**KawzInvests** @KawzInvests 2026-04-16The 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 $SOI, the leader in Photonics-SOI wafers that every silicon photonics foundry runs on, is French.European semicap trades at 40-70% discounts to U.S. peers on the exact same AI trade.
**Beach Trades** @beach\_trades [2026-04-20](https://x.com/beach_trades/status/2046330707996299775)$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](https://x.com/FredericM/status/2046332635148849502)@KawzInvests Great thread on the German photonics cluster. One question on $M7U — the in-situ metrology integrated inside $AIXA reactors is supplied by LayTec AG (Berlin), which is private and not listed. What exactly is Nynomic's direct link to Aixtron reactors? Genuinely
**symbiotic** @00000sol0 [2026-04-20](https://x.com/00000sol0/status/2046233453705015687)as an investor in MP47OH2SOI i am completely not biased and agree that the stock goes up
**PelicanTrader** @satoritrade [2026-04-20](https://x.com/satoritrade/status/2046267948508250219)The most interesting photonics companies in the world are in America ... they're just not publicly traded yet.
**Jim P., down in Texas** @Pearsonpc [2026-04-20](https://x.com/Pearsonpc/status/2046286020405329998)@Grok, what is the symbol for the company identified as "P40".
**Rokas Krūminas** @Rokas\_Kruminas [2026-04-21](https://x.com/Rokas_Kruminas/status/2046495065539772514)yet another photonics rabbit hole (admittedly, great research) but all tickers are already at least +100% YTD.
**Berlinergy** @Berlinergy [2026-04-20](https://x.com/Berlinergy/status/2046223279120150725)Which has the greatest upside in your opinion ?
**safsaf** @safsaf070991 [2026-04-20](https://x.com/safsaf070991/status/2046326618193334533)$lpk or $m7uIf you had to pick just oneWith the best potential for returnsWhich 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](https://x.com/DermoLizzi81705/status/2046224488321241115)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, $P4O Mytransaction details🔻
**MN** @nilsonios [2026-04-20](https://x.com/nilsonios/status/2046232584867217520)$M7U is the gem
**Frenchie** @Frenchie\_ [2026-04-20](https://x.com/Frenchie_/status/2046225146730426755)European stocks are getting repriced and that’s excellent
**KawIznsevtsa** @debu373 [2026-04-20](https://x.com/debu373/status/2046223531353256164)My strategic focus!⏬
**Berlinergy** @Berlinergy [2026-04-20](https://x.com/Berlinergy/status/2046223566056689752)Plus $SIVE 🇸🇪 OF COURSE
**KawIznsevtsa** @letsgolt [2026-04-20](https://x.com/letsgolt/status/2046223311957282927)My strategy plan.🔻↩️↩️
**yep** @marrkyss [2026-04-20](https://x.com/marrkyss/status/2046228419810144326)Which is your favourite?
**Bill.I.Am** @BillyT0800406 [2026-04-20](https://x.com/BillyT0800406/status/2046223077554421808)$IQE and $EMSI are also interesting 🇬🇧
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 $LPK.DE lately so I want to address it directly. LPKF is the laser process pioneer for glass substrates. Intel, Samsung,
**Beach Trades** @beach\_trades [2026-04-20](https://x.com/beach_trades/status/2046330707996299775)$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](https://x.com/FredericM/status/2046332635148849502)@KawzInvests Great thread on the German photonics cluster. One question on $M7U — the in-situ metrology integrated inside $AIXA reactors is supplied by LayTec AG (Berlin), which is private and not listed. What exactly is Nynomic's direct link to Aixtron reactors? Genuinely
**symbiotic** @00000sol0 [2026-04-20](https://x.com/00000sol0/status/2046233453705015687)as an investor in MP47OH2SOI i am completely not biased and agree that the stock goes up
**PelicanTrader** @satoritrade [2026-04-20](https://x.com/satoritrade/status/2046267948508250219)The most interesting photonics companies in the world are in America ... they're just not publicly traded yet.
**Jim P., down in Texas** @Pearsonpc [2026-04-20](https://x.com/Pearsonpc/status/2046286020405329998)@Grok, what is the symbol for the company identified as "P40".
**Rokas Krūminas** @Rokas\_Kruminas [2026-04-21](https://x.com/Rokas_Kruminas/status/2046495065539772514)yet another photonics rabbit hole (admittedly, great research) but all tickers are already at least +100% YTD.
**Berlinergy** @Berlinergy [2026-04-20](https://x.com/Berlinergy/status/2046223279120150725)Which has the greatest upside in your opinion ?
**safsaf** @safsaf070991 [2026-04-20](https://x.com/safsaf070991/status/2046326618193334533)$lpk or $m7uIf you had to pick just oneWith the best potential for returnsWhich 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](https://x.com/DermoLizzi81705/status/2046224488321241115)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, $P4O Mytransaction details🔻
**MN** @nilsonios [2026-04-20](https://x.com/nilsonios/status/2046232584867217520)$M7U is the gem
**Frenchie** @Frenchie\_ [2026-04-20](https://x.com/Frenchie_/status/2046225146730426755)European stocks are getting repriced and that’s excellent
**KawIznsevtsa** @debu373 [2026-04-20](https://x.com/debu373/status/2046223531353256164)My strategic focus!⏬
**Berlinergy** @Berlinergy [2026-04-20](https://x.com/Berlinergy/status/2046223566056689752)Plus $SIVE 🇸🇪 OF COURSE
**KawIznsevtsa** @letsgolt [2026-04-20](https://x.com/letsgolt/status/2046223311957282927)My strategy plan.🔻↩️↩️
**yep** @marrkyss [2026-04-20](https://x.com/marrkyss/status/2046228419810144326)Which is your favourite?
**Bill.I.Am** @BillyT0800406 [2026-04-20](https://x.com/BillyT0800406/status/2046223077554421808)$IQE and $EMSI are also interesting 🇬🇧