KLA Corp. (KLAC) Stock's Parabolic Rise Despite Outflows | #WaferFab #SemiStocks
KLAC is a high-execution compounder pulling back; taking advantage of the dip might be the smart play.
50 is a coin flip. Higher means a creator's past calls beat chance on the assets and periods they were made in; lower means they did worse.
A high score does not predict the next call. We tested whether it does, and it does not. We publish the ranking because the record should exist and be checkable. Our scoring is not financial advice and the method behind it is not published.
yucky — well below luck. This does not predict their next call. We tested whether it does and it does not. Our scoring is not financial advice.
Most coveredMicron Technology 5 →US stock market (S&P 500 / broad index) 5 →Lam Research 4 →
KLAC is a high-execution compounder pulling back; taking advantage of the dip might be the smart play.
AMAT is an all-star WFE stock poised to double or see massive growth into 2027, with a forward PE below 25 and a big Q3 earnings beat.
LRCX is a high-conviction buy with a $3B R&D expansion, 79.2% fundamentals score and 'Stairway to Heaven' institutional money flow.
Nvidia's forward guidance shocked the world, driving a massive AI capex expansion.
Western Digital is a buy at $435 with a price target of $684 (57% implied upside).
SanDisk is a buy under $1,500 with a price target of $2,237 (50% implied upside).
Micron is an undervalued buy at $910 with a price target of $1,571 (72% implied upside).
Fabrinet is a high-growth optical stock to buy now as the leader in precision optical packaging.
Lumentum is a high-growth optical stock to buy now, powering lasers and optical modulators.
Tower Semiconductor is a buy as the foundational silicon photonics foundry play.
Bullish framing on Palo Alto Networks as the consolidator of fragmented cybersecurity platforms into one unified system as AI-driven attacks rise.
Palantir is one of three AI cybersecurity stocks to buy now as the data integration engine for threat detection.
Fortinet is one of three AI cybersecurity stocks to buy now, protecting critical infrastructure and legacy OT.
Corning is building the AI optical superhighway with segment sales projected to rise from $8.36B in 2026 to $14.5B by 2028, implying upside.
Coherent's full-year EPS is projected to rise from $5.37 in 2026 to $10.20 by 2028, nearly doubling in two years as its photonics expand into defense and aerospace.
Intel is a buy-on-the-dip after an 11.8% revenue beat with stellar net income expansion projections.
Celestica is a premier buy-on-the-dip at a forward PE of 24.6 and PEG of 0.51 on AI compute ramps.
Alphabet is a buy-on-the-dip with PE contracted to 19.2x and sales estimates revised higher.
Following the midterm election low, the market historically rises ~16% over the subsequent 12 months (17 of last 19 midterm years positive); November onward is 'off to the races'.
Bullish on AMD: EPS estimates revised higher to $13.52 for 2027 and $18.50 the following year, 8 analysts raised numbers, stock relatively cheap on PEG despite 46.6 forward PE.
Named a Top 3 Space Frontier Stock to buy now: titanium precision castings and aerospace fasteners supplier.
Named a Top 3 Space Frontier Stock to buy now: extreme-environment alloy producer with institutional inflows.
SanDisk expected to deliver 210% EPS growth this year while trading at a cheap forward P/E of 8 — analysts keep raising estimates.
Bullish on Seagate powering the hyperscaler data boom with HAMR drives, with unusual amounts of institutional money flooding into the stock.
If you believe in AI you have to own NVIDIA — massive backlog drives explosive demand across the supply chain.
Broadcom, down 25% at a cheap 21.5 PE, is a screaming buy with analysts seeing 40% upside and a $525 price target.
Corning, down nearly 30%, is a screaming buy with a PE below 50 and a $40B annualized sales run rate target by 2030.
Tower Semiconductor is in the middle of the silicon photonics boom with $1.3B contracted revenue for 2027 and a $2.8B annual revenue target by 2028, with zero institutional outflows all year.
Lumentum is a top silicon photonics stock to buy in 2026 — 'laser engines' of the AI highway with heavy institutional inflows and a $2B Nvidia investment.
Marvell is a top silicon photonics stock to buy in 2026 as the intelligent traffic controller of the AI data center.
Coherent is a top silicon photonics stock to buy in 2026 — secured a $2B Nvidia investment with massive Q3 beats including 55% EPS growth.
Astera Labs is a top pick-and-shovel quantum stock to own, providing interconnect/connectivity technology.
Lam Research is a top pick-and-shovel quantum stock to own, supplying nanoscale/photonics manufacturing equipment.
