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“JPMorgan published WFE (semicap) report for clients on June 17. I only came across it today, and it's also very bullish $klac $amat $lrcx.”
@au_xbt · AU🧲
JPMorgan raises 2026-27 WFE forecasts; KLAC as process control leader is a direct beneficiary of accelerating AI fab spend.
KLACLONG@ $255.65
$180.51-29.39%
since call Jun 20
“JPMorgan published WFE (semicap) report for clients on June 17. I only came across it today, and it's also very bullish $klac $amat $lrcx.”
@au_xbt · AU🧲
JPMorgan's raised WFE forecasts are bullish LRCX; it's the top chart performer at +63% and a direct etch/deposition beneficiary of AI fab expansion.
LRCXLONG@ $398.08
$293.35-26.31%
since call Jun 20
in postLONG
“The market is still underestimating materials and glass substrates. Corning ( $GLW ) may be one of the most underappreciated beneficiaries of the entire AI infr”
@au_xbt · AU🧲
Corning is the most underappreciated AI infra beneficiary as glass substrates become the fastest-growing semicap segment and the market has not priced it in.
GLWLONG@ $193.59
$139.64-27.87%
since call Jun 20
“JPMorgan published WFE (semicap) report for clients on June 17. I only came across it today, and it's also very bullish $klac $amat $lrcx.”
@au_xbt · AU🧲
JPMorgan raises WFE forecasts bullish AMAT; as the broadest equipment supplier it captures spend across deposition, etch, CMP, and advanced packaging.
AMATLONG@ $606.39
$505.03-16.71%
since call Jun 20
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