Jul 29 at 09:30 AM
$KLA(KLAC.US)
KLA posted a record quarter and raised its outlook, yet sentiment turned negative as Wall Street focused on small margin details and missed whisper expectations.
The long-term demand for advanced chip inspection remains strong, driven by AI and increasingly complex chip designs.
I’m staying patient and letting the noise pass. Trading quarterly emotional reactions is a fast way to destroy capital.
@Captain's Treasure
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