$CAMT

Does he own it?

CAMT only ever appears inside broad supply-chain maps and "ETF"-style lists of advanced-packaging/yield names. He names it as a bottleneck beneficiary and lists it among "favorite longs" categories, but never makes a first-person buy/hold/add/size statement about CAMT itself. His explicit personal positions cluster around memory and photonics names (AXTI, LITE, MU, SNDK), not CAMT.

His thesis

CAMT is framed as a beneficiary of the AI advanced-packaging and yield/metrology bottleneck, alongside ONTO, KLAC, AMKR. He argues hyperscaler capex and an HBM/memory production ramp drive demand for inspection, test and packaging-yield tooling, and groups CAMT in his "advanced packaging capex" bucket. Bullish earnings reads on test/yield peers (VIAV, FORM) are cited as positive read-throughs that should push CAMT higher.

How his view evolved

Introduced early as one entry in a bottleneck supply-chain map, then recurs in his "favorite longs" packaging bucket and a photonics-ETF list. Consistently bullish but always grouped; never elevated to a discussed personal position.

Key points

• Listed repeatedly as an advanced-packaging/yield bottleneck winner, not a standalone pick
• No first-person buy/hold/size language for CAMT specifically
• Strong test/yield earnings cited as positive read-through for CAMT

Derived from a holistic read of his public posts — paraphrased, never quoted. See his actual posts about $CAMT on X ↗