Reddit Posts
Korea just announced $1.3T into semis. I went back and redid my equipment names
Samsung Validates Hybrid Bonding’s Clear Advantage in HBM4E Thermals
ONTO Innovations-Going to Run up 5/12!!
There needs to be a mechanism for shorting private companies.
Pharma Squeeze Play, get in before 5/31 liftoff. JUMP ONTO THE RADDEST RIDE, this is like buying AMC @at 8.01 before it blasted to 70🚀🚀🚀🚀. r/riteaid_investor
Don’t be a SIMP and request 25% below MSRP for any vehicle being purchased.
WONDERFUL OPPORTUNITY WITH A REAL COMPANY WITH A REAL BUSINESS (AND PROFIT!) BIG FIVE SPORTING GOODS (BGFV)
Aurora Solar - 3.4x SaaS Pick and Axe Solar Play with Major Catalysts Coming $AACTF
WE NEED MORE BUYING and MORE HOLDING IF WE WANT THIS TO WORK!!!
WE NEED MORE BUYING and MORE HOLDING IF WE WANT THIS TO WORK!!!
Five growth stocks that nobody talks about: APPS, ACMR, ONTO, FOUR, SHLS
Five growth stocks that nobody talks about: APPS, ACMR, ONTO, FOUR, SHLS
CRAYON-BRAINED MANIFESTO: BANKS ARE UNLOADING THEIR DEBT ONTO OUR PARENTS' RETIREMENT ACCOUNTS. Call your parents and ask them how much of their retirement savings is allocated to BONDS.
Someone add something onto the greenscreen of mr.steve stivers
Mentions
Allegedly ONTO ? and metrology companies I bought some onto for this reason.
Good adds. ACMR and ONTO both fit the semiconductor tooling bucket. **ACMR = B+ hidden shovel**: wafer cleaning / wet processing / plating / advanced packaging tools. **ONTO = B+ hidden shovel**: inspection + metrology for advanced packaging, HBM, stacked DRAM, 3D bump metrology, and yield. These are exactly the “picks inside the picks” names I was looking for.
On Seeking alpha, first row. AXTI is a strong buy Second row, LITE is a strong buy (bought this myself yesterday and today). Third row-FN, VIAV, both strong buys Fourth row- BESI not covered, lpkf not covered, Fifth row- ONTO is a buy, VIAV is a strong buy. The highest rated stock from this list is LITE, Lumentum holdings. It’s gets a C+ on profitability and a b- on valuation. It’s up 144% year to date and projections look pretty good. Of the 4249 companies ranked, Lumentum is 4. Micron is #1 and has been for a while. Sandisk is #2, MXL, or Maxlinear, is #3. Most of these are solid companies but either not covered or rated “hold”. There are no “sell recommendations on any of these.
A company I recently invested in is ONTO. I think any incremental capex expenditure as well as the general complexity increase of each generation of semis greatly benefits companies like ONTO. I might make a post on it one of these days we’ll see
Thanks for the response. I agree. Can't catch a falling knife and people have been crying about the "next week" market crash for years now. I'm in a similar boat actually. I'm looking at APLD, ONTO, and CAMT right now for the same reasons. Smaller names, not as flashy, but alleviating some of the AI bottleneck
Too expensive, better is ONTO and others related to quality control there is a lot of space to reach 5 or 6x
ONTO is looking like an early market buy tomorrow. They put in all their costs for the Rigaku acquisition so all the algorithms read it as a huge EPS miss, but without the acquisition they beat, and beat it hard.
I'm liking ONTO and AMD next week. OpenAI choking on big fat ones brought the prices down a little bit so they can blow their loads.
