Just thought this was interesting: $LPK is an unknown SpaceX supplier.
You can find it in SpaceX US import logs.
It's fun information discovery ahead of Space'x IPO this week. Though, not sure what the exact contract entails.
Disclosure: I have positions in LPK, NFA, credit to my follower Albert_TheVoid for the DM!
Especially since everyone seems to be talking about about SpaceX with Velo...
Just a fun, new direct relationship between $LPK and SpaceX if people want to do more digging.
L: @aleabitoreddit $lpk?
Author shares discovery that LPK appears in SpaceX US import logs as a supplier, positioning it as potential SpaceX exposure ahead of mentioned IPO. Disclosure of long position included. Information presented as interesting find rather than investment thesis.
Author presents factual discovery of supply relationship without bullish/bearish thesis. No fundamental analysis, valuation view, or directional catalyst provided—merely sharing import log data as 'interesting' and 'fun information discovery.' Disclosure of position does not constitute investment case. External data shows LPKF Laser (German ticker) news about SDAX promotion and 40% decline, but no confirmation this is the same LPK or relevant to SpaceX supply angle. Confidence low due to unverified supply relationship significance and lack of financial impact analysis.
关键要点
LPK identified in SpaceX US import logs as supplier relationship
Author holds position in LPK (disclosed)
Information framed as discovery/due diligence opportunity rather than recommendation
