| 220 | GAPW | stock | LONG | — | — | expired | @PepInvestStocks | Emerging powerhouse in next-gen radar and antenna technology, defense expansion |
| 248 | SGN.DE | stock | LONG | — | — | expired | @PepInvestStocks | Singulus Technologies builds the machines that make solar/semiconductor/hydrogen tech, hidden enabler at €50M market cap |
| 183 | | theme | LONG | — | — | expired | @StockSavvyShay | Drone industry basket across full stack: platforms, autonomy, sensors, counter-drone. Top initiative for growth portfolio. |
| 143 | XFAB | stock | LONG | AVOID | 20 | expired | @Allstarsv16 | XFAB is unique European specialty foundry with exposure to automotive, industrial, medical. Monopoly-like positioning in EU semiconductor sovereignty. |
| 139 | 3171.TW6425.TW3324.TW | theme | LONG | AVOID | 29 | expired | @aleabitoreddit | CPO (Co-Packaged Optics) Taiwan supply chain taking off. Shunsin, Foci, Xintec all +10% indicating sector momentum. |
| 138 | XFAB | stock | LONG | AVOID | 20 | expired | @aleabitoreddit | CHIPS Act 2.0 prioritizes photonics; XFAB highlighted in Industry Policy Blueprints as key beneficiary. |
| 116 | XFAB | stock | LONG | — | — | expired | @aleabitoreddit | 800vdc NVDA push benefits GaN/SiC players, Western supply chain preference for foundry models like XFAB |
| 104 | LBIRD | stock | LONG | WATCH | 64 | expired | @Allstarsv16 | Lumibird (LBIRD) EUR578M MC near 52-week high. Has photonics division but military/industrial lasers, not data center play. Caution on thesis mismatch. |
| 82 | HPS.A | stock | LONG | — | — | expired | @aleabitoreddit | Transformers demand visibility very high, solid backlog, high market share of dry-type transformers. Compounding story at 2M timeframe. |
| 73 | 047270.KS | stock | SHORT | — | — | expired | @ParadisLabs | Samsung's $1.5B Vietnam investment will compete directly with Hana Micron's captive Samsung memory packaging/test operations, long-term negative for Hana |
| 33 | | theme | LONG | — | — | expired | @ParadisLabs | Humanoid robot supply chain analysis; actuators and precision components are the biggest BOM opportunity |
| 35 | | stock | LONG | — | — | expired | @ParadisLabs | Episil-Precision (Taiwan) has monopoly on SiC/GaN epi wafer production in Taiwan; stock nearly 3x, strong thematic play on wide-bandgap semiconductors |
| 38 | | theme | LONG | — | — | expired | @ParadisLabs | Humanoid/physical AI is the next major investing theme; TAM of $40-200B by 2035, $5T by 2050 per MS |
| 41 | | theme | LONG | — | — | expired | @ParadisLabs | CPO supercycle thesis; optical TAM expanding 5x to $73B by 2030, CPO contributing $15B per BofA/Goldman |
| 43 | | theme | LONG | — | — | expired | @ParadisLabs | Comprehensive theme list covering the AI/semiconductor infrastructure buildout: HBM, CPO, SiPh, wide-bandgap, fuel cells |
| 12 | ALRIBLPKIQESOI | theme | LONG | WATCH | 61 | expired | @aleabitoreddit | European photonics/optical chokepoints rallying as sector momentum builds; LPKF CEO insider buying confirms conviction |