Reddit Posts
The $260M Market Cap "Pick and Shovel" Play Hidden in Plain Sight (CEO says they're in almost EVERY AI GPU/TPU) - $ASYS:
Recent gainers and losers. Always fun to look for a thrift deal.
Invest in the Future: Uncover the Potential Millionaires - 3 Tiny Tech Stocks to Watch for Explosive Growth by 2028!
ASYS - Semiconductor shortage play announces after the close
Taiwan Semiconductors investing 100 billion to expand capacity. Look at AMAT and ASYS to benefit
Mentions
A while ago (read like 2 weeks) I decided to park some cash in ASYS cuz it looked stable and I figured it was obscure enough to not be super volatile.... I mean everyone knows stocks only go up under the last 3 admins. I entered in DCA of 18.65.....I'm not stuck bagholding and salty.
ASYS looks like its going to 0 based on the last week. Fuck I should have parked my cash in Wendy's or oil....fucking god damit.
Not into bonds but I do watch the market to try and learn more about what bonds are and how they fit into the big picture. TSM spending spooked investors despite the fan in Arizona being built long before AI was even a thing. And TSM also mentioned they might be rising prices. Semi manufacturing is a very moated industry, even if you can inford the truly insane cost to start a fan you also have to blow money constantly playing catchup. ASYS is down, unable to determine why other than it follows TSM quite strongly in movement. AI spending spooks investors I would say yes. Iv been reading Burrys free posts and trying to avoid anything with to much exposure to the bubble. My exception to this is the hardware manufacturing firms with big moats and that have been around for a while. I also keep semi stocks as <50% of my total portfolio. Rest is in ETF's or in banking and metal manufacturing stocks.
I'm down on my semi stocks which I'm bitter about as its ~50% of my small portfolio I play with. Fuck you TSM & ASYS. most of my other holding are bounching between 2% positive or negative max....think finance and super short term risky shit. My manufacturing stocks, all except AA are green and a positive return. I had cash sitting in a fidelity position...then realized it would be better sitting in a diversified international market. FZILX was my global (read international and less exposure to the AI bubble and diversified from US markets.) It also is a 0 expense no transaction fee index fund. Downside of FZILX is that Samsung and SK Hynix are being held. That said....I think if a position shits the bed they drop it....I'm no Michael burry when it comes to research thought. DD: moved cash into international index fund with 0 expense or transaction fees. Hoping to get better rates than a cash position and a decent market return.
Yeah I guess I'm stuck bag holding my TSM & ASYS positions till they finally print green instead of red. Go figure my two biggest positions are fucking my portfolio red hard. That said my AA stock position (got in at 49.5) is so red that I just want to see it go green even if its not large a position of my total portfolio. I have a rule: buy low sell high and this market seems to like making that fucking impossible if I never return to break even or go net positive. Attaching obligatory photo. https://preview.redd.it/dgfx37qmz6fh1.jpeg?width=320&format=pjpg&auto=webp&s=71e070da65f734bf4b6fa0c873f21016d99cd986
Just found ASYS. If you know...you know
ASYS the AI GPU bottleneck micro-cap Could be a 10 bagger because of the small float - no need to dilute and a small market cap
Balls deep in ASYS AMKR POET calls all for mid year.
Loaded up on ASYS may calls. $20c
You have to 1st define what is a moonshot in your opinion. do you want it to double or go 5-10x in an year. That is rare on most years and going into 2026 it looks even more remote. I think you can put in a small bet on a small cap that has huge room to grow but that should not be your defining investment strategy. Invest either in companies with strong balance and moat along with ETFs for long term wealth build out. Recent years I have had small bets that paid off but that was still a small bet. My bets were in RKLB and SOFI. Still not selling them but I dont want to call them moonshots at current valuations. One sector to look out is small cap semis. With 100s of billions to trillions of investment planned, they are the ones that could dramatically grow. Do not blindly invest but research and add them to watch list to then do a small bet if you are confident. Dont just go by what random user on reddit will recommend. Do some deep dive on micro caps like **GSIT/MRAM/ASYS/QUIK/VLN.**
PL/ASYS were really the move, I’m glad I don’t like to you dumb fucks and stick to my method of madness to find winners. If Broadcom hits tomorrow I’ll be 6/7 this week
ASYS 🚀 or it’s dry ramen for dinner
🥭 is buying ASYS calls before he talks about his favorite domestic semiconductor manufacturer
it has been brought to my attention that ASYS just hit $6
ASYS about to hit $6. is it doing its cyclical run to $10?
ASYS the only green on my watch list so far
will ASYS fulfill the prophecy?
