Camtek. Every tracked FinTwit mention of $CAMT, newest first. 21 mentions since the first on Dec 19, 2025. See the price chart.
July 2026 · 1 mention
Jul 3
InvestmentGuru — 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 undispute…↗
June 2026 · 2 mentions
Jun 20
Serenity — 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,…↗
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 · 4 mentions
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…↗
Mar 20
Serenity — The Serenity Silicon Photonics / CPO ETF.
YTD Returns of Each Index Stock:
$IQE: +282.5%
$AXTI: +246.6%
Landmark: 167.54%
$AAOI: +157.37%
$SIVE: +113.08%
$SOI: +103.54%
$LITE: +…↗
Serenity — Year to Date post $NVDA earnings:
477.27%.
Majority of the gains are the result of the research I've done the past few months:
From the $AXTI's InP chokepoint that went up few h…↗
Feb 24
Serenity — 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…↗
Feb 12
Serenity — @HimotheeBuckets The YTD on many of these from $GLW to $CAMT is even higher.
But I do agree that 1 week sample isn’t the most definitive of overall trends.
This just happened t…↗
Serenity — @Mamocap Thanks missed out on $NVMI.
Someone else mentioned $CAMT, I left it out of the list above by accident.↗
Jan 22
Serenity — @markabelsantos Yeah $CAMT is a clear beneficiary for HBM4↗
Jan 7
InvestmentGuru — 𝗧𝗵𝗲 𝗟𝗲𝗮𝗱𝗶𝗻𝗴 𝗦𝘁𝗼𝗰𝗸𝘀 𝗶𝗻 𝟮𝟬𝟮𝟲
Markets in 2026 are being driven by AI infrastructure, semiconductors, energy transition, aerospace, automation, and digital plat…↗
December 2025 · 3 mentions
Dec 19
TheValueist — $CAMT Camtek: Strategic Growth and Leadership in Advanced Packaging Inspection
Camtek Ltd. is a leading provider of optical inspection and metrology systems, increasingly focused…↗
Dec 19
TheValueist — $CAMT Camtek: Strategic Growth and Leadership in Advanced Packaging Inspection↗
Dec 19
TheValueist — $CAMT Camtek’s involvement in DRAM, HBM, and NAND manufacturing is concentrated in optical inspection, 2D/3D metrology, and yield analytics that sit around the mid-end and back-end…↗
— The "Bottleneck ETF" from supply chain mapping.
Not a single name red.
Equal weighted results 1W: +12.83%.
List:
$LITE: +31.68%
$AMKR: +28.7%
Disco: +24.35%
$GLW: +23.57%
$COHR…