**Michael Sikand** @michaelsikand 2026-04-17Me and the boys are hitting Europe harder than D-Day.+12.3% $SOI+10% $M7U+14% $P4O+5% $LPKF$AIXA flat but you're basically playing that supply chain way cheaper through $M7U.European AI getting re-priced and it's still early.
**Alex Zhezherau** @wow\_zalex [2026-04-20](https://x.com/wow_zalex/status/2046222485776155124)not in any of the autopilots tho?
**Michael Sikand** @michaelsikand [2026-04-20](https://x.com/michaelsikand/status/2046246552038211853)no european stocks or OTCs allowed.
**Christian V. Back** @ChristianVBack1 [2026-04-20](https://x.com/ChristianVBack1/status/2046270693604544658)Love how no one is phased by how wild your intro statement was
**Michael Sikand** @michaelsikand [2026-04-20](https://x.com/michaelsikand/status/2046310855751725520)got to stand out in a crowded room?
**Hard Alpha Capital** @HardAlphaX [2026-04-20](https://x.com/HardAlphaX/status/2046161126484754746)What is you opinion on $XFAB?Not an expensive foundry with a free call option on its XPH90 SiPh platform (NVIDIA and Nokia as partners in the EU-funded photonixFAB consortium), plus LIGENTEC collab for TFLN integration.
**ABIN FHAKA** @AFhaka99342 [2026-04-20](https://x.com/AFhaka99342/status/2046208771261620413)europe quietly loading up while everyone still staring at the same US names, feels like the “this will age well” kind of rotation
**Michel** @micmat02 [2026-04-20](https://x.com/micmat02/status/2046165664893690049)Why is LPKF up 15% while LPK is only 2% up? 🤔
**JD Punkin** @JDPunkin [2026-04-20](https://x.com/JDPunkin/status/2046163864476364875)Any idea what this is about? Trying to place my first order on IB and I put in $1,000 cash account.
**Johan N.** @rk8215 [2026-04-20](https://x.com/rk8215/status/2046178429070872699)Check out Vigo Photonics $VGO.WA. Many investors I respect have been going big in it.
**investing** @investing319906 [2026-04-20](https://x.com/investing319906/status/2046173862828597529)Do you prefer $M7U or $AIXA if you had the choice of one?
**The Great Emancipator** @notgaribaldi [2026-04-20](https://x.com/notgaribaldi/status/2046164215220896051)the companies are interesting but the framework and political instability worries me. They have expensive energy, stupid politicians. I feel it’s better to bet on different countries
**YinandYang** @Schlong4365332 [2026-04-20](https://x.com/Schlong4365332/status/2046181185148342731)Given these stocks have already risen massively in the past month isn’t it more likely they correct this week?
**David Frankel** @DavidFrankelM [2026-04-20](https://x.com/DavidFrankelM/status/2046161099972628510)Can I still enter Sloif above 100 usd?
**research2discovery** @R2Discovery [2026-04-20](https://x.com/R2Discovery/status/2046165404054163631)Speaking of discovery with Swedish $SIVE, you should also take a look within the broader AI and defense theme at 4C Group AB ticker: $4C.ST from Sweden too. The company is $PLTR like unique and primarily sells to the U.S. military and is gradually starting to appear on the radar
**ClearEdge Automation** @ClearEdgeTrades [2026-04-20](https://x.com/ClearEdgeTrades/status/2046166023846375524)Supply chain angle is interesting, but liquidity can be thin
2026-04-17 $LITE is down today. It's not because the smart money is rotating out of photonics. It's rotating overseas where the mispricing is. Here are 3 European AI stocks I own that still trade at a fraction of their peers, creating asymmetric upside. 1. Aixtron ($AIXA / $AIXXF OTC)
**Alex Zhezherau** @wow\_zalex [2026-04-20](https://x.com/wow_zalex/status/2046222485776155124)not in any of the autopilots tho?
**Michael Sikand** @michaelsikand [2026-04-20](https://x.com/michaelsikand/status/2046246552038211853)no european stocks or OTCs allowed.
**Christian V. Back** @ChristianVBack1 [2026-04-20](https://x.com/ChristianVBack1/status/2046270693604544658)Love how no one is phased by how wild your intro statement was
**Michael Sikand** @michaelsikand [2026-04-20](https://x.com/michaelsikand/status/2046310855751725520)got to stand out in a crowded room?
**Hard Alpha Capital** @HardAlphaX [2026-04-20](https://x.com/HardAlphaX/status/2046161126484754746)What is you opinion on $XFAB?Not an expensive foundry with a free call option on its XPH90 SiPh platform (NVIDIA and Nokia as partners in the EU-funded photonixFAB consortium), plus LIGENTEC collab for TFLN integration.
**ABIN FHAKA** @AFhaka99342 [2026-04-20](https://x.com/AFhaka99342/status/2046208771261620413)europe quietly loading up while everyone still staring at the same US names, feels like the “this will age well” kind of rotation
**Michel** @micmat02 [2026-04-20](https://x.com/micmat02/status/2046165664893690049)Why is LPKF up 15% while LPK is only 2% up? 🤔
**JD Punkin** @JDPunkin [2026-04-20](https://x.com/JDPunkin/status/2046163864476364875)Any idea what this is about? Trying to place my first order on IB and I put in $1,000 cash account.
**Johan N.** @rk8215 [2026-04-20](https://x.com/rk8215/status/2046178429070872699)Check out Vigo Photonics $VGO.WA. Many investors I respect have been going big in it.
**investing** @investing319906 [2026-04-20](https://x.com/investing319906/status/2046173862828597529)Do you prefer $M7U or $AIXA if you had the choice of one?
**The Great Emancipator** @notgaribaldi [2026-04-20](https://x.com/notgaribaldi/status/2046164215220896051)the companies are interesting but the framework and political instability worries me. They have expensive energy, stupid politicians. I feel it’s better to bet on different countries
**YinandYang** @Schlong4365332 [2026-04-20](https://x.com/Schlong4365332/status/2046181185148342731)Given these stocks have already risen massively in the past month isn’t it more likely they correct this week?
**David Frankel** @DavidFrankelM [2026-04-20](https://x.com/DavidFrankelM/status/2046161099972628510)Can I still enter Sloif above 100 usd?
**research2discovery** @R2Discovery [2026-04-20](https://x.com/R2Discovery/status/2046165404054163631)Speaking of discovery with Swedish $SIVE, you should also take a look within the broader AI and defense theme at 4C Group AB ticker: $4C.ST from Sweden too. The company is $PLTR like unique and primarily sells to the U.S. military and is gradually starting to appear on the radar
**ClearEdge Automation** @ClearEdgeTrades [2026-04-20](https://x.com/ClearEdgeTrades/status/2046166023846375524)Supply chain angle is interesting, but liquidity can be thin