Positive (0)
No positive opinions in this period.
Veeco Instruments Inc. · TradingView
USD · Avatars mark creator views: green ring positive, red negative, amber both
Opinions on non-trading days appear on the next trading session.
2026-10-03 – 2026-10-09
No positive opinions in this period.
No negative opinions in this period.
至于Veeco(VECO)、Aehr(AEHR)、Viavi(VIAV)等设备和测试公司,只要行业仍在扩产,就有望持续受益于资本开支周期。
If you want to play capex R&D cycles, look at machine suppliers like $ALRIB, $VECO or $AIXA or that level.
Transceiver ramp projections is staggering, and this is only 2027. It's likely exponentially increasing into 2028. $AAOI's record-breaking earnings signals the start of a new paradigm for photonics, it's a great idea to get exposure.