๐Ÿ“‹ LPK is the favorite exposure in glass core substrates as it supplies to everyone; SKC is the lowest market cap leader; HB may piggyback on SKC's success

medium convictionFirst mentioned May 7, 2026

LPK is the favorite exposure in glass core substrates as it supplies to everyone; SKC is the lowest market cap leader; HB may piggyback on SKC's success.

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LPK is the favorite exposure in glass core substrates as it supplies to everyone; SKC is the lowest market cap leader; HB may piggyback on SKC's success.

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