Glen Kacher’s Light Street Portfolio: 10 Best Stocks to Buy

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6. MKS Inc. (NASDAQ:MKSI)

Market value of shares owned: $28,097,490

% of portfolio: 5.26%

MKS Inc. (NASDAQ:MKSI) is one of the 10 Best Stocks to Buy in Glen Kacher’s Light Street Portfolio.

On June 25, 2026, MKS Inc. (NASDAQ:MKSI) announced a $25 million expansion of its Atotech equipment manufacturing facility in Guangzhou, China. The expansion aiming to support the global AI build-out, is expected to be completed before the end of the fourth quarter of 2027. The project will add 323,000 square feet and double the site’s production capacity. With this investment, the company targets sustained growth in markets related to AI, such as semiconductors and advanced PCB applications. In addition to improving operational efficiency, the expanded facility is anticipated to shorten lead times as well as enhance technical collaboration across Asia.

In another event, BMO Capital initiated coverage of MKS Inc. (NASDAQ:MKSI) with an Outperform rating and set the price target on the stock at $453. The firm believes that MKS Inc. (NASDAQ:MKSI) is a leveraged beneficiary of the AI and data center buildout. The expanding chip capacity and materials intensity, induced by broad semiconductor and advanced packaging exposure, are anticipated to support sustained medium-term growth.

Founded in 1961, MKS Inc. (NASDAQ:MKSI) is a global advanced manufacturing technology leader. Headquartered in Massachusetts, the company offers instruments, systems, subsystems, and process control solutions to analyze, measure, and monitor the manufacturing process parameters to optimize productivity for its customers.

While we acknowledge the potential of MKSI to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than MKSI and that has 100x upside potential, check out our report about the cheapest AI stock.

Click to continue reading and see the 5 Best Stocks to Buy in Glen Kacher’s Light Street Portfolio.

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