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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 $1,482.36)
- $1,482.36 P/E (TTM): 43.13X Cap: $194.30B
- View KLAC Profile
- View Questions on KLAC
Lam Research Corporation (LRCX $224.71)
- $224.71 P/E (TTM): 46.5X Cap: $280.61B
- View LRCX Profile
- View Questions on LRCX
Sandisk Corporation (SNDK $753.69)
- $753.69 Cap: $106.29B
- View SNDK Profile
- View Questions on SNDK
Micron CDR (CAD Hedged) (MU $20.52)
- $20.52 P/E (TTM): 58.21X Cap: $711.22B
- View MU Profile
- View Questions on MU
Applied Materials CDR (CAD Hedged) (AMAT $39.13)
- $39.13 P/E (TTM): 39.97X Cap: $378.97B
- 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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