For Glass Core Substrates, doesn't feel too bad going long on the SKC ecosystem?
SKC (011790) - Is one of the Glass Core Substrate leaders with CHIPS ACT funding at ~$5.5B MCHB technologies (078150) - automated optical inspection / yields piggy backing off of SKC Absolics at ~$250M.SKC's copper foil / EV legacy drag seems to be bottoming. Their financials seem like a dumpster fire, but it's kinda priced into MC + better than US companies with $6B+ in dilution. HB seems lower risk, low p/e and yields for glass is going to be pretty important. I do have very small exposure to both. Was going to wait a bit longer but seems markets are pricing in Glass as the next possible memory/photonics trade.Source: Serenity
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