KLA. Every tracked FinTwit mention of $KLAC, newest first. 120 mentions since the first on Jul 18, 2025. See the price chart.
July 2026 · 10 mentions
Jul 17
InvestmentGuru — Friday OpEx : AI infra stocks Dumping
Options expiration Friday delivering exactly the volatility you’d expect — and semis are catching the brunt of it.
The setup: TSM smashed Q2…↗
Evergreen Capital — With the emergence of $SPCX and $META, the Western frontier is on the verge of expanding from 3 to 5 players. This is a phenomenal development that should have a meaningfully posit…↗
InvestmentGuru — MORNING MOVERS
Semis roaring back — AI demand + easing geopolitical fears lighting a fire under the whole space:
GAPPING UP
$MU +6.7% — $3B US supply-chain investment
$KLAC +5.…↗
George Noble — @JackFarley96 Jack, getting caught up in short term victory lap calls is a fools errand. In point of fact, $LRCX is now down 10% since your June 29 post. Ditto for $KLAC↗
Jul 3
InvestmentGuru — SEMICONDUCTOR EQUIPMENT:
Smart money is watching who BUILDS the machines that make those chips.
Here’s the full value chain:
making the wafer:
Lithography: $ASML (the undispute…↗
Jul 2
Shay Boloor — Semiconductors are extending their pullback for a second straight day:
• $AAOI -17%
• $SNDK -14%
• $KLAC -13%
• $AMKR -12%
• $MRVL -10%
• $COHR -10%
• $LITE -9%
• $CRDO -8%
• $AR…↗
Jul 1
Shay Boloor — Semiconductors pulling back today after reports that $META is developing “Meta Compute” to sell access to excess AI compute:
• $KLAC -11%
• $SNDK -11%
• $AMAT -10%
• $MU -10%
• $…↗
June 2026 · 33 mentions
Jun 30
IvanaSPEAR — Here is a link to the full segment $ALAB $KLAC $LRCX
https://t.co/99T81RAlH6↗
Jun 30
BULL OF BRITAIN — Been adding into a basket of Upstream Memory plays.
The thesis: the memory bottleneck (DRAM/HBM) forces the big 3 makers to expand capacity. The equipment layer captures that cape…↗
Jun 30
TheValueist — $AMAT $KLAC $LRCX $ASML Another very strong start to the day for WFE. There will be many more new fabs built in US/NATO/Western Allies and China well into the 2030s. The market has…↗
Jun 29
TheValueist — $AMAT $KLAC $LRCX $ASML WFE lighting it up again today. https://t.co/YtjnIpc65f
May 2026 · 9 mentions
May 30
TheValueist — Lack of clean room space is a comment I’ve heard multiple times in this season’s earnings calls. To the detriment of WFE manufacturers. $LRCX $AMAT $KLAC $AMSL↗
May 26
Shay Boloor — $NVDA is now worth more than $AVGO, $AMD, $MU, $QCOM, $TXN, $INTC, $AMAT, $LRCX and $KLAC combined.
Thats what happens when one company sits at the platform layer of AI and captur…↗
May 23
The Future Investors — The Future Investors presents the 30 quality stocks with the highest free cash flow margins — excluding stock-based compensation 📈🤑
1. $APP | AppLovin - 68.3%
2. $MA | Mastercar…↗
TheValueist — $KLAC KEY READ-THROUGHS FROM KLA CORP Q3 2026 EARNINGS CALL
KLA’s Q3 2026 call was a broad positive signal for the semiconductor capital equipment, AI silicon, advanced packaging,…↗
TheValueist — $KLAC every print without fail... let's see what they say on the call.
(Bloomberg) -- KLA Corp forecast adjusted earnings per share for the fourth quarter of $8.87 to $10.87.
FOUR…
Shay Boloor — THE SEMICONDUCTOR VALUE CHAIN
Fabless Chip Designers
• $QCOM mobile, automotive & edge AI chips
• $NVDA AI accelerators & data center GPUs
• $TSLA in-house FSD & Dojo AI training…↗
Mar 23
Black Panther Capital — The hyperscalers aren’t cutting AI capex.
