Calls
1
u/Fine-Drummer2604
Reddit r/wallstreetbets
Win Rate
100.0%
Return
+1.3%
Loading charts...
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
May 11
$26.21
+1.3%
Canon’s NIL technology (FPA-1200NZ2C) can achieve 5nm-node-equivalent linewidths, with a roadmap to 2nm by 2026-2027, at a fraction of EUV’s cost and energy usage. The 2027 IAP launch solves a critical planarization step for high-volume manufacturing. Canon is a profitable diversified industrial (cameras, printers, medical imaging) trading at a low multiple, so the NIL catalyst is asymmetric upside. Memory fab qualification (e.g., Kioxia, SK Hynix) could trigger re-rating. Long CAJPY as a bet on Canon’s NIL becoming a viable second source in lithography, with a patent-protected moat and geopolitical tailwinds de-risking ASML dependency. Particle defects may prevent HVM adoption; qualification cycles take 3-5 years; NIL may remain niche in memory and never crack logic; Canon’s core businesses face secular declines.
Canon’s NIL technology (FPA-1200NZ2C) can achieve 5nm-node-equivalent linewidths, with a roadmap to 2nm by 2026-2027, at a fraction of EUV’s cost and energy usage. The 2027 IAP launch solves a critical planarization step for high-volume manufacturing. Canon is a profitable diversified industrial (cameras, printers, medical imaging) trading at a low multiple, so the NIL catalyst is asymmetric upside. Memory fab qualification (e.g., Kioxia, SK Hynix) could trigger re-rating. Long CAJPY as a bet on Canon’s NIL becoming a viable second source in lithography, with a patent-protected moat and geopolitical tailwinds de-risking ASML dependency. Particle defects may prevent HVM adoption; qualification cycles take 3-5 years; NIL may remain niche in memory and never crack logic; Canon’s core businesses face secular declines.
Other
Showing 1 of 1 picks · sorted by mentions
Choose a mentions count to open ticker posts.
u/Fine-Drummer2604 has 1 trade idea tracked on Buzzberg across 1 ticker since May 2026. Most covered: CAJPY.
