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TheValueist on X: "$LIN KEY READ-THROUGHS FROM LINDE’S Q2 2026 EARNINGS CALL Linde’s call supports selective exposure to semiconductor infrastructure, US fabrication activity and established industrial-gas networks, rather than a broad global cyclical recovery trade. Electronics growth of 18%, double-digit US hard-goods growth and substantial new gas-supply commitments provide tangible evidence of customer investment and industrial activity. Conversely, Lincare demonstrates that resilient health
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