All in for NVMI earnings Thursday: the best play in semiconductors

This company makes measuring devices for semiconductor production and has beat earnings every time for the last few years. They are small cap at 7 billion with huge growth potential. Their customers include Nvidia tsmc intel Broadcom smci and everyone else. It’s gonna gain at least 10% on Thursday, because they’re gonna release their 2025 outlook. Their machines are uniquely capable in that they can update themselves to make new semiconductor models whereas the same kind of machines from other companies (lam, applied materials, asml) need to be throen out or have sky high servicing costs. This is the one.