Despite a bullish surge in the stock market, September brings two key risks for investors: the end of corporate share buybacks and the uncertainty surrounding the upcoming Presidential election. These factors could lead to increased market volatility and potential declines, especially in light of historically weak September performance.
Camtek, specializing in semiconductor inspection and measurement equipment, has enjoyed substantial growth in revenue, margins, and cash flow. Despite a strong position in high-performance computing, concerns arise from China’s focus on developing domestic chip-making equipment. The company’s reliance on China for revenue poses a risk, given the potential for local competitors to disrupt the market.
