Who mentions $SHMD most on Surfaced?

@investmentguru_ (InvestmentGuru) mentions $SHMD most — 14 mentions in the past 12 months.

When was $SHMD first mentioned on Surfaced?

The earliest tracked mention of $SHMD in the Surfaced archive was on Jan 1, 2026.

How many voices track $SHMD?

8 FinTwit voices have mentioned $SHMD 45 times in the past 12 months.

What kind of voices mention $SHMD most?

$SHMD is mentioned most by Long Research voices on Surfaced.

$SHMD — FinTwit mentions on Surfaced

Recent mentions

45 mentions

@investmentguru_Jul 15, 2026 · 11:09 AM

$AEHR 30% up on blowout earnings $SHMD 10% up on raised order guidance

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@investmentguru_Jun 16, 2026 · 1:30 PM

$SHMD SCHMID Group Records More than €26 Million Order Intake since Mid-May, Driven by AI Infrastructure and Optical Module Demand

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@crux_capital_Jun 9, 2026 · 1:01 PM

So whatsup with $SHMD ? Does anyone like it anymore?

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@analysisopJun 7, 2026 · 5:50 PM

Glass substrates not so far: "TSMC plans to mass-produce CoPoS glass interposers in 2028-2029; Samsung targets 2027; SK Absolics aims for 2026 mass production in the US; and Rapidus is eyeing 2028" 👀 $LPK $SHMD $GLW

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@aleabitoredditJun 7, 2026 · 2:07 AM

Just very helpful timelines reiterated around glass substrate (source: Trendforce): - SKC Absolics (011790) H2 2026 (first mover x $AMAT) - $AMD customers - Samsung electromechanics h2 2027 (009150) x Sumitomo Chem (4005) - Apple / $AVGO / hyperscalers Idk about $INTC 2030 reports, we’ll see. $TSM CoPoS was 2-3Y was correct though from recent TSM chairman comments. Innolux was interesting beneficiary. $SHMD should be too off TSM but financials were pretty toxic. Same players should appear multiple times, eg innolux + SKC. Also applies to $LPK and upstream equipment seller around these ramps.

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@analysisopJun 4, 2026 · 9:25 PM

@ParadisLabs Start with $SHMD pls. 😅😉

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@analysisopJun 3, 2026 · 7:43 PM

@ParadisLabs SHOULD: - $SOI - $IQE (the one that SHOULD start to show results soon...) - $LPK - $SHMD

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@analysisopMay 25, 2026 · 8:56 PM

Panel Level Packaging (PLP) + Glass Substrates $LPK $SHMD https://t.co/VnTg5tkCnL

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@analysisopMay 19, 2026 · 2:54 PM

Guys you know my preference for PLP + Glass substrates $SHMD calls for a Panel-Level Packaging expand of x3-x4 in the next 4 years👀 But hey, a Dr. here with a lot of followers says that glass substrates is a nonsense and a non-event until post-2030 🤷‍♀️ Same happened with Memory

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@analysisopMay 11, 2026 · 3:52 PM

Glass substrates + Panel Level Packaging is the future in advance AI compute 😌 You did hear first here 😉 $TSM Innolux $SHMD https://t.co/MOFdfJXXJg

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@investmentguru_May 11, 2026 · 10:33 AM

$DGXX $SLNH $SATL $SIDU $LWLG $POET $BB $KEEL $KOPN $VLN $GCTS $SHMD $ASTI $BLNK $ABCL $SIVEF Some good-looking small cap and early-bet setups in this market right now. A mix of Space, photonics, AI infrastructure, biotech, energy, EV, and speculative tech names starting to show improving momentum and accumulation. Still a high-risk area of the market, so position sizing and patience matter, but selective small caps continue to outperform when momentum returns.

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@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.

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@daniel_kossApr 26, 2026 · 7:41 AM

