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To: 4Runner

Securities. Check out Tech. Wafer fab is on a boom cycle with legroom to spare.

Applied Materials (AMAT)
LAM Research (LRCX)

And contract manufacturing and engineering firm Ultra Clean Technology (UCTT) is on a real tear with strong upside predicted in their dominant market (wafer fab) out through 2022.

Good article on UCT at seekingalpha dated March 23rd.


59 posted on 04/01/2021 8:15:51 PM PDT by HKMk23 (INADEQUACY: If this keeps up, we may not be able to let you help us anymore.)
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To: HKMk23

The thing to keep an eye out for with water fab tech is whether they rely heavily on China or Taiwan.

I made good money off Texas Instruments.


69 posted on 04/01/2021 8:51:44 PM PDT by Kevmo (The tree of liberty is thirsty.)
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