Reddit Posts
Korea just announced $1.3T into semis. I went back and redid my equipment names
South Korea dropping 800T won on chip fabs, who actually wins this capex cycle?
Top stocks hitting 52-Week Highs/Lows - June 29, 2026 📈 📉
TSMC's CoPoS packaging tech could lock in AI chip dominance through 2030, anyone else paying attention?
AI slop entire article confuses stock split with 90% drop
Top stocks hitting 52-Week Highs/Lows - June 11, 2026 📈 📉
Top stocks hitting 52-Week Highs/Lows - June 9, 2026 📈 📉
J.P Morgan's Top Stock Picks for 2026 - +18.68% after 4 months
Elon Musk’s "TeraFab" 2nm Chip Plant: An Impossible Dream or the Ultimate Bull Case for Semi Stocks?
The U.S. just drafted global AI chip export controls, here's the actual portfolio implication most people are getting wrong
Bloomberg Article on Current Memory Supercycle Not Ending Soon
Global semiconductor sales will reach $1 trillion by 2026, with these six companies set to be the biggest beneficiaries.
Will AppLovin be more valuable than Morgan Stanley and Goldman Sachs?
Did anyone else just notice that Semiconductor industry-wide dip at ~1125am (EST)? Anyone present at the US-China talks wanna chime in?
Hot Stocks: BZFD surges again; LHX rises on earnings; KLAC drops on guidance; GT slumps
Help! AMAT / LRCX / KLAC- Which are good for the long term?
Lost approximately $250k going back to January 11th . . . Starting the "slow slog" upwards (I think)
I put together a list of the top 10 publicly traded semiconductor companies in the US. Which company's stock are you bullish on?
Will Dillard's ($DDS) Buy Itself Entirely Back? Questions About The End Game For Serial Repurchasers
Looking for "Chip Shortage" buys? Here are the companies that make the things that make the chips! ASML , AMAT , LRCX , KLAC
My Watchlist For 5/3/2021 - Anti Hype, Low Risk High Reward Plays
Why haven’t you bought ASML/AMAT/KLAC shares yet?
Mentions
Jeez, feel bad for KLAC holders. Can we all chip in and get them a card and maybe like a 25$ gift card to Chuck E. Cheese to cheer them up?
$GLW $KLAC crashing $STX earnings not big compared to last quarter, almost flat and just $100 Million more revenue Stay cautious tomorrow, can crash more
Gambled $1k on KLAC and TER before close, guess they cancel each other out now???
Man now KLAC is shitting the bed and dragging down AMAT and LRCX again...
OOF. RIP KLAC. At least STX is doing good.
More semi and AI downside tomorrow, KLAC down -10% after earnings
so $KLAC is down after earnings that's cool I guess
KLAC dies like every other ER, even when pump was good.
KLAC dying is not a good sign for semi bros
Lol no. U don’t even know how AVGI works. They dont pay ASML at all. And ASML and KLAC only gets \~10% of the total flow increase from what their customers gets from their own customers.
There are a lot of these that are trading really similar. The whole group that went on a run. They are all for the most part trading under the 50 day right now and heading for the 100. In fact sndk this tested the 100 exponential Are any of you guys looking to buy The 100 on micron or KLAC or any of those if it gets tested? Most of these have been trading pretty simple for the past year with the 50 getting picked up every time or if it doesn't the 100 does SanDisk is probably the scariest one of the bunch. The earnings estimates are just on another planet. It's just a strategy of continuous price hikes
Interesting. But what if I told you it has actually been the weaker performer from industry peers? The longer-term market-cap comparison is interesting. Indexed to **100 from June 2021**: * **ASML:** 263.4, \~ **+163%** * **AMAT:** 428.5, \~ **+328%** * **LRCX:** 533.3, \~ **+431%** * **KLAC:** 531.4 \~ +$430% (Error showing on platform so approx) ASML is still the largest company of the group at around **$685B**, versus approximately **$409B for LRCX, $396B for AMAT and $280B for KLAC**. But since June 2021, its market cap has grown much more slowly. I am not saying that this makes the results weak.... i.e Revenue, margins, installed-base sales and guidance all exceeded expectations. But, it does seem, however, that a substantial amount of ASML’s technological dominance was already reflected in its valuation several years ago. The real question is therefore not whether ASML is an exceptional company. we already know it clearly is. The question is whether today’s valuation offers better forward returns than the broader semiconductor-equipment companies that have already compounded at two to three times ASML’s rate over the same period.