IMO Agentic use of AI is 50-200x as active as a human user input into LLM’s. This will continue to play out. But the revenue ramifications have yet to fully be felt. Some areas still to benefit from agentic usage explosion; • still memory as memory consumption is cumulative. MU, ACMR, ONTO, CAMT, etc. • power generation, supply, distribution, and management. ASMC, PSIX, POWL, etc. • edge computing from chips on device to computer providers with existing edge services. CRWV, NBIS, FSLY, DOCN, etc. Not financial advice. Education purposes only. Happy Hunting - Adam
WITKOFF AND KUSHNER PACK THEIR TOOTH BRUSHES ONTO THEIR CARRY ONS \-FINANCIAL TIMES Market +0.75%
ONTO a beast. Up like 50 percent in 3 weeks
"JD VANCE PACKED HIS EYE MASK AND TOILETRY BAG ONTO HIS CARRY-ON FOR HIS UPCOMING PAKISTAN TRIP ." \-FINANCIAL TIMES SPY pumps another $0.70.
Yes; I’m also waiting for the semis and ‘picks and shovels’ to creep lower. Whenever there’s an war/conflict/energy chokepoint the semis go down 30-40% KLA, AMAT, ONTO, ASML, etc
CAMT TSEM ONTO SITM RDW RKT My starting 6 rn
I sold Ter with a big profit. I dont feel like they will continue to move up. COHR and ONTO are great plays. I don't think either have reached their potential. LRCX and ALAB are also good picks. I own them all and they are on sale. I've held them for awhile but am in negative land with Onto and Lrcx. Ill continue to hold. My entire portfolio is wrapped around ai data center builds. I do not own Tsm or any stock that isn't owned in the US except CLS which has kicked my ass and I regret the buy but honestly think its a great stock in the but zone.
$ONTO Onto Innovation reports Q4 EPS $1.26, consensus $1.26 Reports Q4 revenue $266.9M, consensus $267.3M. “2025 concluded on a strong note for Onto Innovation, highlighted by record revenue for both the fourth quarter and the full year, the successful acquisition of select product lines from Semilab International, and the shipment of multiple next-generation Dragonfly(R) systems for high resolution 2D applications to customers beginning their evaluation periods” said Mike Plisinski, chief executive officer of Onto Innovation. “With global AI investment fueling a robust upcycle in semiconductor capital equipment spending, our deep and broad portfolio across advanced packaging, advanced nodes and specialty devices positions us to capitalize on the high growth segments of the market. We are also seeing strong customer engagement across our new products to address their most critical metrology and inspection challenges, reinforcing our confidence in our ability to outgrow the semiconductor equipment market in 2026 and beyond.”
ONTO INNOVATION, great recovering the last year
Metals enter a volatility / chop phase. It will make new lower highs.THIS IS THE START OF ROTATION. HOLD ONTO YOUR LARGE CAP/GROWTH AND CRYPTO.
Are we looking at the same market? Every AI build out hardware equip supplier is like +5-+9% here? AMAT, ASML, KLAC, ONTO, etc
Onto innovation $ONTO is the best bet if you missed the nvidia and amd 2025 rally
#🎅🎄🚨 SANTA CLAUS IS COMING TO TOWN 🚨🎄🎅 #🛷💨 HO HO HOLD ONTO YOUR GAINS 💰📈 #🎁🎁 HE’S BRINGING GAINS, CHEER, AND MONEY TO THE BULLS 🎁🎁 🙆♂️: Yay! That's so cool!! Woah 🫵😲
Money is on ONTO for February 5th.
