Q: As more data centres start to come on line, running the equipment will likely offer an opportunity for the likes of Entegris to benefit. I'm curious about what you think of this stock now and what sort of timeline you'd expect to see an increase in demand for their products. I am also curious as to your current thoughts on ASML, KLAC, LRCX, APLD, CECO and LSCC. Lots of names, feel free to take points accordingly. Many thanks!
D

Q: Entegris seems to be in an interesting niche in the semi space, providing specialty engineered chemicals and materials required in the manufacturing process.

Stanley Druckenmiller recently initiated a new position.

Revenues have shrunk 2% over the past year. Wouldn't you expect that with the huge cap ex spend going towards AI right now that they'd be growing? Other semis like KLAC, ASML, LRCX have grown revenues ~25% over the same period.

Why hasn't ENTG participated in this?

Q: I own these three companies currently, and am having a challenge, keeping my mind about me given their waterfall declines. Given what’s happening in the world today would you continue to hold the stocks or would you just cut your losses and try and live another day?
Especially after Dan Ives claimed the tariffs will be a Armageddon for technology companies

What are your thoughts?

Sheldon