AMAT

ThomasPalmer1958

I bought NVIDIA 3 out of 5 days last week and put a buy order on for tomorrow. Same with SMCI, MU, TSM,AMAT. And I think I may add some AMD tomorrow as well. You either believe AI is revolutionary or you don't. It's too early, but robotics I believe will also be a huge opportunity, especially when combined with AI.

ThomasPalmer1958

Thanks for the buying opportunity!. NVIDIA, AMAT, ASML, and MU! I missed them on the run up. Added today just before the market closed.

Retropixl

Thanks for the insight, yeah I’ll probably just go with an ETF, all the companies are better than just one. I really like ASML and AMAT, so why not just get the ETF which has both.

Pennies_OnThe_Dollar

All great, essential companies. Cant go wrong with any of them. My personal favorite is AMAT. They make the machines that make semiconductors, which the demand for is only growing. They are also not segmented to just one type of chip. They make the equipment needed for both low end chips and high end chips. Contrast this to ASML which has a monopoly on making the piece of equipment needed only in very advanced chips. Additionally AMAT has rewarded their investors in both price appreciation and dividend income, which they have committed to growing their dividend 20%/year for the next for years as of 2023. SMH is probably your safest route to avoid having all your eggs in one basket and being upset if the stock you picked slightly underperforms the others. Lets be honest, stock picking is very emotional with a lot of hindsight biases

LasagnaMuncher

Kind of hilarious to me that I haven't been on reddit in about a year and I come back to find this same topic coming up. A few things: TSMC is not becoming an independent USA company. The TSMC fab in Arizona likely couldn't function economically without a healthy Taiwan home base. And if China invades Taiwan, the semiconductor industry as a whole, including Intel, will be hurt immeasurably. Intel is of course in the best position to weather it because they have comparatively little operations in China and the supply of their type of product would skyrocket. However, their supply chain is very dependent on China. When their manufacturing machines made by LRCX, AMAT, KLAC, ASM, TER, TEL, etc. start breaking down, and they do so regularly, where will they get replacement parts to keep up their output? Maybe they do, honestly. But in my opinion, INTC would spike if China invaded for the obvious reason, then would decay as cooler heads prevail and everyone realizes that semiconductors in general is just a bad business sector to be in. I'm a long-term bull on INTC. I make absolutely no rosy predictions for the next few years. However, I view INTC's prospects from now to 2030 to be very strong. I wouldn't be totally surprised to see INTC drop 20% from this moment; that foundry result was atrocious. But anyone who didn't see that coming in the very beginning of this effort should probably just move out of the entire sector for good because they just don't know enough about the industry to effectively invest in it.

JakeTappersCat

I sold my SPY puts today but luckily bought some weekly lotto puts on META, BA and AMAT that should pay out huge. Still wish I kept my SPY puts though

Investiv

ASML and AMAT. ASML is essentially a monopoly chip makers depend on that buys back a ton of shares. Hold it long enough, it will pay off. AMAT is a generalist in semiconductors that does a bit of everything, does it pretty well, and will likely continue to be a resilient key player in the industry because of it.

Ideal_Journey

Buy the rumor, sell the news. Didn’t think TSM was a bad bet, but made a nice gain shorting other semis. Can’t believe I sold my $AMAT at like $90 dollars a few years back, knew they were undervalued, just couldn’t see the pop coming from a mid-cap industrial. But technology, amirite?

SnS2500

They are all about equal. Forward PEs all 20-24. ASML may be a bit more vulnerable to cyclicity because of the gigantic nature of their new device, and AMAT has a Justice Department lawsuit pending against them, so if you only wanted one I'd flip a coin between KLAC and LRCX (tho "klac" is the one more fun to say)... If you can afford it, I'd definitely suggesting splitting your money between all four rather than pick only one.

