This Tech’s Backlog Indicates Record Quarter

    Good morning!

    Watch for the new Capital Ideas Digest later today when we revisit a tech company that supplies some of the largest semiconductor equipment companies in the world. The order backlog is bulging, record earnings are on the way, and the research says the stock could gain another 65%.

    See the Daily Update at the end of this note for more details on the new Capital Ideas Digest and the latest episode of Capital Ideas TV.