A few important corrections! $SHMD 1. The InfinityLine H+ system is for PLP on organic substrates, not glass. Which means... 2. The customer is probably SpaceX (not $INTC)! a) "SpaceX has been the primary company linked to the specific 700mm x 700mm format. In late 2025, reports surfaced that SpaceX was building an advanced packaging facility in Bastrop, Texas. The goal is to package entire Starlink phased-array antennas as single, massive "chips" to reduce costs and increase performance." b) Schmid’s announcement explicitly mentioned that the system addresses demand in "Space & Defense applications". 3. I still think the connection between $LPFK and $SHMD is there and strong. a) https://t.co/1pdZsmF7tx b) From Gemini: "Schmid is the primary partner for the wet-process portion of the LIDE workflow. Their InfinityLine systems are specifically engineered to handle the chemistry that LPKF-modified glass requires. If Intel $INTC is using $LPKF (which they are), they are almost certainly using Schmid's etching and plating lines to finish the job" c) Intel & SpaceX are partners in "TeraFab." Intel uses $LPFK, SpaceX uses $SHMD. $LPFK & $SHMD are ideal partners. Both also German companies. Literally 2/15 companies that formed the "Glass Panel Technology Group" together in Nov 2025. I feel like the connection between SpaceX + Intel + $LPFK + $SHMD are very strong and more than speculative. Do your own research. I'm aware that $SHMD has ugly financials. This is a moonshot bet that if they scale with these customers, they could 10x. But if few things go wrong, this is a company that can actually go lower. Can it go to zero? Well, I imagine their IP alone is insanely valuable. But yeah, their finances do look horrible. Just for context, I think this is a 1% allocation type of investment. You make 10 of these and many will actually go to 0. But if you're good 1-2 of them will just print endless money and your overall return is very good. Basically VC style investing in public companies. If you don't like these investments, totally fine. Just go for the safe bets like $NBIS that will compound for years.

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@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.

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@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 👇

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@daniel_kossApr 25, 2026 · 5:45 AM

Yesterday was pretty great! Strong moves for all my positions $HIMS $LPF / $LPFK $OUST $SHMD and finally a juicy dip in $NBIS below 8ema which allowed me to add it back! Overall market looks completely overvalued to me. Generally I think now is a very bad time for FOMO and leverage. This is also why I decided to sell both $NVTS and $VICR at just a net 10% gain. I see all the smart people saying power semis are next and I believe it. But after I updated my macro analysis I immediately decided that it's one of the worst times to hold such overvalued names. Obviously they can always go much higher. I sold $OKLO between $120-$140 and then it ran to $180 before crashing. Right now I do think well see many such names crash if we get any narrative violation in earnings. If certain metrics I'm tracking hit my risk bar, I will seriously consider going 100% cash for a while. Have only done that once (tariff escalation). Will share that here transparently, even if I know going cash will be a super hated move.

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@investmentguru_Apr 25, 2026 · 1:18 AM

$SHMD if you missed

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@investmentguru_Apr 24, 2026 · 2:58 PM

$SHMD

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@daniel_kossApr 24, 2026 · 2:17 PM

@ArrowCK @aleabitoreddit @JKeynesAlpha @genZinvest0r First I just saw $SHMD as a fun gamble. Now Intel earnings made me go "fuck I missed it" and then I looked for the best levered play that hasn't reacted yet. Then everything I saw looking at SHMD suddenly clicked and I was like fuuuuuck, this is awesome haha

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@daniel_kossApr 24, 2026 · 1:42 PM

Holy shit $INTC crushed it! I genuinely believe $SHMD and $LPKF could 10x as a result. They could be the best levered way to profit from Intel's success and this general supercycle. Now I finally understand why @aleabitoreddit @JKeynesAlpha @genZinvest0r and many others love these names! Finally had time to do proper research and DAMN, the upside is real and does seem incredibly asymmetrical. Sorry for the buzzword, but it's accurate. But first: you can verify EVERYTHING I'm writing below with Gemini (don't use other AIs as they suck at browsing and only using recent and complete data)! Except the 10x claim, that is obviously my speculative interpretation, not an objective fact. Here's why I think they can 10x: The $INTC x $SHMD Smoking Guns (95% Certainty Intel is the client): 1️⃣ In March, Schmid shipped their InfinityLine H+ to a "U.S. giant." Intel is the only company on Earth using that massive 700mm panel format for Glass Substrates! 2️⃣ Timeline: Delivery in March → Intel reports "ahead of schedule" yield in April. Adds up perfectly. Coincidence? 3️⃣ Tech: $SHMD owns the "touchless" wet-process tech Intel needs to keep glass from cracking. The $LPKF Smoking Guns (95% Certainty): 1️⃣ Monopoly: CEO confirmed an 80% win rate with "global majors." 2️⃣ You can’t use Schmid’s etcher without LPKF’s LIDE laser. They are technically "married" at the factory level. If Intel is buying the "paving machine" (Schmid), they already bought the "GPS" (LPKF). Why is Intel crushing it? We’re moving from training to execution. Agents (mind-blowing levels of demand and compute) need "Orchestration Compute." Reports show agentic workloads needing (up to) 2 CPUs for every 1 GPU. That's why all CPU stocks are exploding. It has been said for months, but the market is just getting confirmation left and right that it's happening and demand is insane. So insane that companies like Intel are selling inventory they planned to write off! So why can these 2 stocks 10x? Intel is a $300B+ giant. $SHMD and $LPKF are tiny German sub ~$400M nano-caps. A single Intel 'Terafab' order is a rounding error for $INTC, but it represents a massive 15–20% of annual revenue for $LPKF and a staggering 20–30% for $SHMD. What Intel spends on a single pilot line effectively funds these companies for an entire quarter. This is obviously not financial advice. Please do your own research and validate everything in my post with Gemini, seriously do it! That will only harden your conviction and you need conviction to hold these stocks. Even if they 10x their moves will not be a straight line up but insanely volatile! You NEED conviction and I can't give you that, you must earn it. Also, these are nano caps, please don't go full retard and position size accordingly if something goes seriously wrong, which could always happen. They KEY in asymmetric investing is position sizing. If your winners do a 2-10x and some go to 0, you're still up big time. But if you win 9/10 times and then you go to 0 with 1 "all-in swing"... you're dead. P.S. here's the craziest part: while @aleabitoreddit made people aware of $LPFK and it started running, $SHMD is literally trading below it 50 day simple moving average. Their balance sheet is ugly, yes, but if $INTC is the customer, that risk is ridiculously tiny compared to the future upside.

