---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42380460.md"
description: "II. The gold diggers, the shovel sellers, and the "shovel makers for the shovel sellers"There's an exceptionally valuable niche hidden here. Having been in business for twenty years, I have an inexplicable fondness for this position.This principle was perfectly illustrated by the gold rush over a century ago — the ones who truly made a quiet fortune were never the masses scrambling all over the hills to dig for gold; it was those selling shovels and jeans by the roadside. Whether you strike gold or not, you still have to buy a shovel.$Applied Materials(AMAT.US)$KLA(KLAC.US)$Lam Research(LRCX.US)"
datetime: "2026-07-02T12:38:29.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42380460.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42380460.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42380460.md)
author: "[熊猫校长Ming](https://longbridge.com/en/profiles/16386316.md)"
---

# II. The gold diggers, the shovel sellers, and the …


### Related Stocks

- [AMAT.US](https://longbridge.com/en/quote/AMAT.US.md)
- [KLAC.US](https://longbridge.com/en/quote/KLAC.US.md)
- [LRCX.US](https://longbridge.com/en/quote/LRCX.US.md)
- [ASML.US](https://longbridge.com/en/quote/ASML.US.md)
- [META.US](https://longbridge.com/en/quote/META.US.md)
- [SOXX.US](https://longbridge.com/en/quote/SOXX.US.md)

## Comments (6)

- **小沃什的交易员 · 2026-07-03T03:45:32.000Z**: Beat up really badly
  - **熊猫校长Ming** (2026-07-03T03:59:01.000Z): Hmm, don't buy at the high point.
- **龙场悟道忘忧草 · 2026-07-02T14:26:43.000Z · 👍 2**: The stock prices of semiconductor equipment have also been rising continuously. The semiconductor equipment stocks on the A-share market have been overheated, and today there was a round of sharp decline.
  - **熊猫校长Ming** (2026-07-02T15:04:17.000Z): Thanks for forwarding the feedback to me.
  - **龙场悟道忘忧草** (2026-07-04T02:11:11.000Z): It's fine, let's communicate more. This sector in front can be said to be the hottest in the A-share market.
  - **熊猫校长Ming** (2026-07-04T04:14:46.000Z): Good, let's communicate more.