ONE OF THESE TOMORROW TO GET THESE BEARS ONTO THE R/EBT SUBREDDIT https://preview.redd.it/sf8vhsa81c2g1.jpeg?width=493&format=pjpg&auto=webp&s=6073992e41a8a501e61c4b1463ad6a9223d31e58
Hear ye, hear ye, GATHER ROUND, ye fellow bulls… The time has come once more. We call upon you, almighty Jensen. Yes, the memes have been plentiful. The ride has been a glorious one. And yet, our job is not fully complete. We ask of you: DELIVER ONTO US, ONTO THE WORLD, THE MAGNIFICENT NVDA SANTA RALLY!!! pls jensen… save us bulls yet again… Amen. 🙏
This is generated by Deepseek after Feeding the financial data for $ENPH with its peers. let me know if it changes your mind. # 🧾 Overall Summary: ENPH vs Peers # 1. Revenue Growth * **ENPH** revenue fell sharply (–42% last year, –3.6% total). * **Top Performer:** **ACMR** with **+201% total growth**. * **ENPH Weakness:** Severe sales contraction and volatility in demand. # 2. Profitability & Margins * **ENPH** net margin dropped from **19% → 8%**, showing pressure on profits. * **Top Performer:** **LRCX** — consistently strong margins (\~29%). * **Notable Gain:** **PDFS** turned profitable from –19% to +2%. * **Risk:** ENPH’s shrinking margin signals tougher competition. # 3. Cash Flow Quality * **ENPH** showed major improvement, OCF margin rose to **39% (best among peers)**. * **ACMR** rebounded from negative to positive cash flow. * **Top Performer:** **ENPH** (strong cash generation). * **Risks:** ACMR’s past negative cash flow; ACLS’s decline. # 4. Balance Sheet Strength * **ONTO** and **PLAB** had the **strongest liquidity** (current ratio \~8–9). * **ENPH** stable but not leading (current ratio \~3.5). * **Weakest:** **ACMR**, liquidity fell 50%. * **Top Performer:** **ONTO** (excellent liquidity, improving trend). # 5. Valuation & Multiples * **ENPH’s P/E volatile** — 169 → 90 → 41 → 90 (market uncertainty). * **ACMR** saw the biggest valuation compression (–79%). * **Most Reasonable:** **PLAB**, steady and low P/E (\~11). * **Risk:** ENPH’s high and unstable valuation signals weak investor confidence. # 📊 Investment Outlook # Short-Term (6–24 months) * **ENPH:** Facing headwinds from revenue decline and squeezed margins. * **ACMR:** Strong growth momentum in semiconductor equipment. * **LRCX:** Defensive pick with stable profits. # Long-Term (3–5 years) * Semiconductor players (ACMR, ONTO, PLAB) benefit from **AI, reshoring, and advanced packaging trends**. * **ENPH** still has **long-term renewable energy potential** but needs stabilization. # 💡 Valuation Verdict * **ENPH:** Fair to slightly overvalued — **Rating: HOLD** * **ACMR & ONTO:** Strong fundamentals and growth — **Rating: BUY** * **Reason:** ENPH’s revenue and margin decline outweigh cash flow strength; ACMR and ONTO show superior growth and financial resilience. **🟩 Winners:** ACMR (growth), ONTO (liquidity), LRCX (profitability). **🟥 Underperformer:** ENPH — declining sales, shrinking margins, high valuation risk.
Mods let us talk about 🍖 and it tanks #IM ONTO YOU 🌈 MODS
AEHR has been doing well recently. I wonder how earnings will go tomorrow. ONTO has similarly been picking up.
ONTO! I've posted about it twice previously and now its up 26% over the last month. Get onto the boat guys! My target price is 240 (currently it's at 136).
ONTO!! It's stock is heavily undervalued right now even after going up 14% I the last 5 days. ONTO the moon 🚀
I dont touch medical, insurance nor real estate etc, as I dont understand those industries. So a lot of stocks that get mentioned here are an immediate no for me. I work in tech/semiconductor space, and even tho I follow my industry pretty closely, I still for example found ONTO and CAMT thanks to this sub. Also, I often invest in fintech as my brother works in that industry, so I run some of my picks through him too. And SEZL and DAVE I found thanks to this sub. Also NU and INTR as nice diversification plays for South America. All of these did quite well, and I still hold them. As I said, I combed through probably 100s of stocks on such posts (here and valueinvesting sub) and only picked a couple. Obviously, looking at stocks here, or listening to what folks have to say, is not an investment advice. You should always develop and do your own due diligence.
KLAC and ONTO for inspection. Also wdym by "raw materials" and how do AMAT and LRCX fit that?
