Just in case people are wondering about my track record with European equities:
$RPI: $280 -> $800 (agentic AI hardware demand thesis).$LPK: ~$6, thesis at $13 -> $24.2 (glass cores substrates close monopoly) $SOI: $44 -> $181 (silicon photonics, monopoly over substrates) $SIVE: $4 -> $71 (CPO, critical chokepoints over lasers).$IQE: $12 -> $47 (latent epiwafer capacity, information discovery around downstream photonics companies).$ALRIB: $5 -> $15 (duopoly, synthesis around quantum buyers with photonics growth verticals).And now $XFAB at $9.I’m not always right. But every single one of my European longs thesis have been validated so far by either earnings, investments (eg. $Macom Tech(MTSI.US) in IQE) or market returns.
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