I’m thinking of starting a small position around 620 usd. I was wondering why you’re not considering buying the stock. It seems the quality is there and the valuation seems reasonable.
I’m already 7% allocated to the semiconductor industry with my current holdings. KLA Corp. is a wonderful opportunity at its current valuation, but I don’t want to overextend my exposure to the industry. If I didn’t already had a position in the semi’s I would have bought KLA. 😄
I’m thinking of starting a small position around 620 usd. I was wondering why you’re not considering buying the stock. It seems the quality is there and the valuation seems reasonable.
I’m already 7% allocated to the semiconductor industry with my current holdings. KLA Corp. is a wonderful opportunity at its current valuation, but I don’t want to overextend my exposure to the industry. If I didn’t already had a position in the semi’s I would have bought KLA. 😄