Disco a dangerous short after HBM despec news; H2 China demand may flip
zephyr_z9 · x · 2026-10-06
After recent HBM despec news, wafer-dicing equipment maker Disco ($6416.TYO) has become a popular short — but one analyst warns it's a dangerous bet. Another notes China revenue was weak in H1, while H2 could tell a very different story.
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