Who mentions $VSH most on Surfaced?

@vulturetrades (Vulture trades 🦅) mentions $VSH most — 19 mentions in the past 12 months.

When was $VSH first mentioned on Surfaced?

The earliest tracked mention of $VSH in the Surfaced archive was on Feb 6, 2026.

How many voices track $VSH?

6 FinTwit voices have mentioned $VSH 39 times in the past 12 months.

What kind of voices mention $VSH most?

$VSH is mentioned most by Quant / Flow voices on Surfaced.

$VSH — FinTwit mentions on Surfaced

Recent calls

7 calls

@investmentguru_Jun 30, 2026 · 10:35 AM

$VSH eyeing for entry if it dips under $50 , long term buying opportunity IMO Vishay Intertechnology Announces Proposed Offering of $750 Million of Common Stock

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@itsmichaelluuJun 28, 2026 · 3:13 AM

These 4 banks have written extensive reports how ceramic capacitors sold by $VSH is the next $MU play. Morgan Stanley ✅ Published the "MLCC Super Cycle – The Next Key Link in the AI Revolution" report. Argued the AI supply-chain bottleneck is gradually shifting from GPUs toward MLCCs. Highlighted exploding MLCC content in NVIDIA GB300 and Rubin racks, tighter supply, and pricing power. Goldman Sachs ✅ Published research describing MLCCs as "the new memory" because demand is expected to outpace supply for years. Forecasts AI-server MLCC demand growing more than 4× by 2030 while industry capacity expands only about 10–15% annually, creating a structural shortage. UBS ✅ (similar theme, though less MLCC-specific) UBS has highlighted AI infrastructure, passive components, semiconductor supply chains, and data-center buildout as long-term beneficiaries. Their AI research focuses on second-order hardware winners beyond GPUs and have publicly released an MLCC report last year. Bank of America (BofA) ✅ BofA has emphasized AI infrastructure spending as a major economic driver and has covered semiconductor supply-chain beneficiaries and explicitly called MLCCs "the next memory."

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@thevalueistJun 7, 2026 · 11:36 AM

$VSH Vishay 3.0: Strategic Inflection and the Semiconductor Execution Story. Investment Thesis. Vishay Intertechnology is attempting a meaningful identity shift with the Vishay 3.0 strategic framework — moving from a low-growth passive component supplier toward a higher-value power management platform. The end markets driving that ambition are well-chosen: AI data center power delivery, automotive electrification, and aerospace and defense all carry structurally better growth and margin profiles than the commodity component segments that defined Vishay's historical earnings base. The fundamental recovery underway reflects genuine demand improvement across those verticals, and expanding backlogs provide near-term revenue visibility that supports the transition narrative. The Newport wafer fab integration and the new German facility represent the capital commitment behind the strategic ambition. Both are necessary investments for a company attempting to move up the value stack in power semiconductors — proprietary wafer capacity creates cost and supply chain advantages that a purely outsourced model cannot replicate. The execution risk is real, however. Managing heavy capital expenditure cycles while simultaneously integrating acquired manufacturing assets requires operational discipline that strains organizations even under favorable demand conditions. How cleanly those projects land will be a primary determinant of whether the margin expansion thesis materializes on the timeline the current valuation implies. The valuation concern is legitimate and worth carrying explicitly. Strong revenue growth and backlog expansion have pulled the multiple forward in ways that appear to embed several years of successful Vishay 3.0 execution. That leaves limited tolerance for integration friction, capital cost overruns, or any softening in the cyclical demand recovery that has been a meaningful contributor to the recent financial improvement. Separating structural progress from cyclical tailwind is the analytical challenge — and the distinction matters significantly for how durable the current earnings trajectory actually is. Management brings deep institutional knowledge accumulated over a long tenure, which is a genuine asset in a manufacturing-intensive business where process expertise and customer relationships take years to develop. The dual-class voting structure is the governance offset to that experience — it limits external shareholder influence over strategic decisions at a moment when capital allocation choices are consequential and the transformation is still unproven. That combination of insider alignment and limited accountability warrants a persistent governance discount rather than a full quality premium. The turnaround framing is appropriate but the proof points are still developing. Cyclical momentum is present, the strategic direction is credible, and the capital investments are being made — but converting that foundation into durable, high-margin profitability through a full demand cycle is the remaining demonstration that Vishay 3.0 requires to fully justify the current market positioning.

