Tag
kla
2 posts tagged kla
- US Investing·
Semiconductors after the rally: where the durable bets are when every screen reads 'expensive' (June 2026)
The two-month rally has every screen flashing expensive. But forward multiples on the leaders have actually compressed because earnings outran price. Here's the value-chain layer-by-layer — and the most defensible pick in each tier when nothing is cheap.
- US Investing·
How to buy KLA (KLAC) stock from India
Buy KLA (KLAC) from India legally via the LRS, in INR. KLAC is a small dividend, big-moat process-control monopoly — Section 112 LTCG, 25% US withholding via W-8BEN, the $60k estate trap, and how leading-edge node timing drives the cycle.