SHMD Schmid Group Loading... : Bullish and Bearish Analyst Opinions
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Top Calls
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09:16
Aug 26
Aug 26
Author notes bottleneck stocks are crashing on disappointing earnings.
Author notes bottleneck stocks are crashing on disappointing earnings, but singles out XFAB as his favorite long due to undervalued real assets, while the rest are watch.
LOW
18:16
Aug 25
Aug 25
SHMD messy financials; prefers safer glass substrate exposure
Flags SHMD's messy financials and cautions on its glass substrate exposure, recommending safer alternatives with legacy businesses, without directly expressing a short position.
MED
17:43
Aug 24
Aug 24
Lists AI enablers, no directional call
Lists AI enabler names as a thematic basket; no directional commitment stated.
MED
15:38
Aug 20
Aug 20
Names alternative long-term portfolio conviction.
Author mentions the stock as an alternative top conviction pick in response to a follower asking for their largest long-term positions.
LOW
14:46
Aug 20
Aug 20
Advanced packaging plays for AI chip complexity
Author positions these as plays on advanced packaging and substrates becoming a critical performance and cost-per-watt lever.
MED
16:06
Aug 15
Aug 15
Highlights top AI stock for 2026.
Author highlights this as a top AI stock to hold for 2026, expecting it to perform best.
MED
14:33
Aug 14
Aug 14
Author lists unopened names as watch-only but explicitly confirms a long position in NBIS.
Author lists unopened names as watch-only but explicitly confirms a long position in NBIS with entry at $235 and a tight stop loss below $229, treating the move as a corrective wave.
LOW
15:36
Aug 11
Aug 11
Author details a full portfolio framework with long-term and short-term buckets.
Author details a full portfolio framework with long-term and short-term buckets, explicitly stating he
16:45
Aug 03
Aug 03
AI enabler basket in author's 2026 portfolio
Author includes these tickers in a self-described "full portfolio for 2026" AI enabler bucket — companies aiding the AI infrastructure buildout, framed as equal-weight holdings.
MED
21:45
Jul 27
Jul 27
The author outlines a detailed framework for three categories of AI stocks but presents.
The author outlines a detailed framework for three categories of AI stocks but presents the tickers as a thematic research basket rather than explicit current positions, so they are watchlist items.
13:02
Jul 12
Jul 12
Author lists 10 AI stocks as favorites and recommends buying now.
Author lists 10 AI stocks as favorites and recommends buying now, no explicit personal position language.
MED
13:18
Jul 10
Jul 10
Named as author's favorite alongside AAOI; cited for strong order momentum in AI/optical.
Named as author's favorite alongside AAOI; cited for strong order momentum in AI/optical equipment and good base formation potential, with favorable TA and FA.
MED
13:59
Jul 09
Jul 09
Author reaffirms bullishness on previously discussed holdings but does not explicitly state.
Author reaffirms bullishness on previously discussed holdings but does not explicitly state a current position or forward call on the tickers.
16:44
Jul 08
Jul 08
Author lists these as his top 5 picks in reply, no explicit position or catalyst from speaker.
LOW
16:39
Jul 08
Jul 08
The author lists 15 stocks entering buy zones and urges not to sell the bottom.
The author lists 15 stocks entering buy zones and urges not to sell the bottom, framing them as a thematic basket to watch rather than explicit personal positions.
LOW
15:35
Jul 06
Jul 06
Author mentions these six tickers as names he loves and sees as buying opportunities on the dip.
Author mentions these six tickers as names he loves and sees as buying opportunities on the dip, but per speaker note, no explicit "I own" or "I'm long" language attached to each ticker individually.
LOW
16:58
Jul 02
Jul 02
Author remains long SHMD as a riskier but potentially more rewarding holding.
Author remains long SHMD as a riskier but potentially more rewarding holding, disclosed as current position.
MED
22:09
Jul 01
Jul 01
Named as one of author's three recommended plays.
Named as one of author's three recommended plays; thesis not included in visible tweet text due to truncation. No personal position language disclosed.
LOW
21:59
Jul 01
Jul 01
Author expresses hope and liking for multiple plays including OPTX, ASYS, SHMD, BRUN.
Author expresses hope and liking for multiple plays including OPTX, ASYS, SHMD, BRUN, and AAOI but frames them as potential opportunities without explicit position language, so they are watchlist items.
LOW
16:14
Jul 01
Jul 01
Author expresses price favorability for SHMD in response to entry question.
Author expresses price favorability for SHMD in response to entry question, but stops short of explicit position language required per known posting style.
LOW
15:03
Jul 01
Jul 01
Author estimates SHMD could capture 3-8% of glass substrate buildout.
Author estimates SHMD could capture 3-8% of glass substrate buildout, suggesting early positioning.
LOW
14:31
Jul 01
Jul 01
Listed as one of the best buying opportunities created by META compute resale news.
Listed as one of the best buying opportunities created by META compute resale news; no individual thesis provided beyond sector read-through.
LOW
12:21
Jul 01
Jul 01
Named as one of author's "next 3 great plays" with author stating heightened personal.
Named as one of author's "next 3 great plays" with author stating heightened personal conviction; specialized semiconductor equipment for AI chip packaging and advanced substrates cited as core thesis.
MED
19:28
Jun 30
Jun 30
Author names these five tickers as comparatively better opportunities than NBIS in current.
Author names these five tickers as comparatively better opportunities than NBIS in current market; list-style mention from a known basket-style author, no explicit position disclosed.
MED
14:51
Jun 27
Jun 27
Author lists tickers of interest in reply to a parent asking for ideas.
Author lists tickers of interest in reply to a parent asking for ideas, but uses no position language or forward call, so all are watchlist mentions.
LOW
20:01
Jun 26
Jun 26
Author discloses SHMD as one of their main current portfolio holdings.
Author discloses SHMD as one of their main current portfolio holdings, indicating active long exposure.
MED
10:51
Jun 26
Jun 26
Author expresses mixed signals and uncertainty on AI enablers.
Author expresses mixed signals and uncertainty on AI enablers, noting bearish technicals on NBIS/NVDA/SIVE but bullish base case for a pump, with no explicit positions or forward calls.
LOW
13:05
Jun 25
Jun 25
Author explicitly states these are his price targets and buying opportunities.
Author explicitly states these are his price targets and buying opportunities, calling the current market a great buying opportunity with 2-3x upside from his bear case.
14:56
Jun 24
Jun 24
Author explicitly buying and holds as a top position at $6.25.
Author explicitly buying and holds as a top position at $6.25; one of five highest-conviction names in author's current portfolio.
MED
09:57
Jun 24
Jun 24
Long SHMD because the reply says this is when we buy / higher.
Long SHMD because the reply says this is when we buy / higher, applying to the parent basket of better AI plays.
About SHMD Analyst Coverage
Buzzberg tracks SHMD (Schmid Group) across 12 sources. 67 bullish vs 0 bearish calls from 12 analysts. Sentiment: predominantly bullish (50%). 134 total trade ideas tracked. Latest voices: italianinvesto, pequityresearch, __con_.