Gaetano
@Gaetano2026
가입 February 2025
598 팔로잉 중 58.2K 팬
I finally have some exposure here through $MKSI
Starter for now. Want lower for more
NFA
UBS: WFE suppliers are preparing for 30%+ annual growth for the foreseeable future, with parts of the supply chain being asked to support a potential $500B/year WFE market.
$LRCX $AMAT $ONTO $KLAC $MKSI $NVMI
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