MKS Instruments. Every tracked FinTwit mention of $MKSI, newest first. 9 mentions since the first on Jan 12, 2026. See the price chart.
June 2026 · 1 mention
Jun 14
TheValueist — $ONTO $MKSI $Q $KLAC EXECUTIVE OVERVIEW
The cleanest U.S. public-company beneficiaries of PLP, glass substrates, and larger AI packages are not necessarily the AI chip vendors th…↗
May 2026 · 1 mention
May 16
TheValueist — $MKSI MKS Strategic Evolution, AI Infrastructure Expansion, and Investment Thesis.
MKS Instruments has repositioned meaningfully from its origins as a specialized vacuum equipment…↗
InvestmentGuru — $MKSI — MKS Instruments: The Lab Equipment That Makes Photonics Manufacturing Possible
Nobody builds photonics fabs without MKS. MKS spotlighted new photonics solutions for AI, qua…↗
IvanaSPEAR — If you missed our ‘26 Outlook Webinar this afternoon, tune into @cvpayne @ 2PM on @FoxBusiness
Three key themes for us this year:
- Space $RKLB $ASTS
- Semi-Cap Equip. $LRCX…↗
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
$…↗
Jan 18
Serenity — Personal TLDR research.
Western supply chain bottlenecks like $LPTH and $AXTI:
$MTRN - Beryllium (Spor Mountain)
$HALEU - Uranium | SMRs
$ESE - Space fuel tanks (through Va…↗
— Exciting Updated!
I’m keeping AI datacenter photonics as my core focus and I’ll continue covering my top positions there.
But I’m expanding into another lane where my photonics w…