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ONTO · Onto Innovation Inc.Onto Innovation Inc.
🔬 Both FORM and ONTO are strong investments as the semiconductor ecosystem is accelerating rapidly
high convictionFirst mentioned Jan 22, 2026
Both FORM and ONTO are strong investments as the semiconductor ecosystem is accelerating rapidly.
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Current Price
$258.81
via cornerstones
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entry Jan 22, 2026
Thesis Lifecycle
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openedJan 22, 2026
Memory supercycle supply chain beneficiaries: US sleeper HBM4/Memory alpha picks benefiting from MU and SK Hynix/Samsung.
source ↗📝
updatedApr 29, 2026
VIAV and FORM earnings beat strongly, indicating robust demand for memory/test/yield equipment, which is bullish for upstream inspection and test companies like ONTO, CAMT, TOWA, KEYS, and potentially downstream optics players.
source ↗📝
updatedApr 29, 2026
Both FORM and ONTO are strong investments as the semiconductor ecosystem is accelerating rapidly.
source ↗