ENTG
5 tracked calls · 5 long · 0 short · last 90d: 5L/0S
first called by Jordi Visser 2mo ago
IN TRACKED PORTFOLIOS
LONG1mo ago
“Q ESI ENTG”SuspendedCap
Entegris, a hot earnings semi-materials name, benefits from LO re-allocation into equipment as the sector crosses $2T combined scale
ENTGLONG@ $182.72
$118.42-35.19%
since call Jun 20
LONG1mo ago
“$ENTG CONSUME”SuspendedCap
ENTG is a buy — author signals aggressive accumulation with "CONSUME"
ENTGLONG@ $174.83
$118.42-32.26%
since call Jun 18
LONG1mo ago
“Vera Rubin confirms the missing chemical layer of the AI complexity … this is getting through why the trigger point now is Vera Rubin…”Jordi Visser
Entegris breaks out as the missing chemical layer of AI complexity comes into focus with Vera Rubin.
ENTGLONG@ $148.48
$118.42-20.25%
since call Jun 14
LONG2mo ago
“the chemicals, which I think are replacing oil as the commodity of the future aside from semiconductors, because you need chemicals to go into semiconductors.”Jordi Visser
Semiconductor chemicals become the structural growth commodity; the pure-play consumables supplier re-rates higher.
ENTGLONG@ $145.90
$118.42-18.83%
since call May 10
LONG2mo ago
“the chemical side to me is a major theme that will be in a long-term bull market … the amount of chemicals needed, that is not an oil trade”Jordi Visser
Chemicals are an unrecognized AI play in a long-term bull market as TeraFab buildout consumes them.
ENTGLONG@ $139.99
$118.42-15.41%
since call May 3
peak +1.0%