SemiGrowth@SemiGrowth

3Settimana

@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

Mostra originale (Tedesco)

Mi piace•

👍

44

•Risposta

Memo0606@Memo0606

3Settimana

@SemiGrowth good luck

Mostra originale (Tedesco)

Mi piace••Risposta