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Small caps are having their best year since 1991 and nobody I know is talking about it
ICHOR Holdings DD: I bought this random semi stock, made 5k€, and now I’m reverse-engineering the thesis before earnings
And this is why we do it✍️ Back on August 7th, we flagged Debbie Schultz's buy of $ICHR Why? 1. Only has a market cap of $500M at the time 2. First time a Politician bought $ICHR in over 8 years Since we posted, it's up around +400% Even with the delay
Breaking 🚨 $ICHR (Ichor Holdings) is now +173% since we posted about it on 12/31
Breaking 🚨 $ICHR (Ichor Holdings) is now +173% since we posted about it on 12/31
At what point do we just drop everything and copy Rep. Debbie Schultz's moves?
Rep. Debbie Schultz bought $ICHR on 8/5. It’s up +142.60%
$ICHR 45 pg DD - “We Bleed Gold“ - Update
$ICHR 45 pg DD - “We Bleed Gold“ - Update
$ICHR Holdings, Ltd. How Innovative Acquisitions Created an Industry Leader
Mentions
Opened Today November 2nd - Calls: DT • PLTR - Puts: ADEA • FN • AEIS • ICHR • SHOP Disclaimer: two candles walk into a bar...
Currently ICHR, down 50% in a few months. Holding but not sure for how long. Usually that's my limit, if it's more than 50% I cut my losses and move to something else, unless it pays a dividend and the dividend seems safe. But I can't let go and even bought some this week.
ICHR. I should have sold when it was $105 tho
Jesus Christ, ICHR is a fucking monster that can't be kept down. Wish I got in a year ago
Fuck today when moves like selling QQQM in the 290s and buying ICHR at $81 and change is the best I got
Why yall sleeping on $ICHR? I’ve been on it since the lady from congress bought it last year at $16, it’s now topping $100 a share.
I miss MGT. I’m up 300% on ICHR. Bought such a tiny amount too
I sold covered call 12/18/26 for ICHR @ $32.5. 😭
This is how I made a mint on ICHR.
Grabbed the111 PUTS ON $TGT, also 40 PUTS on $ICHR Lets go!
I sold ICHR $25 2/13 call 1 month ago and was down an eighteen bagger this morning. Had to roll it out. 🥲
Holy ICHR up almost 30% in one day
Holy ICHR up almost 30% in one day
Anyone else been tracking ICHR? Been dumping money into it as soon as I read about that congresswoman that bought in. It's up 110% from when I bought last year.
Lol anyone else in ICHR? It dumped almost -30% after earnings yesterday
ICHR’s been going pretty crazy this past week
Lots of good dip buys today just throw a dart at anything really I’m gonna get more ICHR RCAT Onds NXXT is a weird one. Saw a regard shilling this stock and bought some. CEO bought shares back then announced massive data center land in Florida. It’s Florida so I’ll roll the dice on a little crazy
Saw a stock that a politician purchased and in the description it has the word semiconductor so I knew it would catch at some point and looks like it finally may ICHR Big in SOFI and TLRY GLXY keeps pumping Netflix has been making my pp soft
I’m liking ICHR for a nice rebound
I like ICHR because it seems like it's at a cycle low. INTC because of government support and it's trading like a dying company, and not one in a hot sector. Disclaimer: Do your own DD. I'm just a guy who works in the chip sector and trades chip and tech stocks on the side.
ICHR was bought by Debbie Wasserman so it has potential. I’m keeping an eye on it.
what do y'all think of RR and ICHR?
ICHR. $600m+ cap. $200m-$250m avg quarterly rev. Manufactures equipment that semi manufacturers need to make semis. Their biggest customers are AMAT, LRCX, and ASML who sit together at \~$500b cap. ...Politicians buying in... Volume spike (earnings). Bounced off monthly support. Avg target price 30% up from here. 30% nosedive last earnings on CEO transition plan / miss. Already back to where it was.
Same, down a couple hundred in ICHR, might just eat it at market open and save several thousands. Hoping Rocketlab drops to $20’s after this meeting to yolo in after!
NVDA, AMD, AMAT, ICHR; alternatively I just might buy 10/17 calls on SOXL. 🤔
Why is $ICHR down on this news? It's an American producer of components needed for semiconductors. A member of Congress bought the stock ahead of this news too. Time to load up?
I bought 5 shares of ICHR just this week
Hop on the ICHR train CHOOO CHOOO
Debbie Wasserman Schultz let me astray with this ICHR pick. Wtf.
So ICHR had me up all night. What happened babe?