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@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.

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@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.

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@investmentguru_Apr 22, 2026 · 7:05 PM

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

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@aleabitoredditApr 21, 2026 · 4:04 PM

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

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@daniel_kossApr 21, 2026 · 10:02 AM

I am long $LPK / $LPKF / $LPK.DE Not a fan of many names that get too much hype, as I often struggle to see any material substance compared to the hype, but I totally see the potential for LPK and $SHMD ! The reason why I took a look at this stock is because the people posting about it are smart and I've seen them make many great calls. You can love or hate @aleabitoreddit but you can't deny performance. If you believe in performance above else, he's the undisputed King of FinX. Seeing that @genZinvest0r and @JKeynesAlpha took positions prior was a strong motivation to take this stock seriously and do DD. That allows me keep some mental sanity with the moves these stocks see daily. Both small 1-5% positions. Both horribly volatile. But when you see 10x potential, you have to allocate a little bit and just let them run.

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@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.

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@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.

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@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

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@investmentguru_Apr 17, 2026 · 8:19 PM

$SHMD needs to check it out this weekend.

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@daniel_kossApr 17, 2026 · 7:12 PM

@JeffHaferman @joinautopilot Honestly super frustrating :( 1. Can't add non US Stocks on SP (Kraken) 2. I think they added a new rule that you can't go above 25% allocation as a new position. This blocks many of my trades. 3. I also can't do Nanocaps like $SHMD on AP. Up 10% after entry today. I need to find a solution for this.

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@investmentguru_Apr 17, 2026 · 5:16 PM

$SHMD nice move today,

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@daniel_kossApr 17, 2026 · 1:42 PM

$SHMD looks like it could start running. X is also starting to get obsessed with everything glass. Entered a small and highly speculative position again.

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@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

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@jasonl_capitalMar 14, 2026 · 12:45 AM

Markets are closed this weekend and I'm not complaining. When I'm not spending time with friends and family, I'll carve out some time to dig into a few new names. On my research list: $TSEM - silicon photonics foundry $LWLG - electro-optic polymer tech $AXTI - semiconductor substrates $SHMD - AI PCB equipment $CODA - subsea imaging & defense $OPTT - ocean wave energy $RDDT - social media & data licensing Drop a comment if you're watching any of these - bullish or bearish.

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@aleabitoredditMar 6, 2026 · 9:20 AM

@soup19152116 I think a lot of people on X got $SHMD right in terms of their critical role for glass substrates/etc. But it doesn't mean it's a great stock due to financials and I'm personally avoiding it (could be wrong though). There's 46.6 million new shares tied to warrants, convertible notes, and an earlier €10M loan. It also permits the resale of up to 95 million shares. I don't think their minor revenues now will outpace dilution. Maybe later in 2028

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@daniel_kossMar 4, 2026 · 7:53 PM

Pretty crazy day 🤯 $SHMD up 35% $NBIS up 12% Korean bleeding hopefully over, fingers crossed. $OUST a little disappointing, gave back a lot of the earnings gains. $KRKNF dumped 5%, probably because market doesn't like dilution. As mentioned in the post yesterday, I did buy the dip (adding receipt so people don't freak tf out, even though I don't really see the point as anyone could fake screenshots easily nowadays, but fine...). Having Kraken in my portfolio just makes me feel great right now, as I believe independent of what happens next, the world just woke up to the fact that Maritime defense is getting incnreasingly important. I'm heavy AI infra and a China Taiwan conflict is still very scary to me. I do believe Anduril will invest aggressively in Kraken products to prepare for this scenario. And if it should happen, I think Kraken could react to the scenario like Rheinmetall stock reacted to the Russia Ukraine conflict. Just thinking out loud.

