COMPANY
KLA
KLAC:US
Primary coverage by Pierre Ferragu
Research
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KLA 4FQ24: Best positioned in the recovery with the highest exposure to leading-edge & DRAM. Buy, $860.July 25, 2024 — Pierre Ferragu
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Semicap Equipment: New export restrictions looming?July 17, 2024 — Pierre Ferragu
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Semi cycle update 2Q24: Non-AI semis finding a bottom?July 15, 2024 — Pierre Ferragu
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The Tech Infrastructure Quarterly Bible 1Q24June 20, 2024 — Pierre Ferragu
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KLA, LAM, AMAT, ASML, TEL model updates post 1Q24May 24, 2024 — Pierre Ferragu
Events
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Mar
15TechnologyMarch 15, 2024Hosted by Pierre FerraguWatch Replay -
Jan
16TechnologyJanuary 16, 2024Hosted by Rolf BulkWatch Replay -
Dec
19TechnologyDecember 19, 2023Hosted by Pierre FerraguWatch Replay
