LPK#234
Thesis
EPO upheld foundational LIDE patent, legally cemented monopoly with Intel connection
Original post text
$LPK $NVDA $INTC 1. The Legally Cemented "Intel-Monopoly" Patent A major structural inflection point occurred in March 2025: The European Patent Office (EPO) fully upheld a foundational LIDE (Laser Induced Deep Etching) patent held by LPKF, rejecting a formal opposition by an https://t.co/8Lato1eM4O
🐂 Bull Case
- LPK in Weinstein stage 2 (advancing) — uptrend confirmed by price vs moving averages
- Price 22.30 trading above SMA50 (18.54) — short-term momentum supportive
- Price above SMA200 (9.68) — long-term uptrend intact
🐻 Bear Case
- Revenue declining (-31% YoY) — fundamentals deteriorating
- Risk: adverse sector rotation or broader market drawdown weighs on LPK regardless of fundamentals
🚫 Invalidation
Close below $9.39 (SMA200) on above-average weekly volume
Break Conditions
- Close decisively below SMA200 (~9.68) on above-average volume
Price Tracking
| Label | Ticker | Price | Recorded |
|---|---|---|---|
| t0 | LPK | $20.80 | 2026-06-09 11:01:25 |
| t+1d | LPK | $21.20 | 2026-06-09 11:01:25 |
| t+3d | LPK.F | $22.30 | 2026-06-14 18:37:54 |
Metadata
T0 Price: $22.30
Created: 2026-06-09 10:59:37
Scored: 2026-06-13T18:35:34.888615+00:00
Updated: 2026-06-14T18:37:54.756001+00:00