BUY BWB - Business With Brian Convicción4/5 Calidad del análisis80/100 ahora
The YouTuber suggests Onto Innovation for its critical role in inspecting defects in complex HBM stacks. He notes its high-speed imaging technology, the selection of its Dragonfly G5 system for next-gen HBM4, and a significant multi-year purchase agreement from a leading memory maker, indicating its indispensable position in the supply chain.
“That's nearly a quarter of a full year's revenue committed years in advance by a single buyer. Which is about as close as you're going to get to a guaranteed forward business as this industry is going to see.” — ▶ 10:00