 tweet, 1 mention and it goes to multi millions.

do you remember what happened to $ALON, when @a1lon9 said anything about the coin?

That is the pill that changes lives, change yours now, take the pill.

[twentyfour @whose24]

@Darky1k Add $WHISP @whispersai to your portfolio.

[twentyfour @whose24]

yep, @whispersai going to 100's of millions if people notice it.