LASE#232
Thesis
CMS Laser secured $250K J&J order for custom OTF laser drilling, official expansion into precision medical devices
Original post text
$LASE - CMS Laser (LASE subsidiary) just secured a $250K order from medical giant Johnson & Johnson for a custom on-the-fly (OTF) laser drilling system. Why this is absolutely massive: Medical Sector Entry: This marks LASE's official expansion into precision medical device https://t.co/dD0ZK8OUL7
🐂 Bull Case
- LASE in Weinstein stage 1 (bottoming) — uptrend confirmed by price vs moving averages
- Price 2.10 trading above SMA50 (1.23) — short-term momentum supportive
- Revenue growth 90% YoY — strong top-line expansion driving the thesis
🐻 Bear Case
- Price below SMA200 (2.21) — long-term downtrend, structural weakness
- Thin gross margin 14% — margin compression risk
🚫 Invalidation
Close below $2.14 (SMA200) on above-average weekly volume
Break Conditions
- Close decisively below SMA200 (~2.21) on above-average volume
Price Tracking
| Label | Ticker | Price | Recorded |
|---|---|---|---|
| t0 | LASE | $3.28 | 2026-06-09 11:01:25 |
| t+3d | LASE | $2.10 | 2026-06-14 18:37:54 |
Metadata
T0 Price: $2.10
Created: 2026-06-09 10:59:37
Scored: 2026-06-13T18:35:34.510403+00:00
Updated: 2026-06-14T18:37:54.755191+00:00