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@investmentguru_May 31, 2026 · 12:05 PM

$VSH and $MRAAY Goldman just called it: “Capacitors are the new memory.” And this is the most underrated trade in AI infrastructure right now. ➡️ One AI server uses 10–15x more MLCCs than a standard server ➡️ Goldman projects MLCC demand growing 4.3x from 2025 → 2030 ➡️ Upcycle extended to 2030 — was previously expected to peak in 2028 ➡️ Production utilization already above 90% — zero slack in supply ➡️ Lead times stretched from 8 weeks → 24 weeks ➡️ Book-to-bill above 1.0 for multiple consecutive quarters ➡️ Murata raised AI server MLCC prices 15–35% effective April 1 Every GPU rack. Every hyperscaler data center. Every AI chip. None of it runs without capacitors. We spent two years talking about semiconductors, memory, and networking. The passive component layer was hiding in plain sight. Here are the two names I’m watching: $VSH — Vishay Intertechnology The only US-listed pure play with direct MLCC and tantalum capacitor exposure. Backlog up 14% QoQ to a 3-year high. Q4 2025 revenue beat guidance. Q1 2026 guided at $800M–$830M. Management flagging quarter-over-quarter revenue growth across AI computing, automotive, industrial, and defense. Not a hype stock — a cycle stock at the beginning of a pricing upcycle. $MRAAY — Murata Manufacturing The undisputed global MLCC king. Roughly 40%+ global market share. New Izumo fab coming online in 2026 to meet surging AI server demand. Raised AI server MLCC prices 15–35% in April. Goldman maintains Buy with a 5,400 JPY target. Murata’s own president confirmed the AI infrastructure cycle could extend well beyond prior estimates — with edge AI, autonomous vehicles, and humanoid robots opening a second demand curve. The pattern is the same every wave of this supercycle. Bottleneck forms → pricing power shifts to suppliers → margins expand → stocks re-rate. MLCCs are the bottleneck now. $VSH for US-listed access. $MRAAY for the global market leader. Not financial advice.

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@vulturetradesMay 13, 2026 · 4:09 PM

Potential 500% ⚡️ $VSH 45 Call 6/18 at 1.70

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@vulturetradesMay 6, 2026 · 5:42 PM

$VSH another mispriced contract… This can go 5x from here Are we liking these setups? https://t.co/Cp73I0mRGP

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@thevalueistApr 20, 2026 · 2:51 AM

$VSH Vishay Intertechnology Inc. (VSH) Q4 FY2025 Post-Earnings Debrief https://t.co/FceUQz5OIa Thesis: Vishay’s 4Q25 print was not mainly about a modest revenue beat or a one-cent EPS result. It was about whether the company has moved from cyclical stabilization into a real order-led upturn, and the answer was directionally yes: book-to-bill rose to 1.20 from 0.97, backlog expanded to $1.3B or 4.9 months from 4.4 months, and management shifted from cautious improvement language to explicit confidence in sequential revenue growth through 2026. The stock debate is now less about whether demand is recovering and more about whether Newport normalization, pricing actions, and higher volumes can overcome a higher SG&A run-rate and a heavy FY26 capex cycle to produce clean EPS and FCF conversion. -1Q26 conversion, whether revenue can hold at or above the $815M midpoint with gross margin near or above 19.9% and book-to-bill still above parity. -Newport exit rate, specifically whether management delivers gross-profit neutrality exiting 1Q and accretion thereafter. -Operating leverage, whether the guided $153M quarterly SG&A run-rate is absorbed by revenue growth rather than consuming the recovery. -Backlog quality, whether the 4.9-month backlog reflects durable end demand rather than replenishment and extended-lead-time ordering. -FY26 cash conversion, whether capex peaks in 1H26 and sets up a credible 2027 FCF recovery instead of prolonging negative free cash flow.

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