ASML
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E
Aug 31 at 03:20 PM
Morgan Stanley: WFE
A lot of growth coming in memory and foundry/logic WFE in 2026 and 2027. $Lam Research(LRCX.US) $Onto Innovation(ONTO.US) $ASML(ASML.US) $MKS(MKSI.US) $Sunnova Energy(NOVA.US) $Applied Materials(AMAT.US)
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