ICHR baby...DWS is IN and so am I
Proud to say I bought in on ICHR before this pump 🤓☝️
$ICHR's been a wild ride lately—Q2 2025 earnings beat revenue at $240M but posted a $9.4M net loss, sparking a brutal selloff that tanked it over 30% in a day, per Nasdaq data. B. Riley just downgraded to neutral with an $18 target, blaming shaky gross margins that could drag on profitability. On the flip side, earnings call hints at margin upside from proprietary products and steady 4% CapEx, plus X chatter spots bullish MACD signals and low sentiment that might lure buyers back to $24 POC. Potential for mooning? If semis demand rebounds hard, sure, but right now it's more like a margin-squeezed turd polishing itself— I'd watch for a bottom around $16 before betting the farm. Not financial advice, DYOR. 🚀 or 💩? Leaning 💩 unless catalysts hit. Sources: - https://finance.yahoo.com/quote/ICHR/ - https://www.morningstar.com/stocks/xnas/ichr/quote - https://www.nasdaq.com/market-activity/stocks/ichr
u/AskGrok what are your thoughts on $ICHR 🧐? good potential for mooning or another load of shit
get in on $ICHR before too late !
ICHR pump fellow regards.
Not sure what’s up with ICHR, earlier someone posted Debbie Wasserman Schultz bought some a few days back…. Sure enough it’s on Congressional Trades. It’s pumping. Something to keep an eye on.
ICHR, the Debbie Wasserman Schultz recent purchase, is doing quite well since that dude posted recently. No idea what it is but I bought 200 shares because Congress people never lose money. Already up 20%.
ICHR does not sound like a legit company. I thought it was one of the perennial garbage stocks that only runs when the market is shit, but apparently pelosi bought some?
Guys is there news for ICHR? What’s going on???
And I thought I was completely retarded for panic buying ICHR with zero DD when it was already up 20% just because I saw a reddit post. Well who's laughing now
Ummmm anyone check on vampire woman and ICHR?
Representative Debbie Wasserman Schultz has bought stock in a company called Ichor, $ICHR. Ichor designs components for semiconductor capital equipment. This is the first time we have seen a politician buy the stock in over 8 years. TRAIN HASN"T STARTED YET HOP ON NOW
if we're doing NAPS then check out ICHR - a member of the US house got flagged buying some yesterday and it's launching
YOLO’ed into ICHR - get your puts ready :p
What are you talking about? [https://www.ichorsystems.com/about-ichor-systems](https://www.ichorsystems.com/about-ichor-systems) [https://robinhood.com/us/en/stocks/ICHR/](https://robinhood.com/us/en/stocks/ICHR/)
ICHR is the new DNUT
In long term stocks ;Look into ICHR semiconductors, MGIC renewable tech, and VTSI defense simulation. All have solid fundamentals, strong growth potential, and limited recent price surges.
ICHR at 2 yr low rn buy theyll make a comeback
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.
SBUX 85p exp 8/5 = 10% of my portfolio Some TQQQ puts SPXL is neutral since I sold a covered call ICHR is a loss LAC LEAPS about to print in a month
if you want that money to mean something over the course of a year or two I have some ideas since few are giving you any: KLAC: the name in semiconductor yield management/process control/and inspection - trades around the $340 range lately. This part of the semiconductor market is booming and will continue to do so as semiconductor design becomes more sophisticated and varied. Probably the premier semiconductor equipment stock to buy right now given others don't have quite as sticky revenue streams or are too highly valued. MRVL: One of the top names in semiconductors for data centers. This is a fast-growing part of the market that is not directly beholden to consumers but ultra cash-rich companies like Google who can afford to expand during tougher economic times. The stock trades at $50ish. I'd pick up a few shares. INDI: This is a more controversial pick but the silicon content (semiconductor count) in cars is only increasing with time; much more so in EVs. INDI is one of the few if not the only pure play on this trend. Stock is cheap around 6$ but don't let that fool you, valuation-wise it's expensive. Still, if you can stomach that and the fact that you might have to wait some time for substantial return, this is a speculative play that could 10x over the next few years. ICHR and UCTT: Both small-cap suppliers to the semiconductor equipment space. Low-quality names but still essential to the ecosystem - no way they're going under. If they do they'll be bought out. I only recommend these because their valuations have been overly compressed recently. Not great quality so I wouldn't go crazy but I'd expect them to 2x once their supply chain gets sorted out - could be by the end of this year. RMBS: Again, if you have some time this is another speculative play on the coming CXL memory revolution of which this company is deeply involved. This could be a 10x stock in a few years. I'd pick up a few shares. AMAT: The flagship US semiconductor equipment maker - they do a little bit of everything and if the regionalization of semiconductor supply chains happen, AMAT will be one of the biggest winners. AMD: Needs no introduction. Personally, I'd consider KLAC, MRVL, AMAT, and AMD as core holdings in any portfolio who has strong conviction in tech and can stomach near-term downside for great long-term reward. The other names are more speculative and/or risky with greater potential return but I wouldn't make them core holdings, at least not until they can prove they deserve to be as such. Yes, I know everything I named was semiconductor related but they're my favorite sector and you can see how they've been outperforming even the QQQ over the last decade. My money is that trend continues for some time even though there will be great volatility.
