Chip Equipment Makers Far Below Highs

Wafer-fab equipment and inspection names have sold off hard over three months and sit far below their 52-week highs. Analyst targets sit well above current prices. The basket is built from companies whose main business is selling tools to chipmakers, so it is a clean bet on a capex rebound. Launch basket (equal weight): AMAT, LRCX, KLAC, ASML, TER, COHR Rules: 1. No inverse, leveraged or volatility ETFs. 2. Only names tradable at the enrolled brokers (Moomoo): no OTC listings, no dead tickers, nothing on the refused list.