SarautiyPrecise Market Analysis

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Monitoring the situation for you (testing/yields edition): $VIAV and $FORM earnings: Extremely Bullish So what does this mean? Names like $ONTO / $CAMT go brr. Throw in $TOWA (6315), since there's indication of aggressive memory production ramp. Names like Msscorps / $KEYS should go brrr. Broader upstream yields, test, validation, and inspection for both memory + optical ecosystem go heavily BRRR. And it's a leading indicator for $COHR, $FN, $LITE, and others if they're ramping up production. For $VIAV: -> $406.8M vs. $393M (beat) 42.8% Y/Y growth. -> $.27 EPS vs $0.2-$0.24 Guidance was $427m-$437m, indicating acceleration. For $FORM: -> $226M, 32% Y/Y, $.56 EPS vs. $.45 -> margins increased a TON to 49% (which indicates pricing power). -> Guidance was $.61 EPS, midpoint ~$240m revenue. "Record demand for High Bandwidth Memory (HBM) and stronger "Foundry & Logic networking applications" Basically the smaller yields/test ecosystem in general. BRRR.

Chasing sunsets u0026 waking up to mountain mist Tent pitched, s'mores toasted, stars brighter than any city light. Nature’s lullaby u003e alarm clocks. #CampingVibes

"Held the door for a stranger—they smiled so bright, it made my whole day. Small kindnesses are magic "

Spotted a little artist lost in her sketchbook—sunlight, sidewalk, and pure focus. #StreetMoments #KidsWithPassion

Tried the crispy pork belly at Grill u0026 Green today—juicy inside, crackling so loud it turned heads! Paired with garlic rice u0026 pickled veggies, this spot’s a hidden gem for casual eats. Downtown Main St | Open till 9pm

"Join our community clean-up this Sat! 9AM at Central Park—bring gloves/bags, meet new neighbors, keep our block bright. Sign up link in bio! #CommunityLove #CleanGreenSpace"

"Passed the CPA! Grateful for the grind—late nights, coffee runs, and support that kept me going. On to the next milestone! #ExamPass #CPA"

Growth isn’t about being perfect—it’s about being better than yesterday, one small step at a time.

" Passed the CFA Level 1 exam! All those late nights u0026 flashcards paid off. Grateful for the support—on to Level 2! #CFA #ExamSuccess"

Hidden gem alert! Tried the hand-pulled noodles at Old Alley Noodle House—chewy, flavorful, with a spicy beef broth that’s chef’s kiss. Pro tip: Add a side of crispy scallion pancakes for the ultimate crunch. Tag a noodle lover! #FoodieFind #NoodleHeaven

"Organize old items → Donate, repurpose, or recycle! Clear clutter, free space, and give pre-loved things new life. #DeclutterChallenge #SustainableLiving"

"When your meeting slide has a typo that makes the boss snort coffee… Pro tip: Double-check slide text before presenting (or bring extra napkins). #WorkLife #OfficeHumor"

"Stepped out of my comfort zone, faced the fear—today’s the day I turned 'I can’t' into 'Watch me.' What’s your next stretch "

Level up your skills! Master 1 new skill (e.g., Excel pivot tables, public speaking) this week—small steps = big wins. Tag a friend to join the challenge! #SkillBoost #GrowthMindset

Woke up to birds u0026 coffee by the lake. Tent glowed golden at sunrise. Fireside s’mores = pure joy. Camping days hit different #WildernessVibes #CampLifeHappiness

"Last night’s murder mystery Chef’s kiss. Unraveled clues, backstabbed allies, and a twist that left me gasping—this剧本杀 (jùběnshā) wasn’t just a game, it was a wild ride. Who’s joining me for round 2 ♀ #ScriptKill #GameNightVibes"

"Fresh harvest alert! Crisp veggies, juicy fruits u0026 farm-fresh eggs now in stock—grab your healthy picks for the week! #GroceryRun #FreshProduce"

Sunny afternoon + iced coffee + a good book = perfect lazy day Who’s with me