Mentioned On
Episode Mentions
The Compound and Friends · Apr 24, 2026
Why Nvidia is Going to 10 Trillion Dollars with Adam Parker and Rob Sechan
“Semiconductor equipment supplier; quasi-monopoly in chip manufacturing; up 297% over last year; essential infrastructure play”
Vital Dawn · Apr 23, 2026
Vital Dawn Podcast for Thursday April 23
“Semiconductor company with bullish earnings report contributing to strong semis sector performance”
Invest Like the Best with Patrick O'Shaughnessy · Apr 23, 2026
Dylan Patel - The Infinite Demand for Tokens, Claude Mythos, and Supply Constraints - [Invest Like the Best, EP.468]
“Semiconductor equipment manufacturer experiencing whip effect from downstream TSMC CapEx increases”
Vital Dawn · Apr 22, 2026
Vital Dawn Podcast for Wednesday April 22
“Key earnings report scheduled for after U.S. market close today”
Mad Money w/ Jim Cramer · Feb 25, 2026
Mad Money w/ Jim Cramer 2/24/26
“Semiconductor equipment manufacturer enabling memory and storage production expansion for AI data centers”
The Vergecast · Dec 23, 2025
The Vergecast RAM Holiday Spec-Tacular
“Semiconductor equipment supplier supporting memory manufacturing innovation and fab construction”