Who mentions $NVMI most on Surfaced?

@investmentguru_ (InvestmentGuru) mentions $NVMI most — 2 mentions in the past 12 months.

When was $NVMI first mentioned on Surfaced?

The earliest tracked mention of $NVMI in the Surfaced archive was on Dec 19, 2025.

How many voices track $NVMI?

5 FinTwit voices have mentioned $NVMI 7 times in the past 12 months.

What kind of voices mention $NVMI most?

$NVMI is mentioned most by Long Research voices on Surfaced.

$NVMI — FinTwit mentions on Surfaced

Recent mentions

7 mentions

@investmentguru_Jul 3, 2026 · 10:30 AM

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 undisputed king), $VECO, Tokyo Electron, Nikon, Canon Etching: $LRCX, $AMAT, Nordson — the workhorses of chip fabrication Thin Film Deposition: $LRCX, $AMAT again — dominant duopoly Metrology & Inspection: $KLAC, $NVMI, $ONTO, $BRKR, $KEYS — quality control is non-negotiable at 2nm Cleaning: $ACMR, SCREEN Holdings Ion Implantation: $AMAT, $ACLS packaging the chip — THIS is where advanced packaging/CoWoS demand lives) Packaging & Bonding: $KLIC, Tazmo, Hanmi Semiconductor Advanced Packaging: $AMAT, $ACMR, $ONTO, $CAMT, $ASMPT — critical for HBM stacking Dicing/Cutting: DISCO, Tokyo Seimitsu, Lasertec Testing Equipment: $TER, $COHU, $FORM, $KEYS, Advantest Probe Cards: $COHU, $FORM, Micronics Japan Why this matters: Every AI GPU, every HBM stack, every advanced node needs THIS equipment first. You can’t build the AI infrastructure stack without it. Semi-equipment names often lead the cycle — they get orders before the fabs even ship product. Not financial advice.

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@dillon_valdezMay 15, 2026 · 5:53 PM

$NVMI — Nova Revenue was $235.3M, +10.3% YoY, and beat expectations of ~$227.0M by 3.7%. EPS was $2.33 vs $2.20 expected. Stock jumped 10.4% on report day, then gave back 5.8% today. This was a solid semi-metrology print. Record Q1 revenue and guidance above expectations keep the process-control story intact as advanced chip manufacturing becomes more demanding. Nova is not the flashiest AI name, but it sits where precision keeps getting more important.

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@ftr_investorsApr 17, 2026 · 12:50 PM

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@ftr_investorsFeb 2, 2026 · 1:51 PM

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@aleabitoredditJan 22, 2026 · 4:21 PM

@Mamocap Thanks missed out on $NVMI. Someone else mentioned $CAMT, I left it out of the list above by accident.

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@investmentguru_Jan 7, 2026 · 1:12 AM

𝗧𝗵𝗲 𝗟𝗲𝗮𝗱𝗶𝗻𝗴 𝗦𝘁𝗼𝗰𝗸𝘀 𝗶𝗻 𝟮𝟬𝟮𝟲 Markets in 2026 are being driven by AI infrastructure, semiconductors, energy transition, aerospace, automation, and digital platforms. Leadership is forming across three clear layers — established market leaders, emerging growth names, and high-upside speculative plays. Here’s a clean framework to track where leadership is developing: Leaders Proven companies with scale, earnings power, and institutional sponsorship — often the backbone of strong portfolios. $SNDK $WDC $RKLB $LRCX $SYM $STX $TER $MU $KLAC $CCJ $ASML $FIX $RDDT $RKT $MPWR $NU Growth stocks Faster-growing disruptors gaining traction, revenue acceleration, and expanding TAMs — where leadership is still forming. $SKYT $FIGR $LEU $VICR $AVAV $CAMT $INOD $FTAI $KRMN $APLD $VSAT $KTOS $HSAI $NVMI $ACMR $OSCR $ZETA Speculative stocks High-risk, high-reward names tied to frontier tech, space, rare earths, drones, nuclear, and next-gen mobility. $CRML $USAR $AEVA $RCAT $UAMY $ASTS $NVTS $BKSY $ONDS $UUUU $UMAC $HUT $SERV $JOBY $AEHR $AXTI $MP Market leaders provide stability, young growth drives performance, and speculative names deliver optionality. The strongest portfolios in 2026 will blend all three — scaling exposure as leadership confirms.

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@thevalueistDec 19, 2025 · 8:27 PM

$NVMI Nova: Scaling Metrology for Advanced Semiconductors and Packaging

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