Outlier Capital(@outliercapx):$LPKF is cooking! +10% today. It just received an LOI from a leading Asian advanced packaging manufacturer for production-ramp NEXAR LIDE systems. Glass substrates for AI/HPC chips are leaving the lab and entering the fab. At only ~€390M market cap… They own the crack-free TGV process almost the entire ecosystem is already qualifying. TAM just raised to €1.7B by 2030. First real ramp-up order is lining up. The setup for the next few years just got a lot clearer. I am long and bullish $LPKF. NFA!

Outlier Capital

@outliercapx

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가입 April 2026

107 팔로잉 중 5.7K 팬

Outlier Capital@outliercapx

2026.09.23 13:40

$LPKF is cooking! +10% today. It just received an LOI from a leading Asian advanced packaging manufacturer for production-ramp NEXAR LIDE systems. Glass substrates for AI/HPC chips are leaving the lab and entering the fab. At only ~€390M market cap… They own the crack-free TGV process almost the entire ecosystem is already qualifying. TAM just raised to €1.7B by 2030. First real ramp-up order is lining up. The setup for the next few years just got a lot clearer. I am long and bullish $LPKF. NFA!