$660-700B committed for 2026. Contracts signed. Fabs running.
Here’s where that money flows:
Compute: $NVDA, $AMD, $AVGO
Memory: $MU, $…↗
Jason Luongo — Big Tech just committed $650B+ in 2026 capex.
Here's how that money flows through every layer of the AI stack:
Compute: GPUs and Accelerators
$NVDA - Blackwell shipping now, Rubi…↗
Feb 26
Shay Boloor — $AVGO guiding to 1M+ 3D-stacked chips by 2027 shows advanced packaging is becoming real picks-and-shovels layer for hyperscalers building ASICs.
As stacking scales, CoWoS stays b…↗
Feb 25
TheValueist — $KLAC gap down post-print was totally unnecessary. China can potentially blow it up, but nothing has changed. https://t.co/HsKsvoCa0N↗
Feb 24
TheValueist — $KLAC seems to sell off after every print. It is slowly clawing its way back. https://t.co/CcWiyzPBuu
January 2026 · 24 mentions
Jan 30
TheValueist — $KLAC $LRCX $AMAT $ONTO EXECUTIVE SUMMARY
The SemiAnalysis thread correctly emphasizes that metrology and inspection are foundational “process control” capabilities in semiconduct…↗
Jan 30
TheValueist — $KLAC Morgan Stanley raised the firm's price target on KLA Corp. (KLAC) to $1,751 from $1,697 and keeps an Overweight rating on the shares. KLA's earnings were "not a major surpris…↗
Jan 30
TheValueist — Will look to add to $KLAC on sell off.
(Bloomberg) -- KLA Corp. shares are down 8.3% in extended trading after the chip company reported results for the second quarter and gave an…↗
InvestmentGuru — WALL STREET’S MESSAGE IS CLEAR: DON’T FADE THE GIANTS
Morgan Stanley → $AMZN, $NVDA, $ALAB, $NDAQ, $APPN, $FROG
Bank of America → $NVDA, $AVGO, $LRCX, $KLAC, $GOOGL, $META
RBC Cap…↗
Dec 29
amit — WALL STREET TOP STOCK PICKS FOR 2026:
Morgan Stanley → $AMZN, $NVDA, $ALAB, $NDAQ, $APPN, $FROG
Bank of America → $NVDA, $AVGO, $LRCX, $KLAC, $GOOGL, $EL
RBC Capital Markets → $…↗
Dec 24
TheValueist — $KLAC is trading well. Hit an all-time high yesterday. Keeps bouncing off the 50-day. https://t.co/QrwXYuYrsx↗
Ray Wang — DRAM Capex Effect Coming. $KLAC $AMAT $LRCX $042700.KR.
It is true that three memory makers raise capex for '26.↗
October 2025 · 1 mention
Oct 29
Ray Wang — "China Q" for semicaps?
39% China rev for $KLAC and 43% for $LRCX https://t.co/9vCJ4ECeDD↗
July 2025 · 1 mention
Jul 18
Tech Fund — A bull case for Semicap in 2 charts - $ASML $LRCX $AMAT $KLAC Tokyo Electron etc:
1) TSMC is planning a wave of capex in the coming years with the buildout of leading edge fab clu…↗
June 2025 · 1 mention
Jun 21
Tech Fund — A big tour of current happenings in Semis - $NVDA $AMD $MRVL $BESI $KLAC $ENTG $ARM $INTC $NVTS $MCHP $TXN
https://t.co/A4rcdLIKc4↗
Shay Boloor — SEMICONDUCTOR STOCKS BY PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Here’s how they stack up:
• $ALAB ~3.6x
• $INTC ~2.7x
• $LRCX…↗
Jun 28
InvestmentGuru — The market just handed us a masterclass in thesis validation.
The top performers of 2026 aren’t random. They’re a roadmap.
