Thread by @michaelsikand
AI · · 2 min read · x.com ↗
Michael Sikand @michaelsikand 2026-04-17
Me 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.
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
not in any of the autopilots tho?
Michael Sikand @michaelsikand 2026-04-20
no european stocks or OTCs allowed.
Christian V. Back @ChristianVBack1 2026-04-20
Love how no one is phased by how wild your intro statement was
Michael Sikand @michaelsikand 2026-04-20
got to stand out in a crowded room?
Hard Alpha Capital @HardAlphaX 2026-04-20
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
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
Why is LPKF up 15% while LPK is only 2% up? 🤔
JD Punkin @JDPunkin 2026-04-20
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
Check out Vigo Photonics $VGO.WA. Many investors I respect have been going big in it.
investing @investing319906 2026-04-20
Do you prefer $M7U or $AIXA if you had the choice of one?
The Great Emancipator @notgaribaldi 2026-04-20
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
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
Can I still enter Sloif above 100 usd?
research2discovery @R2Discovery 2026-04-20
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
Supply chain angle is interesting, but liquidity can be thin