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[@mmeyers81](/creator/twitter/mmeyers81)
"@Balemale7 @jacksonhanner11 Why do you like them $Onto provided second-quarter EPS guidance in the range of $1.21-$1.35 below the consensus estimate of $XXXX. Revenue projections for Q2 2025 were also lower than expected at $240-260 million compared to the consensus of $XXXXX million"  
![@mmeyers81 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2154391900.png) [@mmeyers81](/creator/x/mmeyers81) on [X](/post/tweet/1945488424829395001) 2025-07-16 14:19:20 UTC XXX followers, XXX engagements


"3/10 Disney now owns XX% of the combined Fubo/Hulu Live entity (assuming the merger is completed). That gives $Fubo reach legitimacy and protection. And it killed off their biggest legal headache (the Venu lawsuit)"  
![@mmeyers81 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2154391900.png) [@mmeyers81](/creator/x/mmeyers81) on [X](/post/tweet/1947063454411489619) 2025-07-20 22:37:56 UTC XXX followers, XXX engagements


"4/10 They're still losing money. But the losses are shrinking. Adj. EBITDA: went from -$201M to -$86M Revenue: up X% Cash: $379M on hand Not profitable yet but theyre trending in the right direction"  
![@mmeyers81 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2154391900.png) [@mmeyers81](/creator/x/mmeyers81) on [X](/post/tweet/1947063456487690519) 2025-07-20 22:37:57 UTC XXX followers, XX engagements


"4/10 $ONTO has grown revenues at XXXX% CAGR over X years outpacing the semiconductor industrys 11.6%. Profitability is up too: Net margin: XXXX% vs XXXX% a year ago ROE: XXXX% This shows strong operational efficiency in a capital-heavy sector"  
![@mmeyers81 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2154391900.png) [@mmeyers81](/creator/x/mmeyers81) on [X](/post/tweet/1943423520442323303) 2025-07-10 21:34:08 UTC XXX followers, XXX engagements


"9/10 Key risks: Cyclical semiconductor CapEx could slow. Integration of new acquisitions needs flawless execution. Competition is rising pushing margins. But $ONTO strong cash & innovation pipeline help mitigate these"  
![@mmeyers81 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2154391900.png) [@mmeyers81](/creator/x/mmeyers81) on [X](/post/tweet/1943423534346441021) 2025-07-10 21:34:12 UTC XXX followers, XXX engagements


"10/10 Bottom line: $ONTO pairs solid financials & market leadership with exposure to AI & next-gen chips. Near-term volatility aside it may be a compelling long-term play on semiconductor complexity. Worth watching at least for sure. Credit to @TheLongInvest for this find"  
![@mmeyers81 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2154391900.png) [@mmeyers81](/creator/x/mmeyers81) on [X](/post/tweet/1943423537467023456) 2025-07-10 21:34:13 UTC XXX followers, XXX engagements


"Alt season starting to cook #btc #eth #grt #ankr #sol #link"  
![@mmeyers81 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2154391900.png) [@mmeyers81](/creator/x/mmeyers81) on [X](/post/tweet/1947003976580272183) 2025-07-20 18:41:36 UTC XXX followers, XX engagements


"@meeijer Have you looked into $Onto Curious of your thoughts. Looks very undervalued to me and growing strong still"  
![@mmeyers81 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2154391900.png) [@mmeyers81](/creator/x/mmeyers81) on [X](/post/tweet/1946640178862326145) 2025-07-19 18:36:00 UTC XXX followers, XX engagements


"2/10 What does Onto Innovation $ONTO do They build leading-edge tools that inspect measure & analyze chips during manufacturing. You can think of them as the microscopes & AI brains that help catch microscopic defects critical for next-gen AI & 3D chips"  
![@mmeyers81 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2154391900.png) [@mmeyers81](/creator/x/mmeyers81) on [X](/post/tweet/1943423514813366393) 2025-07-10 21:34:07 UTC XXX followers, XXX engagements


"@trend_fred wrote an analysis on $Onto if you want to more info on it. Im excited about it"  
![@mmeyers81 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2154391900.png) [@mmeyers81](/creator/x/mmeyers81) on [X](/post/tweet/1945511750389878825) 2025-07-16 15:52:01 UTC XXX followers, XXX engagements


"@ZaStocks And hence I own a small position in $RIVN built on hope lol"  
![@mmeyers81 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2154391900.png) [@mmeyers81](/creator/x/mmeyers81) on [X](/post/tweet/1946408669161144644) 2025-07-19 03:16:03 UTC XXX followers, XXX engagements


"@jacksonhanner11 Im with you Also like one no one is talking about with good fundamentals but stock is down big - $Onto Innovation. Am interested in your thoughts on it"  
![@mmeyers81 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2154391900.png) [@mmeyers81](/creator/x/mmeyers81) on [X](/post/tweet/1945319914224431250) 2025-07-16 03:09:44 UTC XXX followers, XXX engagements