I know whenever chips are brought up ASML is the big name but there are other monopolies, near-monopolies, oligopolies and so on in the market. Take semicaps: AMAT and LRCX dominate the deposition and etch market with each having their own dominant niches. KLAC is the most dominant player (but perhaps not a monoloply) in process control/yield management/inspection and metrology - the stock trades at a premium to 'peers' like AMAT and LRCX because of this position and the lucrative nature of its business. UCTT and ICHR are smaller players but provide essential subsystems to every player in the semicap space. VEECO is the dominant - perhaps only - player in making specialized photoresist products essential in chips made with EUV. ACLS and AMAT are the dominant players in ion implantation. Lasertec (ticker variable) is the only producer of specialized inspection equipment for chips made with EUV (KLAC is behind Lasertec in this particular subsegment of inspection). TSM is the figurative beating heart of the semiconductor market - they're close to a monopoly in leading-edge chip manufacturing though Samsung is a challenger.
yep that was exactly it - my best guess is ICHR and UCTT. April was when they were affected, the end of the quarter which is when AMAT finishes a lot of projects so they were hit extra hard. Peers like LRCX and also AMAT are now building incredible backlogs of orders. As the supply chain eases, people should expect their earnings to rise substantially. I bought AMAT at 130. I'm going to add some tomorrow.
UCTT and ICHR for me - down about 30%. They’re my heaviest bags and most speculative but they both represent essential pieces of the semiconductor industry ecosystem and recent quarterly losses are due to supply issues (which affected and will continue to effect Lam Research and Applied Materials). Given their essential nature of what they do, as part of the backbone one the wafer capital equipment market, I’m not overly concerned long term though I wish their balance sheets were a little cleaner.
I'm adding to GOOGL. WGO and ALLY are ultra cheap right now and i love both businesses. ASML is starting to look interesting. ICHR and UCTT are two semi equipment small caps approaching bottom of the barrel prices but the technicals are horrible on them.
I'm long SMH and ICHR for additional exposure to capital equipment makers.
> ICHR According to tip rank analysts are setting a PT that's 40% above current levels. Hmmm... great find thank you!
[The tech exists to recycle neon](https://ieeexplore.ieee.org/document/7969265) in these excimer applications, should it become desirable to do so. If you want a bet on semiconductor gas delivery and management systems, check out ICHR. Long ICHR shares
I just let out an audible "oof" at that. Worst I have are a couple of -4% or -5% ones (MT, ICHR, TSM, CLF), dare I ask yours?
ICHR is a good one im watching. Small company but growing fast and has no real competetors. They supply integrated chemical and gas flow control equipment for both major branches of semiconductor fab tech.
Agree great companies, expensive but feels a solid bet for the near term at least. ICHR is another to check out, small supplier to all of the above so stilll has room to grow
>Why not do LRCX and ICHR because I have no visibility at that level. Doing DD takes time
Why not do LRCX and ICHR.... The suppliers literally decide how much TSM and friends produce these days.
The market cap for **ICHR** is above our minimum requirement but still pretty low. It also looks like OP has been posting this around to other subs (btw I'm a bot)! - r/wallstreetbetsOGs - [$ICHR 45 pg DD - “We Bleed Gold“ - Update](https://imgur.com/a/sle9lSi) - r/Vitards - [$ICHR 45 pg DD - “We Bleed Gold“](https://imgur.com/a/sle9lSi)
Yup, like u/reallynomoreaccounts mentioned it was too long for a typical post, but we wanted to give a complete view of $ICHR so we had to think outside the text box when it came to presentation.