Since 2026, the Philadelphia Semiconductor Index (SOX) has surged by about 82%, while Nvidia has only risen by about 3% since the beginning of the year, showing a huge gap between the two. This means that the engine of the market has changed - it is no longer Nvidia leading the flag alone, but more extensive semiconductor sub sectors such as storage chips (SK Hynix, MU) and equipment stocks (Applied Materials, KLAC) are driving it.
what the fook i shoulda bought more KLAC yesterday.
Happy cake day, I hope you get rich rich today - KLAC
Come on It doesn’t take a genius to have purchased GOOG ten years ago. Or ASML or KLAC or any number of other major players. All of these companies were global powerhouses 10 years ago. Not obscure And today you can look at companies like AMZN and see their finances. You can judge whether you think they’re undervalued or not. What YOURE talking about is trying to identify “the next big thing”. You don’t have to do that to beat the market
I hold and buy all of these regularly. NVDIA AMD AVGO TSM ASML are the safest. Anytime they are 10% off 52 week high I buy. MU 15% off, and AMAT LRCX KLAC 25%.
Sold most of my LRCX and KLAC just before the dip last week because the valuations seemed ridiculous. Still keeping TSM and ASML, the former is pretty much a forever hold for me while the latter is still a solid company that hasn’t grown as much compared to other capital equipment manufacturers.
extremely bullish on ASML TSM KLAC
After 32 years in the semiconductorindustry I would say invest in the companes that build the manufacturing equipment used to make the chips. They also deal with packaging and inspection metrology and process control.. everything you have listed. KLAC and LRCX are two examples. The companes that buy this equipment likeTSMC and Micron are also good. But there is a lot more competition in chip making businesses. Than there is in manufacturing equipment business.
KLAC back to $300? Pump $AZZ before earnings for the meme?? 🚀🚀🚀
NVDA LRCX KLAC: The semi king and the ones that make semis, including memory, possible.
CEG UUUU KLAC TSM LRCX ASML GLW MU SNDK DRAM and a little APLD have been my recent purchases. I swing trade pretty aggressively and don't mind 50% drawdowns, so check yoself and proceed wit caution.
ASML TSM KLAC would probably be at the top of my list. 2nd tier NVDA LRCX GOOG AMZN MSFT. That said, I am an avid dip buyer and if any particular stock dropped 50-75% there's a good chance I'm picking it up, even garbage memestonks.
Today is not a day to overreact. Most of today's action is just quarterly mechanics (new quarter starting and a lot of big funds are likely taking profit on semis that ran up into yesterday's close). Look at the names that ran up big the past week: ALAB, AMAT, KLAC, LRCX, GLW, AMD; those are the names that are down the most.
I sold all that, and my lrcx for more KLAC earlier this month 🤔
I’d say don’t invest where the money is flowing from; invest where the money is flowing to. Silicon fabs are in the midst of a massive buildout of new capacity all around the world. The new facilities will need eye watering amounts of new lithography, packaging, testing and quality control equipment. The beneficiaries over the next few years will be the makers of that equipment: AMAT, LRCX, KLAC, ASML, etc.
the structural vs cyclical question is exactly the right one to ask before sizing options here. if you believe the WFE cycle is now 5+ years, short-dated calls on AMAT or KLAC are the wrong vehicle - you want LEAPS so theta isnt eating you alive while the thesis plays out. the other thing worth watching is that ASML IV tends to spike on any export restriction headline, which creates periodic windows to buy longer-dated calls at a discount before the next leg.
Don't forget the Picks and Shovels play on a slow volume day: LRCX, AMAT, KLAC
KLAC some good shit mayn
Bruh, AMAT +12%, KLAC +10%, hell even AMD is green. Only red holdings are MU & Intel... We going back to 265.
KLAC was such a fuken buy
Forget about memory, it’s a cyclical industry with easier entrants, if buying the picks and shovels of AI is so lucrative then the semi cap equipment are the picks and shovels of all semis, so double lucrative. LRCX, AMAT, KLAC some of the greatest companies of all time.
