KLA. Every tracked FinTwit mention of $KLAC, newest first. 28 mentions since the first on Jun 21, 2025. See the price chart.
June 2026 · 3 mentions
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…↗
May 2026 · 8 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,…↗
Apr 29
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…↗
Apr 26
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…↗
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,…↗
February 2026 · 3 mentions
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↗
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…↗
November 2025 · 1 mention
Nov 3
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↗
— $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…↗
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…↗