Memory $SNDK. $MU. $WDC. Three names. One theme. The wor…↗
Jun 27
InvestmentGuru — The Memory Supply Chain — Every Link Matters
AI memory isn’t just about one company. It’s an entire ecosystem where every player has a role.
$MU – High-bandwidth memory (HBM) and…↗
Jun 26
TheValueist — $AMAT $KLAC $LRCX $AMSL WFE is the next boondoggle if it isn’t already. The market can see $100s of billions (maybe trillions of dollars on a multiyear global aggregate) being spen…↗
Jun 25
TheValueist — If you are investing in any part of the GAI infrastructure trade, I highly highly highly recommend you listen to the entire $MU earnings and callback calls. The analysts asking que…↗
Jun 24
TheValueist — $AMAT $KLAC $LRCX $AMSL SK Hynix's capital raise is highly bullish for the WFE sector overall. Much of that $29.4bn will go towards purchasing new fab equipment. Still much much mo…↗
Jun 22
Michael | Hypermarkets — In 2 years, $MU squeezed from 1430% from $85 to $1220.
It will 3x-5x after its earnings on June 24.
These 12 companies have parternships with $MU:
1. $ASML – Sells EUV lithograp…↗
Jun 20
Michael | Hypermarkets — $SPY AI Infrastructure — YTD Returns & Why They will keep going higher...
1. $SNDK +820.36% — Spun off from Western Digital, pure-play NAND flash exposure. AI data centers need ma…↗
Jun 18
TheValueist — $AMAT $KLAC $LRCX $ASML WFE going Donkey Kong again today. Many of the names sitting at all time highs. https://t.co/e762RSxqof↗
Jun 17
TheValueist — $AMAT $KLAC $LRCX $ASML Some of the WFE names going Donkey Kong today. AMAT up 9% is nuts. Still lots and lots more to go.
These are highly specialized companies within their rel…↗
Jun 17
Shay Boloor — $INTC 18A-P node entered risk production on schedule and semi equipment names are rallying because every advanced node needs more EUV, deposition, etch and inspection intensity:…↗
Shay Boloor — Lynx Equity says smarter way to play a $SPCX IPO is through $NVDA arguing xAI & Terafab capex could drive another leg of AI infra demand.
They see $LRCX, $AMAT, $ASML & $KLAC bene…↗
Jun 14
TheValueist — $ONTO $MKSI $Q $KLAC EXECUTIVE OVERVIEW
The cleanest U.S. public-company beneficiaries of PLP, glass substrates, and larger AI packages are not necessarily the AI chip vendors th…↗
TheValueist — $NVDA $MU $SNDK $LITE I'd honestly love any general feedback or notification of any holes you find in our write-ups. I can and will improve and iterate on them. There is no pride i…↗
Jun 14
TheValueist — $AMAT $KLAC $LRCX $ASML If you've been following me, you know I've been sharing extensively on the WFE market. The stocks are ripping and many others are catching on. The drum beat…↗
Jun 12
TheValueist — $AMAT $KLAC $LRCX $ASML Not as strong as yesterday, but Blue Horseshoe still likes WFE. https://t.co/UK2X45JGnB↗
Jun 12
TheValueist — $AMAT $KLAC $LRCX $AMSL Global Front-End WFE Demand Through 2031. New: 6/12/26.
Global front-end wafer fab equipment demand remains structurally elevated through 2028, with the st…↗
Jun 11
TheValueist — $AMAT $KLAC $LRCX $ASML I can feel the momentum building even greater in the WFE names. Many at all time highs and many with +2z moves today. Looks like big money is chasing this t…↗
Jun 11
TheValueist — $KLAC KLA Corp: Strategic Dominance in AI Semiconductor Process Control. Investment Thesis. New: 6/11/26.
KLA Corp commands a dominant share of process control and yield managemen…↗
Jun 11
TheValueist — $AMAT $KLAC $LRCX $ASML WFE printing again 🔥🔥🔥. List sorted by distance from all-time high. https://t.co/QCYfSwpe65↗
Serenity — @super_avg Towa is $1-2B range. $LRCX is a $400B company. $KLAC is a $275B company.
