Veeco Instruments. Every tracked FinTwit mention of $VECO, newest first. 17 mentions since the first on Apr 8, 2026. See the price chart.
June 2026 · 2 mentions
Jun 4
Frenchie — @MatthieuCeronne Merci pour la mention
Oui je la suis. Elle a culminé il y a ~1 mois sur la rumeur d'un deal $MSFT, après que des particuliers aient déniché des photos de sa mach…↗
Jun 3
Alex A.C. — Let's see if we should start seeing some surprises from $IQE analyzing the guidance from Veeco [between "" a fragment extracted from Mr. @PhotonCap article] :
"On the same day, Ve…↗
May 2026 · 7 mentions
May 6
Frenchie — @Oliv_c69 Alors pour en avoir longuement parlé sur le discord, ce n’est pas un duopole pur, mais le marché MBE avancé est concentré autour de quelques fournisseurs spécialisés, ave…↗
May 6
Frenchie — Devinez quel boîte profite du triple narratif Mémoire — Photonique — Quantum ?
Et bien c’est $VECO
Tout le monde regarde $NVDA, $AVGO , $MRVL, $TSM, la mémoire, le CPO et la ph…↗
May 6
TheValueist — $VECO KEY READ-THROUGHS FROM VEECO INSTRUMENTS Q1 2026 EARNINGS CALL
Veeco’s Q1 2026 call was more important as a cross-sector AI infrastructure signal than as a standalone earnin…↗
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 22
Daniel Koss — Added 2 new stocks today!
Both very high risk, but very high reward as well.
Thesis & investment ideas:
AI data centers are hitting a power wall. $NVDA racks now pull so much el…↗
Apr 19
Serenity — @dontbuytops $ALMU and quantum dot is way way too early for people going long on that and QD laser.
If you want to play capex R&D cycles, look at machine suppliers like $ALRIB…↗
— $VECO (Bloomberg) -- Veeco Instruments shares are up 22% in premarket trading, after the semiconductor manufacturing company reported first-quarter results that are seen as mixed,…
Frenchie — Voici un panier d'une vingtaine d'actions que je regarde systématiquement en ce moment :
1. $AAOI - Optical infrastructure play. Si la demande en bande passante pour les data cent…↗
May 1
Frenchie — Les actions que je regarde actuellement :
> $MXL : semi-conducteurs, MaxLinear conçoit des puces pour la connectivité, le broadband, les réseaux, les data centers et certaines inf…↗
May 1
Jason Luongo — 9. $VECO - Veeco Instruments (Equipment)
The other half of the MOCVD duopoly - the machines that grow compound semiconductor layers for photonics chips. $555M backlog, up $145M Yo…↗
— It doesn't need to be detailed with $ALRIB?
> Riber effective, profitable duopoly with $VECO on MBE equipment, that traded at low fwd multiples.
> $MSFT Quantum as core hyperscal…
Serenity — No. This type of BS mindset needs to stop.
What I do is point them out to retail first before the 100-500%+ returns.
US institutions like Point72 or Apollo would have bought th…↗
Apr 10
Serenity — @Mellokhai Riber is also very interesting if you like $VECO and want quantum exposure.
Rare as well to have a hyperscaler like $MSFT as your main customer, trades at 27 p/e, and i…↗
Apr 9
Serenity — $MSFT looks like a secret buyer of Riber
< $ALRIB > for Microsoft Quantum.
The broader market and algorithms likely don’t know this connection yet.
MBEs are important for quantu…↗
Apr 8
Serenity — So the easter egg:
$MSFT Quantum appears to be an undisclosed hyperscaler...
That is secretly buying from a company that sounds with Prime Ribs according to LinkedIn tracking.…↗