Reddit Posts
Pre-Market Gainers and Losers for Today (July 29, 2026) 📈 📉
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
loaded KLAC LRCX GLW these past weeks
1/6 in MSFT, 1/12 in each of KLAC & LRCX. Rest is mostly diversified tech & semiconductors, with some oil, energy, rare earths, etc.
My fave rn KLAC LRCX
Just buy the AI supply chain. MU TSM ASML KLAC LRCX NVDA GLW CEG etc.
I’m new to investing, I have realized that my portfolio has too many stocks with too little invested into it. If I want solid returns in 5 years without taking on too much risk, which of my stocks should I put $1,500 into? Here is my portfolio: VEQT: \~$755.56 CAD — \~20% GOOG: \~$534.30 CAD — \~14% KLAC: \~$434.69 CAD — \~11% VST: \~$413 CAD — \~11% VGT: \~$378 CAD — \~10% NBIS: \~$333 CAD — \~9% NVDA: \~$307 CAD — \~8% AVGO: \~$234 CAD — \~6% CRDO: \~$229 CAD — \~6% AST Spacemobile: \~$180 CAD — \~5% AAOI: \~$153 CAD — \~4%
sumbitch i'm only up 8k on KLAC
Damn sold $KLAC too early, 6% gain but probably couldve got more
You right but I think a part of it is far simpler. People on Reddit want to buy at the absolute bottom. KLAC 52 week low is around $83. That why that user price anchor $85. The take already didnt age well KLAC went up 10% since lol. But like I said since this thread now dead that user saying dont buy KLAC will be forgotten.
I was googling and this thread came up. You’re right. Comments like “won’t buy KLAC until it hits 85” are exactly how people miss out on these runs. I just saw another thread from August 7 where someone said they wouldn’t buy SNDK until it was under 1,000. SNDK was around 1,200 that day and is now up 43%. Looking back at some of these old threads, it’s like WTF at some of the takes. But since Reddit threads basically die after 24 hours, those horrible takes that dont age well dont get called out. They just get forgotten.
Thank you for your reply, very exhaustive while what I had asked was not. I know that share prices are not linked to the earnings of underlying companies, but I know that shares of companies that are being added to certain indexes tend to go up at least in the short run. But not always. Let’s look at MRVL and FLEX, both were included in June. The former had a nice price increase, while FLEX virtually none. APP and HOOD both had a huge jump last year. So did TTD, but was a disaster afterwards. So my question was if it brings a short time benefit for the shareholders in terms of price. Also stock splits in my experience can be such trigger. I bought KLAC at 1870 before the split, and it went up impressively after that, only to fall back after it peaked on July 1. Of course, there are also companies who announce good earnings and when the price goes up, they emit additional shares. I am here to learn on top of other \[subscription\] sources, because I just started investing/trading about 12 months ago.
been tellin u bitches KLAC
been loading AMAT KLAC LRCX
Full ported into $KLAC today
I like the idea of KLAC or someone other than ASML who sells to the fabs; but not sure which would be a good buy right now.
$NVDA $MU $KLAC $AMAT $ASML $LRCX $TSM all got upgraded
KLAC too. Just getting checked back to decent re-entry prices imo
AVGO KLAC LRCX my faves right now, especially KLAC. Pile in tomorrow under 190.
Not a bubble. AI is far too useful and the ROI is already there for these companies. Calling it a bubble is cope Maybe some companies are inflated but the BIG names like Google and Amazon are not. CoreWeave might be, same with Nebius. Nvidia probably isn’t. Memory manufacturers may be ASML and KLAC aren’t But the industry as a whole is not in a bubble. It’s priced optimistically but it wouldn’t be the first time the tech sector grew into its valuation
AMAT/LRCX/KLAC are all green
loaded the truck wit ASML KLAC LRCX during last week's dip. Added a bit of sandick too.