What part of $10–100B range did you miss?
I don’t have exposure to vast majority of names abov…↗
Shay Boloor — SEMICONDUCTOR STOCKS BY PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Here’s how they stack up:
• $ALAB ~2.9x
• $ARM ~2.4x
• $INTC…↗
Jun 4
Michael | Hypermarkets — TIER 2 — OPTICAL & NETWORKING BOTTLENECKS (The New Hottest Layer)
#6 $COHR (Coherent Corp.) — Nvidia invested $2 billion in Coherent in March 2026 alongside a multiyear purchase c…↗
Jun 3
TheValueist — 😁. I've owned $KLAC well before this, and it still happens every time.
https://t.co/g3QPgKohGt https://t.co/pTGVqw5Txi↗
Jun 3
TheValueist — Without fail, after every print $KLAC gets gutted, only to hit a fresh all-time high shortly after (and again today). I've owned calls in this name for a long time, and I've had th…↗
— $AMAT $LRCX $KLAC Peas in a pod, almost. https://t.co/GgpmRrkY05
Shay Boloor — SEMICONDUCTOR STOCKS BY PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Here’s how they stack up:
• $INTC ~2.8x
• $LRCX ~2.0x
• $KLAC…↗
May 10
Serenity — “Leading” Glass Substrate players that were name dropped if you’re curious:
• $LPK — TGV Equipment
• $GLW — Glass Materials
• $ASGLY (5201 T)— Glass Materials
• $NIDGY (5214 T) —…↗
May 9
InvestmentGuru — The Complete Semiconductor Playbook — AI Supercycle 2026
🤖 EDGE AI
$QUIK · $CEVA · $SYNA · $QCOM · $INDI · $VLN · $SMTC
→ AI leaves the data center. Devices. Cars. Factories…↗
May 8
Trade Whisperer — $MU Insane
Micron will generate more revenue next quarter than $ASML, $AMD, $AMAT, and $KLAC combined ($33.5B vs $31.2B).
Their combined market cap is $1.86T. $MU sits at $0.75T.…↗
Serenity — TLDR of recent news + bottlenecks that go brr:
1. CPU bottleneck - $INTC CEO said AI inference pushed CPU Ratio From 1:8 to 1:1.
CPUs go brr ( $AMD, Intel, $ARM) -> $AMAT / $TSM…↗
Shay Boloor — THE SUPER BOWL OF EARNINGS IS NEXT WEEK
• Monday | $AMKR, $CDNS
• Tuesday | $HOOD, $SPOT, $GLW, $BE, $ENPH
• Wednesday | $AMZN, $MSFT, $META, $GOOGL, $QCOM, $SOFI, $LMND, $KLAC,…↗
Apr 25
Shay Boloor — PETER LYNCH’S FAVORITE METRIC IS THE PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Semiconductor multi-year PEG ratios:
• $INTC ~3.…↗
Apr 24
TheValueist — $KLAC has been ripping (all-time high today) and still not much chatter about the name. Given the broad love in the semis, I see this continuing higher. They have outstanding end m…↗
Apr 23
Serenity — @northyvt I feel like $TSM and OSAT/advanced packaging partners are the main beneficiaries apart from $AMD?
Maybe like $AMAT, $LRCX, $KLAC, $ASML and others too?
$INTC also have…↗
Apr 17
The Future Investors — The Future Investors presents the Profit Machines 🤑. 25 High-Quality stocks with the highest net margins 📈
1. $APP | AppLovin - 60.8%
2. $NVDA | Nvidia - 55.6%
3. $V | Visa - 5…↗
Apr 8
TheValueist — $KLAC closing in on all-time high. I don't understand why this stock gets punished after every print. The China issue is well known, and they haven't disclosed any substantial chan…↗
— 🚨 Taiwan has ONLY ELEVEN days of natural gas reserves.
Taiwan runs 53% of its power grid on natural gas.
Qatar supplied 33% of that gas through Hormuz.
