PDF Solutions. Every tracked FinTwit mention of $PDFS, newest first. 9 mentions since the first on Mar 24, 2026. See the price chart.
June 2026 · 1 mention
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…↗
May 2026 · 4 mentions
May 13
TheValueist — $PDFS (Bloomberg) -- PDF Solutions, holder Advantest America offer shares via Morgan Stanley, Wells Fargo Securities, Societe Generale, Needham.
•PDF offering 500k shares, Advantes…↗
May 8
TheValueist — $PDFS KEY READ-THROUGHS FROM PDF SOLUTIONS Q1 2026 EARNINGS CALL
PDF Solutions’ Q1 2026 call is a concentrated signal that leading-edge semiconductor manufacturing is moving from…↗
May 4
InvestmentGuru — Earnings watchlist for the week:
𝗠𝗼𝗻𝗱𝗮𝘆
After Hours:
$PLTR $FN $BWXT $AEIS $FLY $ADEA $ON
𝗧𝘂𝗲𝘀𝗱𝗮𝘆
Pre-Market:
$SHOP $PYPL $ENLT $ETN
After Hours:
$AMD…↗
BULL OF BRITAIN — CPU is the next rotation of the AI supercycle.
The market spent 2023-2025 pricing GPU. Now $INTC's $AMD and $ARM printing. The Evercore 1:8 -> 8:1 gpu/cpu ratio swap, and the age…↗
Apr 26
BULL OF BRITAIN — @PepInvestStocks Agree. $PDFS - $AIP look very nice imo↗
Apr 24
TheValueist — $PDFS PDF Solutions: Scaling an AI Semiconductor Data Platform and Investment Thesis.
PDF Solutions is executing a strategic transformation from a specialized yield-ramp services…↗
March 2026 · 1 mention
Mar 24
Serenity — US Chip ACT Funding is one of the largest signals.
For importance to America National Security.
Lesser known list:
1. $SIVE ($330m)
2. $AKTS ($920m)
3. $BLG ($34m)
4. $QUBT ($1.6…↗