$LPKF: 100x Hiding in a 50-Year-Old German Laser Shop

Why every glass-substrate AI package will run on LPKF’s LIDE process, and why the Street is mispricing a $300M company sitting on top of a $50B+ equipment opportunity.

Position disclosure: I am long $LPKF (LPK.DE on XETRA, LPKFF on US OTC) at an average meaningfully below the current $12.01 print and have been adding into the recent move. I expect this to be one of the largest positions in the Shawarma Capital portfolio inside of six months. This is research synthesis, not investment advice. Do your own work. Full met…