P Equity Research 📰
Verified record/TRACE receipts
Score—W·L0·0Win—
Avg-3.5%Win39%
Shows
Top tickers
MU8 calls
NVDA6 calls
BOT5 calls
ASML2 calls
SMSN2 calls
COHR2 calls
LITE2 calls
TSLA2 calls
SNDK2 calls
MP2 calls
Speaker record
MRAM/short/tweets
Everspin has no MRAM monopoly, weak margins, and big-chip competition — the stock has already lost 66% and the thesis says it was never worth the hype.
From $51.50 --> $17.68, -66% drop. $MRAM
Peak-
ASML/long/tweets
TeraFab's $135B WFE buildout is a once-in-a-decade demand shock for ASML, the sole EUV lithography supplier.
This equates to ~$135B in WFE spend over the next 5 years. Orders have already been placed for a ~$5B pilot line for C2027, growing to ~$10B in C2028.
Peak+1.7%
AMAT/long/tweets
Applied Materials spans 5 WFE categories in the UBS TeraFab table — the broadest single-stock exposure to $135B in new fab spending.
This equates to ~$135B in WFE spend over the next 5 years. Orders have already been placed for a ~$5B pilot line for C2027, growing to ~$10B in C2028.
Peak+2.1%
LRCX/long/tweets
Lam Research leads in etch and deposition — the two WFE categories most exposed to every incremental dollar of AI fab capex, including TeraFab's memory and logic buildout.