$ICHR Ride the wave of a deeply undervalued company, that’s just as volatile as Game Store Company, but not already inflated to nosebleed levels by fundamentals-insensitive Redditors. The market cap of 1.1bn plus the 110% institutional ownership means that when it moves, it moves quickly. On average it’s had a sensitivity of 8.2% change / mm shares in volume since 2019. [Middle section is the 2018 semiconductor bear market.](https://imgur.com/xpoo6rX) Essentially, the only thing keeping it from blowing up right now is that basically nobody in retail has heard of it yet, so the daily volume is only about ~250k on average. With a long history of defending shareholder value, having been run by a private equity firm, this is leagues above your typical memestock pick, but with all the volatility of a squeeze. Why buy now? On Friday it had a 5% dip (currently up 8.5% over the last 20 days), due to A. the announcement of the (expenditures) completion of their IMG Acquisition which is expected to increase their margins and boost their fair value to $68-$70 and B. the overreaction to omicron news. Positions are mostly 2/18 $55c & 60c. 85% long ICHR (already), 15% short UCTT (looking to enter, otherwise more ICHR calls). Put spreads on UCTT. in case covid fears stick around since it has much farther to fall. As they're basically the same company - run by the same PE firm at one point, even - I’ll be mainly using it for downside protection. [Updated TA](https://imgur.com/lUTqbQV) [Bigger Picture](https://imgur.com/I4NZSnM) [Searchable PDF Link](https://www.scribd.com/document/539167971/ICHR-Research-Report)
Hmmmm the market cap for **ICHR** is above our minimum threshold but still pretty low. **MAYBE IT'S LEGIT THOUGH!** I'm a bot (someone get Steve Cohen on the phone stat!) and this DD for [**ICHR**] is cautiously approved. If you have suggestions for the Melvinator, then comment below or let the mods know.
Next time check out ICHR, you could have had your sneak preview 3 weeks ago
Great pick as it’s really not on a lot of people’s radars, yet. Anyways, for your question, the issues were really in Malaysia where their draconian covid measures shut down the factories everywhere. ICHR's manufacturing base was heavily exposed to Malaysia this whole time, whereas UCTT only moved their production there after the anti covid measures wound down back near September. So ICHR was disproportionately impacted throughout all of 2020 and a good chunk of 2021, with their weldment production having been cut in half, while the countries that UCTT were operating in didn't hamper production nearly as much. ICHR is now in the middle of expanding their manufacturing base internationally, but UCTT was already a more mature company (actually, it was run by the same PE firm that pulled the turnaround transformation on ICHR) and was better situated to respond to the surprise slowdowns. It's part of what makes this such a good buying opportunity for ICHR. Extraneous issues were keeping down the stock, issues that are now starting to disappear. Likely why institutions have been accumulating more shares (+4.86% this most recent quarter on a stock that’s already >100% owned...). The executives have also repeatedly stated that demand is still at all time highs and the biggest holdback was the weldment production bottleneck, which is already being alleviated. I’d reassure investors by reminding them that: >”It’s a good growth stock, with an exceptionally healthy balance sheet, and a past history of defending shareholder value.”
Hmmmm the market cap for **ICHR** is above our minimum threshold but still pretty low. **MAYBE IT'S LEGIT THOUGH!** I'm a bot (we're gonna need the *long ladders* for this one!) and this DD for [**ICHR**] is cautiously approved. If you have suggestions for the Melvinator, then comment below or let the mods know. Alert(s) for this stock: - Recent drastic price change
Digging deeper into the semiconductor supply chain, Ichor Holdings Ltd (ICHR) and Ultra Clean Holdings (UCTT) make high precision gas and chemical delivery subsystems for semiconductor equipment manufacturers like ASML, AMAT and KLA.
ICHR - Ichor Systems. A small cap in the semis sector that sells a variety of subsystems to semi equipment manufacturers, mainly LRCX and AMAT (although they are diversifying to other companies). They have solid revenue growth, good history of acquisitions, and are currently producing very healthy free cash flow which they are pouring back into improving their production capacity. Their margins are extremely low but improving. The stock has been beat up recently and is currently trading at a pretty nice price. UCTT is a similar play in this subsector.
In chips, I’d check out `AOSL` whose ultraviolet cutting tech is the only way to manufacture under 20nm to the best of my knowledge. If countries are trying to domesticate chip manufacturing, they’re part of the manufacturing equipment supply chain. `UCTT` and `ICHR` are semiconductor manufacturing equipment suppliers too. * Not financial advice, due diligence still required
yeah its already over valued. Buy some undervalued semis like ICHR or UCTT.
ICHR calls for earnings today 😎
Yeah I agree. I’m mostly focused on the equipment side like AMAT, LCRX, TER, and ICHR but AVGO is definitely on watch.