Buy AMAT by Jun 27, 2036.

Last week Korea, Samsung and SK basically committed almost 2,000 trillion won (\~$1.3T) into chips, AI data centers and the whole stack over the next 10 yrs. Biggest industrial plan in their history. So I sat down and reworked every semi equipment name I follow. My take: If HBM and DRAM stay the AI bottleneck, the first dollar a fab spends in a capex cycle goes to equipment. Not packaging, not wafers. Tools. Equipment orders hit the P&L way faster …