Semiconductor inspection/metrology for advanced packaging
“In terms of personal notes: 1. Priortech owns 21% of $CAMT, ~1.35x their MC, seems more like holding co. 2. Bit Digital people kept shouting, but NAV discount is not clean $WYFI, lot of dilution + not AI parent. 3. Wistron (3231) is the best one I've seen since $SIVE + Ayar + Wiwynn are one of my favorite trio. ~$16.2B MC, Q1 revenue up a ridiculous amount with 144% Y/Y growth. Owns 35.46%…” post →
| Date | Tweet |
|---|---|
| 2026-06-20T03:52:23 | In terms of personal notes: 1. Priortech owns 21% of $CAMT, ~1.35x their MC, seems more like holding co. 2. Bit Digital people kept shouting, but NAV discount is not clean $WYFI, lot of dilution + not AI parent. 3. Wistron (3231) is the best one I've seen since $SIVE + Ayar + Wiwynn are one of m… → · 1066 likes · 751,559 views |
| 2026-02-24 | Year to Date: 412.72% Lot of it is just picking the right sector, profiting off of Jane Street algos weekly, and a bit of luck. In terms of bottleneck longs, these are currently my favorite: 1. Memory - Samsung, Sk Hynix, $SNDK, $MU, $SIMO 2. Photonics - $LITE, $COHR, $AAOI, $AXTI, (maybe Ya… → · 3849 likes · 1,001,737 views |
| 2026-01-22 | @Mamocap Thanks missed out on $NVMI. Someone else mentioned $CAMT, I left it out of the list above by accident. → · 14 likes · 8,720 views |
| 2026-01-22 | @markabelsantos Yeah $CAMT is a clear beneficiary for HBM4 → · 11 likes · 6,719 views |
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