中文翻译
哇，我完全错过了 $LPK 会议纪要中的这一点。我认为市场也错过了。我最大的收获： - 纳斯达克上市已在其积极考虑范围内，且正在讨论中。 - 目标市场份额为 70%，这是一个极其激进的目标。 - 总可寻址市场(TAM)远超此前预测。 - 预计今年将有 4-5 家基准玩家获得订单。 - 行业已准备好进行大规模量产爬坡。 基于这些讨论，我认为 $LPK 被严重低估（披露：持有仓位）。
· 个股论点
LPK会议纪要显示其计划纳斯达克上市且目标激进，博主认为其被严重低估。
涉及标的： $LPK
英文原文
Wow, I completely missed this with $LPK meeting notes. And I think markets did too. My biggest takeaway: - NASDAQ listing is actively on their radar and are in discussions. - 70% market share targeted, unholy target. - TAM greatly exceeds former projections. - See a 4-5 base case of players this year with orders. - Industry is ready for high volume ramps. I do think LPK is very undervalued based on these discussions (disclosure: own positions).