SCHMID Group — PCB/substrate equipment (glass substrates)
“I've been looking into $SHMD awhile back since one of their customers was reportedly $AVGO. But still can't wrap my head around taking a long position yet. I put $COPX up there as Copper. $UAMY is an amazing long for antimony one of the only US players. $245m sole source contract is huge too for stockpiles.” post →
| Date | Tweet |
|---|---|
| 2026-04-21 | @acemoney21 $SHMD had concerning dilution overhang, but their position is inherently valuable. → · 51 likes · 20,131 views |
| 2026-04-21 | People nonstop ask me about $LPKK / $LPK for my opinion Yes, I mentioned they're like a chokepoint for glass core substrates for LIDE (laser induced deep etching) way back when. Biggest known partner is $ONTO (LIDE with Onto metrology for glass core mass production). Then as for market share: "m… → · 723 likes · 692,473 views |
| 2026-01-24 | I've been looking into $SHMD awhile back since one of their customers was reportedly $AVGO. But still can't wrap my head around taking a long position yet. I put $COPX up there as Copper. $UAMY is an amazing long for antimony one of the only US players. $245m sole source contract is huge too for … → · 22 likes · 8,458 views |
from2028 — cross-site stock view. Rebuilt at publish time.