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[@nrossolillo](/creator/twitter/nrossolillo)
"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](https://x.com/nrossolillo/status/1956024966874296661) [@nrossolillo](/creator/x/nrossolillo) 2025-08-14T16:07Z 5575 followers, 2927 engagements


"Another 2025 cybersecurity IPO after $SAIL early in the year: Netskope $NTSK. Here's what you need to know:"  
[X Link](https://x.com/nrossolillo/status/1973074585072357478) [@nrossolillo](/creator/x/nrossolillo) 2025-09-30T17:16Z 5575 followers, 1670 engagements


"Remember when a lot of people thought the good times were over at $ASML That was just X months ago"  
[X Link](https://x.com/nrossolillo/status/1978428120366502268) [@nrossolillo](/creator/x/nrossolillo) 2025-10-15T11:49Z 5574 followers, 2513 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](https://x.com/nrossolillo/status/1978499969842663834) [@nrossolillo](/creator/x/nrossolillo) 2025-10-15T16:35Z 5574 followers, XX 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](https://x.com/nrossolillo/status/1952376866104373302) [@nrossolillo](/creator/x/nrossolillo) 2025-08-04T14:31Z 5576 followers, 1306 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](https://x.com/nrossolillo/status/1975646271877812248) [@nrossolillo](/creator/x/nrossolillo) 2025-10-07T19:35Z 5577 followers, 1167 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](https://x.com/nrossolillo/status/1977753439506456801) [@nrossolillo](/creator/x/nrossolillo) 2025-10-13T15:08Z 5576 followers, XXX engagements


"$TSM hit another one out of the park in Q3 2025. But. we already knew that headed into this report based on the monthly sales updates. Market doing a "meh" as a result"  
[X Link](https://x.com/nrossolillo/status/1978830285836795988) [@nrossolillo](/creator/x/nrossolillo) 2025-10-16T14:27Z 5578 followers, XXX engagements


"$NVDA vs. $ANET + $AVGO What's going on in the AI data center race"  
[X Link](https://x.com/nrossolillo/status/1978845672662020324) [@nrossolillo](/creator/x/nrossolillo) 2025-10-16T15:29Z 5576 followers, 2730 engagements


"$FWONA $FWONK FTW nabbing a big 5-year deal for U.S. broadcast rights with $AAPL"  
[X Link](https://x.com/nrossolillo/status/1979203468251259172) [@nrossolillo](/creator/x/nrossolillo) 2025-10-17T15:10Z 5575 followers, XXX engagements