Ryan Leung 梁興盛, CFA
@RYANHINGSHING
Buyside equity analyst. Tech/Fin. Investing in tech/semi supply chain. Not investment advice. DM open.
가입 March 2023
800 팔로잉 중 16.4K 팬
Order uncertainty and concerns about China localization have been suppressing WFE names.
Apart from customers’ interest, China is now placing orders for US WFEs. Ryan’s industry insights are never wrong.
$ASML
$AMAT
$LRCX
$KLAC
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$ASML: Customers are already showing interest in placing orders for 2029 and even 2030. LIWEI’s industry insights never wrong. WFE names are about to boom!
$ASML $AMAT $LRCX $KLAC
