Oct. 28 at 10:03 PM
$UCTT Much like both
$AMAT and
$LRCX, the strength in the quarter was disguised by Chinese export bans, which, may hopefully resolve itself in the form of a trade deal, but if not, it's really not a huge deal. If youre long
$AMAT and
$LRCX here, you cant be short this name less than a quarter into capex expensing (sure, it's retroactive but confirmation cam just few short months ago ). Enjoy.