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
— pendingopen horizon
Speakerguest
P Equity Research 📰
@pequityresearch / appears on tweets, tweets, tweets, tweets, tweets, tweets, tweets, tweets, tweets, tweets, tweets, tweets
Verified record
—pending
No settled calls yet — credibility updates as call horizons resolve.
Speaker record
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.
+1.72%C2027–C2031
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.
+2.08%C2027–C2031
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.
Agent-readable speaker
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}AISO Market Calls classifies public statements from public sources. A classification such as long thesis, short thesis, or explicit call describes the content of the public statement and does not prove that the speaker actually entered, exited, or held a position. Market performance shown is calculated from public market data around the source publication or timestamp. It is not investment advice.