Who mentions $COHU most on Surfaced?

@crux_capital_ (Gaetano) mentions $COHU most — 11 mentions in the past 12 months.

When was $COHU first mentioned on Surfaced?

The earliest tracked mention of $COHU in the Surfaced archive was on Apr 19, 2026.

How many voices track $COHU?

6 FinTwit voices have mentioned $COHU 29 times in the past 12 months.

What kind of voices mention $COHU most?

$COHU is mentioned most by Semis voices on Surfaced.

Last 12mo stats

mentions

voices

$COHU

Cohu Inc

$COHU

Cohu Inc

Past 12mo:29mentions6voices

All voices3 calls since Apr 2026show all

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About this stock

$COHU has received 29 mentions from 6 distinct FinTwit voices over the past 12 months, with the first mention appearing on April 19, 2026. The most active commentator is @crux_capital_ (Gaetano) with 11 mentions, followed by @vulturetrades with 9 mentions. Discussion of $COHU clusters within the semiconductor equipment and testing sector, reflecting its role in the semiconductor manufacturing value chain.

AI-generated from tracked posts · updated Jul 3, 2026

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Recent calls

3 calls

@vulturetradesMay 11, 2026 · 6:52 PM

$COHU $60 incoming

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@crux_capital_May 1, 2026 · 1:23 PM

$COHU What an insane drop off headlines This is one of my favorite setups. A headline reaction with a significant drawdown to support Then a complete reversal when the market realizes they looked at the wrong numbers + the call comes I was focused on the $AXTI call so I was late to seeing the print. But luckily I had a limit order set for $COHU @ $38 that got filled. I need to make sure I have all my limit orders set for key supports 20-25% off on my higher conviction companies Do you guys have orders set in place or do you wait to see where the price action will take you? (Also, yes I realized that this quoted tweet should've said 'yesterday'. If you ever see a post from me between 11pm and 5AM PST, it's a scheduled post 🤣. And sometimes I get the days mixed up)

Open on X

@thevalueistApr 30, 2026 · 11:48 PM

$COHU Cohu: Strategic Pivot Toward AI Infrastructure, Thermal Test Solutions, and Investment Thesis. Cohu is a semiconductor equipment manufacturer pivoting from its traditional base in automotive and industrial test systems toward AI infrastructure. The company is targeting the thermal management and inspection requirements of AI accelerators and High-Bandwidth Memory (HBM), with its Eclipse handler specifically designed for extreme power density applications. The revenue mix has shifted meaningfully, with recurring streams now at 60% of sales, which reduces exposure to the cyclical volatility that has historically defined the back-end equipment sector. The addressable market has expanded to $3 billion as AI-driven complexity increases demand for advanced test and handling solutions. Near-term risks center on pipeline conversion and margin pressure during the manufacturing ramp. The technology roadmap is credible, but the investment case requires Cohu to translate AI-related design wins into sustained earnings leverage by 2027. Failure to do so would leave the stock exposed as a re-rating candidate that never delivered the underlying fundamentals. Cohu is effectively a bet on back-end bottlenecks becoming a binding constraint in the global AI buildout, with execution on the ramp determining whether the thesis pays off.

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