JakeTappersCat

AMAT looks like it's gonna head to $150 soon. Nothing really holding it up and once it builds momentum it takes months for it to turn back around. No big hedge funds to prop it up either. It's under DOJ investigation for violating chip sanctions too

JakeTappersCat

META and AMAT weekly puts are 🔥

Extreme_AppleChamp

So, I used to work in semiconductor company. ASML makes very specific type of machines than others like AMAT. They even said in their conference call that the miss was mainly because of order delays from Samsung and TSMC. TSMC makes chips for Nvidia & several other companies using ASML, AMAT and other machines. If you remember, last month Jensen Huang specially went to TSMC in Taiwan to meet their CEO to help increase capacity and speed up delivery of Nvidia chips. That means there is no slowdown in NVDA demand. IMO, Nvidia will again blowout earnings and raise the expectations. Also, if you remember SMCI raised more than $1.6B recently by selling shares so they can buy more chips from Nvidia to build more servers. Let’s see how TSMC earnings come tonight. If they also miss earnings like ASML then tomorrow will be another bad day for all chip stocks, just like today.

theycallmebundy

And, almost all semiconductor stocks including NVDA, SMCI, AMAT etc went down about 2-3% in sympathy. Holy hell dude, SMCI builds servers not semiconductors. Are you MY financial advisor?

League_Exact

You do realise there’s other fab equipment manufacturers apart from ASML, right? Like AMAT, who supplies shit ton of equipment to TSMC

SwellsInMoisture

A whole lot of growth stocks here! Love most of these companies but they perform poorly in a "value" strategy. Ticker Symbol: PLTR P/E: 251.05 P/E Rank: 35.37 P/S: 22.54 P/S Rank: 10.03 P/B: 14.35 P/B Rank: 11.09 P/FCF: 71.96 P/FCF Rank: 37.58 SHYield: -0.44% SHYield Rank: 16.66 EV/EBITDA: 305.26 EV/EBITDA Rank: 33.38 Overall Score: 144.11 6 month price momentum: 26.51% Ticker Symbol: NVDA P/E: 73.88 P/E Rank: 39.85 P/S: 36.19 P/S Rank: 8.93 P/B: 50.56 P/B Rank: 7.11 P/FCF: 81.59 P/FCF Rank: 36.94 SHYield: 0.43% SHYield Rank: 43.35 EV/EBITDA: 63.51 EV/EBITDA Rank: 36.10 Overall Score: 172.28 6 month price momentum: 88.41% Ticker Symbol: ASML P/E: 44.73 P/E Rank: 45.45 P/S: 12.70 P/S Rank: 12.99 P/B: 25.46 P/B Rank: 8.06 P/FCF: 107.17 P/FCF Rank: 35.70 SHYield: 1.01% SHYield Rank: 48.87 EV/EBITDA: 38.81 EV/EBITDA Rank: 38.84 Overall Score: 189.92 6 month price momentum: 58.67% Ticker Symbol: AMAT P/E: 24.45 P/E Rank: 60.38 P/S: 6.53 P/S Rank: 20.54 P/B: 9.91 P/B Rank: 13.96 P/FCF: 22.41 P/FCF Rank: 56.52 SHYield: 1.98% SHYield Rank: 57.18 EV/EBITDA: 21.04 EV/EBITDA Rank: 46.65 Overall Score: 255.24 6 month price momentum: 46.19% Ticker Symbol: ANET P/E: 41.23 P/E Rank: 46.79 P/S: 14.47 P/S Rank: 11.76 P/B: 11.73 P/B Rank: 12.35 P/FCF: 42.40 P/FCF Rank: 42.59 SHYield: 0.06% SHYield Rank: 38.98 EV/EBITDA: 34.23 EV/EBITDA Rank: 39.71 Overall Score: 192.19 6 month price momentum: 41.36%

SunRev

Will you please run your analysis on these commonly discussed stocks?: PLTR NVDA ASML AMAT ANET Thank you!!

datcommentator

I think some stalwarts could still  outperform the SP500 going forward: MKC, IQV, ICE, MSFT, ORCL, AMAT, CRM, TJX, JPM, DE, BRK.B, among others.

Endless-OOP-Loop

AMAT. It's beaten the S&P 500 for gains over the last decade. In the past three years I've turned $20K into $55K on that stock.

jokunimi666

Is anyone holding Applied materials(AMAT) leaps?

Powerful-Call5148

AMZN, AAPL, AMD, AVGO, AMGN, ARKK, ASML, AMAT.... Anything that starts with "A" back up the fucking truck..... 

FarkGrudge

Let's go SEMI! Way to go NVDA, AMD, LRCX, not you AMAT, way to go AEIS, MU

AluminiumCaffeine

Good points, AMAT seems decently priced even after this run up

_hiddenscout

Some of the auto names aren’t too terrible at their current valuations. I’m a fan of NXPI.  Also like some of the equipment names like PLAB and AMAT. 

