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“Third is Applied Materials. They sell equipment across almost every stage of chip production, which gives the broadest exposure to the entire semiconductor manufacturing build-out.”
@billy_invests
Buy the recent dip because chip manufacturing spending is surging by $100 billion and this company supplies the tools needed for every production stage.
AMATLONG@ $523.17
$504.89-3.50%
since call Jul 28
peak +2.3%
“If spending on memory and AI chips keeps growing, Lam could be one of the biggest beneficiaries.”
@billy_invests
The recent semiconductor sell-off creates a massive buying opportunity as chip manufacturing equipment spending rockets to $250 billion by 2028.
LRCXLONG@ $286.25
$292.98+2.35%
since call Jul 28
peak +7.3%
“Google is down roughly 4.7% near $218 after earnings, but I think this is one of the better setups on the market right now.”
@billy_invests
Market fears dragged Google down to $218 post-earnings, creating a rare buying opportunity since the underlying business just posted $119.8 billion in revenue.
GOOGLLONG@ $332.96
$359.76+8.05%
since call Jul 28
peak +9.3%
“First is KLA. They make the inspection systems that find defects during chip production. As chips become smaller and more complicated, catching these defects becomes even more important.”
@billy_invests
The recent market panic created a massive buying opportunity because spending on chip manufacturing equipment is projected to hit 250 billion dollars by 2028.
KLACLONG@ $204.53
$180.34-11.83%
since call Jul 28
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