Kulicke and Soffa Industries. Every tracked FinTwit mention of $KLIC, newest first. 24 mentions since the first on Feb 12, 2026. 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 · 9 mentions
Jun 28
InvestmentGuru — The Robotics Bull Run Is Here.
Every factory, every warehouse, every hospital, every battlefield, every ocean floor — being rewired with intelligent machines. Not in twenty years…↗
Jun 22
Michael | Hypermarkets — In 2 years, $MU squeezed from 1430% from $85 to $1220.
It will 3x-5x after its earnings on June 24.
These 12 companies have parternships with $MU:
1. $ASML – Sells EUV lithograp…↗
Jun 16
TheValueist — $KLIC Kulicke & Soffa: Cyclical Recovery and Advanced Packaging Transition. Investment Thesis. New: 6/16/26.
Kulicke & Soffa is attempting to convert a long-standing cyclical wire…↗
Vulture trades 🦅 — Gamma Squeeze Idea 💡
$KLIC 135 Call 6/18 at 1.00↗
February 2026 · 3 mentions
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
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
TheValueist — $KLIC EXECUTIVE CALL SUMMARY: (Kulicke & Soffa Industries, Inc. 02/05/26)
Kulicke & Soffa reported a material inflection in near-term demand conditions and delivered Q1 FY26 resul…↗
TheValueist — $KLIC on an absolute tear. All-time high today. Relatively cheap in the WFE universe. Large cash balance. Feels like a catch-up trade for those who missed the broader WFE rip. http…↗
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…↗
SemiAnalysis — Let’s focus on the first for now; Assembly.
Historically, packaging = low-margin wire bonding. Not exciting.
ASE once made up ~40% of $KLIC’s wire bonder business. After the COVID…↗
TheValueist — $KLIC KEY READ-THROUGHS FROM KULICKE & SOFFA Q2 2026 EARNINGS CALL
Kulicke & Soffa’s Q2 2026 call carried broader market significance because the company’s demand acceleration was…↗
May 6
TheValueist — $KLIC (Bloomberg) -- Kulicke & Soffa reported adjusted earnings per share for the second quarter that beat the average analyst estimate.
SECOND QUARTER RESULTS
Adjusted EPS 79c vs.…↗
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…↗