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Photon Control Inc. (PHO $3.60)
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Applied Materials Inc. (AMAT $209.95)
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Lam Research Corporation (LRCX $131.37)
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Ichor Holdings (ICHR $18.29)
Q: Are you confident in semi's now? How would you rank amat, lrcx, photon? Any other pick-and-shovel plays you prefer? Do you prefer individual semi makers or an etf to these 3. Thanks.