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Lou Whiteman

๐Ÿ‘ค Speaker
See mentions of this person in podcasts
4207 total appearances

Appearances Over Time

Podcast Appearances

Motley Fool Hidden Gems Investing
SpaceX IPO Nears & Retail Makes a Comeback

it makes equipment that inspects semiconductor products for defects.

Motley Fool Hidden Gems Investing
SpaceX IPO Nears & Retail Makes a Comeback

So as these products get smaller and smaller, we're talking about atoms at this point, the need for checking for defects gets higher and higher.

Motley Fool Hidden Gems Investing
SpaceX IPO Nears & Retail Makes a Comeback

It does become greater.

Motley Fool Hidden Gems Investing
SpaceX IPO Nears & Retail Makes a Comeback

Onto has been able to

Motley Fool Hidden Gems Investing
SpaceX IPO Nears & Retail Makes a Comeback

acquire other businesses.

Motley Fool Hidden Gems Investing
SpaceX IPO Nears & Retail Makes a Comeback

And it's really kind of developed good technology for this.

Motley Fool Hidden Gems Investing
SpaceX IPO Nears & Retail Makes a Comeback

We're talking 2D measuring.

Motley Fool Hidden Gems Investing
SpaceX IPO Nears & Retail Makes a Comeback

We're talking 3D measuring.

Motley Fool Hidden Gems Investing
SpaceX IPO Nears & Retail Makes a Comeback

So really great equipment.

Motley Fool Hidden Gems Investing
SpaceX IPO Nears & Retail Makes a Comeback

As manufacturing for semiconductors is increasingly brought into the U.S., all of the major players are talking about this.

Motley Fool Hidden Gems Investing
SpaceX IPO Nears & Retail Makes a Comeback

We're talking Micron, Intel, even SpaceX.

Motley Fool Hidden Gems Investing
SpaceX IPO Nears & Retail Makes a Comeback

We're talking about the TeraFab.

Motley Fool Hidden Gems Investing
SpaceX IPO Nears & Retail Makes a Comeback

These are coming into the U.S.

Motley Fool Hidden Gems Investing
SpaceX IPO Nears & Retail Makes a Comeback

I think that that provides a growing market for onto innovations globally.

Motley Fool Hidden Gems Investing
SpaceX IPO Nears & Retail Makes a Comeback

measuring products.

Motley Fool Hidden Gems Investing
SpaceX IPO Nears & Retail Makes a Comeback

Revenue is near records, growing low double digits, operating margin close to 20%.

Motley Fool Hidden Gems Investing
SpaceX IPO Nears & Retail Makes a Comeback

Balance sheet is debt-free.

Motley Fool Hidden Gems Investing
SpaceX IPO Nears & Retail Makes a Comeback

I think it's a business poised for the long term.

Motley Fool Hidden Gems Investing
Google Flexes Its AI Muscles

From the top, we need to do a disclaimer here, okay?

Motley Fool Hidden Gems Investing
Google Flexes Its AI Muscles

These events are designed to impress.