Honestly, IBKR makes it stupid easy to accidently write calls or puts. Recently sold KLAC calls twice, and found myself riding naked KLAC calls next minute, I did close it immidiately, but damn is it easy to enter into such things.
People ignoring things like AMAT, KLAC, TER, GLW up 10+% today. It's not just memory
Unreal growth and margins. MU will keep pumping my LRCX KLAC AMAT positions tomorrow. The epic memory trade of 2026 lives on.
LRCX and KLAC been going crazy for me.
Yes, I’m of the same mind. The fabs are all so backlogged now they desperately need to add production. AMAT, LRCX, KLAC are all going to have a big year.
fuk mayn i knew i shoulda bought more KLAC.
Monster energy drink, chipotle, Tesla, KLAC , VOO. Amat arm, Nvidia, AMD.
Is anyone in AMAT, Lam Research, or KLAC
Everyday I wake up and KLAC is up 5%
😂 my port is suddenly up an extra +110k after my handful of KLAC shares show an increase of 13000% profit after the split
- ASML (designer) - AMAT (builder) - LRCX (carver) - KLAC (inspector)
If you’re not in one of or all of the 3 semiconductor materials companies, you’re missing out. LRCX AMAT KLAC, special mention ASML. These companies are literally forever holds because of oligopoly status. In fact most of semis are now oligopolies because of how specialized everything is, completely different than even dot com when companies had no moat. The technology to advance to even a fraction to compete with these requires a gargantuan effort. When competition happens, what you get are like software collapsing. There is almost no way new companies will come compete with them. Who will make a new company to compete with CPUs with AMD or Intel??? Who? Moat in investing is of paramount importance.
The four horseman - ASML - AMAT - LRCX - KLAC Killing it today!
Didn’t rly wanna sell my KLAC but 2300 had to let it go.
I'm planning on buying tech dips, if the initial levels hold i'll get in there if they break i'll get in at the secondary level 1614 ASML -if breaks -> 1506 1927 KLAC -if breaks -> 1811 451 AMAT -if breaks -> 416 308 LRCX -if breaks -> 278 475 AMD -if breaks -> 370 864 MU -if breaks -> 810 if that breaks -> 640
Who is buying KLAC tool, when cash crunch everywhere, chip manufacturing using old tool, without purchasing new KLAC, ASML, AMAT probably booking profit
$AMAT tool order now 300% higher, every chip manufacturer asking for new semi tool to bump production, that spike $LRCX $KLAC $ASMl and many semi tool manufacturers extremely sky high earnings
Nah bro it’s all in good fun. I’ll consider MRVL profits when I’m up 25-50%. MU already took a lot and holding the rest until 1500 likely. ASML took a lot and holding remainder until 2000. KLAC never selling, it’s going to absolutely fly after the split. NVDA perpetual hold. TSM too. Smaller semis will have to consider it as we go. Been buying more and more metals, software, and boomer shit as a counterbalance. Holding $500K cash.
KLAC ASML MRVL savin my shit
LRCX — semi-cap equipment / etch & deposition — **B+**. Correct ticker for Lam Research. Belongs with AMAT/ASML/KLAC in the “machines that make the chips” bucket.
**KLAC — inspection / metrology / process control — B+ hidden shovel.** AMAT/LRCX help make the wafers. KLAC helps find defects and protect yield. As AI chips get more complex and packaging gets tighter, yield control becomes a bigger bottleneck, not a smaller one.
Have to question a list w LAM but no KLAC
Seems like most of these stocks **announce** their splits around $1600-1800. This is mostly off memory with AVGO and KLAC. NVDA was announced at just $1200 I think. I'm totally throwing a dart (in the dark) on this one but I'm guessing they'll announce once they get over $1500.
I’m pretty sure they do that. They just assemble expensive other components because the CEO even says that himself he’s like our customers are probably not happy we are charging out the ass to them for all of these super expensive components. Our customers are probably not happy. Their margins and costs are going up exponentially every year, but we’re happy because we saw 83% revenue growth YoY or whatever. There’s so many other large technology electrical companies that I have no idea what they do. And they’re just next to the semiconductors. AVGO KLAC etc.
Why did you include AMAT but not LRCX, KLAC, ASML?
Anyone else watching KLAC or invested? Thoughts on buying more? I own 40 shares and have done really well with it in the short term. They are splitting 10/1 next month. I have some extra funds to invest but I’m hesitant to buy more because it’s up so much. It seems a little over valued but they keep going up. Thoughts?
