Eric Jhonsa(@EricJhonsa):A couple of notable disclosures from this afternoon's earnings calls (transcripts via Quartr): 1) $KLAC is hiking its 2026 WFE forecast to the low-$150B range from $140B plus (compares with 2025 WFE of ~$120B), and now sees its advanced packaging revenue growing 70%+ Y/Y (up from a prior high-50s guide). 2) $BE says its backlog is growing faster than revenue. For context, backlog was $20B at the end of 2025, and revenue was up 165.5% Y/Y in Q2.

Eric Jhonsa

@EricJhonsa

PM for Dutch Asset. Previously: Independent L/S investor, tech columnist @thestreet @thestreetpro. Nothing here is investment advice. DMs open to talk stocks.

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Eric Jhonsa@EricJhonsa

2026.07.28 22:26

A couple of notable disclosures from this afternoon's earnings calls (transcripts via Quartr): 1) $KLAC is hiking its 2026 WFE forecast to the low-$150B range from $140B plus (compares with 2025 WFE of ~$120B), and now sees its advanced packaging revenue growing 70%+ Y/Y (up from a prior high-50s guide). 2) $BE says its backlog is growing faster than revenue. For context, backlog was $20B at the end of 2025, and revenue was up 165.5% Y/Y in Q2.