Calls
1
u/AshWatter
Reddit r/wallstreetbets
Win Rate
0.0%
return
-0.1%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Sep 14
$28.48
-0.1%
Author is long PVA TePla because its scanning acoustic microscopy semiconductor-inspection business can become substantially larger and more profitable than current group earnings suggest, as advanced packaging and HBM production create more inspection work. A Material Solutions recovery, including indium-phosphide crystal-growth equipment for AI data-centre optical transmission, would remove an existing drag rather than leaving Metrology to carry the company. Catalysts include converting strong H1 orders and fully booked metrology lines into H2 2026 revenue/EBITDA, with management guiding 2026 EBITDA to the lower half of €26–31m and Q4 weighted heavily; main risk is execution, since H1 EBITDA fell sharply and margins contracted despite order growth, and the bull/super-bull valuation cases require performance above management's 20–25% medium-term margin ambition.
Foundry Equipment
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u/AshWatter has 1 trade ideas tracked on Buzzberg across 1 tickers since September 2026. Most covered: TPE.DE.
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