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When You're Proven Right, We Feel Great

When it comes to chip-equipment investments, "Last call still seems to be a ways off."

That line appeared in a weekend report in The Wall Street Journal.

And we were heartened to see it.

For months, now, we've been espousing a similar message here - that the huge and continuing demand for semiconductors of all types would be keeping chip-equipment suppliers busy for a long time to come.

The fact that this "investment thesis" has reached the mainstream - long after you had a chance to buy in - just increases the likelihood that you'll be cashing in. In other words, we're only too happy to have someone else do the "heavy lifting" and attract a lot of investor cash to stocks you already own.

Today I want to take a few minutes to show you why this is so...

And what it means for the stocks you already hold...

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