Camtek. Every tracked FinTwit mention of $CAMT, newest first. 5 mentions since the first on Mar 27, 2026. See the price chart.
June 2026 · 1 mention
Jun 1
BULL OF BRITAIN — A follow up as promised - a few names from every layer of the stack.
ALREADY RUNNING (still biddable, easy money gone)
> Agentic / server CPU - $INTC, $AMD, $ARM
> General-server…↗
May 2026 · 2 mentions
May 15
Dillon Valdez — $CAMT — Camtek
Revenue was $121.7M, +2.5% YoY, and beat expectations of ~$120.2M by 1.3%. EPS was $0.70 vs $0.69 expected. Stock fell 15.8% on report day and is down 2.0% from tha…↗
May 9
InvestmentGuru — The Complete Semiconductor Playbook — AI Supercycle 2026
The AI trade is no longer one ticker. It’s a full stack. Here’s every layer:
💾 MEMORY
$MU · $WDC · $STX · $SNDK · $AM…↗
April 2026 · 1 mention
Apr 29
Serenity — Monitoring the situation for you (testing/yields edition):
$VIAV and $FORM earnings: Extremely Bullish
So what does this mean?
Names like $ONTO / $CAMT go brr. Throw in $TOWA (…↗
March 2026 · 1 mention
Mar 27
KawzInvests 🦑 — Building the next-generation optical chips for AI (800G and 1.6T) is incredibly difficult.
At these extreme speeds, signals easily distort, and just one bad chip can crash a massi…↗