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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
Buy the dip, ASML, KLAC WDC
>honestly not in TSLA it moves like crazy and it goes up when earnings fail True. You heard they are shutting down some car models. Start building optimus robots. >u invested in anything? I'm invested in LRCX and KLAC. Semiconductors: KLA specializes in process control (inspection/metrology), while Lam specializes in wafer fabrication (etch/deposition). Companies indirectly part of the chips that controls your robotic stocks.
>Holding them forever, even though they will drop 30-40% when the cycle turns. Unlike some semis. These pick and shovel stocks are less cyclical. Especially KLAC. Its inspections are non negotiable.
False >Both LRCX and KLAC maintain "fortress" balance sheets with more cash and liquid assets than total debt. Dividends: KLA has a longer track record of raises (16 years vs. Lam's 11 years) and a higher absolute dollar payout, though both have similar yields (~0.5%).
Yikes I bought ASML calls for KLAC ER and it indeed went tits up
LRCX and KLAC were my top performers last year, and they’re my top performers this year as well. Holding them forever, even though they will drop 30-40% when the cycle turns. They’ve been long term winners for decades.
Anyone playing KLAC? Is the next big semi supplier reporting today, and then we have AMAT in 2 weeks.
If you did a thorough DD. You would see LAM + KLAC has significantly outperformed SMH in the past 1Y and 5Y. Btw SMH holds all the WFE stocks. You're like insulting the stocks that help SMH.
ASML pumped then dumped on earnings, LRCX pumped today but we will see what happens tomorrow. Thoughts on KLAC after hours Thursday?
ASML is going to tank on earnings and bring down LRCX AMAT and KLAC with it
Tomorrow we will wake up to ASML, AMAT, LRCX, and KLAC down -5%
Tempted to trim a bit and take some profits on KLAC before it and ASML report earnings this week. I tend to just buy and hold for the long term as long as the thesis remains strong, which it does, but the valuation just feels so stretched after the crazy run up all the semi caps have had
Proposed 25% tariffs on So Korea would affect negatively affect Samsung I’m assuming. That just might save my Micron calls. Hopefully the news drives down pricing on LRCX, AMAT, and KLAC short term and provides a buying opportunity.
Picks and shovels man. LRCX, AMAT, KLAC.
Looking at KLIC KLAC because of a similar thesis and also because it would be funny to see in my port.
No American companies you say? I bet Europe can just get by on their own! Who are the leaders in chip design? Nvidia, AMD, AVGO, Marvel, Texas Instruments, Qualcomm… Who does the packaging, the integration, supplies equipment? LRCX, KLAC, LITE, AMAT, PLAB, MMAT… I’m sorry, I guess those Europeans will just magically recreate the entire semiconductor and networking supply chain indigenously. That sounds reasonable. I wonder who the Japanese care about doing business with more? Is Europe going to stop China in the Pacific? How much money did the cloud hosting companies spend to build those data centers? Oh, just measly tens of billions of dollars on a single site. I’m sure the Europeans will have plenty of money and expertise to recreate the most sophisticated industry in human history without the help of the people who invented the technology. That sounds reasonable. Yeah, they’ll just “divest” because they obviously have a parallel supply chain that can recreate 50 years of work. This is like people saying that Europe should stop buying the F-35 and develop an indigenous alternative. lol. Good luck. Don’t confuse us throwing some sub contracts your way with having the same capability. If we’re going to play the isolationist game I think Europe will find that they have more pressing matters to attend to like idk, Muslim majorities overtaking the natural population of their largest economies in the next 10-20 years (looking at you Germany, Britain and France). Because those are the kinds of timelines we’re talking about. Turkey is more likely to prosper than any given country in Europe.
Solid approach - your already doing the right thing with the boring VWRP/pension base. For the 200/month asymetric bucket I’d look at sectors with structural tailwinds that won’t disappear in 5 years: semiconductor infrastructure (ASML, KLAC), energy transition plays with actual earnings (not pure speculation), or quality mid-caps in healthcare/industrials that are flying under the radar. One thing that helps me filter ideas is checking retail sentiment - https://adanos.org/reddit-stock-sentiment tracks what’s getting mentioned across subreddits. Not to follow the crowd, but sometimes usefull to see what’s overhyped vs. overlooked. With your constraints I’d probably stick to 3-5 concentrated positions and just DCA into them monthly rather then chasing new names constantly.
