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📋 Bullish on SKC and HB Technologies for glass core substrates play
medium convictionFirst mentioned May 7, 2026
Bullish on SKC and HB Technologies for glass core substrates play. SKC is a leader with CHIPS Act funding and bottoming copper foil/EV drag, while HB offers lower risk with automated optical inspection and yield importance.
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entry May 7, 2026
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openedMay 7, 2026
Bullish on SKC and HB Technologies for glass core substrates play. SKC is a leader with CHIPS Act funding and bottoming copper foil/EV drag, while HB offers lower risk with automated optical inspection and yield importance.
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