How'd you like a 23% raise? I'd love to give it to you. Unfortunately, I don't have that kind of power. You don't hear much about double-digit raises these days. But thatâs exactly what just happened at one Silicon Valley company. You see, a chip-supply firm just boosted its dividend by 23%. Additionally, the company [â¦] You're receiving this email as part of your subscription to Michael Robinsonâs Trend Trader Daily [Unsubscribe](. [Trend Trader Daily] You've Got Six Days to Take Advantage of this Opportunity August 11, 2023 How'd you like a 23% raise? I'd love to give it to you. Unfortunately, I don't have that kind of power. You don't hear much about double-digit raises these days. But thatâs exactly what just happened at one Silicon Valley company. You see, a chip-supply firm just boosted its dividend by 23%. Additionally, the company approved an extra $10 billion in share buybacks. Payments like these are enough to incentivize almost any investor into scooping up shares of this company. But in case thatâs not enough to persuade you⦠Today I'll reveal what makes this company a must-have for your portfolio. > ADVERTISEMENT < The most controversial prediction of Whitney Tilsonâs career Legendary investor Whitney Tilson is going on record with his tenth and boldest prediction ever. Not only will this event affect global financial markets⦠But international borders will be redrawn, trillions in national budgets will be reallocated, and costs for you at the grocery store and gas station could plummet. Plus, it could open up a once-in-a-decade investment opportunity. [Click here now](. The Importance of Free Cash Flow Companies report so many financial figures these days, it can be hard to keep track of what's important. One key metric I focus on is a company's free cash flow. It's a sign that a business is healthy and has options moving forward. The company I teased you about above? Its cash flow reached nearly $3 billion last year. And I'm convinced its profits are set to double in as little as two years. Of course, there's an element of irony in all this. You see, for years, Silicon Valley was known for its boom-and-bust cycles. The entire region suffered in 2021 due to a shortage of critical components and materials. These days, though, the chip sector can largely count on continued sales for the foreseeable future. How come? Chips are Everywhere Today, chips are in everything — and I do mean everything. They're in LED lights, cars, electronics, data centers, laptops, video games, and televisions. Whatever part of the global economy is growing at any given time, chances are, it's going to need a lot of semiconductor chips to keep pushing forward. That means the makers of those chips will need to keep buying advanced equipment to produce all those semiconductors. And that's where today's investment opportunity comes into the picture... This Company Has Made History The tech-supply firm I have in mind faces a target-rich market. It ranks as the leading global provider of materials and equipment used in manufacturing semiconductor chips, as well as flat-panel displays and solar photovoltaic cells. Founded in 1967, this company is based in Santa Clara, California, and has operations in more than 20 countries. Notably, this firm was a key enabler of the semiconductor revolution, being the first to offer a chip-making machine that combined several different functions in different compartments — all the way back in 1987. This machine used vacuum technology to create thin, pure materials. That's a key component of making the substrate that chips are then etched on. It was such breakthrough that, in 1993, the device was included in the Smithsonian's exhibit on the Information Age. No Time to Rest This company hasn't rested on its laurels, though. Its products and services now include engineering solutions, along with automation software for the semiconductor, display, and solar industries. In other words, it helps form the backbone of the global semiconductor and integrated circuit industries. Whenever someone needs to make different, smaller, or simply more chips, they're going to need equipment and expertise from this supply firm. This makes investing in the stock a bit like holding an exchange-traded fund ("ETF") for the chip sector. In other words, it gives us exposure to a number of firms across the industry, including chip leaders like Intel (INTC) and Taiwan Semiconductor Manufacturing Co. (TSM). But the benefits don't stop there... Invest and Be Rewarded What makes it an even better investment is the way management uses cash flow to reward investors. As I mentioned above, the company announced a 23% increase in its dividend earlier this year. That's the largest increase for the firm in five years. And it shows not only how much money it's making, but also how much faith it has that more business is coming ahead. That's demonstrated, too, by the company's $4 billion plan to build a new research & development center in Silicon Valley. At 180,000 square feet, the new facility will offer space for collaboration with chip makers and universities. Then there's the company's recent performance in the market that should have investors grinning. Over the past five years, the company's stock has shot up 279%. For reference, the S&P 500 has gone up just 55% over the same period. Don't Wait! We'll find out how this chip supplier is executing against its plan when it reports earnings on August 17. A positive report could send share prices soaring — meaning, we don't have much time to get in on this opportunity. Make sure you become a "Pro" subscriber to get all the details. â FOR TREND TRADER PRO READERS ONLY
> [LEARN MORE]( < Cheers and Good Investing, [Michael Robinson]
Michael Robinson
Chief Investment Officer
Trend Trader Daily â Copyright © Trend Trader Daily, All rights reserved. You signed up on
[]( Our mailing address is:
Trend Trader Daily
1125 N. Charles Street
Baltimore, Maryland 21201
[Update Subscription Preferences]( | [Unsubscribe from this list]( RISK NOTICE: All investing comes with risk. That includes the investments teased in this letter. You should never invest more than you can afford to lose. Please use this research for the purpose that it's intended â as research only. You should consult a professional financial advisor before ever taking a position in any securities you see herein. DISCLAIMERS: The work included in this communication is based on diverse sources including SEC filings, current events, interviews, corporate press releases, and information published on funding platforms, but the views we express and the conclusions we reach are our own. As such, this content may contain errors, and any investments described in this content should be made only after reviewing the filings and/or financial statements of the company, and only after consulting with your investment advisor. Actual results may differ significantly from the results described herein. Furthermore, nothing published by Trend Trader Daily, Inc should be considered personalized financial advice. Although our employees may answer your general customer service questions, they are not licensed under securities laws to address your particular investment situation. No communication by our employees to you should be deemed as personalized investment advice. Trend Trader Daily is an independent provider of education, information and research on publicly traded companies, and as such, it accepts no direct or indirect compensation from any companies or third parties mentioned in any of our letters, reports or updates.