Seen this script play out in 1999-2000. AMAT, KLAC, and other equipment companies plus metals shot to the moon. I am getting a bad sense of deja vu.
ASML, AMAT, KLAC, LRCX are probably going to announce price increases soon and when that happens TSM will pass cost to NVDA who will pass cost to big tech and then they are toast. Spending 50+ billion every single year not sustainable.
So basically they've kept tech index pinned by pumping all the suppliers (MU, SNDK, ASML, AMAT, KLAC, LRCX) and slow selling the others (AAPL, META, MSFT) with some theta (GOOGL, AMZN) and then pumping meme stocks through the roof (nuclear, space, interestingly not quantum this time)
KLAC is just unstoppable right now
I started looking at the various suppliers - AMAT, ASML, KLAC, TOELY, LRCX - and I really don't have the expertise to keep up with their businesses, whereas I understand, at least from an investor POV, TSMC's business and what's driving changes in their earnings and stock. I think they're also one of the few companies that would drive demand from the suppliers I mentioned, and have significant ability to keep supplier costs in line. So as much as I'm tempted to spread things out over the various suppliers, I'm probably just going to stick with TSMC itself.
Youre still not bullish enough on semi capital equipment. CAMT SITM TSEM KLAC
Between ASML AMAT KLAC and LRCX, which is the best buy
More fabs being built = more equipment being bought from companies like $KLAC and $AMAT
Why would you buy TSM and SMH, when TSM has a 10.5% weighting in SMH? Rather than buying SMH, I own a number of the semiconductor stocks, including TSM, NVDA, AMD, KLAC, AVGO
My regarded ass misread and dumped my reserves into $KLAC and $AMAT.
Back in 2000, AMAT, KLAC, etc., were considered unstoppable FWIW.
The major powers (US, EU, CH, RU) are racing for kill chain speed supremacy. > $ASTS: Direct-to-cellphone from space > $VRT / $MRCY: Edge computing > $KLAC / $ASML /$NVDA: Semiconductors > $PLTR: Big data analytics Let's fucking go. If we're to die in a dystopia might as well be rich.
Basically ETFs and individuals on the side. I have been bullish on tech since pretty early on, with QQQ. I do have some VOO and IJR (small cap) but also have individual stocks. A few stocks that have done well: ASML, KLAC, I rode PANW from like 2021 and just exited. Rode SE all the way up over a few years and sold near the top (I saw a kid in a remote part of Central Asia playing free fire years ago, googled it, read a lot, and got sold on the company). Stuff like that. Moving forward, I’m working to broaden out sectors because I think AI profits will now be found in growth by regular companies that use AI, and I’m adding precious metals miners. Adding a biotech ETF. Just read and listen a lot. I religiously listen to Odd Lots, The Compound, and Marketplace on Fridays, and read The Economist almost cover to cover. Basically my financial and equities worldview is shaped by those quite a bit. People say “you can’t time the market” but so much of the market is based on whether the world anticipates rate hikes and cuts, bonds up or down, etc. Just following that news closely and shifting your DCA plan around can make it easier to beat the S&P.
Smart profit-taking discipline. The data actually validates your think tank approach, here's what I pulled: **CHIPS Act → Semiconductor Equipment (policy lag: ~18 months)** CHIPS Act signed Aug 2022. Here's what happened to the equipment makers: | Stock | At CHIPS Signing (Aug 2022) | Now | Return | |:------|:----------------------------|:----|:-------| | ASML | $541 | $1,164 | +115% | | LRCX | ~$42 | $171 | +307% | | KLAC | ~$377 | $1,215 | +222% | | AMAT | ~$97 | $257 | +165% | The thesis was in think tank papers 12-18 months before the Act passed. **Your antimony call - MP Materials:** | Date | MP Price | Event | |:-----|:---------|:------| | Jan 2025 | $16 | Pre-restriction | | Oct 10, 2025 | $78 | China restriction news | | Oct 14, 2025 | **$99** | +40% in 4 days | | Now | $55 | Cooled but +245% from Jan | You caught this from CSIS before the restriction hit. That's the edge. **The pattern in numbers:** - Think tank vulnerability report → 12-18 months → policy/event → 100-300% moves - Your approach of "follow the rabbit holes" is basically impossible to systematize because the edge IS the curiosity The only semi-systematic version: RSS alerts on think tank testimony to Congress. That's when ideas become policy momentum. What's the current CSIS rabbit hole you're watching?
