FormFactor. Every tracked FinTwit mention of $FORM, newest first. 71 mentions since the first on Jan 12, 2026. See the price chart.
July 2026 · 5 mentions
Jul 14
TheValueist — $AEHR $TRT $FORM $VIAV My GAI Test and Measurement tracker post is attached as you look for ideas and read throughs. https://t.co/NakSwM2AYb↗
Jul 9
Gaetano — There is one looming bear case for Photonics
$LITE $COHR $AAOI $SIVE
That this is cyclical and will end up in oversupply.
With lots of the focus on lasers/transceivers.
My goal…↗
Jul 7
Alex A.C. — Couldn't resist this current giga nonsense drop of the Market, so I've added sectors I lacked a lot (due to skyhigh prices.... until recently 😅), like Foundries and OSATs
- Towe…↗
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 25
Michael | Hypermarkets — $AMKR — Amkor Technology
What it does: $MU builds the HBM memory. Amkor makes it usable. It packages, stacks, bonds, and tests HBM beside GPUs where AI performance is won or lost.…↗
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…↗
Jun 21
InvestmentGuru — AI INFRASTRUCTURE LEADERSHIP BOARD
The Companies Building the Backbone of the AI Revolution
Tier 1 — Core Compounders
The foundation of AI infrastructure and the highest-convic…↗
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 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 12
TheValueist — $FORM EXECUTIVE OVERVIEW
FormFactor’s 2026 Investor Day materially strengthened the company’s strategic narrative by reframing FORM from a cyclical semiconductor test supplier int…↗
TheValueist — $FORM KEY READ-THROUGHS FROM FORMFACTOR Q1 2026 EARNINGS CALL
FormFactor’s Q1 2026 earnings call is a high-signal upstream indicator for AI semiconductor demand because the compan…↗
Apr 29
Serenity — @labubu_trader Hard to go wrong with $FORM or $ONTO. The whole ecosystem is just accelerating so fast right now.↗
Apr 29
Serenity — @gregory_FTA $TER is not a good proxy because they're extremely large. They had exposure to non-AI segments like smartphone chips, EV/automotive. Then they're facing competition fr…↗
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 · 13 mentions
Mar 31
Serenity — CPO Value Chain Summary from Mirae Asset:
Laser Source:
Coherent < $COHR >
Lumentum < $LITE >
Furukawa Electric (TYO: 5801)
Yuanjie Semiconductor (SHA: 688498)
Innolight Technolog…↗
Mar 28
InvestmentGuru — The Photonics and Optical sector— Full Breakdown -
Light. Speed. Fiber. Lasers.
Infrastructure layer-
$CIEN — High-speed optical networking equipment
$GLW — The fiber optic ca…↗
Mar 26
InvestmentGuru — Photonics: The Missing Layer Powering the AI Boom
Photonics — using light instead of electricity — is emerging as the solution.
Photonics Ecosystem
1️⃣ Silicon Photonics & Opti…↗
Gaetano — 🚨How I construct my Photonics portfolio
$AAOI $LITE $COHR $CIEN $GLW etc.
For me, diversity is the game.
Different parts of the stack have different timelines and catalysts and…↗
Feb 26
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
TheValueist — GAI Test & Measure is the new WFE.
$KEYS $AEHR $RAL $VIAV $FORM https://t.co/fkh3AeKxIU↗
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…
January 2026 · 5 mentions
Jan 24
Serenity — Jan 25th Ratings. Post EU Tariffs and $INTC ER.
Strong Buy:
$SNAP
$META
Samsung Electronics
SK Hynix
$MU
Unimicron
$TSM
$CRCL
$AXTI
$LPTH
$COPX
$LIT
$AEHR
$FORM
$AMKR
$AVGO
$MRV…↗
Jan 23
TheValueist — $FORM TSE to supply HBM probe card to major memory companies https://t.co/XU07NXnP07↗
Jan 22
TheValueist — $FORM FormFactor Analysis: AI Growth, Margin Expansion, Leadership Transitions, and Investment Thesis.↗
Jan 22
Serenity — Memory Supercycle Supply Chain TLDR:
US Sleeper HBM4/Memory alpha picks that benefit from $MU and SK/Samsung:
$VECO ($2B) -Laser annealing
$PLAB ($2.1B) - Lithography photomask
$…
— Compute is starting to trade like a commodity.
CME and ICE are moving to list GPU rental rate futures. Big tech is no longer just buying chips. It is contracting compute capacity…
Gaetano — There is so much in my research/content funnel
Going to be a busy few days
Here's some stuff I am working through and will be posting over the next week or so:
1 - China Oversu…↗
— 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…
The Future Investors — The Future Investors presents the 40 stocks with the highest projected revenue growth for the next 3 years! 📈🚀
1. $NBIS | Nebius - 211.8%
2. $IREN | IREN Limited - 106.0%
3. $CR…↗
May 2
InvestmentGuru — The Full Optical AI Industry Chain:
1. IC Design & Manufacturing
(Where the brains are built)
ASIC / xPU / Photonic ICs
→ $NVDA $MRVL $AVGO $LITE $COHR $INTC $AMD $CSCO…↗
TheValueist — $FORM (Bloomberg) -- FormFactor reported adjusted earnings per share for the first quarter that beat the average analyst estimate.
