Cohu. Every tracked FinTwit mention of $COHU, newest first. 29 mentions since the first on Apr 19, 2026. See the price chart.
July 2026 · 2 mentions
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…↗
Jul 2
Gaetano — Lots of test companies have been strong lately
$COHU $TER $FORM
Aside from today of course.
I wonder why $TRT doesn't play along https://t.co/VI1MLyX21S↗
June 2026 · 5 mentions
Jun 28
InvestmentGuru — The market just handed us a masterclass in thesis validation.
The top performers of 2026 aren’t random. They’re a roadmap.
Memory $SNDK. $MU. $WDC. Three names. One theme. The wor…↗
Jun 25
TheValueist — If you are investing in any part of the GAI infrastructure trade, I highly highly highly recommend you listen to the entire $MU earnings and callback calls. The analysts asking que…↗
Gaetano — Some testing companies are really strong right now
$AEHR $TRT and $COHU
All showing great relative strength these past few days
May 2026 · 14 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…
April 2026 · 8 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…↗
Apr 30
Gaetano — My focus this week is earnings
$GLW $SANM $VIAV $AXTI $COHU etc.
While there are a handful of new ideas I want to explore, I'll save that for the weekend
This week it's all about…↗
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…↗
May 1
Gaetano — $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 re…↗
May 1
Gaetano — So many earnings today!
$LPK $COHU $AXTI $AIXA
I took a position in one of them
Want to take a position in two of them
And I am avoiding one of them
I broke down everything I thi…↗
Gaetano — We've got ALOT of Photonics earnings this week...
Monday - $SANM
Tuesday - $GLW
Wednesday - $VIAV $FORM
Thursday - $LPK $AXTI $AIXA $COHU
There is going to be lots of money to…↗
Apr 23
Alex A.C. — Good starting point for $COHU investors 🤓
This small player works in some very specific areas in the sub-segment of Test and Inspection (Semis back-end solutions).
It's like the…↗
Apr 23
Gaetano — With the test layer getting so much attention
$AEHR $FORM $VIAV $COHU
I figured it was time to talk about $COHU
So I did:
https://t.co/Gfbclcnf8W↗
Apr 19
Gaetano — Photonics is a stack!
$AXTI $AIXA $TSEM $AEHR $LITE $GLW
Here is a clean map of the sector.
Please bookmark & share!
A laser, a photonic chip, a finished module, and a deployed…↗