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CATGEVGEROKEMRCGNXFASTPHGTESBULLISHCore thesis · 5/5

US industrial reindustrialization enters phase two equipment

The case made: after three years of industrial recession and infrastructure buildout, US manufacturing is in early recovery, creating a secular and cyclical multi-year runway for factory automation and equipment providers.

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CAT: US industrial reindustrialization enters phase two equipment · Zortix