$ONTO

Does he own it?

An explicit first-person ownership disclosure in the late-Jan SiC interposer thread lists ONTO among names he says he owns (alongside AMKR, AEHR, COHR, TSM). Direct, unambiguous holding statement. No portfolio percent or sizing ever given, and later mentions are list/coverage only, but the disclosure stands.

His thesis

ONTO is framed as a beneficiary of the AI/memory semiconductor supercycle, specifically advanced packaging metrology and inspection. It recurs across his supply-chain "bottleneck" maps: HBM/memory ramp, SiC and glass-core interposer/substrate roadmaps, CPO/silicon photonics, and yield/test acceleration signaled by strong VIAV/FORM earnings. Seen as a midstream chokepoint name positioned to benefit as packaging capex and yield-control demand inflect.

How his view evolved

Started as a "sleeper" packaging-metrology pick in a memory supply-chain list, then became a stable recurring name across his SiC, glass-substrate, CPO, and yield/test bottleneck frameworks. View stayed consistently bullish; emphasis shifted toward it as a confirmed beneficiary of accelerating packaging capex.

Key points

• Explicit disclosure that he owns ONTO (Jan thread)
• Repeatedly tagged as packaging metrology/inspection chokepoint beneficiary
• Linked to memory, SiC, glass-core, and CPO supply-chain tailwinds

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