SemiGrowth@SemiGrowth

1Mes

@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

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Memo0606@Memo0606

1Mes

@SemiGrowth good luck

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