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Time Author Thesis Company / ticker Signal Since call Position Source
15:50
Jun 30
bullofbritain
Adding Ichor Holdings for memory spending
The author is adding Ichor Holdings within a multiyear upstream-memory basket. Fluid and gas delivery subsystems provide higher-beta exposure to the equipment spending required by memory capacity expansion.
ICHR Ichor Holdings Long 1ST Position: Added —
00:27
Jun 15
Labubu Trader
Author discloses a small current position in ICHR as part of a broader semicap allocation (~30%.
Author discloses a small current position in ICHR as part of a broader semicap allocation (~30% of portfolio); no specific catalyst beyond general semicap capex expansion thesis.
ICHR Ichor Holdings Long 1ST — —
12:19
Apr 16
Matt Tuttle
Ichor gains from TSM process-equipment tilt
The author sees TSM's three-year capex step-up, pulled-forward equipment purchases and faster clean-room buildout as a lasting upturn in chip-equipment spending. Because TSM is putting 3nm de-bottlenecking ahead of 2nm, the mix tilts toward process equipment over process control. That makes ICHR one of the cleaner long expressions of the capex cycle.
ICHR Ichor Holdings Long 1ST — —
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About ICHR Investor Commentary

Across the available history and selected sources, Buzzberg tracks ICHR (Ichor Holdings) across 9 sources: 4 bullish vs 0 bearish calls from 10 authors. Historical directional balance: 20% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 20 total trade ideas tracked. Past 7 days, before deduplication: 1 other directions. Latest voices: bullofbritain, Labubu Trader, Matt Tuttle.