Care to give an update on KLIC after 3 years? The thesis seemed to start to play and then cratered. If the thesis is in tact, this will be a big winner otherwise rev and margins are both down sharply (would need to 2x rev and 5x margins to get back to '22 highs). Any thoughts on getting back to cyclical peaks? Please advise.
Care to give an update on KLIC after 3 years? The thesis seemed to start to play and then cratered. If the thesis is in tact, this will be a big winner otherwise rev and margins are both down sharply (would need to 2x rev and 5x margins to get back to '22 highs). Any thoughts on getting back to cyclical peaks? Please advise.