$LPK (-7,77%) and $GLW (-7,24%) doing really well today, wish i had more money to invest, i haven't invested in $GLW (-7,24%) still holding $HIMS (+3,53%) if it goes up after earnings hopefully will get rid of it at that point
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145G·
Update
6G·
Stocks to buy
After reading on X alot and searching I think if these stocks are bought you will make generational wealth:
$MRVL (-2,97%) that got a 2b investment from $NVDA (-4,01%) in which Nvidia is essentially betting that the future of AI will require far more than just powerful GPUs, it will require massive high-speed infrastructure connecting thousands of chips together efficiently.
By investing in Marvell Technology, NVIDIA is betting that AI data centers will increasingly depend on advanced networking, optical interconnects, custom AI silicon, and cloud infrastructure hardware, all areas where Marvell is strong.
The idea is that as AI models become larger and inference demand explodes, the biggest bottleneck shifts from raw compute to moving enormous amounts of data between GPUs, memory, and servers with minimal latency and power usage.
NVIDIA already dominates compute, and Marvell helps strengthen the surrounding AI infrastructure ecosystem that enables hyperscale AI clusters to scale.
$GLW (-7,24%) also got an investment from $NVDA (-4,01%)
NVIDIA invested in Corning because AI infrastructure is becoming heavily dependent on high-bandwidth optical communication and advanced materials.
As AI clusters scale to tens or hundreds of thousands of GPUs, traditional copper connections become less efficient due to power, heat, and distance limitations, pushing the industry toward fiber optics and optical networking inside data centers.
Corning is one of the world’s key suppliers of optical fiber, specialty glass, and connectivity solutions used in hyperscale data centers.
NVIDIA is effectively betting that future AI factories will require enormous amounts of optical interconnect infrastructure to move data between GPUs, racks, and servers fast enough to support large-scale training and inference workloads.
The investment also reflects a broader strategy of securing and strengthening critical supply-chain partners around the AI ecosystem, especially in areas likely to become bottlenecks as global AI demand accelerates.
The above two $GLW (-7,24%) and $MRVL (-2,97%) are more or less secure investment, there is also another ticker $LPK (-7,77%) this is a german company, the industry is searching for alternatives to traditional organic substrates, and glass substrates are increasingly viewed as a long-term solution due to better flatness, thermal stability, and signal performance for advanced AI packaging. $LPK (-7,77%) develops specialized laser processing systems that can enable the precise drilling and structuring required for manufacturing these glass substrates at scale. If companies like Intel, Samsung Electronics, or packaging suppliers accelerate adoption of glass substrates later this decade, $LPK (-7,77%) could benefit as a critical equipment provider rather than competing directly as a chip manufacturer.
I had personally invested in $LPK (-7,77%) which is the riskiest trade out of the three above
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6G·
Stocks to buy
After reading on X alot and searching I think if these stocks are bought you will make generational wealth:
$MRVL (-2,97%) that got a 2b investment from $NVDA (-4,01%) in which Nvidia is essentially betting that the future of AI will require far more than just powerful GPUs, it will require massive high-speed infrastructure connecting thousands of chips together efficiently.
By investing in Marvell Technology, NVIDIA is betting that AI data centers will increasingly depend on advanced networking, optical interconnects, custom AI silicon, and cloud infrastructure hardware, all areas where Marvell is strong.
The idea is that as AI models become larger and inference demand explodes, the biggest bottleneck shifts from raw compute to moving enormous amounts of data between GPUs, memory, and servers with minimal latency and power usage.
NVIDIA already dominates compute, and Marvell helps strengthen the surrounding AI infrastructure ecosystem that enables hyperscale AI clusters to scale.
$GLW (-7,24%) also got an investment from $NVDA (-4,01%)
NVIDIA invested in Corning because AI infrastructure is becoming heavily dependent on high-bandwidth optical communication and advanced materials.
As AI clusters scale to tens or hundreds of thousands of GPUs, traditional copper connections become less efficient due to power, heat, and distance limitations, pushing the industry toward fiber optics and optical networking inside data centers.
Corning is one of the world’s key suppliers of optical fiber, specialty glass, and connectivity solutions used in hyperscale data centers.
NVIDIA is effectively betting that future AI factories will require enormous amounts of optical interconnect infrastructure to move data between GPUs, racks, and servers fast enough to support large-scale training and inference workloads.
The investment also reflects a broader strategy of securing and strengthening critical supply-chain partners around the AI ecosystem, especially in areas likely to become bottlenecks as global AI demand accelerates.
The above two $GLW (-7,24%) and $MRVL (-2,97%) are more or less secure investment, there is also another ticker $LPK (-7,77%) this is a german company, the industry is searching for alternatives to traditional organic substrates, and glass substrates are increasingly viewed as a long-term solution due to better flatness, thermal stability, and signal performance for advanced AI packaging. $LPK (-7,77%) develops specialized laser processing systems that can enable the precise drilling and structuring required for manufacturing these glass substrates at scale. If companies like Intel, Samsung Electronics, or packaging suppliers accelerate adoption of glass substrates later this decade, $LPK (-7,77%) could benefit as a critical equipment provider rather than competing directly as a chip manufacturer.
