Calls
1
u/checazzo01
Reddit r/wallstreetbets
Win Rate
0.0%
return
-12.9%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 09
$57.45
-12.9%
VECO is the leader in laser spike annealing, a critical process for cutting-edge memory (HBM, DRAM) as Samsung, Micron, SK Hynix, and CXMT add hundreds of thousands of wafers of capacity. Memory CapEx is structurally increasing; VECO's tool-of-record status and China exposure (CXMT/YMTC) provide direct revenue growth without the commodity price risk of memory makers themselves. FWD P/E is low vs. semiconductor equipment peers; a blended valuation implies ~$145/share, offering significant upside if the Axcelis merger collapses or a higher bid emerges. Pending merger with ACLS — current VECO price trades at a 12% premium to the deal conversion value (~$51.10); if SAMR approves, shares will drop to that level. Also, historical PE of 150, China geopolitical risk, and memory cycle downturn.
VECO is the leader in laser spike annealing, a critical process for cutting-edge memory (HBM, DRAM) as Samsung, Micron, SK Hynix, and CXMT add hundreds of thousands of wafers of capacity. Memory CapEx is structurally increasing; VECO's tool-of-record status and China exposure (CXMT/YMTC) provide direct revenue growth without the commodity price risk of memory makers themselves. FWD P/E is low vs. semiconductor equipment peers; a blended valuation implies ~$145/share, offering significant upside if the Axcelis merger collapses or a higher bid emerges. Pending merger with ACLS — current VECO price trades at a 12% premium to the deal conversion value (~$51.10); if SAMR approves, shares will drop to that level. Also, historical PE of 150, China geopolitical risk, and memory cycle downturn.
Foundry Equipment
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u/checazzo01 has 1 trade ideas tracked on Buzzberg across 1 tickers since July 2026. Most covered: VECO.