EagleOfFreedom1

Finally taking the time to review Applied Materials' 2023 10K as I started a sizable position last fall. They state TSMC accounted for 19% of their revenue in 2023, and 20% the year prior. Not exactly a shock that TSMC received grant money for its Arizona plants, but seems like a sizable tailwind for AMAT.

SuperNewk

Don’t they have to spend a lot of money and buy ASMl and AMAT machines? Seems like those 2 would be the play

angryrantingdude

my $AMAT put is fucked

Live-Lychee-1686

What’s your play? I’ve been long on TSM, MU, AMAT

hoorah9011

AMAT. Will hit 250 before years end

unlock0

I had SMCI at 650 but sold at 1100. Same with ARM, sold after the bounce. Watching them closely. Playing the news on AMD. Still holding ANET AMAT ASML VECO.  INTC Sold PLAB ATEYY but watching And of course the rest of the mighty 7.

CokeOnBooty

Probably, hope you bought long term puts to make back some losses. Even AMAT dipped

FarkGrudge

Whelp, it might be time to swap back to Semi -- TSM, AMAT, LRCX, AEI, AVGO, etc. Their down-cycle looks to be almost done -- time to ride the wave back up!

Verzogerung

It's all good. I haven't monetized anything yet, I just pulled all the links of Reddit to prepare to do that next week as I am giving my group time to test it and give back input. I pulled it off of Reddit so I could focus on one group for recommendations. Anyway, I want to clarify that the model is not all training data which I derived a formula for. If that were the case, I could get an 95% accuracy rate with ease. The training data stops before AMAT (which was February 15), which was the first one I predicted with the sheet, entered the trade, and profited. Also, my accuracy average does NOT included the training data, just the test data. To be honest, the only reason I have not shared details on my transactions is really a matter of embarresement. First, I operate a small account of 2.4k and I talk about my trading opinions on a forum where people are making 1k a day. My trading reciepts are for 100 to 300 dollars at a time. Second is that I have only started to get into options, a central piece to WSB. However, when it comes to percentages, especially from mostly going long on stocks, I compete massively. I have realized 50% gain in two months, one day with 18% return, something I can provide evidence for. This 50% I owe to my model, almost every last dollar. That is why I promote it so heavily, yet don't provide as much evidence. I plan to post updates on realized predictions on WSB in the future. Hope you will understand.

Investor201

>2.5% > >EMR 2.4% > >AMAT 2.4% > >TSM 2.4% > >MO 2.3% > >ASML 2.3% > >CL 2.3% Are you running at an ETF? I can bet my entire portfolio that the S&P 500 is beating your portfolio. Buy the SPY, VOOG, and QQQ at a 3-2-1 ratio. (this is not a recommendation)

NightflowerFade

Most companies in the advanced semiconductor supply chain are monopolies. Who are the competitors to AMAT, KLAC, LRCX? Not each other, they make different products.

Redtyde

Buy the companies making money from the AI project, which right now is the providers of the compute. Nvidia is the obvious one. Perhaps in the future it will be AMD, Intel, TSM. See also ASML and AMAT, SMCI and Dell.

Desperate_Stretch855

There are THOUSANDS of stocks in the market. Long term opportunities include: - Semiconductor Equipment Manufacturers: Huge build-out underway and the companies that make the equipment that make the chips are a massive opportunity without the risk that another company comes up with a better mousetrap. Look at AMAT, KLAC, LRCX, Et... - Defense Stocks: Huge scale-up in Western Military in response to Russia and China at the exact moment competition is falling as Russian/Chinese equipment has been demonstrated to be inferior. Look at HII, GD, AVAV, Etc... - Biotechnology (use a broad industry ETF here) - Energy Companies with strong cash-flows and disciplined mgmt.: Look at EPD, ET, SHEL, Etc... Tons of opportunities- buy on dips, reinvest dividends and hold for the long-term and you can nicely compliment your core equity exposure (index funds).

bigmphan

NVDA earnings are still growing and P/E is reasonable for that level of growth, so I think it’s a keeper. I was chased away from NVDA because it was “expensive” and bought AMAT and AMD. Should’ve bought NVDA, though AMAT up like 70%. Not 300% Until the AI bubble cools it’s a keeper. Being a bit *ahem* older I have stuff that generates reliable dividends as well. Drugs, energy, large cap food stocks like BG and ADM. so less aggressive than what you might be buying. To continue the story: I was there for the internet boom, and bought CSCO Lucent, Bay Networks and Nortel Networks. The reason I didn’t put symbols in there is that those others died as CSCO won the internets. So did the 300% with CSCO and watched as the others went to zero. Didn’t know when to cut my losses. Lesson learned.

