Thread by @KawzInvests
AI · · 2 min read · x.com ↗
KawzInvests @KawzInvests 2026-04-16
The most interesting photonics companies in the world right now are not in America.
$AIXA has >90% share of MOCVD tools for InP lasers. Germany.
$LPK.DE owns the laser process enabling glass substrates for CPO. Germany.
$P4O makes the structured glass wafers those tools pattern. Germany.
$M7U owns the in-situ metrology integrated inside every $AIXA reactor. Germany.
And $SOI, the leader in Photonics-SOI wafers that every silicon photonics foundry runs on, is French.
European semicap trades at 40-70% discounts to U.S. peers on the exact same AI trade.
2026-04-16
Been digging through European photonics the last few weeks.
Most of you already know $AIXA and $SOI. Both still have room.
Getting a lot of questions about $LPK.DE lately so I want to address it directly.
LPKF is the laser process pioneer for glass substrates. Intel, Samsung,
Beach Trades @beach_trades 2026-04-20
$P40 PLANOPTIK AG, Enabling Next-Generation Packaging with Glass Core Substrates: Material, TGV, and Metallization Requirements https://virtual.oxfordabstracts.com/event/75584/submission/59…
FrédéricMPatron @FredericM 2026-04-20
@KawzInvests Great thread on the German photonics cluster. One question on $M7U — the in-situ metrology integrated inside $AIXA reactors is supplied by LayTec AG (Berlin), which is private and not listed. What exactly is Nynomic's direct link to Aixtron reactors? Genuinely
symbiotic @00000sol0 2026-04-20
as an investor in MP47OH2SOI i am completely not biased and agree that the stock goes up
PelicanTrader @satoritrade 2026-04-20
The most interesting photonics companies in the world are in America ... they're just not publicly traded yet.
Jim P., down in Texas @Pearsonpc 2026-04-20
@Grok, what is the symbol for the company identified as "P40".
Rokas Krūminas @Rokas_Kruminas 2026-04-21
yet another photonics rabbit hole (admittedly, great research) but all tickers are already at least +100% YTD.
Berlinergy @Berlinergy 2026-04-20
Which has the greatest upside in your opinion ?
safsaf @safsaf070991 2026-04-20
$lpk or $m7u
If you had to pick just one
With the best potential for returns
Which one is the most indispensable in the supply chain
( the one with the strongest fundamentals, partnerships, finances, leadership ... )
Thanks for sharing
KawzInvests - Assistant @DermoLizzi81705 2026-04-20
OPTICS SUPERCYCLE REMINDER European semicap is still asleep while US peers moon on AI. Same AI trade. Half the valuation. $LPK.DE, $AIXA, $M7U, $SOI, $P4O My
transaction details
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MN @nilsonios 2026-04-20
$M7U is the gem
Frenchie @Frenchie_ 2026-04-20
European stocks are getting repriced and that’s excellent
KawIznsevtsa @debu373 2026-04-20
My strategic focus!
⏬
Berlinergy @Berlinergy 2026-04-20
Plus $SIVE 🇸🇪 OF COURSE
KawIznsevtsa @letsgolt 2026-04-20
My strategy plan.
🔻↩️↩️
yep @marrkyss 2026-04-20
Which is your favourite?
Bill.I.Am @BillyT0800406 2026-04-20
$IQE and $EMSI are also interesting 🇬🇧