Primer: VAT Group (VACN SW) - Aug 2026
VAT Group is the undisputed global market leader in high-performance vacuum valves, critical components for the semiconductor manufacturing...
95 Views
Why Subsystems Now
I think MKSI, UCTT, and ICHR are likely good 12+ month longs as NAND spending increases, and they blow out estimates for multiple quarters in a row.
790 Views
TSMC, ASML, VAT Group, and Alphawave Earnings
It’s time for the main event: earnings are upon us. As is customary, let’s start with TSMC, move to ASML and Alphawave, and then discuss VAT Group.
1.2k Views
"Lockout Rally" Underway; Downgrading China to Market Weight; Weak U.S. Dollar Is Risk-On Signal
"Lockout Rally" Underway $ACWI; Downgrading China $MCHI $FXI to Market Weight; U.S. Dollar (DXY) Providing Significant Risk-On Signal. Remain...
523 Views
Technology Is Still in Charge Longer-Term But Rotation Trade Has Legs
Technology is Still in Charge Longer-Term, But Rotation Trade Has Legs. We believe the "rotation trade" that we have been recommending since May 29...
135 Views