@burningbushcap · Long SHMD

Bullish $SHMD (even if glass substrates don't hit immediately). Example A, would be the EUR 37mn order they just received.

P Equity Research 📰@pequityresearch

Morgan Stanley: ABF Substrate > Stronger & Earlier Cycle: The substrate pricing cycle is proving much stronger and arriving earlier than originally expected. Driven by capacity tightening and robust demand, gross margins are expanding across the industry. > Widening Supply

Read asLong SHMD

Since the call—

unrankedThe analyst's rank today

High · 0.99Confidence

Wed, Sep 30Tweeted

Thu, Oct 1 closeCounted from

20% of the basket · day 19fades out by Nov 11

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