AMD (~$540) is the number one ranked holding with an elite 86.2 score and ultra-high-quality blue signals described as a 'stairway to heaven'.
Silicon Motion is 'going moonbound', breaking out to all-time highs near $280 after doubling from $153.
WDC is up and to the right all year past $680/share with strong inflows, 45% YoY growth and a massive case for mass storage.
Seagate is the 'Trade of the Year' — relentless demand and 44% YoY growth mean storage bottlenecks keep creating massive opportunity.
SanDisk is a pillar NAND/SSD stock where severe bottlenecks are driving massive demand (251% YoY revenue growth).
Micron sits atop the memory stack with staggering earnings growth, a 9.9 forward P/E and continuous institutional inflows — a pillar stock for the chip shortage theme.
GE Vernova is the foundation of the AI power stack, providing the generation and grid equipment that powers data centers.
MPWR is a top AI power stock to buy with analysts projecting 22% upside to a $1,820 price target.
NXT is one of the top 3 AI power stocks to buy now in 2026 as the energy management and storage layer of the power stack.
Oracle is seeing non-stop institutional inflows since mid-April and is rebounding from its sell-off toward $250, back on institutions' radar.
Microsoft is a top AI software stock to buy now, operating across every layer of the stack via Azure, Office and Copilot with aggressive analyst estimates.
ServiceNow is a top AI software stock to buy now with earnings projected to grow 25% per year and green money flows.
GlobalFoundries (GFS) is at the epicenter of the quantum computing revolution with an estimated 1-year upside/growth of 30.7%, government support and a potential equity stake — a solid bet.
FormFactor (FORM) is a critical player in quantum chip measurement and testing, with a massive multi-year backlog proving the doubters wrong — positioned to rise.
Keep an eye on Onto Innovation (ONTO) as a company bridging the quantum computing/photonics metrology gap, with money flows moving in.
Teradyne is one of four profitable quantum photonics 'pick and axe' stocks to buy now, standing out after blowout Q1 earnings for precision automated testing in quantum/photonic systems.
Vertiv Holdings (VRT) is one of the clearest picks-and-shovels AI data center cooling plays, with a top-tier score of 81 and riding a massive wave of demand — a top stock to buy in 2026.
nVent is a Layer 2 power and electrification stock to watch, with broad-based growth and guidance for a 29% Q2 revenue increase at the midpoint.
Sterling Infrastructure is a Layer 1 stock to watch for the AI data center buildout after a massive Q1 beat with $825.7 million in revenue.
AMD is at the center of the AI data center buildout and is a 'must-own' as the race to deliver AI goods heats up.
Alphabet is one of the top 5 AI data center stocks to buy in 2026, benefiting from booming cloud revenue, TPUs, Agentics and Gemini.
Lam Research (LRCX) is a top 5 AI data center stock to buy, providing the wafer fabrication and manufacturing equipment needed for advanced AI chips.
Broadcom is a top 5 AI data center stock to buy in 2026, leading custom AI accelerators (XPUs) and high-speed ethernet networking for hyperscalers.
Silicon Motion is a top 5 AI memory stock to buy now — a smaller-cap under-the-radar maker of the controllers that connect memory types and clear the bottleneck.
Western Digital is a top 5 AI memory stock to buy now, a hard-disk drive titan riding immense hyperscaler demand with zero institutional outflows over the past year.
Micron is a top 5 AI memory stock to buy now — an all-star in HBM, DRAM and NAND with unbelievable earnings beats and a steep ramp in EPS estimates.
Seagate is a top 5 AI memory stock to buy now as the mega-capacity hard disk drive giant essential for archiving cold AI training data.
Lumentum (LITE) is up 133% YTD and fueled by massive multi-year stairstep growth projections through 2028 — a best photonics stock to buy now.
Fabrinet is a top photonics stock to buy now as the Layer 5 manufacturer at scale.
Amphenol (APH) is a top photonics stock to buy now, creating the high-speed connectors linking data center systems and servers.
Corning (GLW) is a top photonics stock to buy now, at the center of manufacturing next-generation fiber optic cables.
AVAV included in the recommended custom 'TOACA' drone basket.
ON included in the recommended custom 'TOACA' drone basket of high-quality tech stocks.
VIAV named a 'high-reward' top drone stock to buy now in 2026 after acquiring Inertial Labs.
KEYS named as a top drone stock to buy now in 2026 for wireless/radar test and electronic warfare validation.
TSEM named as a top drone-ecosystem stock to buy now in 2026 with explosive earnings growth and staggering institutional inflows.
