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| This under-the-radar stock is up 22%+ this month |
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| Something historic is happening in chip stocks. |
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| The Philadelphia Semiconductor Index just logged 18 consecutive winning sessions — a record in its 32-year history — surging roughly 45% over that stretch. The S&P 500 is up more than 12% in April. The Nasdaq has surged more than 17%. |
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| Yesterday's OpenAI-driven selloff rattled chip stocks, but with Microsoft, Alphabet, Amazon, Meta, and Apple all reporting today and tomorrow, the market is about to get its answer on whether AI infrastructure spend is still accelerating. |
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| Do you know where to look when it does? |
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| When a gold rush starts, you don't always want to mine the gold. You want to sell the shovels. |
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| There's a name in this sector that’s largely ignored by retail investors and quietly held by institutional analysts, with price targets as high as $185, that doesn't make chips at all. |
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| The company is Entegris (NASDAQ: ENTG). |
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| Entegris makes the ultra-pure materials, filtration systems, and contamination-control products that semiconductor fabs cannot operate without. |
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| Its solutions are used in over 90% of advanced foundry fabs globally, with TSMC, Samsung, and Intel locked in through long-term supply agreements. |
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| When chip companies scale to 2-nanometer logic nodes or 300-layer NAND memory — both happening right now — they need more of Entegris's materials. |
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| Around 60% of revenue comes from advanced logic and memory manufacturing, and ~75% is tied directly to actual wafer production. Not capex announcements. Not guidance. Real, recurring output every time a fab runs. |
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| Source: Investing.com’s ENTG Pro Research |
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| A business that gets paid more every time the AI chip ecosystem gets more complex. |
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| Here's the uncomfortable part. |
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| The free cash flow improvement, from $68M in Q4 2024 to $134M in Q4 2025, was in the filings. But most fundamental investors sat on the sidelines, waiting until they felt certain enough. |
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| The data wasn't missing. The framework to act on it was. |
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| This is exactly the problem Investing.com's ProPicks AI was built to solve. Helping you to act on your judgment before you've talked yourself out of it. |
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Entegris was flagged and held across two separate strategies that target different opportunities:
- Quality Compounders: Large-cap companies with exceptional return on equity, strong free cash flow, and sustainable competitive advantages. Firms that don't just grow. They compound. Entegris was added to this strategy on April 1st and is up 22% month-to-date.
- Tech Titans: Our flagship strategy, which has tripled the S&P 500 since launch, selecting the top tech stocks each month based on quality, momentum, and sector positioning. Entegris was added on March 1st and is up 9.3% since picked.
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| When two independent AI models both hold the same stock, that's not coincidence. That's conviction, backed by the same institutional-grade data that professional analysts use. |
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| Earnings tomorrow. New picks on Friday. |
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| Entegris reports Q1 earnings this Thursday and a lot can change in 24 hours. Despite yesterday’s pullback, the stock has maintained double-digit gains MTD. Whatever the market does tomorrow, ProPicks AI is already working on what comes next. Our AI-picked strategies update on May 1st. |
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