Veeco — semiconductor deposition equipment
| Trade date | Who | Type | Amount | |
|---|---|---|---|---|
| 2026-07-01 | Trump, Donald J President | SELL | $1,001 - $15,000 | PTR |
“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 →
| 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 |
| Report | Date | Stance |
|---|---|---|
| #119 — Let There Be Light: Revisiting the Optics & AI Connectivity Theme | 2026-03-12 | WATCH |
from2028 — cross-site stock view. Rebuilt at publish time.