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SemiGrowth
@SemiGrowth
1Sem.
@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
Afficher l'original (Allemand)
J'aime
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Memo0606
@Memo0606
1Sem.
@SemiGrowth
good luck
Afficher l'original (Allemand)
J'aime
•
•
Réponse