Went balls deep ASML KLAC LRCX last Tue & Wed. And bought more sanddick. Sold RDDT 180 bought back under 140.
* the recent sell-off seems nothing to do with the fundamentals of the stock itself Kioxia sk hynix and samsung all missed their earnings. KLAC cut guidance. Micron, Sandisk forward eps growth rate already falling off a cliff. This is 2026 when we're supposed to be maximum bull and maximum optimistic and the forward growth is already starting to roll over Are your "fundamentals" just narratives you see on reddit and youtube or are they numbers from the actual earnings reports?
Every chip maker is frantically building out new capacity. Seems fairly obvious to me that the companies making the lithography equipment they will need to do that are going to be busier than ever, their products perhaps even constrained, for the next few years. ASML, LRCX, AMAT, KLAC.
Ok I like the follow through day, but being super selective about tech choices PANW/GFS/KLAC/STX All showing RSI hidden bullish divergence off the April bounce point
KLAC ASML LRCX AVGO NVDA still good buys.
pretty sane IMO to have bought this semis dip. I went balls deep in KLAC ASML LRCX on Tue & Wed. Bought more SNDK too, some GLW after earnings, can't even remember what else. Been buying MSFT under 400 because you gotta be fucken insane not to.
KLAC ASML LRCX amazing values
between KLAC yesterday, LRCX & MSFT today, I think the AI trade is still hot AF. BTFD.
See $MU latest 6 quarter earnings. When all worry for tech & semi, let’s see recent earnings of $MU few weeks back $SMH $NVDA $AMD $INTC $TXN $AVGO $AMAT $LRCX $KLAC all under pressure after Fed FOMC. Economy is digital, all need semi. All use smartphones, streaming, AI-social media. AI stay forever https://preview.redd.it/dqxsmylsc8gh1.png?width=806&format=png&auto=webp&s=f1aa6503affe20c8c335c3f384ed5fa90af755a8
Long time semi holders, you guys adding more here? LRCX AMAT KLAC
Oooof VRT and KLAC. Think I’ll add to both today
KLAC LRCX ASML my top 3.
Thanks to the market being full of regards and easily spooked by more China slop that'll blow over in a few days like Deepseek did, I guess I can use this opportunity to average down on LRCX or KLAC.
Jeez, feel bad for KLAC holders. Can we all chip in and get them a card and maybe like a 25$ 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
It's more a signal to the market that China will eventually brute force innovation to create their own self sufficient semiconductor industry. DUV is ASML's long lasting margin business, EUV drives growth. KLAC and AMAT get hit more because they're linked as Semis, but the deeper understanding is a fear around what China will do next. They'll start to flood their businesses next year with DRAM, and supply their own DUV machines in the next few years, they'll likely start to build other innovations too which will drive down prices.
You do realize that the demand for chips in China is way higher than that of the US, especially for chips not on the cutting edge? Almost 50% of revenue of wafer fab equipment AMAT/LRCX/KLAC/ASML comes from China, they are basically half Chinese stocks. Do I have to tell you what losing that market does for these companies? Their profits will go down over -75%. Of course development towards that self-sufficiency goal in China will cause a major stock reaction.
don't think i bought KLAC aggressively enough.
Recent overperformamce is partly due to strong YTD relative strength from momentum and semiconductor stocks / AI. DEMZ top holdings include NVDA, LRCX, KLAC, AMD, ANET, AAPL and is over allocated relative to S&P to tech, over 40%. Also the strategy benefits from tech companies having a track record of supporting dems and current S&P composition being largely overweight tech vs historical norms has helped. Not right or wrong just giving some background. Strategy also owns GOOG and MSFT. So you end up owning AAPL, GOOG, MSFT, NVDA, AMD, which to help with correlations to the S&P. Especially in a year where TSLA has been underperforming. Biggest outlier this year has been the 0% allocation to energy and energy (particularly refiners) have done well YTD so the tech over allocation is helping make up for that.
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