BUYKLAC
Entry$172.24
Live$173.40
Today▼ -0.50%
Since pick▲ +0.67%
+34% vs analyst target · new source · 2 agree · 1 dissent
Why BUY: Semicap pick from JPM (with AMAT, LRCX); UBS calls the selloff a reset, not a break in the AI cycle.
⚠ Capex digestion, China export exposure.