ONTO innovation popping off
So what's your takeaway now after earnings? Numbers and guidance for Q3 aren't that great but I don't think it matters that much when it's one time costs. That's why they dropped 8% initially when earnings were released. But their balance sheet and everything looks great and I am very glad they are putting their cash to good use with the Semilab USA acquisition which will immediately boost revenue by over 10% in 2026. The real reason why I think the stock recovered from the dip in AH and then jumped 11% the next day was the tech and market share side of things. That's what excites me and is by far the most important in the mid to long term. They said that they've made excellent progress in product development and and proved they can provide the best (next gen) tools for the coming needs and applications. Of course it will take time until those are ordered in bulk and the financials reflect their progress on the tech side, but it sounds really promising, especially considering the possible synergies with the Semilab product lines that could further add value. Big fan of their market position right now, being one of the most dominant players in a high growth niche, preparing and investing in future applications and the needs for that and hopefully expanding upon their existing capabalities. But I believe ONTO knows what they are doing, so sounds like a great long term hold and I'm pretty happy with my entry price of $104.
How can you be that uhhhm….. unintelligent? After it happened the first few times and it rebounded after you sold, you didn’t have the thought to I don’t know, HOLD ONTO IT.
ONTO finally ripping this morning following earnings +11%
ONTO -9% on what doesnt look like an awful Q, will have to check the guide though. Might start thinking about jumping back in if it gets crushed
Doubling down on ONTO. Heavily undervalued and earnings will release next week. ONTO the moon 🚀
ONTO, it's heavily undervalued at the moment and the next earnings call is coming up 8/7
Why not just buy a stock like DECK, MATX, ONTO, OSCR, or UNH since they already sold off and admit GOOG already rebounded?
OPEN has officially closed above 2.5. SHOUTOUT THE GUY FROM REDDIT WHO PUT ME ONTO THIS IDC IF YOU WERE A BOT OR NOT
Anyone know about $ONTO been seeing Twitter start to push it Looks down horrendous all time
‘Solid evidence’: Iran says US bears responsibility for Israel’s aggression OH FUCK BEARS THEYRE ONTO YOU. WATCH OUT.
BREAKING: CHINA REPORTEDLY CATAPULTED 50,000 PLA's SOLDIERS ONTO TAIWAN'S BEACHES. BREAKING: CHINA REPORTEDLY CATAPULTED 50,000 PLA's SOLDIERS ONTO TAIWAN'S BEACHES.
How are you feeling about ONTO now? How has your outlook changed and are you confident in a rebound?
Im surprised ONTO isnt up even more, wasnt the biggest issue their guidance which was soft from tariffs?
Purchased $ONTO This sell off is way over done Might be a falling knife, we’ll see
ONTO getting hammered on earnings. I’m looking to buy here.
TMDX absolutely KILLED it. My micro cap killed it as well, big move up AH. Waiting on ONTO now
$ONTO Record revenue of $267 million, marking the seventh consecutive quarter of growth. GAAP gross margin of 54% and non-GAAP gross margin of 55%. GAAP operating income of $63 million and non-GAAP operating income of $76 million. GAAP diluted earnings per share of $1.30; non-GAAP diluted earnings per share of $1.51. Advanced nodes revenue doubled quarter-over-quarter, with growth across leading-edge DRAM, NAND and gate-all-around devices.
NNI and ONTO for me tonight, I have traded in and out of NNI a few times very weird interesting business
Yeah, technically we can't name anything under 500M or like 5 dollars here. I did buy my first like 40M market cap stock a few weeks ago, pretty stoked on it. Yeah ONTO will be interesting, NVMI is like a smaller version of them, market wasn't too happy with their numbers. VCTR will be interesting. Curious to see how much stock they bought back, since it's been kind of down the past few months.
Big ones for me are ONTO, TMDX and a microcap im not sure i can name. Interested in RKLB (very very small amount unfortunately) and VCTR
Only a few names I follow reporting after the bell today: $NET, $LPLA, $MCHP, $RKLB, $ONTO, $VCTR
Fingers crossed for ONTO and COHR, Im sure they are gonna move one way or the other lol
I had made a very small starter position some time ago. Probly will cut it here, just hasnt done much. Might throw it into ONTO as earnings gamble
AI infra names that seem interesting here still? PSTG, MOD, ONTO still not really up insanely compared to some peers imo
What a snow flake " YOU GUYS DOWN VOTED ME DAYS AGO I HELD ONTO IT!"