"5/10 Now lets talk pricing: Stock is sitting at $XXXX Analysts are targeting $4.06$5.00 DCF model puts fair value at $XXXX So you're looking at potential 20%60% upside especially if the merger is successful. I personally think the upside is even greater"  
![@mmeyers81 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2154391900.png) [@mmeyers81](/creator/x/mmeyers81) on [X](/post/tweet/1947063460241535359) 2025-07-20 22:37:58 UTC XXX followers, XX engagements


"@longoption I like $onto $zeta $unh lot of great options"  
![@mmeyers81 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2154391900.png) [@mmeyers81](/creator/x/mmeyers81) on [X](/post/tweet/1944469653247729862) 2025-07-13 18:51:06 UTC XXX followers, XXX engagements


"7/10 Long-term growth is driven by secular trends: AI & generative AI (75%+ CAGR markets) Advanced packaging & 3D chip architectures All of which increase demand for $ONTO inspection metrology & AI-driven analytics platforms"  
![@mmeyers81 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2154391900.png) [@mmeyers81](/creator/x/mmeyers81) on [X](/post/tweet/1943423528977473763) 2025-07-10 21:34:11 UTC XXX followers, XXX engagements


"@the_mister_mack Lol my bet is more like August/September well see still bullish however it plays out. Looking forward to $Goog earnings tomorrow"  
![@mmeyers81 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2154391900.png) [@mmeyers81](/creator/x/mmeyers81) on [X](/post/tweet/1947850439686344829) 2025-07-23 02:45:08 UTC XXX followers, XX engagements


"This $5B semiconductor stock is down XX% is it a buy Onto Innovation $ONTO is a leader in semiconductor process control & inspection. They ensure next-gen chips are flawless using advanced metrology & data analytics. So is it a buy Lets break it down. 1/10 #stocks"  
![@mmeyers81 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2154391900.png) [@mmeyers81](/creator/x/mmeyers81) on [X](/post/tweet/1943423512414191866) 2025-07-10 21:34:07 UTC XXX followers, XXX engagements


"Earnings to watch this week: Mon: $VZ $NXPI Tue: $KO $GM Wed: $TSLA $GOOGL $TMUS Thu: $AAL $INTC Fri: $HCA Big names across tech auto travel and consumer stocks. Which ones are you looking forward to the most #Earnings #Stocks #FinTwit"  
![@mmeyers81 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2154391900.png) [@mmeyers81](/creator/x/mmeyers81) on [X](/post/tweet/1947097871301464393) 2025-07-21 00:54:42 UTC XXX followers, XXX engagements


"3/10 Financial snapshot (TTM): Revenue: $1.03B Net income: $219M EPS: $XXXX (expected to hit $XXXX next year +24% YoY) This earnings momentum far exceeds the industry which actually saw earnings contract by X% last year"  
![@mmeyers81 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2154391900.png) [@mmeyers81](/creator/x/mmeyers81) on [X](/post/tweet/1943423517544059281) 2025-07-10 21:34:08 UTC XXX followers, XXX engagements


"5/10 Valuation looks attractive vs peers: P/E: XXXX (fwd: 16.4) PEG: XXXX (1 = undervalued growth) Semiconductor peers typically have higher multiples. $ONTO trades at a discount despite higher growth partly due to near-term cautious guidance"  
![@mmeyers81 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2154391900.png) [@mmeyers81](/creator/x/mmeyers81) on [X](/post/tweet/1943423523076124828) 2025-07-10 21:34:09 UTC XXX followers, XXX engagements


"8/10 Making Strategic Acquisitions $ONTO recently acquired Semilab which makes electrical measurement tools that complement ONTOs optical inspection systems. It deepens ONTOs toolkit for advanced chips boosts cross-selling and helps them tackle tricky new nodes"  
![@mmeyers81 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2154391900.png) [@mmeyers81](/creator/x/mmeyers81) on [X](/post/tweet/1943423531733409840) 2025-07-10 21:34:11 UTC XXX followers, XXX engagements


"6/10 Balance sheet is strong: Cash: $850M Debt/Equity: XXXX% (very low) Free cash flow: $186M This gives $ONTO flexibility to invest in R&D acquisitions (like recent $540M Semilab deal) or navigate downturns"  
![@mmeyers81 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2154391900.png) [@mmeyers81](/creator/x/mmeyers81) on [X](/post/tweet/1943423526385443000) 2025-07-10 21:34:10 UTC XXX followers, XXX engagements


"2/10 $Fubo isnt your average streaming company. Its sports-first ad-supported and tech-driven. They offer: 4K sports streaming Pay-per-view upgrades AI-generated live news Gamified ad formats"  
![@mmeyers81 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2154391900.png) [@mmeyers81](/creator/x/mmeyers81) on [X](/post/tweet/1947063452079390860) 2025-07-20 22:37:56 UTC XXX followers, XXX engagements


"Is $FUBO actually turning the corner or setting up for a rug pull Fubo just merged with Hulu Live tripled its user base and is trading at a XX% discount to fair value. Lets talk about FUBO a growing hyped stock on fintwit. A full breakdown below 👇 #stocks #fintwit"  
![@mmeyers81 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2154391900.png) [@mmeyers81](/creator/x/mmeyers81) on [X](/post/tweet/1947063449936122280) 2025-07-20 22:37:55 UTC XXX followers, XXX engagements