SILEX MICROSYSTEMS (SILEX.ST): A STEALTH MONOPOLY
While the market chases AI software, Silex owns the hardware bottleneck. As the #1 pure-play MEMS foundry, they are the "TSMC of sensors," producing the essential components for medical tech, LiDAR, and data centers.
With elite 34% EBIT margins and ~50% YoY revenue growth, they aren't a speculative startup, but rather a high-efficiency cash machine.
The 30%+ plunge to the SEK 200 level looks like a classic "Settlement Day" flush. Coordinated short pressure combined with a tiny retail float triggered margin calls, decoupling the price from the business reality. At this level, the Forward P/E sits at ~40x, which is a rational "Institutional Entry" price for a global monopoly growing this fast.
I believe it sits at a worthy entry. Let me know what you guys think.