BOTZ analyzed as a robotics/AI vehicle in the bullish robotics thesis.
HSAI given as a bonus LiDAR pick.
TSM named a top robotics/physical-AI stock to own now, with massive sales growth projected through 2028.
ADI named a top robotics stock to own now as leader in sensors and power management for physical AI.
AMD named a top robotics-levered stock to own now, positioned for AI compute, inference and computer vision.
PLTR is a top space stock to buy now as the 'analytical brain' of the space stack.
TER is the #1 top space stock to buy now, with tremendous institutional order flow and projected 2028 earnings of $10.50.
CRS is a top space stock to buy now, with expected EPS of $14.27 by 2028 and dozens of institutional inflow signals.
CIEN is a top optics stock to buy now, with forward earnings expected to nearly double to $11.25 by 2028.
LITE is a top optics stock to buy now, with analysts forecasting sales exploding to $6.6 billion by 2028.
COHR is a 'standout favorite' top optics stock to buy now, boosted by a major Nvidia deal.
Micron's semiconductor bottleneck could extend to 2030 and the stock's new baseline could be much higher long run — don't underestimate this trade.
STX named a best storage/memory stock to buy now.
Celestica is seeing massive inflows with 100% of 94 prior inflow signals positive 1 and 2 years later — phenomenal growth metrics.
The social media platform down 39% YTD with 30.4% projected sales growth to $4.1B is presented as a great buying opportunity now.
With VIX above 29 and oil 40% above its 20-week moving average, historical analogs since 1990 show the S&P 500 delivering positive returns one to two years out.
ExxonMobil is a top energy pick — a proven profit-gusher with a continuously growing dividend.
Energy stocks (XLE) historically deliver massive, market-beating returns 12 to 24 months after extreme oil shocks like the current one.
Diamondback Energy is a top energy pick with aggressive forward EPS growth and attractive special dividends.
Chevron is a top energy pick to consider now, seeing massive institutional inflows with a ~4% forward dividend yield.
40 years of market data suggest Lam Research's massive start to the year could lead to an average 106% full-year return.
SanDisk shows explosive operating income growth and trades at an attractive PEG ratio, a top memory/storage pick for 2026.
Micron is a standout memory stock for 2026 with Wall Street aggressively raising earnings estimates as demand skyrockets.
Applied Materials is a top AI stock set to soar in 2026.
KLA Corp is a top AI stock choice for 2026.
Taiwan Semiconductor is a top picks-and-shovels AI play for 2026.
Intuit's ~50% crash from its peak is a software buying opportunity — the fundamentals tell a different story than the selling.
Software's rare RSI low historically leads to gains 3 and 6 months later 100% of the time, averaging over 30% — a generational buying opportunity.
Historical data on extreme rotations from tech into energy points to massive tech outperformance over the next 12 months.
Wheaton Precious Metals is on Louis Navellier's top gold royalty watchlist.
Agnico Eagle is on Louis Navellier's top gold miner watchlist.
Kinross Gold is Louis Navellier's 'safest' gold miner pick.
Barrick is on Louis Navellier's top gold miner watchlist.
Central banks losing credibility will be forced to print money, creating continued buying pressure for gold; the recent sell-off was a gross overreaction.
Silver's parabolic surge is a cautionary tale — a pullback is expected.
Buy discretionary stocks when consumer sentiment is low.
Fed rate cuts in 2026 — the doves win, meaning policy rates move lower.
Seven macro signals support this bull market continuing into 2026.
The Russell 2000 represents a trillion dollar opportunity — small caps set to rise.
Small caps are the next trillion dollar opportunity, with macro signals supporting the bull market into 2026.
Semiconductors are the play to make in the selloff.
The November–April uptrend is also seen in the tech-heavy NASDAQ 100 with average gains of 8.8%, a tailwind beginning now.
We're living in a raging bull market and it'll keep rising.
High quality stocks are the big opportunity right now — it's time to buy the dip in high quality stocks.
Buy the dip in gold; rising deficits, sticky inflation and central bank support remain drivers after the selloff.
Best oversold gold stocks for November 2025 — buy the dip in gold miners.
Top technology stocks for October 2025 — data center and high-performance semiconductor names are set to keep soaring.
Money is chasing hyper-growth companies; the 3 best growth stocks for October 2025 have attracted serious inflows and prices can keep soaring.
When the Fed cuts rates, buy semiconductor stocks — overweight semis in the months and years ahead.
Extreme market concentration is a buy signal, not bearish — stocks head higher.