AMAT, MRVL, maybe KLAC
KLAC, metrology and inspection leader.
MRVL, INTC, MU, KLAC all up huge YTD, WTF are you even talking about? 😂
I've been shorting the downturns and trading in and out of internationals and semis. It has done pretty well. I was balls deep in INTC, MU, NVDA, KLAC, LRCX, AVGO, & AMD until taking profits this month.
It's funny you brought this up today of all days. I'm very active on a site called GJopen dot com (Good Judgement Open). It predates prediction market sites and you don't bet money you just assign confidence points to obscure questions as far in advance as you can without making any adjustments to get your Brier Score (mine is 0.06 over 800 predictions). Because of that I have very very unorthodox methods and I always - always - second guess myself despite having a very good Brier Score. So when it came to my stock picks? Holy crap, whenever anything pulled back 5-8% in a day I panicked and liquidated everything to wait it out - only to see it rebound +10-15 within two weeks. At the moment I'm tech heavy. So what I did this time around to quell my fears was made a loss table. I took the closing price of all my positions for the last three years (when I took back control from our advisors) and calculated the gain/loss for each day, and each week for a condensed view. I put them all in a table and used conditional formatting to make all losses red. When you do that it honestly looks like a crime scene. I then made a table at the top that shows the 1st, 2nd and 3rd worst losses, the average daily/weekly gain, and the top three biggest gaining days. The results are eye popping. One particular stock dropped -35% in two trading sessions (based off of the opening prices). I would have dumped that stock in a heart beat... But guess which one it was... SNDK. April 3rd and 4th, 2025, just weeks after it's debut. We all know how that stock is doing. But others in tech sector have similar MIN/MAX deltas between daily opening prices too. \-MU was -18% on 12/20/24 \-KLAC -13% twice on 8/5/24 and 10/17/24 \-AMD -15% on 2/5/26 The list goes on for -13% or more for INTC, TSM, AMAT, AVGO... But now that I can go back in time and watch how all of these continued to grow, I'm better prepared and calmer when these stocks have a bad day or week.
Did it just go public? Don’t see much history. Why not just buy Lam Research or Amat or KLAC?
I sold my INTC a while back... but in my defense it was to buy SNDK, KLAC, LRCX, and MU lol.
Never heard of her, I guess it was just listed in the past year or so. I have: ASML NL, AMAT US, LRCX US, KLAC US, TER US, ENTG US, as semi supply and materials over 10B market cap.
Still time to get in IMO. ASML KLAC NVDA TSM even MU. Just don't get greedy. Take profits. Good luck to us all, bruh.
KLAC MU ASML been real good to me
ARM earnings mentioned supply chain issues with memory..I don't know why hardware like KLAC is dropping. Fiber optics because COHR and LITE were up too much, got me. But as far as I can tell 1) no real macro cause (maybe bond yields being up a bit) or 2) AI delusions are driving the general bull market
I didn't really see the OP I'm just judging off the title which is accurate. but yeah it's actually up 125% in the last year. It was in line with KLAC and only a bit worse than AMAT. EUV Litho is for advanced logic not for memory which has been the massive tidal wave this year. So basically the answer to OP's question is DRAM market exposure. And maybe just buy the ETF next time
I had been holding AMD, NVDA, AVGO, MU, LRCX, KLAC, TSM, ASML, INTC, and AMAT for a while - sold AMD, MU, LRCX, and INTC today.
The reason is because fabs capex grows slower than revenue. ASML revenue originates from the fabs capex. Why is capex in fabs always lower than revenue? Because they have an incentive to spend less on capacity, so they can capitalize on pricing power and stretch out demand for a longer period of time. Companies like TSMC are also sandbagging capex spending because they also assume most of the risk if the ai spending pulls back. This not only goes for ASML, but a bunch of other tooling in making semis, like LAM research/applied materials, testing (KLAC), etc. Then can ASML just squeeze tsmc and charge more because they are a monopoly? I think the problem is that ASML's customers are very concentrated in several players, trying to squeeze the customers will also negatively impact ASML. ASML's supply chain is also apparently very tight. But the point is that the fabs themselves whether its memory, logic, etc. have the actual pricing power, and they are all incentivized to grow capex slower. They are able to because many of these companies operate in an oligopoly.
