Latest / Chip Stock Investor Podcast
IPG Photonics: The Laser Stock Benefiting From AI Infrastructure
IPG Photonics just dropped an earnings report without mentioning AI once. In a world where every tech company is waving the AI wand, that's either boring or brilliant — we think it's the latter.
IPGP is flying under the radar as a critical player in global industrial manufacturing, and the industrial slump may finally be turning a corner.
In this episode we cover:
Why the "no AI" earnings report is actually a signal worth paying attention to
IPGP vs. LASR: defense, drones, and momentum
How fiber lasers work and why they're replacing chemical processes in cutting and welding
The battery and…
The skinny
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