That route is now totall…
Shay Boloor — AI SEMIS KEEPING THE MOST OF EVERY DOLLAR
Operating margin breakdown:
• Best-in-class (50%+) | $NVDA, $TSM
• Elite (40–49%) | $MU, $ANET, $KLAC, $AVGO
• Strong (30–39%) | $ASML, $…↗
Mar 16
BULL OF BRITAIN — $NVDA GTC - Quick Fire Long positions
-> Fabs ($TSM, $INTC)
-> HBM4 / Memory ( $MU, SK Hynix, Samsung) Feynman = die stacking with custom HBM.
-> Co-Packaged Optics ( $TSEM, $L…↗
Mar 16
Jason Luongo — Photonics is the hottest theme in the market right now.
Here’s every company you need to add to your watchlist:
Photonics / Lasers
$LITE $COHR $MTSI $AAOI $IPGP $POET
Optical Mo…↗
Mar 4
KaizenInvestor — I have written a full article on the AI chip supply chain.
The supply chain is structured into 4 different phases with 13 layers:
1. Raw Materials: $SHECY, $SUOPY, GlobalWafers,…↗
Alphatica — We classified 534,000 institutional trades across 13 semiconductor stocks over the last 30 days.
$1.1 TRILLION in dark pool notional.
Here's where the smart money is actually go…↗
Feb 12
Serenity — The "Bottleneck ETF" from supply chain mapping.
Not a single name red.
Equal weighted results 1W: +12.83%.
List:
$LITE: +31.68%
$AMKR: +28.7%
Disco: +24.35%
$GLW: +23.57%
$COHR…↗
Feb 11
TheValueist — I don't know why people dislike $KLAC so much after every print. China exposure is an issue; that is not unknown. They keep putting up solid numbers. I don't see how that will chan…↗
Shay Boloor — $GOOGL, $MSFT, $META & $AMZN just confirmed $600B+ in 2026 CapEx.
Here’s how that money flows through the AI stack:
GPUs, Accelerators
• $AMD provides second source AI GPUs with…↗
Feb 7
Serenity — Here's my TLDR + mapped into investment framework from Semivision bottleneck summary:
HBM:
HBM4 (16Hi) - Samsung, Sk Hynix, $MU
HBF - $SNDK, Kioxia
Base Die - $TSM, Samsung (inter…↗
Feb 6
Shay Boloor — Daniel & I will live on the Futurum Equities YouTube channel at 10AM EST covering:
• Earnings reactions: $GOOGL, $AMZN, $IREN, $AMD, $PLTR
• Latest thoughts on software: $NOW, $M…↗
Feb 4
Market Sentiment — KLA Corporation $KLAC is now down 20% after earnings due to supply chain concerns for DRAM and optics. The stock was up 30% last month in the run-up to the earnings — While the com…↗
— $KLAC EXECUTIVE CALL SUMMARY: KLA CORP (01/30/26)
The December quarter 2025 (fiscal Q2 2026) earnings call communicated a demand environment that strengthened further over the pri…
TheValueist — $KLAC (Bloomberg) -- KLA Corp forecast adjusted earnings per share for the third quarter of $8.30 to $9.86.
THIRD QUARTER FORECAST
•Sees adjusted EPS $8.30 to $9.86, estimate $8.96…↗
Jan 28
IvanaSPEAR — The next leg of the AI trade isn’t just chips. It’s the machines that build them.
