Author holds ICHR, citing new CEO/leadership, management's guidance for sequential quarterly growth, and AI/semiconductor demand momentum, and plans to keep holding.
ICHR — LONG The author holds ICHR and argues it is on an upswing due to a new CEO and new leadership, with management guiding on the recent earnings call for sequential growth every quarter leading to a strong growth year. They also cite short-term momentum from AI demand and the related wave of semiconductor companies. The author intends to let the position ride and states they do not care much if they lose the original investment, which is the main stated risk tolerance.
With a new CEO, new leadership, it looks like they're on the upswing. On their recent earnings call, they've predicted "sequential growth every quarter this year, leading to what we expect to be a strong growth year for Ichor."
This Reddit post, published February 15, 2026, features u/OrangeFilmer discussing ICHR. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: u/OrangeFilmer · Tickers: ICHR