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Home invest in investing living frugal what to invest in What do you guys think of INTC, LRCX, and AMAT?

What do you guys think of INTC, LRCX, and AMAT?

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They’ve been beaten down and have great ROIC, but I’m just scared of “trying to catch a falling knife”

I know firms have cut capex for WFE spend, but it’s still expected to be $50B+.

Value or value trap?



Submitted September 26, 2018 at 12:33AM by karakarafade https://ift.tt/2xMmVFY
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