Buy AMAT by Sep 16, 2026.

ok hear me out. everyone keeps piling into the usual AI names but i keep coming back to the picks and shovels angle. was digging through some research on moomoo about wafer fab equipment spend. numbers are kinda nuts if they hit. WFE going from 110bn this year to 147bn next, then 196bn in 27, then 254bn by 28. thats roughly 30 percent yoy three years running. hyperscaler capex supposedly up 84 percent in 26 alone. the four names that …