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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

KLA Corporation (KLAC $1,548.85)
- $1,548.85 P/E (TTM): 44.83X Cap: $203.01B
- View KLAC Profile
- View Questions on KLAC
Lam Research Corporation (LRCX $224.35)
- $224.35 P/E (TTM): 45.31X Cap: $280.16B
- View LRCX Profile
- View Questions on LRCX
Sandisk Corporation (SNDK $710.80)
- $710.80 Cap: $104.91B
- View SNDK Profile
- View Questions on SNDK
Micron CDR (CAD Hedged) (MU $16.73)
- $16.73 P/E (TTM): 49.77X Cap: $592.65B
- View MU Profile
- View Questions on MU
Applied Materials CDR (CAD Hedged) (AMAT $39.75)
- $39.75 P/E (TTM): 40.72X Cap: $389.65B
- View AMAT Profile
- View Questions on AMAT

Q: I own MU and SNDK, totalling 4% of my holdings. Would adding KLAC, LRCX, or AMAT be too much in semis? Or would u just increase my MU or SNDK holdings?

Read Answer Asked by Graeme on March 18, 2026

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