Type: Contrarian Signal
Period: 2026Q4
Topic: - KLAC KLA Corporation: WFE market raised from $140B to low $150B for CY2026, implying $190B+ in 2027. Street modeling $170B. Massive estimate revision gap ahead. strength 5 - LRCX Lam Research: Guided $8.1B September quarter up from $6.72B actual. 21% sequential acceleration with supply constraint clearing as capacity comes online. strength 4 - MRVL Marvell Technology: FY2027 raised from $9.5B to $11B in months. Q4 exit rate above $3B. Booked, not forecast. strength 4 - COHR Coherent Co