NightflowerFade

No one is surprised by what ASML does. ASML products might be used in every high end chip manufactured but the same applies to AMAT, LRCX, KLAC, and 1000 other companies. The semiconductor industry is full of specialised suppliers with zero competitors which are indispensible to the manufacturing process. I suggest OP research the semiconductor market before making these posts.

DunGonRndDaBnd

Compare those two together on a 5-10 year chart. AMAT has blown MU away last 3 years. Been long AMAT since 2016. They sell the equipment to fabricate chips to those that make chips. Short term looks like MU has a lot of catch up which could be positive and you may have missed recent AMAT train. Long term i prefer AMAT based on performance. Do your own DD. Be skeptical of Hype. Not financial advice.

OkAwareness8360

I’ve been tossing up going long on AMAT, don’t really see much hype around it though

DunGonRndDaBnd

Could be a bumpy ride. But historically trades side by side with AMAT if thats an indicator

Astronaut100

Been adding NVDA AMD AMAT INTC KLAC and LRCX on dips. Semis will make or break my portfolio in the coming years.

FlyingKiwi12M

with regards to missing the ship on AMAT, their P/E & Forward P/E are the smallest among the semiconductor equipment industry. and I'm sharing this DD with a lens of focus purely on the semiconductor industry and which companies show the most growth potential. ill have to look into the companies you mentioned!

Josepth_Blowsepth

If you want strong arms buy some AMAT. Likes to just go sideways after whipsawing. Leaving you holding a heavy bag. Took me nearly 2 months to get back in the green with them.

Andylovespussy

Timing my friend.. the price moment has not always followed the events for AMAT

Andylovespussy

AMAT is one of those stocks where all DD for me has always failed, the stock has always looked good but not enough price moment

FlyingKiwi12M

they all do things that compliment the same industry, competitor wise they are the closest. & its much more likely for ASML or LAM to release a product that directly competes with AMAT. not saying they are directly in fierce competition per say but for sure the closest competitors when looking at the semiconductor industry and moving down to the semiconductor equipment subindustry.

choff_geoff

Nothing. Is that a move? I’m just holding my positions and that’s it. Also I’m a pussy that only has shares. Positions in shares: AAPL 250, MU 350, AMAT 175, ALAB 200

Live-Lychee-1686

Ya I was thinking Micron might be good indicator for AMAT. Both susceptible to Chinese trading woes.

zoom1132

I'm aware of AMAT, haven't followed much news from them recently though. Good company, makes fab equipment similar to LRCX. Could be a good indicator for Micron's future run.

Live-Lychee-1686

Sold my MU on 3/16 chasing degen moves. Such an idiot. I’ve had these guys on my radar as well as AMAT. Any thoughts on them?

No-Teaching8695

Man you guys are clueless Intel are fucking things up year after year, those days are long gone. Pre Covid they hit record profits of 120 billion + They are one of the only in house production firms for semiconductor, also don't just have 1 superfab like TSM, they are in the middle of updating and building new updated fabs with the latest equipment all over the world, a lot was delayed due to suppliers like ASML, AMAT etc, these machines are not just ready and available tgey are in high demand and need to be ordered years in advance. Intel is transitioning into the foundry market and is the foundry and in house production firm, the future is huge for this lot Buy intel if you have any sense

choff_geoff

AMAT seems like an obvious buy with earnings coming up. Someone convince me out of buying some May 17 230c

ai-scribe

Always gonna hold ones like NVDA, MSFT and BRKB but just to throw a few new ones out there - LRCX, MRVL, AMAT, MU, ADI and ASML. These chip/semiconductor stocks aren’t going anywhere!

No-Teaching8695

That's incorrect man, Intel for the last 4 years has driven a massive cost reduction project, look at their recent chip prices -They are way down from where they used to be Also Tsmc is currently setting up in California, the west production cost is no longer an issue for both as they technology (process machines) has advanced significantly which means less labour costs I.e I used to work for Intel and AMAT

TurtleHeadingFeces

AMAT up a casual 4.3% already . Here's hoping NVDA pumps.

