$CAMT · 海外大V持仓追踪

$CAMT 现在是什么情况？

最近有人说了 $CAMT 什么？

下面是最近 8 条提及 $CAMT 的公开帖，按时间倒序。每条都附原帖链接，可自行核对。

• 2026-04-29看多原文
  Monitoring the situation for you (testing/yields edition): $VIAV and $FORM earnings: Extremely Bullish So what does this mean? Names like $ONTO / $CAMT go brr. Throw in $TOWA (6315), since there's indication of aggressive memory production ramp. Names like Msscorps / $KEYS should go brrr. Broader upstream yields, test, validation, and inspection for both memory + optical ecosystem go heavily BRRR. And it's a leading indicator for $COHR, $FN, $LITE, and others if they're ramping up production. For $VIAV: -> $406.8M vs. $393M (beat) 42.8% Y/Y growth. -> $.27 EPS vs $0.2-$0.24 Guidance was $427m-$437m, indicating acceleration. For $FORM: -> $226M, 32% Y/Y, $.56 EPS vs. $.45 -> margins increased a TON to 49% (which indicates pricing power). -> Guidance was $.61 EPS, midpoint ~$240m revenue. "Record demand for High Bandwidth Memory (HBM) and stronger "Foundry & Logic networking applications" Basically the smaller yields/test ecosystem in general. BRRR.
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• 2026-03-20中性
  Serenity 硅光/CPO ETF。 各成分股年内收益： $IQE: +282.5% $AXTI: +246.6% Landmark: +167.54% $AAOI: +157.37% $SIVE: +113.08% $SOI: +103.54% $LITE: +100.27% $LWLG: +92.35% $VIAV: +88.71% $AIXA: +73.92% $AEHR: +70.4% $CIEN: +67.67% $FORM: +60.67% $FOCI: +60.44% $CAMT: +49.13% $GLW: +46.77% $SMHN: +45.94% 藤仓: +43.89% $COHR: +41.81% $KEYS: +40.48% $TSEM: +36.42% $ASX: +29.89% $MTSI: +28.34% $NOK: +27.5% 信越: +27.33% $ONTO: +26.28% $BESI: +24.71% $UMC: +18.11% $INTC: +17.27% $OXINF: +15.03% $FN: +12.79% 新易盛: +11.82% $TSM: +6.00% $HIMX: +5.39% $SMTC: +4.11% 住友: +3.67% $CSCO: +3.25% 中际旭创: +0.33% $MRVL: +0.16% $APH: -6.48% $MXL: -7.62% $AVGO: -7.99% $POET: -12.99% $TEL: -14.93% 这是回头看的数据，但你们知道我在很多赢家里待了很久（比如前6/7名里除Landmark外的 $AXTI、$LITE）。 不过如果你好奇年初等权投资整个光子趋势会怎样—— 等权收益是？ 50.033% 我预计光子超级周期将持续数年，其中很多标的会是大受益者。 尤其当CPO被用于AI规模化部署时。 光子是AI的新架构范式。
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• 2026-03-17看多
  即将到来的CPO/硅光瓶颈速查表： $SIVE、住友、$LITE、$COHR、$AVGO、$MTSI、$AAOI —— 光源（CW DFB激光器） $TSEM、$GFS、$UMC、$TSM、$INTC —— 硅光代工 $NOK、$CIEN、$CSCO、$COHR —— DCO $HIMX、上诠FOCI（3363.TWO）—— 微透镜+光纤阵列 $POET —— 光学中介层 $SOI、$AXTI、信越 —— 衬底 $FN、$ASX、中际旭创、新易盛 —— 光学封装与组装 $MTSI、$SMTC、$MRVL、$MXL —— 模拟/混合信号IC $LWLG —— 投机性调制器材料 $GLW、$APH、$TEL、$FIT、藤仓 —— 连接器与光纤 $FORM、$KEYS、$VIAV、$AEHR —— 测试测量 $BESI、$SMHN、$ONTO、$CAMT —— 先进封装与混合键合 还有很多私有公司：Lightmatter、Ayar、Ranovus等。 现在……大家都在问：怎么赚钱？ 看CPO TAM的预测，就是一条直线向上，明年是CPO大规模部署的拐点。 超额收益在于捕捉轮动： 从当前的EML瓶颈（$LITE、$COHR 类）转向CPO时代的硅光/CW DFB架构赢家。 上行空间最大的，是那些不在当前周期里、 但会在下一个周期里的。 $SOI、$SIVE、$AEHR 就是完美例子。 吃着当前可插拔瓶颈的 $AAOI 也要拿住。 但超额收益是抢在机构前面布局下一个CPO瓶颈。 资本轮动是必然的。
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• 2026-02-26中性原文
  Year to Date post $NVDA earnings: 477.27%. Majority of the gains are the result of the research I've done the past few months: From the $AXTI's InP chokepoint that went up few hundred percent recently. or profiting off Jane Street from $EWY IV vega expansion for Sk Hynix/Samsung. Many others were tens of % or hundreds of percent returns each in a short timeframe. Like $XLU going up 3% in a week to the epic directional rally of $MU and $SNDK. I think people just like to see the end results like this, which is understandably the most eye-catching. But most of the groundwork for the current returns was laid out months ago from $LITE Google BOM analysis to semi supply chain bottlenecks from Unimicron, Nittobo, and even $TSM last year. Even now I’m planting the seeds for the future with analysis on $XLU for the power/grid sector, or understandably higher risk companies like $IQE as a $LITE supplier for the photonics supply chains. I typically shift from: > Research Posts (Initial thesis post) > Map that into actual ideas + trades > Follow-Up DDs on Alpha (eg. SMM InP pricing) > celebrate when things go up. cross-industry, and typically on sectors with momentum. Rather than sticking single stocks, or just analysis only (instead of trading). And I think people might have found this style refreshing. I think recently, I’m is just capitalizing on two different trends: 1. Focusing on active bottlenecks in AI supply chains - Memory like $SNDK, $MU, Sk Hynix, Samsung, $SIMO - Photonics like $LITE, $COHR, $AAOI, $IQE, $AXTI, and