LRCX and KLAC, I don’t ever talk about big winners that I don’t ever want to sell. Just hold forever and win stocks
Are we looking at the same market? Every AI build out hardware equip supplier is like +5-+9% here? AMAT, ASML, KLAC, ONTO, etc
I currently hold KLAC and I was just thinking about buying some XOM because it seems like oil is near the bottom part of its cyclical curve. I’ve swung trades several of those other stocks before.
Caterpillar (CAT),KLA Corp (KLAC),KLA Corp (KLAC),Microsoft / Amazon biggest winners
+29.5%. LRCX and KLAC were the biggest winners. Could’ve had another 3-5% if I’d not traded with 10% of my portfolio. But zero regrets and some lessons learned. Happy new year, everyone!
Been holding some months, lazily each has around same %, should I swap something for 2026? Do you think the chip trend will continue trough 2026, or cut off somewhere there? AGI - Gold ALB - Lithium (and speciality chems) FCX - Copper (and gold) KLAC - Semiconductor process control and inspection LRCX – Semiconductor manufacturing semiconductor MU – Memory / storage chips NVDA – GPUs SIMO - SSDs / flash storage controllers TSM - Chip manufacturer
|**Ticker**|**Company Name**|**Price**|**AI Score**|**Recommendation**|**Sentiment Score**|**Sentiment Confidence**| |:-|:-|:-|:-|:-|:-|:-| |[ADI](https://www.aiportfolioanalyst.com/aiportfolioanalyst/Bank/Utilities/StockHistory.cfm?symbol=ADI)|Analog Devices, Inc.|276.84|43.06|Hold|\-0.25|67%| |[AVGO](https://www.aiportfolioanalyst.com/aiportfolioanalyst/Bank/Utilities/StockHistory.cfm?symbol=AVGO)|Broadcom Inc.|352.13|38.59|Hold|0.08|60%| |[CDNS](https://www.aiportfolioanalyst.com/aiportfolioanalyst/Bank/Utilities/StockHistory.cfm?symbol=CDNS)|Cadence Design Systems, Inc.|318.89|43.39|Hold|\-0.17|73%| |[KLAC](https://www.aiportfolioanalyst.com/aiportfolioanalyst/Bank/Utilities/StockHistory.cfm?symbol=KLAC)|KLA Corporation|1279.60|46.75|Buy|0.36|81%| |[LRCX](https://www.aiportfolioanalyst.com/aiportfolioanalyst/Bank/Utilities/StockHistory.cfm?symbol=LRCX)|Lam Research Corporation|178.07|42.22|Hold|\-0.05|61%| |[NVDA](https://www.aiportfolioanalyst.com/aiportfolioanalyst/Bank/Utilities/StockHistory.cfm?symbol=NVDA)|NVIDIA Corporation|190.53|46.12|Buy|0.34|65%| Like you, I am still positive regarding AI related companies for 2026. Yes, the road is bumpy but if it was not the stock market could not exist, and we would not be here to discuss it! If the market was predictable with 100% it could not exist. As I was curious about the assets you discussed, I ask the AI code I use and this is what it says: It takes in account both 5 years of data and the last articles published in the press regarding those companies.
The semiconductor industry is shifting from a cyclical luxury to a sovereign necessity. Because LRCX and KLAC own the manufacturing bottlenecks, their margins remain insulated from consumer volatility. Which means the $1 trillion target is less a goal and more an inevitability of the current capital cycle. So, holding these assets is a play on the industry's structural tax. The market’s fixation on Nvidia’s PEG ratio often misses the broader historical context of industrial transition. It’s reminiscent of the early electrical grid expansion. It’s not just about the power; it’s about the transmission. Which is why CDNS and ADI are vital. They represent the design and interface layers that competitors cannot easily replicate. Because the current CapEx surge is fueled by defensive necessity, the spending floor is much higher than skeptics realize. Large tech firms aren't just buying chips; they're buying insurance against obsolescence. It's a forced march toward the trillion-dollar threshold. So, the strategic play for 2026 is to ignore the noise of short-term volatility. The capital intensity of AI has created a moat that’s purely mathematical. It's a permanent shift in how value is captured in the global markets. Holding long-term isn't a passive choice; it's a recognition that the physical infrastructure of the future is being consolidated today.
If you’d like to play in this sector.. look at KLAC.
I look at forward prospects more than my judgement of value, which means I continue to like the semiconductor equipment stocks in general. I don't have a good specific pick though. (If you asked last week I would have said PLAB, check out the chart, I missed that one...) If I had to pick only one, it would probably be KLAC. For semiconductors in general, NVDA.
