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These VECO numbers were so good, it’s boosting the entire sector. The obvious sympathy plays are AIXG and RBCN. However, another sapphire play, one that I am very long, is GTAT and has yet to move to the upside. Other notable movers are JKS, YGE and TSL.

PSMI is a derivative play too, a customer of RBCN.

If you’re looking for a heavily shorted sector that might move and go “African Mask” on short sellers, these names are of interest.