KLA

KLAC

6 tracked calls · 6 long · 0 short · last 90d: 6L/0S

first called by AU🧲 1mo ago

IN TRACKED PORTFOLIOS

KLAKLACLONG3d ago

“First is KLA. They make the inspection systems that find defects during chip production. As chips become smaller and more complicated, catching these defects becomes even more important.”

Billy Invests

The recent market panic created a massive buying opportunity because spending on chip manufacturing equipment is projected to hit 250 billion dollars by 2028.

KLAKLACLONG@ $204.53

$179.60-12.19%

since call Jul 28

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KLAKLACLONG4w ago

“Wafer Fab Equipment ASML $ASML Lam Research $LRCX Applied Materials $AMAT Tokyo Electron $8035.T KLA $KLAC”

P Equity Research 📰

KLA is the wafer inspection monopoly that every AI chip fab depends on; rising chip complexity drives higher KLA content per wafer

KLAKLACLONG@ $253.63

$179.60-29.19%

since call Jun 27

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KLAKLACLONG1mo ago

“I still am playing equipment, AP, inspection, consumables. Missed this one, we ride on”

SuspendedCap

AI infra capex boom drives record order visibility for semiconductor inspection equipment; KLAC is the dominant picks-and-shovels play

KLAKLACLONG@ $260.74

$179.60-31.12%

since call Jun 25

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KLAKLACLONG1mo ago

“KLA even stated that visibility into 2027 demand is the strongest in company history.”

AU🧲

KLA holds majority market share in chip inspection equipment and just reported its strongest-ever visibility into 2027 demand, a unique forward signal during the AI fab buildout

KLAKLACLONG@ $254.01

$179.60-29.29%

since call Jun 24

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KLAKLACLONG1mo ago

“KLA $KLAC”

dnystedt

KLA named in TSMC CoPoS supplier list for both metallization and metrology; dual-category presence means maximum order exposure as panel-level packaging ramps

KLAKLACLONG@ $265.00

$179.60-32.23%

since call Jun 22

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KLAKLACLONG1mo ago

“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🧲

JPMorgan raises 2026-27 WFE forecasts; KLAC as process control leader is a direct beneficiary of accelerating AI fab spend.

KLAKLACLONG@ $255.65

$179.60-29.75%

since call Jun 20

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