How Everything Money’s view on $KLA changed

Channel profile →This channel has 2 credited speakers: Michael Burry, Morning Star1 entry
2026-10-01Bearish
“3 Stocks to Buy & (3 Stocks to Sell) Before October Ends”
KLA is currently overvalued relative to the speaker's model; wait for a lower price as returns are insufficient at $188.

over the past five years. Therefore, this company may not be as great in terms of achieving a significant leap in revenue, profits, and free cash flow as other companies. Excellent returns on capital. 40% annually over the past five years, and 37% annually last year.

Hey guys, look. Look at this profit margin. 30% over the past ten years , 33% for the past five years, and 35% last year. So, it's not like it's exploding with massive growth. I liked that it was calmer and more stable.