Ticker brief
ONTO ONTO INNOVATION INC
Technology · Semiconductors
last close
$198.68
1 day
+0.0%
14 days
-32.5%
mkt cap
$15.3B
signals 14d
21
authors 14d
14
crowd 14d
+0.4σ
Options inteloptions-surface reads · latest available day per source
| metric | reading | context |
|---|---|---|
| IV — ATM 30d | 83% rich · 88 pctile own 1y | IV/HV 1.20× |
| Skew — 25Δ RR 30d | -0.067 16 pctile own 1y | puts bid vs calls (downside bid) |
| Net dealer OI (NDOI) | +0.65 elevated | 5-session Δ -0.09 (as of 2026-07-06) |
| OI alarm | quiet | last alarm 2026-07-08 (z=2.3) |
Sentiment — last 14 days
daily mean sentiment, 2026-10-03 → 2026-10-15 · now -0.20 (−1 bearish … +1 bullish)
Who spoke14
| author | grade | trader score | signals | mean sent |
|---|---|---|---|---|
| @ye4yn | B | -0.66 | 5 | +0.63 |
| @Tickeron | C | +1.53 | 2 | +0.38 |
| @KampnerSam | A | -1.38 | 2 | +0.70 |
| @TheNewMoney_app | C | · | 2 | -0.20 |
| @oratnek_ill | C | -0.96 | 1 | +0.20 |
| @InvestmentGuru_ | C | -2.08 | 1 | +0.60 |
| @Unclestocknotes | B | -2.21 | 1 | +0.60 |
| @RachelDashCS | C | -1.47 | 1 | +0.00 |
| @PhotonCap | A | -0.73 | 1 | +0.35 |
| @Victorlee359 | C | -0.55 | 1 | +0.40 |
| @HunterAllen4 | C | -2.09 | 1 | +0.75 |
| @convequity | A | -0.53 | 1 | +0.80 |
| @jimmyhuli | C | -2.25 | 1 | -0.35 |
| @bespokeinvest | A | +0.95 | 1 | +0.00 |
Recent signals21of 21 in 14d — receipts included
| date (PT) | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|
| 2026-10-15 | @TheNewMoney_app | -0.20 | Reports a large ONTO put purchase with strike, premium and expiry. | -14.3% | tweet ↗ |
| 2026-10-15 | @TheNewMoney_app | -0.20 | Reports a large ONTO put purchase with strike, premium and expiry. | -14.3% | tweet ↗ |
| 2026-10-14 | @KampnerSam | +0.70 | Bought six stocks today because the author considers them compelling deals. — Shopping-spree framing explicitly reports today's purchases and says the deals were too good to pass up. | -17.7% | tweet ↗ |
| 2026-10-14 | @KampnerSam | +0.70 | Author reports initiating long positions in CAMT and ONTO today. | -17.7% | tweet ↗ |
| 2026-10-14 | @bespokeinvest | +0.00 | Identifies aligned highs and lows forming a wedge in ONTO. | -17.7% | tweet ↗ |
| 2026-10-13 | @jimmyhuli | -0.35 | Detailed semiconductor rotation recap finds weakness concentrated in memory and equipment. | -24.6% | tweet ↗ |
| 2026-10-13 | @ye4yn | +0.35 | Rejects the market's bearish logic for memory-equipment stocks and stresses unit demand. | -24.6% | tweet ↗ |
| 2026-10-13 | @Tickeron | +0.25 | Selectively accumulate AMAT and consider KLAC, LRCX and ASML. — Author ranks semiconductor-equipment stocks and gives explicit buy, hold and accumulation guidance. | -24.6% | tweet ↗ |
| 2026-10-13 | @convequity | +0.80 | Discloses increasing Onto while holding Camtek and explains their complementary HBM exposure. | -24.6% | tweet ↗ |
| 2026-10-12 | @HunterAllen4 | +0.75 | Buy the dip in semiconductor-packaging stocks. — Explicitly calls for buying the packaging-sector dip across the listed names. | -27.4% | tweet ↗ |
| 2026-10-08 | @Victorlee359 | +0.40 | AI chip-capacity expansion is said to direct more capital toward semiconductor packaging and testing names. | -32.1% | tweet ↗ |
| 2026-10-07 | @ye4yn | +0.60 | Discloses a portfolio rebalance that increased six AI-infrastructure holdings based on growth and risk rankings. | -34.7% | tweet ↗ |
| 2026-10-07 | @Tickeron | +0.50 | Both benefit from AI semiconductor spending, with ONTO highlighted for faster growth and record backlog. | -34.7% | tweet ↗ |
| 2026-10-07 | @PhotonCap | +0.35 | Bullish long-term optics-testing basket based on rising AI packaging complexity and reliability needs. | -34.7% | tweet ↗ |
| 2026-10-06 | @RachelDashCS | +0.00 | Watchlist of technical setups involving VWAPs, squeezes and trend indicators. | -36.7% | tweet ↗ |
| 2026-10-06 | @Unclestocknotes | +0.60 | ONTO reports Q2 revenue of $343M and four metrics above the top of guidance, alongside a $1.1B backlog. | -36.7% | tweet ↗ |
| 2026-10-05 | @ye4yn | +0.70 | Discloses a bullish AI-infrastructure reallocation, new ONTO holding and additions including NVDA at $239. | -38.9% | tweet ↗ |
| 2026-10-05 | @ye4yn | +0.75 | Adding CRWD and RBRK, initiating ONTO, and planning to add again on weakness. — Explicitly reallocates cash into cybersecurity and semiconductor-inspection stocks. | -38.9% | tweet ↗ |
| 2026-10-05 | @ye4yn | +0.75 | Plans to add NVDA and initiate a new ONTO position while holding the remaining ranked names. — Uses an AI-infrastructure ranking to reassess holdings and states concrete plans to add NVDA and buy ONTO. | -38.9% | tweet ↗ |
| 2026-10-04 | @InvestmentGuru_ | +0.60 | Ranks photonics supply-chain exposures across materials, equipment, lasers, foundries, testing, and optics. | -39.4% | tweet ↗ |
| 2026-10-03 | @oratnek_ill | +0.20 | Provides a weekly technical breakout watchlist without entry intent. | -39.4% | tweet ↗ |
“Since then” = price move from the close on the signal's date (PT) to the latest close — what happened after they said it, not a backtest. A — means no trading session has closed since the signal yet. Sentiment is our extracted per-tweet score, −1…+1.