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.
