I’m in $KLIC. Again. ;)
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Nathan Worden's avatar
I never left! Glad you’re back 😁
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Miquel's avatar
@miquel_nietoOctober 21
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@nathanworden I don’t know if now is a better timing (I was out due to a stop-loss), it is always a risk during earnings. But after reading a bit more, it really looks like one of the most undervalued semi stocks out there, and I want more exposure to semi for the next few years!
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Nathan Worden's avatar
@miquel_nieto totally agree. @dylan522p described it as usually being considered “the canary in the coal mine” when it comes to the semiconductor industry. An interesting risk/reward proposition right now.
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Miquel's avatar
@miquel_nietoOctober 21
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@nathanworden I like the metaphor, though I always read it from the pessimistic side: if the canary dies, you better run out of the mine! Can you also read it as: if the canary is happy and singing, the coal is full of diamonds?? 😂
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Nathan Worden's avatar
@miquel_nieto your reading is right- The Market “ran out of the mine” recently on $KLIC when it dropped 30%. Dylan was saying at “The Market” game that KLIC’s status of being ‘the Canary’ means it gets punished earlier and quicker than the rest of the industry when there is bad news. It will also to be first to recover. If you’re still bullish on semis, KLIC is the most dislocated from where it should be priced at.
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Dylan Patel's avatar
I aped options on it earlier this week. It's too damn cheap.
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Miquel's avatar
@miquel_nietoOctober 22
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@nathanworden I really like $AMAT and $LRCX, but since I already own $ASML I want a play with more upside (which often means more volatility!). I think $KLIC fits in here. Let’s go canary!!
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Miquel's avatar
@miquel_nietoOctober 22
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@dylan522p Why do you think it’s cheap, though? Is it because it’s a relatively an unknown company or is it because its not clear they can keep up the same level of growth in the next years? Or maybe something else I’m missing or it’s just unfairly undervalued!!
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Dylan Patel's avatar
I've written about them quite a bit on my site. Few times over the last year or so. Tweeted for a like a year and half.
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Miquel's avatar
@miquel_nietoOctober 22
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@dylan522p Thanks!! Will read carefully :)
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