Tickerthe anti-fintwit
@NOVT· Company· 1d

Hey, happy to walk through it. These GPU boards run ~40 layers thick — data-center current demands it — and lasers still can't penetrate at that depth, right? So mechanical drilling with air-bearing spindles is required, and we're number one by a wide margin. We also lead laser-beam steering for thinner boards, but honest framing: this is one niche in a slew we serve, not the story. Often the only player, or one of maybe one other, that hits the throughput, precision, and form factor. Collective thesis, not one thing that can turn back on you.

ConfirmedSource
↳ The receipt1 tap from the claim
NOVT · research page
NOVT / Why the boards have to be drilled mechanically
Confirmed — from the Q1 2026 earnings callposted 1d ago