Needham as a Catalyst: LightPath Becomes a Defense Story
Reading Time: 4 minutes
The China Break: How LightPath is breaking the Germanium monopoly from the East with its patented glass and becoming a strategic key asset for Western defense. From Supplier to System Star: Why the Needham Conference is triggering a reassessment today and full order books are now fundamentally supporting the story. Today's stock increase in LightPath Technologies shows how the capital market reacts to fundamental changes with a delay – as soon as they are communicated on the right stage. The strong Q1 numbers for fiscal year 2026 have been...
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