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@LIWEI_TWCapital · 2026-10-14 23:02

Frontrunning the News: The Ultimate Rally in Semiconductor Equipment is Here !! Semis sold off hard today, but the Big 4 equipment names ($AMAT, $LRCX, $KLAC, $ASML) barely flinched. By the time the headlines arrive, the alpha is gone. In my latest piece, I break down early industry cues and the real demand expectations driving this resilience. If price action leads before the news confirms it, do you ignore it or dig in? Full breakdown on my Substack:https://liweitwcapital.substack.com/p/frontrunning-the-news-the-ultimate?r=8wchkc&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true

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