SkyWater Technology. Every tracked FinTwit mention of $SKYT, newest first. 46 mentions since the first on Dec 30, 2025. See the price chart.
May 2026 · 1 mention
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…↗
April 2026 · 3 mentions
Apr 27
Special Situation Investments — Weekly Updates on Active US Merger Arb Cases
$WBD: Apr 23, 2026 – Shareholders approve merger (99.1% of votes cast); regulatory approvals still pending.
$DBRG: Apr 23, 2026 – Sha…↗
Apr 25
InvestmentGuru — Building a Semiconductor Watchlist: 20 Names to Watch
$AMKR — Advanced packaging
$GFS — Mature-node foundry
$LSCC — Low-power FPGAs
$AEHR — Wafer-level burn-in test equipment…↗
Apr 7
Special Situation Investments — Weekly Updates on Active US Merger Arb Cases
$HOLX: Apr 6, 2026 – Transaction expected to close on Apr 7.
$FORA: Apr 6, 2026 – Definitive agreement signed; offer bumped to $2.17/…↗
March 2026 · 2 mentions
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…↗
Mar 7
InvestmentGuru — 2026: The Year of Lightspeed Optics — Here’s Every Stock You Need to Know
The optical networking revolution is accelerating, and the investment landscape just got a whole lot more…↗
February 2026 · 1 mention
Feb 17
Gaetano — @theodore_invest @PhotonCap Ah the good old $skyt days😅↗
January 2026 · 38 mentions
Jan 30
Gaetano — @SJCapitalInvest is a must follow
I came across his page late last year and have been nothing but impressed
I think X is super saturated with the same content regurgitated over a…↗
Jan 28
Gaetano — Something @VASTCNC said the other day got me thinking about $IONQ after the $SKYT news
He mentioned he’s interested in nearly every part of IonQ’s business outside of core quantum…↗
Jan 26
Gaetano — I took off most of my $skyt shares recently around $34
I haven't looked much into the $IONQ deal
Shareholders, what are your thoughts?↗
Jan 26
Shay Boloor — $IONQ is buying chip maker $SKYT for ~$1.8B or $35 per share.
The deal secures U.S.-based fabrication giving IonQ more control over how fast it scales & how reliably it can de…
December 2025 · 1 mention
Dec 30
Shay Boloor — OPTICS WILL BE A DEFINING THEME OF 2026
AI has turned data movement into the bottleneck and at scale only photons can move information efficiently enough.
The ecosystem breaks do…↗
InvestmentGuru — IONQ ACQUIRES U.S. SEMICONDUCTOR
FOUNDRY SKYWATER TECHNOLOGY
FOR $1.8 BILLION OR $35/SHARE ($15 IN CASH & $20 IN IONQ STOCK) TO CREATE "VERTICALLY INTEGRATED QUANTUM PLATFORM"…↗
Jan 26
Serenity — @wallstengine I would not want to hold $20 in $IONQ as a $SKYT shareholder. Can't believe they're getting bought↗
Jan 26
The Future Investors — $IONQ $SKYT IonQ is acquiring SkyWater Technology for $1.8B and $35 per share: $15 in cash + $20 in IonQ stock 💰
The deal brings a U.S.-based chip foundry in-house, giving IonQ m…↗
Jan 24
Serenity — Jan 25th Ratings. Post EU Tariffs and $INTC ER.
Strong Buy:
$SNAP
$META
Samsung Electronics
SK Hynix
$MU
Unimicron
$TSM
$CRCL
$AXTI
$LPTH
$COPX
$LIT
$AEHR
$FORM
$AMKR
$AVGO
$MRV…↗
Jan 24
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $CRML +197%
2. $SNDK +100%
3. $SKYT +72%
4. $BE +67%
5. $RDW +65%
6. $NTLA +63%
7. $ASTS +56%
8. $APLD +54%
9. $IREN +50%
10. $EOSE +49%…↗
Jan 23
Serenity — @DonkeyCapital69 Sure, I’ll do one tomorrow. Those types of writeups take a lot of time!
