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@nrossolillo "What's going on at $SE Here's our video update on what has organically become a top e-comm holding:"
X Link @nrossolillo 2025-10-06T14:20Z 5572 followers, 1097 engagements

"$ACLS going the route of Applied Materials $AMAT and diversifying its semiconductor wafer fab equipment. Merger with $VECO just announced this morning"
X Link @nrossolillo 2025-10-01T11:45Z 5574 followers, 1258 engagements

"Another AI data center super-cycle might be starting. $SNDK $PSTG and more"
X Link @nrossolillo 2025-10-03T14:16Z 5572 followers, 2296 engagements

"@davey_juice But ASML is an industrialist. Industrialists are cyclical. Always have been and that's not going to change just because of AI"
X Link @nrossolillo 2025-10-15T16:35Z 5572 followers, XX engagements

"We've owned $ONTO for a couple years now but decided to create a "small basket" of metrology/PDC stocks earlier this year by adding in $NVMI and $CAMT. Nova is on track to pass up Onto in Q3. All three are growing fast by helping advance AI system manufacturing capabilities"
X Link @nrossolillo 2025-08-14T16:07Z 5572 followers, 2917 engagements

"Still very early on in $ON's monetization of this data center and SiC asset it picked up from $QRVO late last year for a fraction of what Qorvo purchased it for"
X Link @nrossolillo 2025-08-04T14:31Z 5572 followers, 1304 engagements

"From the CSI blog this week: -What are the "browser wars" -What do they have to do with AI -Who's making moves as use of the internet changes $GOOGL $OPRA $TEAM $PANW $NTSK"
X Link @nrossolillo 2025-09-17T13:06Z 5572 followers, 1411 engagements

"The manufacturing innovators though highly cyclical are the powerhouses of all things electronics manufacturing. Hard to see that changing for a long time. $ASML $AMAT $LRCX $KLAC and more"
X Link @nrossolillo 2025-10-13T15:08Z 5572 followers, XXX engagements

"Remember when a lot of people thought the good times were over at $ASML That was just X months ago"
X Link @nrossolillo 2025-10-15T11:49Z 5572 followers, 2369 engagements

"From the CSI blog this week: What made $ASML $AMAT $LRCX and $KLAC go on this recent epic run The reason was there all along:"
X Link @nrossolillo 2025-10-07T19:35Z 5574 followers, 1150 engagements