$ASML results tell you everything you need to know:
- Bookings at €13.2bn, 89% above the Street…↗
Jan 27
IvanaSPEAR — If you missed our ‘26 Outlook Webinar this afternoon, tune into @cvpayne @ 2PM on @FoxBusiness
Three key themes for us this year:
- Space $RKLB $ASTS
- Semi-Cap Equip. $LRCX…↗
Jan 25
Shay Boloor — THE SEMICONDUCTOR VALUE CHAIN
The AI Brain
• $NVDA data center & AI accelerators
• $META custom inference silicon for AI
• $MSFT AI acceleration silicon for Azure
• $QCOM mobile,…↗
Jan 24
Serenity — The potential SiC (Silicon Carbide) Interposer bottleneck stack for $NVDA Rubin and Hyperscaler ASICs (if you didn't like $WOLF):
Downstream SiC:
$TSM - SiC for CoWoS interposers…↗
Jan 23
Shay Boloor — NEXT WEEK MARKS THE HARD LAUNCH OF EARNINGS SEASON
Tuesday | $UNH, $BA, $TXN, $NXT
Wednesday | $TSLA, $MSFT, $META, $NOW, $ASML, $IBM, $LRCX
Thursday | $AAPL, $V, $KLAC, $SNDK,…↗
Jan 22
Serenity — Memory Supercycle Supply Chain TLDR:
US Sleeper HBM4/Memory alpha picks that benefit from $MU and SK/Samsung:
$VECO ($2B) -Laser annealing
$PLAB ($2.1B) - Lithography photomask
$…↗
Jan 21
Shay Boloor — $TSM is the AI factory that builds the chips that power every AI model on earth.
Here’s how TSMC’s capex flows through the supply chain:
• $ASML gates leading-edge AI output by co…↗
Jan 20
TheValueist — $KLAC Needham raised the firm's price target on KLA Corp. to $1,800 from $1,350 and keeps a Strong Buy rating on the shares. Commentary from the Needham Growth Conference pointed t…↗
Jan 16
Shay Boloor — Daniel and I will live on the Futurum Equities YouTube channel right now covering:
• $TSM earnings reactions
• Space Economy : $RKLB, $ASTS
• The Claude cowork effect: $NOW, $MND…↗
Jan 16
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #27
Daniel and I will go live exclusively on the Futurum Equities YouTube channel tomorrow at 9:30 AM ET.
We’ll be covering:
• $TSM earnings reac…↗
Jan 15
Jose Najarro Stocks — $TSM $NVDA $AMD $ASML $AMAT $LRCX $KLAC
TSMC JUST MASSIVELY RAISED AI GROWTH FORECAST + $52-56B CAPEX FOR 2026 (from TSMC Q4 2025 earnings call, Jan 15 2026)
🔹 "AI accelerator re…↗
TheValueist — Welcome! No price targets on this app for my sanity and yours. I'm long $KLAC and will continue to be so.
https://t.co/3YiQi27roE↗
Jan 15
TheValueist — $TSM $LRCX $KLAC these TSMC guys' favorite word is clearly capex. WFE market should stay strong for many years going forward. https://t.co/NIavEhMzNs↗
TheValueist — The WFE chatter is getting louder on this app. My custom GAI WFE Index is up 18.0% YTD. Great start to the year, and it looks like momentum will continue. Will the fundamentals sho…↗
Jan 13
TheValueist — $KLAC (Bloomberg) -- KLA Corp. raised to buy from hold at TD Cowen with the analyst noting that the chip equipment maker is set to expand its market share in the coming years.
An…↗
Jan 11
Shay Boloor — $MU just announced the largest semiconductor manufacturing facility in U.S. history with a $100B advanced memory megafab in New York.
Memory is only one layer, so here’s what AI o…↗
Jan 7
InvestmentGuru — 𝗧𝗵𝗲 𝗟𝗲𝗮𝗱𝗶𝗻𝗴 𝗦𝘁𝗼𝗰𝗸𝘀 𝗶𝗻 𝟮𝟬𝟮𝟲
Markets in 2026 are being driven by AI infrastructure, semiconductors, energy transition, aerospace, automation, and digital plat…↗
TheValueist — $KLAC KLA Corporation Strategic Growth and Management Execution Analysis
KLA Corporation is a dominant leader in semiconductor process control and yield management, benefiting fro…↗
Dec 19
TheValueist — $KLAC $MU $SNDK KLA’s involvement in DRAM, HBM, and NAND is concentrated in process control, yield management, and (in selected flows) process-enabling steps adjacent to advanced p…↗