Veeco Instruments. Every tracked FinTwit mention of $VECO, newest first. 41 mentions since the first on Jan 22, 2026. See the price chart.
July 2026 · 1 mention
Jul 3
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 · 14 mentions
Jun 20
InvestmentGuru — Solar: $TE $FSLR $BE $CSIQ
The Bridge Fuel for AI’s Power Crisis
Nuclear (SMRs, restarts) is the long-term answer to AI’s energy appetite — but those gigawatts are 3-7 years out.…↗
Jun 19
Gaetano — Some thoughts on $AXTI…
As I work through the China AI optics supply ramp, the AXT setup keeps getting more complicated.
China is reportedly preparing a ~$295B five-year AI data-…↗
Jun 19
Damnang2 — Compute is starting to trade like a commodity.
CME and ICE are moving to list GPU rental rate futures. Big tech is no longer just buying chips. It is contracting compute capacity…↗
Gaetano — We're seeing a trend with earnings
Companies that are already viewed from the market as having significant optics exposure are dropping 10-15%
Like $LITE $COHR $AAOI $FN $GLW…↗
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…
April 2026 · 11 mentions
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 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 21
Gaetano — $VECO New Highs Today!
Veeco makes the specialized machines that grow and coat the tiny semiconductor layers used inside AI data centers for both high-speed optical connections an…↗
Serenity — @Investmnt_Eagle Could look into Oxford instruments, they're a known $COHR and $AAOI supplier for etch/deposition process.
Slightly different than what $VECO/Axtron type are doin…↗
Feb 28
Serenity — Second order effects from $AAOI earnings:
-> Extreme demand for MBE/MOCVD reactors.
They're needed for epiwafers.
This signals two things for "manufacturing":
- $IQE is sitt…↗
Feb 27
Serenity — Thanks! I know a some followers recommended Aixtorn, but there's other interesting suppliers like Oxford Instruments out there.
I already did more DD into $IQE and the epiwafer m…↗
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
$…↗
— There is so much in my research/content funnel
Going to be a busy few days
Here's some stuff I am working through and will be posting over the next week or so:
1 - China Oversu…
Gaetano — One company I regret not buying into heavy is $veco↗
Jun 15
Damnang2 — It’s already up this much in just one month 😅
$VECO https://t.co/DJJVyru5G3↗
Jun 14
Frenchie — Je crois qu’on a réveillé un monstre avec $VECO
La dernière news Ennostar est beaucoup plus importante qu’elle en a l’air
>Ennostar vient de qualifier le nouveau LUMINA+ MOCVD d…↗
Jun 12
TheValueist — $VECO Veeco announced the first commercial acceptance and qualification of its LUMINA+ chemical vapor deposition system by Ennostar Corporation. Ennostar will deploy the system in…↗
Jun 11
Frenchie — Les valeurs que j’ai beaucoup regardées récemment et qui méritent selon moi d’être en watchlist :
$VPG : +15.9% sur la séance
Grosse continuation sur le thème capteurs de précisio…↗
TheValueist — I’m long $VECO 1/15/27 c95. I rolled up and out from initial trade.
Club Valueist - get involved. It will be the best $1/month you will ever spend.
(Bloomberg) -- Veeco Instrume…↗
Jun 9
Frenchie — WOW $VECO s’envole aujourd’hui.
>+19% à l’open
La boîte fabrique notamment des systèmes de nanosecond annealing, dont le NSA500.
En gros c’est une grosse machine qui chauffe une…↗
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…↗
TheValueist — $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,…↗
May 3
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…↗
— @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…
Gaetano — Photonics is a stack!
$AXTI $AIXA $TSEM $AEHR $LITE $GLW
Here is a clean map of the sector.
Please bookmark & share!
A laser, a photonic chip, a finished module, and a deployed…↗
Apr 16
Serenity — 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…↗
Apr 15
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 15
Gaetano — More coming today!
1 - $ALRIB $AIXA $VECO News + Signals for Optics stack (posted)
2 - Watchlist update with 5 new additions 👀 (3:00pm PST)
3 - New Spanish supply chain transfo…↗
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.…↗
— $AAOI's 10x projected rev surge in optical transceiver demand by 2027 for $4.3B ARR off a $5.5B MC...
Is enormous.
$LITE and $COHR might be crowded, but.
We'll likely see rotat…