#wfe
KLA Corporation (KLAC): a near-monopoly priced for perfection
KLAC deep-dive: bear/base/bull across 6 months, 1 year, 3 years, and 5 years. Buy at $266, the near-monopoly process-control moat versus a 56x forward multiple.
Applied Materials (AMAT): the WFE toll-taker, bear to bull to 2031
AMAT (Applied Materials) deep-dive: bear/base/bull across 6 months, 1 year, 3 years, and 5 years. Hold at $668, WFE toll-taker priced for near-perfection.
Lam Research (LRCX) stock forecast: bear, base, and bull to 2031
Lam Research (LRCX) stock: bear/base/bull across 6 months, 1 year, 3 years, and 5 years. Hold at $401.82 - the NAND etch incumbent priced for near-perfection.