TurtleHeadingFeces

AMAT BOOL right here  it'll happen real soon

choff_geoff

Anyone thinking AMAT?

TurtleHeadingFeces

I'm feeling good about AMAT going forward

CokeOnBooty

Even AMAT was a 15% earnings play at most with shares, NVDA ITM LEAPS when if it dips to $850 would be the play

delighted

AMAT FUJHY ITRN META NVDA and then MSTR for giggles 

Comprehensive_Bad227

MU, AMAT, ARM, UMC. Put those on your tracker.

SpongEWorTHiebOb

WTF and the stock still trades at 3 x revenue? Every other semi is ripping lately. Glad I own the SOXX and AMAT.

BillPullman_Trucker

FANG (not that FAANG), AMAT, LRCX, ET, RYCEY.

phxdatingbook

AMAT good buy under 200

nowthengoodbad

AMAT They make your world run. The only way that they go away is if we nuke ourselves into oblivion. Many of the companies mentioned in this thread exist because of them. And they're only expanding. I'd be happy to share more.

klykerly

Honestly, my AMAT has paid for itself in dividends over the years.

mikedensem

When I do DD on a particular stock I’ll find out who they rely on for their supply chain. If you dig deep you often find a crucial component or commodity that is not only strategically linked to this particular stock but also to many other companies too. I’ll then invest in the supplier as well (or sometimes even instead) (if I can). This is a great way to reduce risk. E.g. Instead of Coke (KO), try KOF a franchise bottler in South America. KO has given only 18% growth in past three years, while KOF has returned 110%. Instead of AMD, Intel etc, try ASML and AMAT who supply the equipment to make the chips.

Teralek77

>AMAT Sure there are geo political risks that are priced in... however I cannot think of many other companies where the investment is as safe as in TSM. TSM is simply put - the most important company in the world. If it stops, the world will literally comes to an halt. Until they have true competition (which now they don't) the situation will remain the same. China knows this and any violent attempt to control the company will affect them as well massively. No one will dare touch the supply and demand lines of TSM, unless they feel suicidal. TSM is also coming out of Taiwan with factories in Japan and so on to minimize risk. I have stocks there and dont plan to sell any time soon

Silvatungdevil

The first individual share I ever bought was Applied Materials (AMAT) and I think I paid $13 per share. Guess I should have held on to those shares.

ZachTsB

Intel is terrible, do AMAT LEAPS

ZachTsB

AMAT LEAPS may be the play.

ZachTsB

AMAT LEAPS the play?

bdh2067

That’s my plan w AmD, NVDA, AMAT, all of ‘em Yeah, I know they’ll drop and then they’ll come back and then they’ll drop. But we’ll end up fat and happy in a few years without all the day-to-day drama

yaboiRich

They make all the semiconductors, so if these chip companies are going sky high naturally TSM will follow AMAT too

zmkarakas

AMAT is my third favourite after NVDA and AMD

Zuccumumber

AMAT looking bullish asf. 212 by eow

bigmphan

AMAT SNMA ADBE (weirdly) CRM CXM ORCL ( more like boracle)

delighted

come on AMAT u can do it 

skkoct

none of you wanted TSM when it was sub 100, I did, sold at 150, will rebuy when it is back to sub 120. ​ ALL good buys just not now DON'T FOMO in at ATH, buy on the dips TSM sub 120 MU sub 70 QCOM sub 140 AMAT sub 170 ADI sub 160

Icy-Income1230

I get it now. Giant AI server farms are the future. Just like Matrix. Dude. Buying: Nvidia, AMD, Intel, ASML, AMAT, SMCI, TSM forever. Did I miss some stock?

bigmphan

Over the years I’ve held it the research- at least what I see at my brokerage has been bearish with 6 neutral ratings and 2 sell ratings. I don’t understand why frankly. I’m holding for the long term, but I always keep an eye on it for signs of weakness because of those bearish opinions. Once this leg tops out, I’d be tempted to take profits and sit on the sidelines. I bought AMAT at the same time and I’m up more. I guess it’s the exposure to the PC market that NVDA doesn’t have. 🤷

Upsidedowngoofball

AMAT is the next runner

stinkypack

They aren’t really the same thing… but I agree that AMAT is severely under the radar. I’m holding calls in a few semi stocks that’s aren’t constantly bouncing around the wsb daily, and they are by far my largest position. TXN is another one. These tickers aren’t flashy but a little momentum could cause some nice breakouts.

glorifindel

Thank you, I was just wondering how to look at this week and if/when I should offload so-far not-great calls for AMAT and LUNR

travelogion

How come NVDA gets all the glory but nobody talks about AMAT at all?

