Cohu. Every tracked FinTwit mention of $COHU, newest first. 14 mentions since the first on Apr 30, 2026. See the price chart.
May 2026 · 12 mentions
May 31
InvestmentGuru — Computex 2026 kicks off June 2nd.
Theme: “AI Together.”
$NVDA $AMD $INTC all expected on stage. But the real alpha isn’t on the mainstage — it’s in the supply chain sitting behin…↗
May 28
Gaetano — $COHU New All Time Highs
Post earnings sell off
Digestion
Rip to New Highs
Rinse and repeat↗
May 26
Gaetano — $AEHR Hit All Time Highs Today!
What a wild turn around from that drop last week
Will the other testing names catch up?
$FORM $VIAV $COHU etc.↗
May 26
Black Panther Capital — Everyone is chasing $SIVE or looking for the next
$AEHR or $AXTI.
I think I found it… Not one. But two. Both sitting at the exact chokepoint.
This is maybe my favourite trade ide…↗
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 · 2 mentions
Apr 30
TheValueist — $COHU Cohu: Strategic Pivot Toward AI Infrastructure, Thermal Test Solutions, and Investment Thesis.
Cohu is a semiconductor equipment manufacturer pivoting from its traditional b…↗
Apr 30
TheValueist — $COHU (Bloomberg) -- (Adds shares move.)
Cohu, Inc. shares are down 8.7% in postmarket trading Thursday after the semiconductor manufacturing company reported adjusted earnings per…↗