$1,000 follows their calls into $921
Martin Bradstreet@ALEXEIMARTOV"Semicap September" didn't really go according to plan but the businesses still look pretty good to me. I own $MKSI which I think has a lot of torque - but less of the service revenue that makes $AMAT / $LRCX slightly higher quality. Not a suggestion to buy any of these of
ALPHAPORT.AI@alphaportaiSemicap has sold off a little, especially $AMAT today, but the underlying fundamentals of $AMAT, $LRCX and $MKSI all look strong - high forward estimates and tangible service revenue are key differentiators in the sector.
Martin Bradstreet@ALEXEIMARTOV10/10/26 Portfolio Update: 73.89% YTD Nothing below is financial advice, and is shared for entertainment purposes. Longs (184.8%) $HY9H.DE 11.7% $BDSX 9.5% $DAVE 9.4% $7974 8.6% $LOCO 7.1% $9984 5.9% $MKSI 5.9% $FTAI 5.2% $XGN 5.0% $2454.TW 4.9% Short positions (-91.2%) $MTUM
Martin Bradstreet@ALEXEIMARTOV10/10/26 Portfolio Update: 73.89% YTD Nothing below is financial advice, and is shared for entertainment purposes. Longs (184.8%) $HY9H.DE 11.7% $BDSX 9.5% $DAVE 9.4% $7974 8.6% $LOCO 7.1% $9984 5.9% $MKSI 5.9% $FTAI 5.2% $XGN 5.0% $2454.TW 4.9% Short positions (-91.2%) $MTUM
Martin Bradstreet@ALEXEIMARTOVDo these guys read Investing with Martin or something? My $LOCO writeup here: https://t.co/lzWtK5dZzt I own shares, not a suggestion to buy them yourself. If you're looking for fresh flame grilled chicken at value prices in California however, I'm a fan. And if you're totally