FIRST QUARTER RESULTS
Adjusted EPS 56c vs. 23c y/…↗
Apr 26
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
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↗
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…↗
Apr 15
InvestmentGuru — The AI supply chain is still the hottest sector in the market
From optics to semis to testing — capital is flowing across the entire stack-
$AAOI $AXTI $OPTX $SNDK
$LWLG $AE…↗
Apr 14
Serenity — @JonkooTrades I was long $FORM earlier this year/last year. IMO probably going to keep going up but there’s higher upside from some lesser known players over in Taiwan/Japan.↗
Apr 14
Serenity — "Silicon photonics scaling hits wafer testing bottleneck"
- $FORM (helps that ficontec left), $AEHR
- Over in Taiwan MPI (6223), MA-tek (3587), MSScorps (6830)
- Then large cap C…↗
Apr 13
TheValueist — $FORM all-time high today. Probe cards are solid business. https://t.co/zXd1s7t2SI↗
Apr 13
Gaetano — If you invest in Photonics, you need to understand the important of the testing layer
$AEHR $VIAV $FORM $KEYS $TER
This article is a great introduction↗
Apr 12
InvestmentGuru — PHOTONICS / OPTICAL STACK — THE FULL VALUE CHAIN
“The layer below the chips” — AI’s real bottleneck
Layer 1 — Materials
Foundation of everything (InP, fiber, wafers)
$AXTI $GLW $…↗
Apr 10
Serenity — I feel like I've called out the most triple digit stock returns YTD...
Out of anyone in history? Hence why I have 150k+ followers now!
In just a short timeframe:
$AXTI -> 5x+
$…↗
Apr 8
Gaetano — This could be a confusing layer of Photonics
$VIAV $AEHR $FORM $KEYS
So I took a moment to try to make it as simple as possible
Testing is going to become a big theme as we trans…↗
Apr 7
Damnang2 — CPO Testing에 대해 아티클을 작성하였습니다.
테스트 단계별로 어떻게 진행되는지, 어떤 점이 아직 시장에서의 해결 과제인지, 각 단계별로 어떤 회사들을 주목해야 하는지 상세하게 적어보았습니다.
감사합니다.
$AEHR $FORM $KEYS↗
Apr 7
Damnang2 — CPO is something many people talk about. But what really matters is CPO testing.
In this article, I explain in the clearest and simplest way why testing is the hardest part, and w…↗
Apr 7
Damnang2 — When well known figures say they like names such as $FORM, $KEYS, or $AEHR, the easiest thing to do may be to buy those stocks without giving them much thought.
But I believe conv…↗
Apr 5
Serenity — Digitimes: Taiwan tackles CPO testing bottlenecks to scale SiPh for AI data centers.
Huge. Emphasis. on: "CPO and Silicon Photonics bottleneck" + "Testing."
$FORM, $KEYS, $ASE, a…↗
— @GoldenMeth IMO $AEHR is a great long here and should hit its inflection point in the next few months like $AAOI.
$AMKR better to wait next year since they’re in capex phase and t…
The Future Investors — AI’s next bottleneck: data movement 🚀
Photonics is the solution 💡
Photonics has multiple layers. These stocks stand to benefit 👇
🔴 𝗟𝗮𝘆𝗲𝗿 𝟭: 𝗦𝘂𝗯𝘀𝘁𝗿𝗮𝘁𝗲𝘀 & 𝗠�…↗
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: +…↗
Mar 17
Serenity — @TheValueist Great overview of every name from $CIEN to $FORM! I’m sure you’re locked in too now after this post↗
Mar 17
Serenity — @PhotonCap Glad to hear! Yeah, there's so many different names since photonics TAM for AI is massive.
You can definitely make an ETF of stuff like $FORM, $KEYS, $VIAV, $AEHR, and…↗
Jason Luongo — NVIDIA just invested $4B into photonics. Marvell spent $5.5B on Celestial AI. GlobalFoundries acquired AMF.
Photonics is the hottest theme in the market and most investors still d…↗
TheValueist — $FORM probe cards. Great market and business. https://t.co/sfPNPYOUf8↗
Mar 6
TheValueist — Haha. I don't know about huge, but of your list I like $KEYS $TER $FORM $AEHR - the others might be interesting as well, but I haven't spent much time on them.↗
TheValueist — Here's my updated US GAI Test & Measurement Tracker sorted by YTD. Get after it.
$FORM $AEHR $TER $VIAV $KEYS https://t.co/ulnUm3PQbe↗
Feb 21
Serenity — Year to Date: 316.4%
From January 2026 into February 2026.
Reflection of my short term trades and longs:
> Swing traded tax harvested stocks like $GLXY, $SMCI, and $IREN start o…↗
Feb 6
Serenity — @LivingITMoney Yeah, today’s crash wiped out a lot of retail portfolios that have high concentration in stocks like $HOOD, $SOFI, $HIMS, or $PLTR.
Lot of high beta names are typic…↗
Feb 4
TheValueist — $FORM (Bloomberg) -- (Updates with share move.)
FormFactor shares rise 17% in after hours trading after the maker of semiconductor wafer probe cards gave a first-quarter adjusted e…↗