The analyst suggests buying WFE stock based on UBS's prediction that SPCX's Terafab will spend $50 billion on WFE in 2030/2031, comparable to adding another TSMC.
UBS predicts SPCX's Terafab will spend $50 billion on WFE in 2030/2031, implying significant growth similar to TSMC, which justifies buying WFE now.
UBS made a bold call: SPCX’s Terafab could spend $50 billion on WFE in 2030/2031 alone. How big is that? It’s basically like adding another TSMC. If this is real, we should be buying WFE right now… https://t.co/SnO865Rq3b
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