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Trending Assets
Top investors this month
Trending Assets
Top investors this month
Todd Campbell
$11.8M
Followers
@ebcapital
11/14/2021
Semi's = strong seasonality through spring (in line w/ book-to-bill historically) and many are leading past month.
The shortage and electrification of everything = bigger capex.
Here's the top scoring this week.
A few :
$ONTO
$WOLF
$AMAT
$NXPI
$AVGO
$POWI
$MPWR
$CAMT
$MTSI
0
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Todd Campbell
$11.8M
Followers
@ebcapital
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