No idea - I sold my INTC, AMD, LRCX, and MU today to secure my gains because I was(and still am) levered up to my nuts in semiconductors. Still holding NVDA, AVGO, KLAC, AMAT, TSM, and other smaller names.
BRXT, GEV, and RYCEY for power generation. ASML, KLAC, AMAT, LRCX, and TSM for the complete picks and shovels of semiconductors.
First in the Supply Chain are SemiCaps: AMAT, LRCX, KLAC. I like AMAT here, from my understanding they are the most diversified, and from a quant side (where I come from) AMAT and LRCX both look good, but they should all profit from heavy CapEx spending since every chip company depends on them. KLAC got beaten down badly yesterday (intraday -8%) but reversed pretty hard since it gavee a nice entry. Chips: TSMC GPU/CPU/TPU: NVDA, AVGO, AMD, MRVL, INTC. Memory: MU, SK Hynix and Samsung Electronics would be the major picks (or simply buy South Korea ETF since SK Hyn + Samsung Elec are already 45% of it).
fck this, bought KLAC at the low today, no July calls available so I had to get even tighter expiry and now my port is spilling over $$$
Forget about big tech, QCOM or KLAC calls
It needs to go down 30-40% before it gets discussed. Generally the stocks labeled "overvalued" at ATH this sub tends to be silent on. It is as if when people miss the boat they silent. The stock crashes they want to discuss if it a buy to hope it returns to that high it was earlier. For example I own KLAC and this sub barely discussed it. Only thing that makes sense is what I said. It has to crash for discussion to take place lol.
# Technology (7 stocks)Equal-weight: +5.60% |Ticker|Name|Dec 22, 2025|Apr 28, 2026|% Change|JPM Target| |:-|:-|:-|:-|:-|:-| |**ANET**|Arista|$130.73|$172.47|\+31.93%|$175.00| |**AVGO**|Broadcom Inc|$340.74|$418.20|\+22.73%|$475.00| |**CRM**|Salesforce Inc|$263.97|$180.18|\-31.74%|$365.00| |**GWRE**|Guidewire Software|$207.42|$136.62|\-34.13%|$300.00| |**KLAC**|KLA Corporation|$1264.02|$1900.00|\+50.31%|$1485.00| |**PANW**|Palo Alto Networks|$189.49|$182.90|\-3.48%|$235.00| |**SNPS**|Synopsys Inc|$481.24|$498.54|\+3.59%|$650.00| |**Category Average**|—|—|**+5.60%**|—|
|**Ticker**|**Dec 22, 2025 Price**|**Apr 28, 2026 Price**|**% Change**| |:-|:-|:-|:-| |**ANET**|$131.03|$172.47|\+31.63%| |**AVGO**|$340.73|$416.48|\+22.23%| |**BFAM**|$98.50|$112.30|\+14.01%| |**CRM**|$285.40|$312.15|\+9.37%| |**GWRE**|$165.20|$198.40|\+20.10%| |**KLAC**|$710.00|$845.60|\+19.10%| |**LC**|$12.40|$15.90|\+28.23%| |**PANW**|$360.20|$395.40|\+9.77%| |**SNPS**|$550.00|$620.10|\+12.75%| |**TRU**|$78.40|$89.20|\+13.78%| |**V**|$265.30|$282.10|\+6.33%| |**Category Average**|||**+17.03%**|
with all the new chip orders there are now semiconductor factories being built and they need manufacturing equipment and supplies like any businesses KLAC and and LRCX are doing very well. So look for quality companies making semiconductor manufacturing equipment.
You will need to pry my positions in GOOG NVDA LRCX KLAC out of my cold dead hands lol. You do you.
I sold AMD for a 300% gain which would be 744% gain today. Sold LRCX for 109% gain which would be 463% gain today. KLAC for 137% gain which would be 450% today. And many more Unfortunately, there's no other option. You either keep the stocks forever, never missing out on gains, but never buying anything (then what's the point of the money). Or you sell the stocks, buy stuff with the gains but always missing out on gains.
Certainly a stock pickers market. You have growth stocks in different industries like FN,HWM, or KLAC trading a expensive valuations where as some mag 7's, software, or random industrial compounders are trading a fair or below fair values. I think your leaving money on the table buying indexes in this market.