Follow up to yesterday’s tweet. Just picked up shares in $MKSI after it’s score jumped.

Follow up to yesterday's tweet. Just picked up shares in $MKSI after it's score jumped. Global semi CAPEX growth in '21 highest since '17 & shortages suggest further $$$s in '22. (sidebar: MKSI went $59-94 in '17). Capacity=volume=rev/EPS opps. $LRCX & $AMAT = ~25% of revs. https://t.co/MDbL89GFfc pic.twitter.com/6bShh3XTDf

— Todd Campbell (@ebcapital) December 30, 2021