Every prior thesis hardened in the same direction. Record incoming orders, $260M in booked HBM revenue for 2026-2027, and a back-half revenue surge all reinforce CAMT's advanced packaging exposure thesis without any offsetting weakness.
Tessara post-call read · synthesized from the earnings-call transcriptreported May 12, 2026
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What moved, what it means for the thesis, and the signal others missed. Every name you cover, the night it prints.