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 · 5 mentions
Jun 30
BULL OF BRITAIN — Been adding into a basket of Upstream Memory plays.
The thesis: the memory bottleneck (DRAM/HBM) forces the big 3 makers to expand capacity. The equipment layer captures that cape…↗
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 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…↗
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 29
Dillon Valdez — Onto Innovation $ONTO is one of the less obvious AI infrastructure names because it does not sell the chip.
It sells inspection, metrology, and process-control tools that help chi…↗
May 24
TheValueist — $ONTO INVESTMENT CONCLUSION
The source material captures a real and investable inflection, but the best interpretation is more nuanced than the claim that optical inspection is st…↗
Serenity — @labubu_trader Hard to go wrong with $FORM or $ONTO. The whole ecosystem is just accelerating so fast right now.↗
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 (…↗
Apr 27
Michael | Hypermarkets — CHEATSHEAT and price targets for PHOTONICS STOCKS:
Here’s the full stack + WHY each matters + price targets 1 year from now:
1. MATERIALS & WAFERS
$AXTI — Enables indium phosp…↗
Jukan @COMPUTEX — "The most advanced player is U.S.-based Onto Innovation."
$ONTO https://t.co/b4tukGQBQU↗
Mar 31
Jukan @COMPUTEX — Samsung Electronics Introduces New Hybrid Bonding Inspection Equipment
Samsung Electronics has begun adopting new inspection equipment for hybrid bonding. Onto Innovation's inspec…↗
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…↗
Mar 22
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�…
February 2026 · 6 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 — @DaSteeringWheel I did make a bottleneck ETF earlier of names from $ONTO to $GLW!
https://t.co/9RsyIarQgM↗
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…↗
TheValueist — $KLAC $LRCX $AMAT $ONTO EXECUTIVE SUMMARY
The SemiAnalysis thread correctly emphasizes that metrology and inspection are foundational “process control” capabilities in semiconduct…↗
Jan 24
Serenity — The potential SiC (Silicon Carbide) Interposer bottleneck stack for $NVDA Rubin and Hyperscaler ASICs (if you didn't like $WOLF):
Downstream SiC:
$TSM - SiC for CoWoS interposers…↗
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
$…↗
December 2025 · 1 mention
Dec 19
TheValueist — $ONTO Onto Innovation: Strategic Growth and Executive Leadership Analysis
Onto Innovation is a leading semiconductor process control company formed by the merger of Nanometrics an…↗
— @Ausar_theV1LE $ONTO is a compelling process control and metrology play sitting at the intersection of two of the highest-conviction themes right now — advanced packaging and AI-dr…
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…↗
— $ONTO long looks interesting sitting at the 50dma. Not crazy expensive in the world of GAI right now. Street revenue and margin feel too light in the out years. https://t.co/8Hc8MC…
TheValueist — $ONTO Onto Innovation: AI Packaging Dynamics and Strategic Growth Analysis.
Onto Innovation is transitioning from a specialized metrology equipment provider toward a broader AI-dr…↗
May 10
Serenity — “Leading” Glass Substrate players that were name dropped if you’re curious:
• $LPK — TGV Equipment
• $GLW — Glass Materials
• $ASGLY (5201 T)— Glass Materials
• $NIDGY (5214 T) —…↗
May 9
InvestmentGuru — The Complete Semiconductor Playbook — AI Supercycle 2026
🤖 EDGE AI
$QUIK · $CEVA · $SYNA · $QCOM · $INDI · $VLN · $SMTC
→ AI leaves the data center. Devices. Cars. Factories…↗
May 9
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…↗
Serenity — People nonstop ask me about $LPKK / $LPK for my opinion
Yes, I mentioned they're like a chokepoint for glass core substrates for LIDE (laser induced deep etching) way back when.…↗
Apr 17
Jukan @COMPUTEX — @BozRiverGuides $ONTO is also the most advanced in HBM inspection equipment for Samsung.↗
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…↗
Mar 10
Serenity — @pepemoonboy LOL when did you become a semi capex bottleneck investor in $AMKR, $ONTO, and others? Was not expecting it.
I love the mindset shift, welcome aboard.↗
Serenity — The "Bottleneck ETF" from supply chain mapping.
Not a single name red.
Equal weighted results 1W: +12.83%.
List:
$LITE: +31.68%
$AMKR: +28.7%
Disco: +24.35%
$GLW: +23.57%
$COHR…↗
Feb 7
Serenity — Here's my TLDR + mapped into investment framework from Semivision bottleneck summary:
HBM:
HBM4 (16Hi) - Samsung, Sk Hynix, $MU
HBF - $SNDK, Kioxia
Base Die - $TSM, Samsung (inter…↗