LoginSignup
image de profil
SemiGrowth@SemiGrowth
3Sem.
@Memo0606 I think I will buy $KLAC instead of $LRCX as better growth and margins, less volatile and cyclical, more AI dependencies (less China) at slightly higher valuation 23 instead of 22 forward P/E
•
4
•
image de profil
Memo0606@Memo0606
3Sem.
@SemiGrowth good luck
••