$ACLS — FinTwit mentions on Surfaced

$ACLS — FinTwit mentions on Surfaced

Recent mentions

18 mentions

@investmentguru_Jul 3, 2026 · 10:30 AM

SEMICONDUCTOR EQUIPMENT: Smart money is watching who BUILDS the machines that make those chips. Here’s the full value chain: making the wafer: Lithography: $ASML (the undisputed king), $VECO, Tokyo Electron, Nikon, Canon Etching: $LRCX, $AMAT, Nordson — the workhorses of chip fabrication Thin Film Deposition: $LRCX, $AMAT again — dominant duopoly Metrology & Inspection: $KLAC, $NVMI, $ONTO, $BRKR, $KEYS — quality control is non-negotiable at 2nm Cleaning: $ACMR, SCREEN Holdings Ion Implantation: $AMAT, $ACLS packaging the chip — THIS is where advanced packaging/CoWoS demand lives) Packaging & Bonding: $KLIC, Tazmo, Hanmi Semiconductor Advanced Packaging: $AMAT, $ACMR, $ONTO, $CAMT, $ASMPT — critical for HBM stacking Dicing/Cutting: DISCO, Tokyo Seimitsu, Lasertec Testing Equipment: $TER, $COHU, $FORM, $KEYS, Advantest Probe Cards: $COHU, $FORM, Micronics Japan Why this matters: Every AI GPU, every HBM stack, every advanced node needs THIS equipment first. You can’t build the AI infrastructure stack without it. Semi-equipment names often lead the cycle — they get orders before the fabs even ship product. Not financial advice.

@cobraalertsJun 15, 2026 · 1:36 PM

$ACLS UP 300%+ 🐍🚨 https://t.co/hHnFbqWUNx

@vulturetradesJun 9, 2026 · 1:51 PM

$ACLS 270% BANGER OVERNIGHT 🤯 0.90 —> 3.30 I TOLD YOU!! https://t.co/4MstmY3RuS

@cobraalertsJun 9, 2026 · 1:40 PM

$ACLS UP 13% ON THE STOCK OMG https://t.co/y52BPlKqm3

@vulturetradesJun 9, 2026 · 1:35 PM

$ACLS huge pop at open 0.90 to 2.00 🚀 https://t.co/L9u3wSw9IW

@cobraalertsJun 9, 2026 · 1:33 PM

$ACLS UP 70%+ OMG 🚨🐍 https://t.co/dxlH1Wehys

@vulturetradesJun 8, 2026 · 2:51 PM

Added to $ACLS contracts

@vulturetradesJun 8, 2026 · 2:51 PM

$ACLS 200 Call 6/18 at 0.90 🚨 (new avg)

@cobraalertsJun 8, 2026 · 2:50 PM

$ACLS 200 CALL 6/18 @ .85 🐍🚨🚨

@cobraalertsJun 8, 2026 · 2:45 PM

$ACLS 200 CALL 6/18 @ here 🐍🚨

@vulturetradesJun 8, 2026 · 2:45 PM

$ACLS sniper entry here don’t miss it

@vulturetradesJun 8, 2026 · 2:45 PM

$ACLS 200 Call 6/18 here 🚨

@vulturetradesJun 8, 2026 · 2:45 PM

High Confidence 🚨 $ACLS 200 Call 6/18 at 1.05

@vulturetradesJun 8, 2026 · 2:44 PM

$ACLS 200 Call 6/18 at 1.05 🚨

@investmentguru_Apr 25, 2026 · 9:50 PM

Building a Semiconductor Watchlist: 20 Names to Watch $AMKR — Advanced packaging $GFS — Mature-node foundry $LSCC — Low-power FPGAs $AEHR — Wafer-level burn-in test equipment $AXTI — Compound semiconductor substrates (GaAs, InP) $NVTS — GaN/SiC power chips, AI data center play $POET — Optical semiconductors, photonics $INDI — Automotive/ADAS chips $VLN — Automotive connectivity $HIMX — Display drivers, IoT $VECO — Semiconductor equipment $SKYT — US-based foundry, govt contracts $PLAB — Photomasks for chipmakers $SQNS — 5G/IoT chips $GCTS — 5G connectivity $MX — Power & display chips (Korea) $ICG — ASIC crypto/AI chips $ACLS — Ion implant equipment $TTM — PCB/semiconductor packaging $VSH — Passive components, discrete semis

@aleabitoredditMar 24, 2026 · 2:09 AM

US Chip ACT Funding is one of the largest signals. For importance to America National Security. Lesser known list: 1. $SIVE ($330m) 2. $AKTS ($920m) 3. $BLG ($34m) 4. $QUBT ($1.65B) 5. $RGTI ($5.27B) 6. $MRAM ($210m) 7. $SKYT (Acquired) 8. $PDFS ($1.35B) 9. $ATOM ($177M) 10. $SLVC ($227M) 11. $NVTS ($2.12B) 12. $WOLF ($750m) 13. $ALMU ($234m) 14. $ACLS ($2.6B) DIRECT FUNDING | DoC CHIPS PMTs: 1. $WOLF (Wolfspeed): $750 Million 2. $INFN (Infinera): $93 Million (DoC PMT) - Bought by Nokia 3. $SKYT (SkyWater Technology): $16 Million (DoC PMT) - Bought by IonQ DIRECT FUNDING | Federal R&D Contracts: 4. $RGTI (Rigetti Computing): $11.28M (AFRL/quantum networking and AFOSR Chip fab) 5. $QUBT - Direct DoC/NIST contract for TFLN PICs DoD Microelectronics / Sub-Contractors 6. $SIVE: $11.6 Million (NEMC Hub) 7. $MRAM - $8.7 Million project partner ("CHEETA" project via SCMC Hub) 8. $ACLS - $7.8M partner project (Led by GE Aerospace via CLAWS) 9. $BLG - $6.5M (DoD sub-contracts secured to date via CLAWS Hub) 10. $AKTS - $4 Million (Lead grant for the "LADDER" project via NEMC) Adjacents: 11. $ATOM: Member of the SWAP Hub 12. $NVTS: Embedded partner in the SCMC Hub 13. $PDFS: industry partner in the CA DREAMS Hub 14: $ALMU: affiliate member in the CA DREAMS and MMEC Hubs -> Electromagnetic Warfare (EW): $51 million allocated across 6 projects. -> Artificial Intelligence (AI) Hardware: $42 million allocated across 7 projects. -> 5G/6G Wireless Communications: $42 million allocated across 5 projects. -> Commercial Leap-Ahead Technologies: $38 million allocated across 7 projects. -> Quantum Technology: $32 million allocated across 4 projects. -> Secure Edge Computing / IoT: $25 million allocated across 4 projects. Just a warning: Being important to US technology (eg. Wolfspeed) does not translate to being a good investment. Was just doing research into $SIVE CHIPS act funding and decided to see what other lesser known companies got grants or were beneficaries too.

@aleabitoredditJan 24, 2026 · 8:56 PM

@FrontRangeHQ Pretty sure $ACLS is used in SiC power devices, not SiC interposers? They might show up in the power delivery chain though.

@aleabitoredditJan 22, 2026 · 4:02 PM

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) - Laser subsystems Didn't include big players like $TER and $KLAC since just wanted to focus on lesser known ones. There's some indirect beneficiaries too like $SMTC and $MTSI. Markets definitely haven't priced some of these in yet. Let me know if I missed any. Just wanted to publish these in case you find any of them interesting.