ASYS pumping right after i posted about it
i need everyone here to pile into ASYS with me
After his announcement almost all semiconductor stock went down...a lot. Except 2 that went up-Daqo new energy (DQ) and Amtech systems inc (ASYS)
I bought RYCEY on vanguard. Used desktop site, not mobile. I think it was an OTC (or whatever it was called) and had to do a limit order on it. It's in my portfolio. Up 17% today. I bought Heineken and other OTC stocks, too. Not sure what their decision is on which stocks we can buy and can't. I've been trying to buy ASYS which is NASDAQ, and keep getting a pop-up saying "call us if you want to make this trade". Weird.
This. Vanguard's been great for dca n chill on retirement funds. But for my personal investment account that i trade on semi regularly i created a google sheet to track what i bought, when, shares,,etc, and use googlefinance function to see my profit/loss. Vanguard also has some stocks it wants me to call in to trade on. Eg ASYS is one i want to invest in. But every time i try it tells me to call in to speak to a rep. I can do other trades just fine, though. And otc trades are hit or miss
Took a chance on ASYS puts yesterday. I'll see you boys in Hawaii.
RMBS - small semiconductor IP company on the cutting edge (at least for now) of the upcoming CXL memory revolution ALGM - small semiconductor company that specializes in chips for EVs and other applications where power consumption needs to be reduced SITM - small semiconductor (MEMs) company on the leading edge of replacing quartz timing with silicon ASYS - maker of semiconductor equipment for less sophisticated but critical chips like SiC that are vital for the EV trade ACLS - maker of diode implantation semiconductor equipment that's critical in the making of EV chips ONTO - maker of semiconductor equipment critical for inspection and metrology, a particularly lucrative portion of the semicap market AEHR - maker of testing equipment for SiC chips UCTT - maker of critical subcomponents of semiconductor equipment, now below pre-pandemic highs. Not a high-quality name but a critical component of the semiconductor ecosystem I don't hold any of these as bags except for SITM which I bought at 52 week lows but it continued to dip 30% since, I don't feel bad about owning it. UCTT is another bag but, again, I know it will bounce back. I might need to wait a cycle but it will recover.
ASYS supplies equipment for SiC makers which I like and ALGM makes SiC chips. Both small caps with room for growth, IMO, though I understand your enthusiasm for AEHR, in particular. I'm hoping it comes down, personally.
I only took cursory looks at ASYS, was more impressed with AEHR and wanted to roll the dice there as seems very likely it'll turn out well.
speaking of a similar space, not in test but SiC, I've recently opened positions in ASYS and ALGM when they were lower, thankfully. I also view the space positively - any thoughts on these.
I'd done best this year with small caps. I love hunting around for value in the space. Too bad I always get too scared to put much into them and so I don't reap great rewards. A few of my winners have been: PLAB, ASYS, CYBE, ICHR
Mostly holding but I sold ICHR today for a ~%30 gain then bought ASYS which has gone up ~%12 after hours. Too bad I don’t have a lot of money so the trade wasn’t as lucrative as I would have liked.
CHGG, Z, IMMR, REGI, LMND, ID, WOOF, ASYS, DDD all seem interesting
I think it dumped because their competitor ASYS had bad earnings.
If everyone is investing billions for new fabs, then the best investment is semiconductor equipment manufacturers like ASML, AMAT, LRCX, TER, KLAC, KLIC, UCTT, ASYS. No matter whoever wins or losses the fab competition, these semi-equipment caps will profit.
UMC UMC UMC Fair value is actually around 15 bux. All this Chyna fud has the SP treading water. I expect them to completely blow out with the next earnings. Another one is ASYS. They are more or a pick and shovel play but still nice price
I think they are both great but I'm not into AMD for a couple reasons; Competition, its the hottest sector in the market and everyone is drawing blood to stay at the top. By comparison PLTR has very limited competition, and the competition it does have are not exactly apples to apples. CRM, SNOW, Microsoft and Amazon would technically be competitors but with different twists. AMD is also positioned in a cyclical environment , which I hate. Cyclicality + not knowing how things are going to turn out for them long term make it a no go for me. In the near term ( maybe 5 years ) Id say AMD is a no brainer buy, but the cyclicality of it makes it so It cant be a core holding for me. IF I had to invest in the sector, I'd go with something like ASML or ASYS. A supplier to the cyclicals. A pick and shovel play if you will. PLTR also benefits from the government contracts. Some people have said that its both its strength and its weakness, but Id argue that it provides no exposure to weakness what so ever. The fact that PLTR has been the government's T1 data analytics and AI supplier for over a decade means they are sitting on technology light years ahead of the private sector. When and how they will be able to execute said technology is an unknown. PLTR has a lot of unknowns, as you stated, and this is a big reason why institutions shy away from the company. We will never be able to get a full peak behind the curtain, but I argue that this is PLTR's strength. Its relationship with government ensures its longevity. Lastly, PLTR is just starting its foray into the private/commercial sector. If a company is good enough to protect American lives and Uncle Sam's interest's , it projects a level of security , trustworthiness and safety that they will be able to leverage in the private sector. Lastly, considering AMD exists in the hardware ecosystem, growth will always be dependent on externalities such as supply chain issues ( currently on full display ) and commodity availability etc. PLTR doesnt require external inputs to sell their products. So exponential growth can be achieved with much less resistance. ​ Anyways, thats my pitch. PLTR is my second biggest holding. Its also the one that lets me get the best sleep at night. I truly never worry about it. Max drawdown I figure is about 50% but with everything it has going for it, even in an economic recession, I see it as unlikely. Once their SPAC deals and investments start bearing fruit, you're going to see institutions begin to FOMO into the company. At that point government contracts will be nothing but a distant memory.
