KLA Corporation: Great Fundamentals, But The Price Already Reflects It

Group 1 - KLA Corporation continues to execute well across segments, with process control becoming increasingly important in a post-EUV world [1] - The adoption of DRAM and HBM technologies is on the rise, indicating a positive trend for the semiconductor industry [1] Group 2 - The analyst emphasizes a focus on investing in companies within oligopolistic sectors that have high barriers to entry, suggesting a strategic approach to investment [1] - There is a preference for mid- to long-term investment horizons, highlighting a growth at a reasonable price strategy [1]