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"Halftime Report" trader Stephanie Link bought shares of Lam Research on Thursday, predicting a rally in the stock after it completes the acquisition of KLA-Tencor.
On Wednesday, Lam Research (LRCX) announced a deal to buy KLA-Tencor (KLAC) for $10.6 billion, joining two of the biggest makers of semiconductor-manufacturing equipment.
Here's how the money manager is positioning her portfolio for the months ahead:
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