When are we getting in on the ASYS train
ASYS is flying as fuck today
my ASYS 10c nooo! i was gonna exercise 😭
picking up 1 ASYS 5/21 10c because i would actually exercise that if it hits
I have not seen a reason for the broader AMAT and smaller ASYS along with the other names on this thread in semi capital equipment to explode up. Deals are already coming through and earnings estimates have increased greatly before these resent hundreds of billions of dollars of expansion headlines. Back when solar was finally getting hot we saw this but this semiconductor shortage is a big deal and possibly bigger as it ties to so many other industries. Many call it an emergency.
They're a competitor of TSM (not really, in practice; UMC are nowhere near as advanced, specialising in 28nm and above fab), so they won't benefit from this. To look at companies that would, look at: TER, ASML and LRCX as well as AMAT and ASYS from the OP.
90% SOXL. Little bit of ACEV and ASYS
Buying the AMC dip until my ASYS comes back.
TSM is an international company. Nvidia is not a buy because of semi conductor shortage. They don’t produce their own chips. AMD is extremely over leveraged and can barley sustain current operations. They also don’t even produce their own chips Idk about ASYS But Intel is more better positioned to handle this shortage given that they produce their own chips. Cars aren’t being built. So many things are not happening because of the lack of chips. Government action will benefit those with capability for manufacturing chips domestically
You also can look at TSM, NVDA, AMD, and ASYS. I personally think these stocks are better than INTC, but that’s just my personal opinion.
Nice write. I like NVDA, was invested years ago and still sulking over selling very early. What you point out is as true fr NVDA as it is for the whole semi industry, including capital equiptment producers, who's high fixed costs-once their delta passes breakeven-start to churn out pure profit. NVDA has had quite a run and is well loved. Why don't you have a look at SWKS, looks like it still has a lot to run and considered the best pure play semi-as they own their own factories. Could also check out some smaller players like ASYS. A major semi cycle is begining and capital equiptment makers and manufactures will benefit. Spread out your love and reduce your risk. Go 50% capital equiptment makers and 50 semi producers. Good luck, wish I was on the NVDA wagon but I missed so much of it, just can't bring myself to get in now!
ASYS good earnings, very over looked, they're steadily going up and calls are dirt cheap
What are good chip companies to buy for this shortage? I was looking into ASYS but idk who they actually sell to. There are other ones like AMD but are more expensive. Does anything have any ideas? Thanks!
Not sure about long term but at this moment ASYS is in a great position to shine. As long as there's a shortage of semiconductors the prospect looks great for this organization.
TSM is a good choice for the right time. TSM is the biggest direct play to the semi shortage. AMAT would be the big name in capital equipment. Supplying the companies TSM products to make more semiconductors. ASYS supples the products needed just less of them. The whole industry is expanding to meet demand.
AMAT and ASYS both capital equipment makers are doing well. AMAT is a larger more overall semi play for the more conservative investor that wants to get in on the chip supply shortage and capital equipment that will be needed if ASYS is not for you. Both are worth a look
ASYS is making a nice move after an earnings beat. Looking good as a semiconductor capital equipment provider. The chip supply shortage is making the news right now.
Every ten years ASYS jumps to the 20 range but is pretty cyclic
Just the products that ASYS produces tend to have more of a delay. Biggest impacts for them is auto EV. Looks like next quarter revenues will be great and the latter half of the year will be much bigger. They supply 3 of the top 5 power semi companies in the world with furnaces packaging and polishing
ASYS is one to watch out for on a hint of forward looking guidance. 122 million market cap, 65 million revenue, 35 million cash over debt. They are in the capital equipment market feeding semis and revenues ramp up quickly. They supply equipment especially needed in EV and 5G semi fabrication. Covid made everyone conserve capital so ASYS growth was put on hold. Now everyone needs to expand to meet demand. Looks to be a good year in the making in one of the few investments I consider cheap. The report after hours of good will likely put it in the top gainers list the next day. Not a sure thing but worth a look.