KLA: Cash Flows Are Durable, Entry Points Are Not (NASDAQ:KLAC)

KLA Corporation ( KLAC ) has graduated from a cyclical play to a structural compounder, but the stock has fully priced that in too - that is the crux of this Hold thesis. I will look at the inflection underway and project earnings outlook forI am a stock analyst with over 20 years of experience in quantitative research, financial modeling, and risk management. My focus is on equity valuation, market trends, and portfolio optimization to uncover high-growth investment opportunities. As a former Vice Presiden ...