LRCX, TSM, AMAT, KLAC If you know, you know
You might want to look into AVGO. I own individual stock in it, AMD, NVDA, ASML, TSM, and KLAC.
Sore tech heavy. And semi conductor. GOOGL, NVDA, KLAC, AMC, APLD, Apple, AMZN, MSFT etc .
KLAC is straight stupid with these earnings, it beat earnings and guidance yet it falls 2%, market is retarded.
KLAC getting a nice bid ahead of earnings
Fair enough. I’m thinking companies like KLAC, AMD, AMAT, etc. but even something like MSFT is up 30% YTD and ofc NVDA.
I’ll give u an example. My dad has made some investments in the last two years that have literally gone up by over 100% and some over 300%+ And honestly, *these* are the kinda investments that are what really make him so much money. There always stocks out there are going to make crazy high returns it’s just about researching she’s enough to find them. Stocks like KLAC, AMD, NVDA, ONC, etc. are the types of stocks that basically carry my dad portfolio and it’s why he’s such a Successful investor. Because he’s able to find stocks like these except he did it 2 years ago. Yes he also holds some more generic funds, everyone should, but the individual stocks that really explode are the ones that make him serious money. And that’s why. You only need a handful of *rlly* good stocks to make insane amounts of money.
dude fed is gonna cut rates on wednday, we got Google, Caterpillar, KLAC, META and MSFT earnigns on wednsday too. AND we got AAPL, AMZN, and LLY earnings on thursday. gonna be an amazing week. money printing
FOMO is real 😅 I've learned to stop chasing what already ran and look for what's next instead. I use [stockpeg.com](http://stockpeg.com) to find undervalued growth stocks (low PEG ratios). Some on my radar: CRWD - PEG \~1.2 * Cybersecurity growing 30%+/year * Every company needs it TSM - PEG \~0.93 ✅ * Makes chips for Apple, Nvidia, AMD * Way cheaper than US tech * Taiwan risk though ASML - PEG \~2.1 * Monopoly on chip-making machines * Benefits from AI no matter who wins Honestly though, you've got a solid base with VOO + QQQ. I keep 70% index funds, 30% individual picks. Since you're already heavy tech, maybe look at sectors that benefit from tech: * Utilities with data centers (NEE) * Semiconductor equipment (KLAC) * Cloud infrastructure (NET, DDOG)
Qualcomm (QCOM): 96% non-U.S. sales Monolithic Power Systems (MPWR): 95% non-U.S. sales Lam Research (LRCX): 90% non-U.S. sales NXP Semiconductors N.V. (NXPI): 89% non-U.S. sales KLA (KLAC): 88% non-U.S. sales Jabil (JBL): 86% non-U.S. sales Applied Materials (AMAT): 85% non-U.S. sales Broadcom (AVGO): 81% non-U.S. sales
While I’m not doing it as a “strategy”, my diversified portfolio is spread across most sectors. If I drilled down into my tech stocks, I own a number of semiconductor stocks - ASML/AMD/NVDA/AVGO/TSM/KLAC. I have examples in other sectors, but since this group has had the highest returns, I have the holdings memorized.
What's the next play? This was really inspiring and was monitoring next earnings calls on the map - do you think something like that can be pulled with ASML OR KLAC?
What's the next play? This was really inspiring and was monitoring next earnings calls on the map - do you think something like that can be pulled with ASML OR KLAC?
That is my play for the whole silicon-stock boom - the fab equipment suppliers. ASML/AMAT/KLAC/LRCX. Best case you take a cut of the fab capacity build out and a tight market for their products. Worst case end of line demand hollows out and companies/people take a bath on that end; but the fab suppliers' P/Es are semi-reasonable and even if the bubble bursts leading edge node progress means there is no sitting to wait for demand to meet supply. There's risk, but it's more bounded.
KLAC having a hell of a month
Of course if you’re bullish on the sector, you could easily put together a sector basket of shares in KLAC, ASML, AMAT, LRCX, TER. Easy peasy.
A semiconductor equipment ETF with KLAC, ASML etc.
KLAC and ONTO for inspection. Also wdym by "raw materials" and how do AMAT and LRCX fit that?
