$SHMD

@jasonl_capitalApr 30, 2026 · 11:40 AM

4. $SHMD - $5.74 SCHMID Group. Makes advanced wet-process equipment for AI chip packaging, PCBs, and high-performance computing substrates. Just delivered its first Panel-Level Packaging system to a major US tech company. Guiding for 100M+ euros in revenue for 2026. The picks and shovels of advanced semiconductor packaging.

@investmentguru_Apr 25, 2026 · 10:40 PM

10 Under-the-Radar Tech & Semiconductor Names Worth Watching $HIMX — Taiwanese fabless semi leader in display driver ICs + automotive displays. IBM partnership in play. Q1 earnings May 7. Stock up 36%+ from March lows. WiseEye ultralow-power AI sensing = hidden edge AI angle. $TRT — Trio-Tech. Revenue up 82% YoY in Q2 FY2026, led by AI chip final testing services (+113% segment growth). $5.3M burn-in board order for next-gen AI GPU platform. $2.5M automotive IDM burn-in contract ramping through 2026. Tiny cap, massive AI testing exposure. $SHMD — Schmid Group. German advanced PCB + semiconductor packaging equipment maker. Secured major order for wet-process equipment supporting AI & HPC infrastructure. Delivered first InfinityLine H+ panel-level packaging system to a leading U.S. tech company. high risk $OPTX — Syntec Optics. Vertically integrated U.S. optics manufacturer. $2M AI-powered AR camera order for U.S. warfighters. $4M+ in defense orders in March. LEO satellite optics ramping — on track to nearly triple 2026 deliveries. NDAA domestic sourcing mandates = structural tailwind. Stock up 7x in 1 year. $QUIK — QuickLogic. Radiation-hardened FPGA play. $89M SRH FPGA prime contract ceiling. $13M contract tranche secured. New eFPGA design win on 12nm data center ASIC. Defense + commercial dual-track revenue building. Underowned, underknown. $NOK — Nokia. Q1 2026: revenue +4%, operating margin expanded 200bps, free cash flow €629M. Optical Networks booming on 800G demand, €1B in new orders. Infinera acquisition synergies flowing. AI + cloud infrastructure = Nokia’s second act. $ALMU — Aeluma. III-V-on-silicon photonics platform. NASA award for quantum dot laser platform. $4M+ in U.S. government contracts in April alone. Targeting AI interconnects, defense sensing, quantum & AR/VR. Revenue inflection expected 2027-2028. Tower Semi + Sumitomo as foundry partners. Early-stage, high-conviction speculative. $LPTH — LightPath Technologies. Vertically integrated IR optics + camera systems. Black Diamond glass + G5 Infrared acquisition. 2026 NDAA beneficiary — domestic infrared optics sourcing mandate. Up 473% since 2018. Defense sensing and thermal imaging long-term compounder. $OSS — One Stop Systems. Rugged GPU-accelerated edge compute for defense. 20-25% revenue growth guidance for 2026. $10.5M in new U.S. Navy + defense contractor awards. P-8A Poseidon lifetime revenue now $65M+. Returned to profitability in 2025. AI-on-the-battlefield is the entire thesis. $LPKFF — LPKF Laser & Electronics. German laser systems maker for PCB prototyping, semiconductor packaging, plastic welding & solar. OTC-listed. Revenue ~$135M TTM. Stock up ~95% from 52-week lows. Warburg Research maintains Buy rating.  Earnings Apr 30. Morningstar fair value estimate $59 vs current ~$15 — significant implied upside if demand recovers. Niche but critical in advanced electronics manufacturing. defense tech, AI sensing, optical systems, laser manufacturing, and rugged compute — the hardware layer of next-gen warfare and AI infrastructure. Not the flashy names. The picks and shovels for the decade ahead. Not financial advice.

@kaizen_investorApr 25, 2026 · 1:53 PM

Companies I’m going to look into this weekend: $HIMX $ENSI $MEMS $TRT $VICR $FTC $LPKF $SHMD $NOC $QRVO $WOLF If you don’t want to waste a lot of tile on researching new companies, here is my method 👇

@investmentguru_Apr 25, 2026 · 1:18 AM

$SHMD if you missed

@investmentguru_Apr 24, 2026 · 2:58 PM

$SHMD

@investmentguru_Apr 24, 2026 · 10:08 AM

My 5 Favourite small cap Photonics Plays Right Now $POET — First production order for POET Infinity optical engines worth $5M+, targeting 30,000+ shipments in 2026 for 400–800G AI data center links , backed by $430M cash. The commercialization arc is just beginning. $LWLG — Polymer modulator platform now integrated into GlobalFoundries’ silicon photonics PDK, with tape-outs targeting 200G and 400G per lane for AI data centers.  A Fortune 500 customer just hit Stage 3 of its design win cycle. Getting real. $SIVEF — The only one here actually generating meaningful revenue. Full-year 2025 revenue up 25% with AEBITDA improving 31% and opportunity pipeline hitting $453M — up 64% YoY.  LiDAR customer production ramp in Q4 2026 carries $53–138M cumulative revenue potential.  $OPTX — Defense photonics compounder quietly stacking orders. $2M AI-powered AR camera order and $4M in U.S. military platform orders landed in early 2026 , with NDAA onshoring mandates as a structural tailwind. $SHMD — Advanced packaging equipment play. Guiding for €100M+ in 2026 sales and 12%+ EBITDA margins, backed by €53M+ contracted order backlog.  Enabling the AI chip supply chain from the manufacturing layer up. The photonics wave is still early. These 5 names are my conviction plays across the stack. The AI infrastructure wave isn’t just about GPUs — it’s about the optical layer that makes them talk to each other. Not financial advice.