SpongEWorTHiebOb

Terrible semi plays. Everyone of them has huge issues and are overpriced relative to their risks. AMAT and LRCX ate poised for LT growth and have better valuations.

SpongEWorTHiebOb

TSMC owns nothing. The IP is owned by ARM, NVDA, AMD, INTC, ASML, AMAT, LRCX. In other words western companies. They are a subcontractor. Plus you add to that foreign currency risk AND societal risk! If anything it’s overpriced. Who is getting the majority of ASMLs newest lithography machines? INTC. The US government is also leaning on ASML to keep these machines away from China. TSMC is in real trouble if they don’t successfully build out their new plants in Japan, the US and Europe. I wouldn’t touch it at $50 a share, let alone $146.

bigmphan

Warren Buffett had bought a big stake in TSMC and then sold 80% a year later because of China. Same story you say, last thing you want is to have your equity repatriated to Mother China. Besides chip makers, don’t discount the chip equipment makers like AMAT and LRCX etc. They will benefit from AI boom as well. I own some AMD but many analysts have downgraded for some reason. I guess because NVDA is so dominant?

23americanash

Just looked up "Chip War" on Amazon and it looks fascinating. Ordering it now. Thanks for the recommendation. Speaking as an owner of ASML, AMAT, LCRX, ADI, TXN, INTC, AVGO, MU, and TSM.

ubdumass

NVDA is absolutely carrying the tech industry, and henceforth the western economy. Have you forgotten the weeklong selloff in February, because market thought NVDA couldn’t possibly meet its astronomical expectation? You take NVDA out, watch dominos fall from end users (Tesla, Meta) to integrators (Supermicro, Dell) to chips (TSMC, Micron) to equipment (ASML, AMAT). Watch your retirement vaporize in an instant because the market has no secondary plan to capitalize on. It’s not ideal our economy is hinged on the expected AI explosion, but it’s what we have right now to keep S&P500 marching upward.

This_Guy_Fuggs

GOOG AMAT GS HSBC TM PBR (definitely not great, but at least cheap, still) ALB and the riskier but cheaper SQM

FartsbinRonshireIII

Don’t forget to fill up on the suppliers of their equipment like $LRCX and $AMAT!

skkoct

TSM,QCOM,MU,AVGO,ASML,ASX,ADI,AMAT All good

Training-Custard-788

i have seen this type of comment twice when i mention my moves. 1.) AMAT earnings (it was a 5 bagger for me) 2.) DELL earnings..... **TLDR: CALLS THIS IS A SIGN THE WSB GODS SENT HIM**

casey-primozic

I hope Biden announces a massive chips manufacturing news and that only AMAT will be the sole supplier for new plants, sending AMAT to $1000 per share.

Limitlessfx

Buy AMAT, TOELY, AMKR, ENTG, PLAB

Limitlessfx

My view... There are new fabs being built and will be built in Germany, USA, Japan, Tiewan, Japan, India, China (some manufacturers are restricted to sell to China), etc Invest in semiconductor machine suppliers like TEL, AMAT, KLA, ASML, LAM Research, ASE Global, ASMPT, Amkor Technologies, etc ASML and KLA are too expensive for me to invest in. But still, I think semiconductor machine suppliers have a lot of potential! https://www.inven.ai/company-lists/top-23-semiconductor-equipment-manufacturing-companies

Ricklovin_21

And AMAT. What’s the saying again? “In a gold rush sell the shovel”

Limitlessfx

I have a great stock for you. Plenty of new semiconductor fabs will be built in the next 10 years. These fabs need machines (tools). The following stocks are machine suppliers of these new fabs and are essential for the manufacturing of micro chips. • AMAT - Applied Materials Inc. • TOELY - Tokyo Electron Limited • LRCX - Lam Research Corp • ASML - ASML Holdings • KLAC - KLA Corp. Invest in these, and you will make gains. https://www.securities.io/top-10-semiconductor-equipment-stocks-for-manufacturing-support/