For consideration, some of my smid caps (not sure if you have any of these already): AMTM, ONTO, COHR, OPRA, FOUR, EVVTY, NU
Boy am I glad I swapped some lame safe stuff for ONTO and TTD now, really felt awful but they are +24% and + 18% today lol
Swapped some of the defensive names I had been hiding out in to some ai infra I liked higher, $ONTO and $COHR both seem reasonable here, $TSM continues to look good. $AVGO still not super cheap but I dont hate it
> unemployment is going to get worse, Which leads to another question: WHO PAYS unemployment benefits? Feds? State? Insurance? If it's the states ... then once again the Current Administration has taken an action which shifts costs FROM the Federal Government and ONTO the States. States with more liberal unemployment benefits -- **blue ones**, mostly? -- will suffer the most. This is consistent with all the other actions **specifically designed** to HURT blue states.
I did a similar screen and found several of the asset management firms might be decent buys now - KKR, APO, BX. Also, in the tech sector, VRT, COHR, ONTO and DELL. My screen was: 5yr CAGR > 10%, PEG < 1.0, 3 month price drop > 20%, FCF > 100M, gross margin > 20%.
Nice. Yeah, I tried to a pre-market but volume is so low on the company. Put in a limited order at like 70.25, which I was happy to get at that price. I'm a west coaster, but I wake up at like 5AM naturally. Yeah, still think things should be positive for both those companies. ONTO has been a pain to hold, was up like 30% at one point and now down like 20% on the company lol. Wish I would have stuck with NVMI over ONTO. Kind of similar companies, just ONTO is bigger.
ONTO, CEG, GEV, PWR all leading my portfolio into the red once again. If it weren't for my long term conviction in these stocks and/or my low cost basis I'd sell out. But sheesh, I am getting burnt.
COHR and ONTO looking rough, but still nibbling NVDA tomorrow night has potential to flip ai narrative again
FIX/ONTO innovation both great companies who make a lot of money and carry little debt. Down almost 50% from their highs.
COHR and ONTO are what I have been nibbling recently, I had watched for a long time on the sidelines... If the narrative fully swings bearish though prolly a bad idea so only time will tell
Nibbled some $ONTO, had it on my watchlist for a while now and want to move some UBER profits around. MGM is selling off annoyingly post earnings, will add if I have to was hoping to just enjoy the win oh well
I am mostly looking at smid caps right now for good deals, things like EME and FIX are interesting have been getting beat up since the deep seek stuff. Also some semi conductor equipment names like ONTO and LRCX are good buys. Everyone gets so hyper focused with the mag 7 and they deserve credit but there comes a point where there’s other things in the market that are actually good deals.
NVMI, kind of a mini version of ONTO, reported good numbers this morning. [https://www.stocktitan.net/news/NVMI/nova-reports-record-fourth-quarter-and-full-year-2024-hxz9pckqp4wf.html](https://www.stocktitan.net/news/NVMI/nova-reports-record-fourth-quarter-and-full-year-2024-hxz9pckqp4wf.html)
ONTO seems decent again, kind of over exposed already to the ai/ai chip equip narratives though myself with TSM, ASML, LRCX, and COHR atm
Here are some stocks I am holding that have been giving me some trouble as of late. I want to get an opinion on some long term outlooks on them. MU: \~(2% of portfolio) GEV: \~(3.5% of portfolio) CEG: \~(5% of portfolio) CELH \~(<1% of portfolio) ONTO \~(3% of Portfolio) PWR \~(2.5% of portfolio) STRL \~(1.5% of portfolio) CELH was more of a speculative play based on cash pile, falling valuation, and international expansion. Im totally fine taking the L on it. In the long term I'm confident about the future of energy plays like CEG and GEV but they have been hammering me since the deepseek fiasco, despite being some of my best plays in 2024. Same deal with PWR and STRL, and I am holding some hope that we see permitting reform under this administration. ONTO and MU I bought when they were at much lower valuations. ONTO has a lot of cash and little debt so I am confident in their ability to expand their business, but again they have been a burden since deepseek and the new admin.