Was looking at some old ones back in 2025 like Nanya. Ended up 100%+ in just 3 months, whi…↗
Jan 23
InvestmentGuru — This is where the money is going in this market
Rare Earths / Strategic Metals
$CRML $TMC $USAR $MP
Defense & National Security
$SKYT $KTOS $KRMN $AMTM
AI Infrastructure & Co…↗
Jan 21
InvestmentGuru — $ONDS
$OSS
$LPTH
$SATL
$SIDU
$RDW
$CRML
$TE
$SHMD
$SKYT
This are the stocks that showing strength in this market.↗
Jan 20
Gaetano — The $SKYT ride has been wild
From lows in the 12's in December to now hitting 36
My thesis was that the market would re-rate to a more reasonable valuation relative to peers. I d…↗
Jan 20
Serenity — @WaltzDisneyz @itachidata28 I made a post about it earlier regarding
1) supply chains
2) defense
3) made in America semis
But personally $OSS for defense, $LPTH since that one d…↗
Jan 20
Serenity — @itachidata28 These types of selloffs are both risk-management and stems from irrational fear, eg. $OSS down -6.1% $SKYT down -6.3%, so the TACO trade presents great opportunities.…↗
Jan 17
InvestmentGuru — 25 Growth Stocks Poised to Be Big Winners
$IREN – AI infrastructure
$IONQ – quantum computing
$RKLB – aerospace launch
$ASTS – aerospace connectivity
$NBIS – NeoCloud
$SOFI –…↗
Jan 17
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $CRML +154%
2. $SKYT +82%
3. $SNDK +74%
4. $KTOS +72%
5. $BE +72%
6. $AVAV +62%
7. $ASTS +59%
8. $RDW +54%
9. $IREN +53%
10. $NVTS +53%…↗
Jan 16
Gaetano — @SJCapitalInvest Thanks so much for the share!
If anyone is interested in reading, my substack is totally free, i just have to ‘accept’ your subscription request when I get home i…↗
Jan 15
Gaetano — $SKYT I must admit that I did not anticipate SKYT being up >100% in 2 months
The rerating I outlined here in this post played out
Finding asymmetric bets that aren't priced in…↗
InvestmentGuru — 10 strong looking stocks in this market
$LPTH
$OSS
$ADUR
$AMPX
$SOC
$SKYT
$RDW
$CLPT
$PL
$POET↗
Jan 15
Chris Ray — A lot of micro cap names that were formerly only talked about in niche corners of FinX are now coming into the limelight.
$OSS
$LPTH
$SKYT
$KOPN
Do you own any? What else belongs…↗
Jan 13
Shay Boloor — JANUARY LEADERSHIP IS ALREADY HINTING AT THE 2026 THEMES
• Grid & Power | $EOSE, $BE, $NVTS
• AI Utility | $IREN, $CIFR, $NBIS, $APLD, $CRWV
• Space Economy | $ASTS, $RKLB, $PL, $…↗
InvestmentGuru — $SKYT looks like new ATH coming in few days↗
Jan 7
InvestmentGuru — Some Big Green Stocks today
$SIDU
$SKYT
$AXTI
$RKLB
$ASTS
$OKLO
$ZETA
$PATH
$OPEN
$NVTS
$CRML
$ABCL
$TSSI↗
Jan 7
InvestmentGuru — 𝗧𝗵𝗲 𝗟𝗲𝗮𝗱𝗶𝗻𝗴 𝗦𝘁𝗼𝗰𝗸𝘀 𝗶𝗻 𝟮𝟬𝟮𝟲
Markets in 2026 are being driven by AI infrastructure, semiconductors, energy transition, aerospace, automation, and digital plat…↗
Jan 6
InvestmentGuru — 15 Stocks Poised for Bigger Moves in 2026
$IREN – AI Infrastructure / Data
$IONQ – Quantum Computing
$SOFI – Fintech / Digital Banking
$HIMS – Healthcare / Telehealth
$ASTS – Spac…↗
Jan 6
InvestmentGuru — $ONDS
$RDW
$EOSE
$CIFR
$ZETA
$CCCX
$ADUR
$SKYT
$LTBR
$CRML
These are some of the strongest stocks in the current market.↗
Jan 6
InvestmentGuru — The Fastest Growing Companies Heading Into 2026
From AI infrastructure and space to biotech, energy, and digital assets, these companies are where real growth is showing up on the…↗
Jan 5
Gaetano — $SKYT with a new 5-year high
Getting lots of traction as of late↗
Jan 5
Serenity — "FinX vs Wall Street" report
This is FinX 15, a weighted port of the most popular names:
1. $ONDS +33.26%
2. $SKYT +27.46%
3. $TE +22.62%
4. $MU +13.98%
5. $ASTS +13.24%
6…↗
Jan 4
InvestmentGuru — 15 stocks that are worth watching for next week.
$ONDS
$ASTS
$RKLB
$RDW
$SIDU
$SOC
$SKYT
$EOSE
$TE
$CLSK
$CIFR
$IREN
$IONQ
$POET
$PLUG↗
Jan 3
InvestmentGuru — Best 25 Stocks in This Market — 2026 Watchlist
$IREN – AI Compute / Data Centers /
$IONQ – Quantum Computing
$RKLB – Space / Launch & Aerospace
$ASTS – Satellite Communications
$…↗
Jan 2
Gaetano — $SKYT Is one of my main positions going into 2026↗
Jan 2
Serenity — @LawnChairCap Stuff like $OSS or $SKYT for edge computing/foundry related apps are probably going to be a hot theme for 2026↗