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@aleabitoredditJan 24, 2026 · 5:54 PM

@Ren_aramb 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.

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@investmentguru_Jan 21, 2026 · 11:40 AM

$ONDS $OSS $LPTH $SATL $SIDU $RDW $CRML $TE $SHMD $SKYT This are the stocks that showing strength in this market.

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@wliangJan 20, 2026 · 6:53 PM

I've said this before, and I'll say it again: Pay attention to what's green on a red day. $SATL showing it's true strength. Alongside $LPTH $OSS $ONDS $SHMD. https://t.co/hzY6BimxCM

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@daniel_kossJan 20, 2026 · 6:34 PM

Added a new stock today! SCHMID Group $SHMD Looks like a great setup to me. High risk, very high reward. INTRO: Schmid Group is a 160-year-old German company that holds a potential monopoly on the "wet-processing" equipment needed for the next generation of AI computing: Glass Core Substrates (GCS). Modern AI chips are getting too big and hot for current plastic boards; they need glass to stop warping, and Schmid has the unique tech to plate the microscopic holes in that glass. THESIS: The investment thesis is based on a massive "valuation dislocation". Right now, the market is pricing $SHMD like a distressed, old-school machinery manufacturer because of a messy SPAC listing and delayed financial audits. However, the industrial reality is that Schmid rests at the convergence of three supercycles: AI scaling, the commercial space revolution, and Western supply chain reshoring. They are a critical choke point enabler for all three. The stock has a low float, high short interest, and trades at a massive discount to AI-adjacent peers like Camtek. The bet is that 2026 is the inflection point where the audit is finalized, their €95M order backlog converts to revenue, and the market realizes they hold the keys to solving the packaging "yield crisis" facing giants like NVIDIA and SpaceX. SCENARIOS (2026): 🐻 Bear Case ($1–$3): They fail to file the delayed 20-F audit and get delisted to the OTC Pink Sheets, forcing immediate institutional dumping regardless of the underlying technology. Probability: 20% | Return: -80% 😐 Base Case ($15–$25): The KPMG audit clears, removing the "uninvestable" overhang. They execute on guidance to hit €100M+ revenue in 2026 as the industry shifts from plastic to glass substrates. Probability: 50% | Return: +150% 🚀 Bull Case ($50–$80): Audit clears AND rumored partnerships with Broadcom or SpaceX for their massive Texas manufacturing expansion are confirmed publicly. This catalyst sparks a violent short squeeze on the tiny available float. Probability: 30% | Return: +700% DISCLAIMER: This is not financial advice. I am semi-retarded. This post is for entertainment only; don’t try this at home unless you enjoy the taste of instant ramen and sleeping in your car. Do your own DD.

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@aleabitoredditJan 2, 2026 · 1:38 PM

@meeijer Thanks! There's a lot I'm missing but still doing a lot of research into them. $SKC/Absolics (~$2.5B MC) was interesting for $NVDA, $AVGO / $MVRL CPO play as the first-to-market with US Government heavily involved, $SHMD (~$250m) was also pretty interesting too since $AVGO was a likely customer and they're probably on $INTC, Samsung roadmaps. But generally market presents a ton of interesting opportunities.

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@aleabitoredditJan 2, 2026 · 8:54 AM

@reticulosaurus @retail_mourinho I’m still researching $SHMD but generally if you have $AVGO as a customer and your marketcap is $300m then there’s quite a lot of upside. Don’t have any concrete directional opinions yet, I’m still looking into it

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@aleabitoredditJan 2, 2026 · 5:41 AM

@retail_mourinho Thanks! Hope you’ve had a great new years Lot of the discussion in around private markets but the same thesis around bottlenecks with $AXTI or $SHMD is highly relevant to public companies

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@aleabitoredditJan 1, 2026 · 3:26 PM

@pennycheck Thanks, that's incredibly interesting. I'll take a deeper dive into $SHMD over the weekend. They would benefit a ton from the start of glass substrate production cycles.

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@aleabitoredditJan 1, 2026 · 3:24 PM

@LucasFdez87 @pennycheck $SHMD reminds me of $ASML for the Fab cycle, but there's going to be one for glass substrates. Apparently they provide 70% of the equipment for substrate production, and are likely part of Intel, Samsung, and other roadmaps. Very interesting, I need to look into it

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