Saw the Cramer bit on semi cap eqpt. He was very positive towards the sector, saying this was going to grow and grow, as opposed to creating excess capacity then taking a hit when overcapacity happens. His expectation is the digitization of pretty much everything is not so much a trend, it is the way of the world. And it'll continue for a long time.
Which, to be blunt, is pretty much saying what I've been saying up here, too. So many things demand chips these days, and the need for compute is increasing exponentially. Just look at vehicles, they'll need the equivalent of 2 computers to handle autonomous driving (the need for redundancy is essential given the vehicle is making all the choices). That'll be 4x the chip count now.
For reasons which were pretty weak, he stated a preference for $LRCX over $AMAT, $ASML and $KLAC. But clearly, he was blessing the sector as much as any one stock.$ASML Holding NV(ASML)$
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