Jun. 17 at 3:02 PM
$LASE investors should study
$IPGP. IPG Photonics trades at
$114 because it built a global laser business generating over
$1B in annual revenue, serving manufacturing, aerospace, medical, and industrial customers worldwide.
LASE is still a microcap with a fraction of that revenue, but it’s targeting many of the same markets: industrial laser cleaning, automation, defense applications, anti-drone systems, and now data center infrastructure.
The market is valuing LASE based on execution risk, not potential. If management can convert pilot programs, military opportunities, and recent contract wins into recurring revenue, the gap between where LASE is today and where it could be in the future is substantial.
IPGP shows what a successful laser technology company can become.
The question is whether LASE can execute and scale.
I’m holding through all of it.
Not financial advice.
