Onto Innovation ($ONTO) podcast mentions

Timestamped Onto Innovation ($ONTO) mentions across our podcast corpus.

  1. Yeah, I mean, I'll call out a few hidden winners and losers here. So, a couple of winners, they're both roughly $15 billion market cap companies, and both are companies that most people haven't heard of. Uh, the first one's Onto Innovation, ONTO. They make the inspection tools used in making all these memory products that are fueling that supply challenge. And kind of a between-the-lines takeaway is NVIDIA's 70% expected growth rate next year implies that the company is going to need a lot more memory than expected. So that could be a positive tailwind there. Another one's called IES Holdings, ticker symbol is IESC. They design electric systems for data centers. We've talked about Comfort Systems. It's kind of a similar story here among other end markets they serve. And I mean, if hyperscaler CapEx goes from $800 $1.3 trillion next year. Power is a big constraint for data center development, so companies like this are going to have not only a lot to do, but a lot of pricing power. On the losers end, John really hit the nail on the head when he said that any company that needs memory for any type of consumer electronics could be a loser. Although I love the company and its management team, I have to call out Garmin here, GRMN. They rely on third-party memory for all their products. As much of a great job as they've done, with companies like Nvidia scooping up more and more of the memory capacity, it could raise prices on Garmin devices or result in margin compression if they don't want to pass along price increases. It's likely to be a pretty temporary problem, but it's definitely one that's worth watching for companies like that.
    Matt Frankel · Motley Fool Hidden Gems Investing · NVIDIA Earnings Blow Everyone Away · 2026-08-27
  2. Now, calling today about Onto Innovation, ticker symbol ONTO. I was wondering if you could just take a look at it and let me know if you believe it is overvalued, fair value, if you think I should hold on to it or if I should take my profits. Thank you for your time. Bye.
    Speaker D · InvestTalk · U.S. Housing Market Cracks: Homes Selling Below Asking Price in 38 Major Cities · 2026-08-14