Why didn’t you buy KLAC at $832 or ISRG at $432 yesterday? Sizable pops today
If you didn’t buy KLAC and ISRG at bottom prices then sorry I’m not sorry. Throw in META AMAT yesterday and DHR today
Bro what 😭🙏 how did u even come to this conclusion? Crazy allegations. Anyway u got any advice or nah? Don’t gotta come here and be hating 😂 I started with 25k in mid 2023. I got on nvidia at 460. Which was a huge boost. And as I mentioned had some other really good Holdings like KLAC, And meta, had some caterpillar for a bit which also did rlly well, but sold that earlier this year. Ain’t no larping here, js luck and success 🤷♂️
> NBIS KLAC is way better and has a dividend
Research List KLAC FCX ON MU TER SYM SMR TEM ABVX I saved all these tickers and can't remember why... Are any winners in there or was I going down regarded rabbit holes because I was up passed my bedtime?
To be honest, as much as I like AMAT, they are almost too broad in the industry. I'm looking at building a position in LRCX, KLAC, ASML. This covers almost everything AMAT does but they are all specialists.
KLAC got hammered on Friday too
The bullcase for semicaps over the past few years was sovereign driven over investment (ASML’s former CEO spoke about this at an investors day two years ago). There will be an increasing need for semi tools just based on rising demand but that’s not what the market was investing in ASML/AMAT/LRCX/KLAC for.
For those real gamblers out there..KLAC weekly calls ATM.
I’m buying up KLAC today cause it took a hit too due to AMAT earnings. Buy the dip
Just bought more KLAC for my long range planning
Why ASML, LAM, KLAC dropping hard AH?
Why has AMAT lagged KLAC/LRCX/et all for chip equip?
I have AMAT, ASML and KLAC from tech sector. What do you think about them?
anyone looking at KLAC for earnings?
All the major semi companies are not up. QCOM’s down. TXN’s down. KLAC’s down. AMAT’s down. LCRX’s down.
i like the $GOOg and $KLAC charts
I concur. In addition to those two, I also own AVGO, TSM, ASML and KLAC.
Eli Lilly, Costco, KLAC, GOOGL, APPL, AMZN
AMD KLAC and MSFT took my portfolio to 3m 😩😩😩
KLAC started -3.5% today and has climbed back to almost flat. Nice little dip to buy.
Is ASML a buy here? AMAT and MU as well as KLAC are down because of it.
KLAC down in sympathy with ASML earnings move. Will be watching this price action today
Not advising you but I hold 60% VOO, 30% KLAC, 5% RKLB, 5% RCAT
You should look at KLAC if you like under the radar growth
Sold out of SNPS, CDNS, AMAT, LRCX and KLAC completely and invested the proceeds in VT. Still hold TSM and ASML. Hold 5-7% cash across all accounts, waiting for a dip/will add to VT end of this month as a rule.
Ive been selling some tech and semi cap (sold SNPS, CDNS, trimmed heavily AMAT, LRCX and KLAC, trimmed slightly AMZN, META) I am sitting on some cash and I absolutely hate not being invested. Are there any quality non tech names that anybody is willing to suggest at today’s valuations? Thanks I added a little bit to MSCI and own some SPGI, MCO, UNH . Admittedly I have a bias for large cap due to perceived safety. I was thinking using my meta proceeds to buy more SPGI and start a position in BRKB
Thank you KLAC for always being there when I feel sad
Trimmed Semi Cap LRCX, AMAT, KLAC, CDNS, SNPS due to concentration risk , seeing as TSM , ASML are big in my portfolio. Looking to trim some positions further. Raised 5% cash across Taxable, Roth and HSA for future opportunities.
APH, KLAC are a couple of my faves
ASML is part of the supply chain, but they don't get revenue from chip designers, they get it from foundries such as TSM. ASML sells lithography machines which are used by foundries to manufacture the chips. In addition to the cost of machines, they collect revenue on service and consumable parts. While it's true ASML does have a monopoly, their growth is somewhat limited because foundries don't just pop up like datacenters. And lifecycle of machines is years. If you're looking for a play that gets the business of all chip designers, that is TSM. SMH ETF is also an option to diversify. In recent years it has outperformed QQQ. Expense ratio is a bit on the higher side, but it has all the semis you'd want to hold - NVDA TSM ASML LCRX AMAT MU AVGO KLAC AMD. Although keep in mind as NDVA is bouncing from 1-3 position by market cap, it will be the top weight in SMH. You're still adding some amount of NVDA buying SMH, but I think it's a still a worthwhile consideration.