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@SemicapGuy "@StockSavvyShay $AVGO a big winner here and so are the semicap toolmakers who supply them. $AMAT $KLAC $LRCX"
X Link @SemicapGuy 2025-10-14T13:28Z XX followers, XX engagements

"TSMC just reported XX% YoY revenue growth insane for a company this size. But the hidden story: that surge doesnt just benefit $TSM. It flows upstream to the semicap ecosystem $ASML $AMAT $LRCX $KLAC $ONTO When fabs expand toolmakers feast. TSMCs boom = their backlog"
X Link @SemicapGuy 2025-10-16T23:29Z XX followers, XXX engagements