Yamamura - Power Grid like $XLU - Advanced Packaging/Yields - $AMKR, $ONTO, $CAMT, $KLIC, $FORM, and $AEHR 2. Then focusing on Capital Rotation into Taiwan, Japan, Korea. Basically past week capital rotation was rotating from US/China -> Korea, Taiwan, Japan. ETFs like $EWJ or individual stocks from Nanya Plastics have been taking off. - Taiwan Equity Funds recently took in over $1 billion in a single week for the first time in months - For Japan: GS chart's +0.37 long buying - For Korea, foreigners were net buyers of roughly 1.37 trillion won (~$1 billion USD) in the first half of February While GS chart shows a staggering -1.52 SD in short activity for North America. So that's probably my assumption on why $HOOD investors haven't been doing too well from a lack of Asian equity exposure. The reason being Hyperscaler capex trade flows into Asian countries in the supply chains (eg. Some analysts projected Sk Hynix to have 2.2 2027 fwd p/e, which is absurd) -> institutions following the flow with capital rotation. As for some reflection, I'm genuinely surprised by how many people read my posts nowadays and it’s really humbling! I don’t really celebrate this much (last year I only did one time with a 600%+ 1Y return) but I’m amazed by how lucky I am this year with timing and getting a lot my thesis right. I’m not perfect, I do get a few things wrong, but what’s more important is I get more green than red every day. But thanks to everyone, I grew from a little account to 83K in like two or three months!
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• 2026-02-24中性
  年内至今：412.72% 很大一部分就是选对板块、每周从简街的算法身上薅羊毛，再加一点运气。 瓶颈多头方面，这些是我目前的最爱： 1. 内存——三星、SK海力士、$SNDK、$MU、$SIMO 2. 光子——$LITE、$COHR、$AAOI、$AXTI（可能还有Yamamura，但程度不同） 3. 电力/电网——$XLU 4. 先进封装资本开支——$AMKR、$ONTO、$CAMT、$KLIC、$FORM 除了 $KLIC 以外这些我基本都聊过？ 多数都在短期内涨了50-100%+，这又反过来放大了交易的整体收益。 今年学到的最好一课：钱流去哪、瓶颈在哪，就转到哪。而不是在网络安全这种板块里做逆向翻盘。 我的想法全部免费发布，希望大家都能学到点东西！
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• 2026-02-12看多原文
  The "Bottleneck ETF" from supply chain mapping. Not a single name red. Equal weighted results 1W: +12.83%. List: $LITE: +31.68% $AMKR: +28.7% Disco: +24.35% $GLW: +23.57% $COHR: +23.5% $ONTO: +18.4% $CAMT: +17.7% $TSM: +15.8% $ON: +15.8% Samsung: +15.4% $KLAC: +12.7% $APH: +11.6% $MRVL: +11.4% $MU: +10.6% $MOD: +10.6% Sk Hynix: +10.31% $VICR: +9.6% $AVGO: +9.46% $SBGSY: +9.27% $ETN: +9.1% $BESIY: +8.53% $IFNNY: +7.37% $MPWR: +6.85% $SNDK: +6.4% $QLCM: +6.12% $AMD: +6.01% Mediatek: +6% Kioxia: +3.68% $INTC: +1.62% I feel like institutions just bought this entire list from last week's framework? This level of performance is pretty crazy.
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• 2026-02-12中性原文
  @HimotheeBuckets The YTD on many of these from $GLW to $CAMT is even higher. But I do agree that 1 week sample isn’t the most definitive of overall trends. This just happened to be tracking performance after I posted. https://t.co/SL7UoWij9E
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• 2026-02-07看多原文
  Here's my TLDR + mapped into investment framework from Semivision bottleneck summary: HBM: HBM4 (16Hi) - Samsung, Sk Hynix, $MU HBF - $SNDK, Kioxia Base Die - $TSM, Samsung (internal) CPO/photonics; Glass Substrate: $GLW, $INTC, Ibiden Optical: $LITE, $AVGO, $COHR, $MRVL Power Delivery: Volatage: $MPWR, $VICR Thermal: $VRT, $NVT, $MOD Grid: $ETN, $SBGSY SiC/GaN: $ON, $IFNNY Rack: $APH N2 Volume: $TSM , $AMD (First mover dc), $QLCM, Mediatek, $NVDA Advanced Packaging: Yield: $CAMT, $ONTO, $KLAC OSATs: $AMKR $BESIY, Disco Semivision's summary: 1. "advanced packaging capacity and yield control" 2. "HBM ecosystem coordination" 3. "power delivery innovation (SiC, GaN PMICs, rack-level power architectures)" 4. "CPO/photonics integration capability" 5. "data center infrastructure as a “hidden limiter” to semiconductor revenue realization" As you probably know, I'm probably most bullish on memory/photonics like Sk Hynix/Samsung, $SNDK, $MU, $LITE above. And $TSM. I probably go a bit more upstream like $AXTI for InP precursors, but midstream players are the chokepoint + control most of the pricing. But just added commentary of related companies to topics to make things simpler for the regular retail investor.
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