KLAC

Got out on July 1st for a 9.3% profit

And then close. They're helping the data centers kind of build out all of what they're doing.

when the valuation requires exceptional execution merely to justify the current price, the margin for error here becomes uncomfortably small.

partial profit taking before earnings is reasonable.

KLA are not a semiconductor, they are a up next story so if you look at the semis, the best risk reward is in basically where TSMC and Micron's of the world will spend the capital so they make capital equipment rather than semis that's a big difference.

our third high-conviction play is the ultimate quality control king of the microchip universe, KLA Corporation, ticker KLAC.

And right next to Lamb Research is KLA Corp. ticker symbol KLAC. And their stock is also down by more than 20% over the last month.

one of them is KLA right here KLA Corporation again kind of that picks and shovel associated with memory but it's not a pure memory play

they find the shares attractive at current levels.

The KLA stock has 21 current analyst ratings coming in as a strong buy with 16 buys and five holds.