Looking at premarket, here's what I am going to get cooked the hardest on *today,* not sure about long term. MU: \~(2% of portfolio) GEV: \~(3.5% of portfolio) CEG: \~(5% of portfolio) CELH \~(<1% of portfolio) ONTO \~(3% of Portfolio) PWR \~(2.5% of portfolio) STRL \~(1.5% of portfolio) CELH was more of a speculative play based on cash pile, falling valuation, and international expansion. Im totally fine taking the L on it. In the long term I'm confident about the future of energy plays like CEG and GEV but they have been hammering me since the deepseek fiasco, despite being some of my best plays in 2024. Same deal with PWR and STRL, and I am holding some hope that we see permitting reform under this administration. ONTO and MU I bought when they were at much lower valuations. ONTO has a lot of cash and little debt so I am confident in their ability to expand their business, but again they have been a burden since deepseek and the new admin. I dont want to be too reactive, but if equities are down on the year with this new admin I'd want to make sure my risk is effectively managed.
ONTO got battered today. Still can’t find the cause of this? Is it just a sell off right now?
I think OP may have to move ONTO another stock
What’s with that massive ONTO variation why did it rise 190 just to go to 180 an hour later?
Haven’t looked at the report yet, but market seems to be unhappy with ONTO’s report. However, some strong movement on so low coverage names from their earnings: IBEX, ESE, VCTR.
$ONTO Reports Q4 EPS $1.51, consensus $1.41 Reports Q4 revenue $263.939M, consensus $260.53M. Michael Plisinski, chief executive officer of Onto Innovation, commented, "Onto Innovation finished the year strongly, carried forward by investments in AI, power semiconductors, and new gate all around transistor technology. The current market momentum in AI packaging and increased demand from the advanced nodes combined with the new products we recently launched position us to continue to address the challenges our customers face today and into the future."
Some of these have been a solid run. A few of us here have been really talking about the opportunities in the equipment space, since valuations like a month to two months ago were pretty cheap. Looking forward to ONTO on the 6th.
# DAS FUHRER ELON ⚡⚡ WORKING HIS WAY ONTO INTERPOL WANTED LIST. 
Just an annihilation in my portfolio today. CEG, GEV, PWR, STRL, AVGO, NVDA, all down by >10%. ONTO down 9%. AMD down 4.5%. I've made some defensive pivots as of late considering the sell off in the Healthcare and Consumer Defensive sectors but today is making me consider deploying my liquidity to buy back in further on these huge drawdowns. What are we thinking?
Hijacking top comment. [In addition, the Committee will continue reducing its holdings of Treasury securities and agency debt and agency mortgage-backed securities, as described in the Plans for Reducing the Size of the Federal Reserve's Balance Sheet that were issued in May.](https://www.federalreserve.gov/newsevents/pressreleases/monetary20221102a.htm) Excuse me, but you, sir, are completely wrong and are believing a created narrative. The above hyperlink quote is the reason the economy fell off a cliff. [Banks currently have $3,211,700,000,000 ($3.2 Trillion) in Bank Reserves help with the Federal Reserve. Bank Reserves only exists in such high amounts as a balancing entry for the Federal Reserve's Quantitative Easing (QE) programs - when people joke about the Federal Reserve printing money they are referencing the process of creating Bank Reserves out of thin air. QE was used to support the recovery from the Global Financial Crisis, COVID, or simply when wall street was lazy and didn't want to work (the "Taper Tantrum"); the Federal Reserve creates "Bank Reserves" to purchase "toxic assets" from Bank's to stimulate the economy.](https://fred.stlouisfed.org/series/IORB) [The Federal Reserve is currently paying $149 Billion in interest on Bank Reserves (Interest rate in item 1 multiplied by the total deposits in item 2). The Bank's dragged their feet and didn't absorb the toxic assets previously sold to the Federal Reserve back onto