Investors / stance tracking
What Dave Reeder is saying
FollowFollowingUnfollowPresident & CEO, Entegris
Company executive
3 dated public stances tracked since 2026-10-30, most recently 2026-10-31. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of Dave Reeder's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Dave Reeder is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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3
tracked stances
3
themes
0
side flips
2026-10-31
last heard
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|---|---|---|---|
| ENTG | 1 | 1 bullish | 2026-10-31 | |
| INTEGRIS | 1 | 1 bullish | 2026-10-30 | |
| SEMIS | 1 | 1 bullish | 2026-10-31 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
Entegris is delivering 25% YoY revenue growth with near-record gross margins and 20% FCF conversion, guided for another 25% growth in Q4, driven by structural demand for specialty purity materials across AI, memory, and advanced logic fabs globally
“we deliver 25% year over year growth in revenue, just delivered almost record gross margins, free cash flow 20% of revenue”
The secret materials POWERING the chip industry
It is the early innings of a global semiconductor capacity ramp across AI, PC, automotive, and industrial end markets with demand persistently outstripping supply, benefiting companies that provide the specialty materials and contamination control consumed in…
“it's the early innings of a semiconductor ramp, demand has outstripped supply”
The secret materials POWERING the chip industry
2026-10-30
INTEGRIS
bullish
Fox Business (uncut) · uncut_tv
Semiconductor materials demand is in early innings of a multi-year ramp driven by AI, PC, automotive, and industrial chip demand—Integris delivered 25% YoY revenue growth with near-record gross margins and guided +25% Q4 growth with incremental margin…
“we're still in the early innings of a semiconductor ramp... demand is still quite strong”
Fox Business uncut 2026-10-30 15:32 ET (5 min)
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