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