• Applied Materials Inc. (AMAT)
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• KLA Corporation (KLAC)
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• Lam Research Corporation (LRCX)
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• ASML Holding N.V. (ASML)
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Q: Would you consider KLA and/or ASML as "core" IT/AI holdings for 3-5 years, apart from current M 7 holdings. Among IT/AI opportunities available, how would you rank one or both, given current valuations, and taking into account vulnerabilities [China]. Or, would you suggest 3 others instead.
Thanks

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Read Answer Asked by sam on January 14, 2025

• Applied Materials Inc. (AMAT)
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• KLA Corporation (KLAC)
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• MKS Instruments Inc. (MKSI)
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Q: I have a small position purchased quite a while ago. Since purchasing it has been up and down, most of time was under water, now it is up about 30%. I am thinking of switching it to a better one with potentially more growth and stable. Could you please provide your comments?

Thanks,

Lin

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Read Answer Asked by Lin on July 18, 2024

• KLA Corporation (KLAC)
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Q: Hi 5i, I haven't seen any recent comments on KLA. I'm interested in your perspective and whether you think it's a good buy today (recognizing that Nvidia reports tomorrow)?

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Read Answer Asked by Martha on May 22, 2024