KLA Corporation Is Performing, But The Tariff Shadow Grows

I'm a full-time analyst and portfolio manager of a technology fund with 5 years of experience. I graduated in Mechanical Engineering from the Federal University of Rio de Janeiro (Brazil) and École Centrale de Lyon (France). I'm currently licensed by the Brazilian Securities Commission (CVM) as both a portfolio manager and an investment consultant. I also completed CFA Level II in 2024. I previously worked in the oil and gas sector before making a career change. I began studying global equities to invest my ...