Camtek (CAMT), a semiconductor inspection company specializing in advanced packaging and HBM chips for AI/HPC applications, posted record Q2 revenue of $133.2M with advanced packaging representing 75% of sales and YTD orders exceeding $600M. The stock has pulled back to the $146–150 range after reaching $210 and is being watched for a potential breakout above $155–160 with technical support from moving averages.