
$LPK / $LPKFF earnings are out.
Seeing a lot of very dumb commentary on X. If you're wondering how to analyze qualification-cycle players, it's the same as $Aehr Test(AEHR.US). Nobody cares about current earnings unless there's something extremely bad. If your revenue declines -8M euros before any volume ramp, it doesn't mean anything. The only reason why LPKF is a long anyway is 2027 LIDE glass core substrate mass production. Main thing to look at is earnings call in 2 hours not current financials and indication of high volume production + customers. People made this same mistake with $Aehr Test(AEHR.US) selling off on previous financials instead of listening to the call.Source: Serenity
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