I had personally invested in $LPK (-7,77%) which is the riskiest trade out of the three above
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1Settimana·
LPK
I recently saw this company on X and it has since went up some much, it might be a bit overvalued now but if glass substrate is adopted by next year and they start getting alot of orders then this can go up by alot. $LPK (-7,77%)
https://seekingalpha.com/article/4901910-lpkf-cautious-buy-on-glass-substrate-opportunity
seekingalpha.comAccess to this page has been denied
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2Settimana·
𝐋𝐏𝐊𝐅: 𝐀𝐮𝐟𝐭𝐫𝐚𝐠𝐬𝐞𝐢𝐧𝐠𝐚𝐧𝐠 𝐬𝐭𝐚𝐫𝐤, 𝐒𝐜𝐡𝐰𝐚𝐜𝐡𝐞𝐫 𝐔𝐦𝐬𝐚𝐭𝐳, 𝐓𝐫𝐚𝐧𝐬𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧 𝐥ä𝐮𝐟𝐭
📊 𝐄𝐫𝐠𝐞𝐛𝐧𝐢𝐬𝐬𝐞
- Turnover: €17.1M (previous year €25.3M)
- EBIT: -€6.9M (previous year: -€3.9M)
- EBIT (adjusted): -€5.7M (previous year: -€3.4M)
- Incoming orders: €24.1M (previous year: €20.5M)
- Book-to-bill: 1.4
⠀
🎯 𝐏𝐫𝐨𝐠𝐧𝐨𝐬𝐞
- Turnover 2026: €105-120M
- EBIT margin (adjusted): -3.0% to 4.5%
⠀
📌 𝐖𝐢𝐜𝐡𝐭𝐢𝐠𝐬𝐭𝐞 𝐏𝐮𝐧𝐤𝐭𝐞𝐭𝐞
- Significant decline in sales due to weak solar business
- Incoming orders grow (+18% YoY) with strong book-to-bill
- Losses increase despite initial cost effects from "North Star"
- Progress in semiconductor business (Advanced Packaging, LIDE)
- Several potential major orders in preparation
- Restructuring and cost reductions proceeding according to plan
- Geopolitics and competition from China remain negative factors
⠀
💬 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭-𝐀𝐮𝐬𝐬𝐜𝐚𝐠𝐞𝐞
"LPKF is systematically evolving from a machine supplier into a functional solutions provider with disruptive technologies and a clear focus on growth markets."
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1 Commento
2Settimana
In my opinion, the share price needs a little consolidation after the extreme rise, which already included a lot of advance praise. The company is a world leader in its field and, in my opinion, will benefit in the long term from the AI boom and the capex confirmed/increased by Meg7 only yesterday. I did not expect the figures to be any different. I remain long.
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4Mes·
Tournaround report - BörseOnline
"The lid technology enables
the processing of thin
glass. This can bring great advantages, especially
bring great advantages."
The share could experience a revaluation as a result of contracts concluded and announcements from renowned partners.
@Tenbagger2024
@Multibagger Anyone want to take a look 👀?
LG and Happy New Year to all 🚀 🎉
44
10 Commenti
This is one of BörseOnline's favorite stocks. It appears there 1-2 times every year. If you look at the share price performance over the last 5 years, there has never been much of a turnaround. But maybe it will work this time. However, they have often revised their own targets downwards in the past.
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1Anno·
LPKF receives confirmation for LIDE patent | SGS share in focus: Ethos criticizes relocation of headquarters
LPKF receives confirmation for LIDE patent
The European Patent Office has confirmed the validity of a central LIDE patent of LPKF Laser & Electronics SE $LPK (-7,77%) has been confirmed. This innovative technology, which was developed for the precise and damage-free processing of glass, is crucial for the company's future business development. LIDE, which stands for Laser Induced Deep Etching, is used in advanced packaging and in the manufacture of displays, among other applications. The confirmation of the patent secures LPKF's many years of development work and confirms the company's strong position in the field of glass components.
Dr. Klaus Fiedler, CEO of LPKF, was optimistic about the decision and emphasized that this technology is unique on the market. The development of LIDE is seen as key to opening up new growth markets, especially in a rapidly changing semiconductor market. LPKF plans to continue to actively protect its intellectual property rights in order to maintain its technology leadership. This confirmation could also boost investor confidence and further strengthen LPKF's market position.
SGS share in focus: Ethos criticizes relocation of headquarters
In Switzerland, the SGS share is currently $SGSN (+0,03%) shares are currently in the spotlight in Switzerland, as the planned relocation of Ethos' headquarters is causing a stir. Ethos, an organization that promotes responsible corporate governance, has expressed concerns about the potential negative impact of this decision on corporate ethics. This controversy has significantly increased interest in SGS shares and raises questions about how these controversies could affect the share price.
At 6 pm, Ingmar Königshofen will report live on current developments on the stock markets. He will analyze systematic trading opportunities and provide valuable tips and tricks for trading. This information could be of great importance for investors interested in the development of the SGS share. The discussion about Ethos and the relocation of the headquarters could thus influence not only the public perception but also the financial performance of SGS.
Sources:
3Anno·
No solicitation to buy and no investment advice!
WKN DE0006450000
Company name LPKF Laser Electronics
https://www.lpkf.com/de/investor-relations/investor-relations
Founded in 1976 IPO in 1998
Country Headquarters Germany, locations in Europe, Asia and North America
Employees 700
Investment type Small cap growth share medium - long term
Sector Technology company
Dividend € 0.10 suspended for 2022
P/E ratio currently 53
Turnover 2019 EUR 140 million
Turnover 2020 EUR 96.2 million
Turnover 2021 EUR 93.6 million
Turnover 2022 EUR 127 million (planned, Q1-Q3 EUR 91.07 million achieved)
A global technology group that develops and manufactures laser systems used in the production of electronic components, among other things. Currently a fair price with the prospect of asserting itself over the next 2 - 3 years and possibly doubling its value, before Corona March 20 it was already at 25 Euro peak.
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