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in postLONG
“Q ESI ENTG”
@ContrarianCurse · SuspendedCap
Entegris, a hot earnings semi-materials name, benefits from LO re-allocation into equipment as the sector crosses $2T combined scale
ENTGLONG@ $182.72
$117.14-35.89%
since call Jun 20
“equipment (which big 4 is around 2T) has become big enough for the latest round of the LO pain trade”
@ContrarianCurse · SuspendedCap
Semiconductor equipment big 4 hits ~$2T combined, forcing underweight long-only funds to chase ASML higher
ASMLLONG@ $1,930.77
$1,644.25-14.84%
since call Jun 20
“equipment (which big 4 is around 2T) has become big enough for the latest round of the LO pain trade”
@ContrarianCurse · SuspendedCap
Applied Materials, one of the equipment big 4, rallies as $2T sector scale triggers long-only pain-trade re-allocation
AMATLONG@ $628.11
$504.43-19.69%
since call Jun 20
TIMESTAMPS
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