Matteo ColomboInvestment thesis My initial bullish thesis about KLA Corporation (NASDAQ:KLAC) aged extremely well since the stock outperformed the broader U.S. market since September 2023 with a 52% total return. A lot of time has passed since I covered the stock, and today I want to update my thesis. I believe this will be useful for readers, especially in light of the recent quarterly earnings release. Despite strong quarterly performance, I tend to think that buying the stock at current levels is ris ...