@investmentguru_Apr 23, 2026 · 11:05 AM

$SHMD — While everyone’s chasing chip stocks, SCHMID Group is quietly supplying the machines that manufacture the advanced PCBs and AI server substrates powering it all. They just delivered their first InfinityLine H+ Panel-Level Packaging system to a leading U.S. tech company, and recently secured a multi-million dollar order from a major Asian PCB manufacturer targeting AI and HPC platforms.  For 2026, management is guiding for over €100M in sales and a 12%+ adjusted EBITDA margin  — a massive inflection from where they were just two years ago. Trading around $6.50 with a ~$360 M market cap, this is the picks-and-shovels AI infrastructure play hiding in plain sight. Not financial advice.

@investmentguru_Apr 22, 2026 · 7:05 PM

$POET $LWLG $ALMU $OPTX $SHMD What a move in last one week, hopefully you winning

@aleabitoredditApr 21, 2026 · 4:04 PM

@acemoney21 $SHMD had concerning dilution overhang, but their position is inherently valuable.

@aleabitoredditApr 21, 2026 · 4:43 AM

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: "more than 80% of customers among major global players have selected LPKF equipment" for process validation. So that probably includes: - Samsung Electronics/Electro-Mechanics - $INTC (Receives a Major Order from a Leading Chip Manufacturer... installed a first LIDE system at the beginning of 2020... now ordered further LIDE systems to start volume production) - SKC (Absolics) - $GLW, AGC, Schott. - Nippon electric glass. Of course this is evaluation, so that 80% could be lower in actual ramp. As for some personal FWD P/E calculations: - 2027: ~11-12.5x and ~7.8x for 2028, which looks very compelling. - Total Cash: ~€10.0M, debt was around ~€3.0M. debt to equity: ~3.8% So very clean-asset light balance sheet, no dilution overhang like $SHMD. ~$362m MC, conclusion: great upside long imo, hard to see institutions not buying this name down the road. Even if the 80% of players managed to design another way, even a fraction would probably be very material to the MC. It was probably a bit early few months ago, but glass core roadmaps have been speeding up like CPO. Disclosure: I do have positions. This are just my thoughts. People on X did their homework.

@aleabitoredditApr 20, 2026 · 10:33 AM

@Alin38 I personally wasn't a fan of dilution overhang with $SHMD. If they clean up financing, I think it has potential.

@investmentguru_Apr 18, 2026 · 12:04 PM

$SHMD SCHMID is a wet-process equipment maker — they build the precision machinery that manufacturers use to etch, plate, develop, strip, and clean the substrates inside AI chips and server boards. Think of them as picks-and-shovels deep in the semiconductor supply chain — they don’t make chips, they make the tools that make the surfaces chips sit on. SCHMID makes the wet-process equipment at the substrate layer — the step between chip fabrication and final system assembly. Every AI server board and advanced package has to go through this process. The technology is genuinely compelling and purpose-built for the AI infrastructure buildout wave. The InfinityLine suite + glass substrate + CoWoP positioning is not vaporware — they’re shipping real systems to real customers in Japan, the U.S., Southeast Asia, and China. The question isn’t whether the tech is real. It’s whether a heavily indebted, Nasdaq-compliance-challenged micro-cap can survive long enough to capture the revenue wave it’s pointing at. For Investment $SHMD is a high-risk, speculative AI infrastructure play with a genuine technology edge in glass substrates, panel-level packaging, and advanced PCB wet processing — all real secular growth markets. But the financials are genuinely challenged, active delisting threat from Nasdaq. The bull case requires the company to more than 6x its H1 2025 revenue run rate in 2026 and successfully navigate its financing structure without further dilution and the Nasdaq compliance issue resolves. Not financial advice | DYOR

@investmentguru_Apr 17, 2026 · 8:19 PM

$SHMD needs to check it out this weekend.

@investmentguru_Apr 17, 2026 · 5:16 PM

$SHMD nice move today,

@investmentguru_Apr 14, 2026 · 10:30 AM

5 Photonics Small Caps on the Move $POET – Building the AI data highway POET’s optical interposer is designed to move massive data faster and more efficiently inside AI systems. If adoption scales, this could be a game changer for next-gen data centers. $LWLG – Disrupting with optical materials Lightwave Logic is developing electro-optic polymers that could outperform traditional silicon photonics in speed and power efficiency. High risk, but massive upside if commercialization hits. $ALMU – Quiet compound semiconductor play Aeluma sits at the intersection of photonics, sensing, and advanced semiconductors. Exposure to AI, defense, and quantum gives it multiple growth angles. $OPTX – Early optical connectivity momentum OptX is focused on high-speed optical interconnects — exactly where demand is exploding with AI and cloud scaling. Still under the radar. $SHMD – Undiscovered niche player A smaller, lesser-known name with exposure to optical and sensing technologies. These are often the kind of setups where early momentum builds fast. Photonics is heating up fast — as AI scales, the real bottleneck is no longer compute… it’s data movement. These small caps are starting to catch momentum. This is where capital is starting to rotate — and small caps tend to move the fastest once the theme catches fire. DOYR