Beyond 13F — activists, insiders, politicians & research
1 disclosed trade(s) by 1 filer(s).
Watching · 2 mention(s), 0 personal-position post(s) · first 2026-01-18 · last 2026-01-22
“Memory Supercycle Supply Chain TLDR:
US Sleeper HBM4/Memory alpha picks that benefit from $MU and SK/Samsung:
$VECO ($2B) -Laser annealing
$PLAB ($2.1B) - Lithography photomask
$ADEA ($2.18B) - Hybrid bonding
$ACLS ($2.9B) - Ion implantation
$FORM ($6.43B) - HBM wafer testing
$ONTO ($10.6B) - Packaging metrology
$AMKR ($13.1B) -Advanced packaging
$RMBS ($13.55B) - Memory IP
$MKSI ($14.9B) - Lase…” post →
All 2 tweet(s) mentioning this ticker
| Date | Tweet |
|---|
| 2026-01-22 | Memory Supercycle Supply Chain TLDR:
US Sleeper HBM4/Memory alpha picks that benefit from $MU and SK/Samsung:
$VECO ($2B) -Laser annealing
$PLAB ($2.1B) - Lithography photomask
$ADEA ($2.18B) - Hybrid bonding
$ACLS ($2.9B) - Ion implantation
$FORM ($6.43B) - HBM wafer testing
$ONTO ($10.6B) - Pack… → · 1242 likes · 353,393 views |
| 2026-01-18 | Personal TLDR research.
Western supply chain bottlenecks like $LPTH and $AXTI:
$MTRN - Beryllium (Spor Mountain)
$HALEU - Uranium | SMRs
$ESE - Space fuel tanks (through Vacco)
$GHM - Vacuum Ejectors & Surface Condensers | U.S. Navy
$FEIM - Atomic Clocks
$OPXS - Light Laser Periscopes
… → · 881 likes · 176,153 views |