their balance sheets quick enough (these are truly garbage assets so why would you want to buy them back?). When a rate hiking cycle was required to combat inflationary pressures, Central Banks around the world labelled inflation as "transitory" as hiking rates illuminates the massive problem with QE if it wasn't unwound. It's a game of chicken right now, the Bank's are being rewarded by being paid interest on historical bailouts (they are keeping their mouths shut), the Central Banks (including the Fed) are insolvent and are hoping they can find a way out still (they are silent), and Governments are starting to collapse around the world.](https://fred.stlouisfed.org/series/WALCL) [The financial system is being propped up with an hidden bailout. The Bank's don't have enough liquidity to pull the toxic assets back onto their balance sheets or to repay the interest that rightfully belongs to taxpayers. As the Bank's, Central Banks, and the Government's are all hiding this problem from the world, how can taxpayers support another bailout to an industry that refused to fix its own problems. As per FDIC cumulative Trailing-Twelve-Month Net Income for the 4,517 commercial banks and savings institutions is $236.9 Billion and the majority of these earnings are attributed to interest paid by the fed. This bailout (Fed Interest) isn't even fairly paid out (concentrated to the largest banks/prime brokerages) and we are about to enter a race to the bottom. ](https://fred.stlouisfed.org/series/TOTRESNS) Also if you want a TLDR FED HELD ONTO SHIT ASSETS FROM BANKS THAT ARE ABOUT TO MATURE. THEY ARE SELLING THEM OFF BEFORE THEY ARE WORTHLESS. BANKS DIDNT BUY THEM BACK TO PUT ON THEIR ALREADY FUCKED BALANCE SHEETS. FED SAID TIMES UP WERE LETTING THEM GO. POP 💥 💥 is what happened today.
I know you’re pretty active here, it’s kind of funny how the equipment maker names keep popping up. A few of us, you include, have talked about how they are great long term investments right now. Funny enough, I’m up like 10% on ONTO, like 5% on LRCX and 6% on NVMI. Not too mad at it already.
But stocks that have serious growth potential. My favorites are ALAB, VRT, and ONTO. Yes, they have moved quickly and have amazing potential for the next 20 years. ONTOs volume sucks but it will get where it should be eventually.
I need to checkout ONTO. I went in favor of buying individual names instead of SMH but I fear I will miss out when the dumb chips rebound. Are you just buying those 2 names?
Equipment names are the only things I've bought recently too. LRCX and ONTO.
HOLDING ONTO MY $RIVN $11.5 CALL ITS LOOKING OKAY SO FAR
Knife catching on MPWR, SIMO, and CROX going well so far. ONTO not so much yet
ONTO, MPWR, CROX and MGM, at least thats what I am buying rn
Been buying some of the chip equipment makers right now. I don't think it's going to be a great trade in the short to mid term, since we are still waiting for some of the markets to bottom, like auto and industrial chips. However, a lot of come down in price and look solid for long term holds like $AMAT $LRCX $ASML $ONTO $NVMI. This is an example of a screener I use: [https://finviz.com/screener.ashx?v=111&f=fa\_estltgrowth\_o10%2Cfa\_peg\_u2%2Cfa\_quickratio\_o1%2Cfa\_roi\_o10%2Cfa\_salesqoq\_o5&ft=2&o=industry](https://finviz.com/screener.ashx?v=111&f=fa_estltgrowth_o10%2Cfa_peg_u2%2Cfa_quickratio_o1%2Cfa_roi_o10%2Cfa_salesqoq_o5&ft=2&o=industry) I just start out with things like sales growth QoQ over 5%, since a lot of companies are seeing some slowdowns but still want to buy something that has sales growth. I like look at EPS growth over 5 years to see how good the management of the company is. I like high ROC so always start out with like 10% or change it to 15%. Personally I like companies with quick ratios over 1, so always start with that. I also like trying to get things a good price, so I start out looking with a PEG of under 2. So you end up with like 87 companies to start researching. I suggest a lot of names or bring up anything I find interesting and basically comes from just screening.
I averaged down in both $ONTO and $AMAT this morning. Both are great “pick & shovel” companies.