Venu(@Venu_7_):Semi equipment is a critical layer of the AI buildout - a massive amount of AI capex ultimately flows into the equipment needed to manufacture more advanced chips. $LRCX $AMAT $KLAC $ASML are finding support around their 200-day MAs. $ASML remains the strongest of the group.

Venu

@Venu_7_

Research-driven investor & position trader. Fundamental + Technical Analysis | Market Leaders Not financial advice.

Joined April 2022

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Venu@Venu_7_

2026.09.25 14:40

Semi equipment is a critical layer of the AI buildout - a massive amount of AI capex ultimately flows into the equipment needed to manufacture more advanced chips. $LRCX $AMAT $KLAC $ASML are finding support around their 200-day MAs. $ASML remains the strongest of the group.