5 semiconductor stocks on my watchlist

Below are 5 semiconductor stocks I have small positions in, waiting for a dip to make much more decent positions in when the time comes 1. ASML, needs no introduction 2. AMAT, Applied Materials, materials and engineering for semiconductor industry 3. LRCX, Lam research, wafer manufacture parts 4. APH, Aphenol, fiber optics 5. FN, Fabrinet, mainly optical equipement for semiconductor industry All have been “vetted” for their financials, the only thing holding back is not being in undervalue range. on the next semiconductor cycle/downturn, I will be picking up most of these