$GLW (May 11, 2026-weekly chart) $GLW surpassed the previous 4 volatility holes and ignited a strong surge. Can it survive the new one? https://t.co/AREWUt6sG3

“Leading” Glass Substrate players that were name dropped if you’re curious: • $LPK — TGV Equipment • $GLW — Glass Materials • $ASGLY (5201 T)— Glass Materials • $NIDGY (5214 T) — Glass Materials • $LRCX — Etching Systems • $DSCSY (6146 T)— Dicing Equipment • $SMHSF — Bonding Systems • $ONTO — Inspection Tools • $KLAC — Inspection Tools Fun to see the stuff I’ve called out early in the year like LPK at ~$150m MC get mentioned as a critical player by Trendforce and others.

$LPK up 80% in the last two weeks. Not too shabby at ~$687M MC? It's probably one of the cleaner ways to play the next Glass Substrate supercycle. 50-100 machines per customer at scale, with "start of 2027 as mass production" across likely $INTC, $GLW, SKC, and others (since they captured ~80% of the major players). Maybe ~€2M average per machine. €400M–€1B+ across just 5 players in 2027 (could be more)? Since they basically supply to everyone as a chokepoint. Off ~67.6% blended gross margins. Seems promising for volume ramp wait time.

$GLW (April 27, 2026-weekly chart) Volatility is the gateway to wealth creation — provided you’re in the right stock and learn to embrace it! https://t.co/1PYUOJOnlE

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.