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Lam Research Corp

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About Lam Research Corp

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i got KLA and AMAT in the port but man do i regret selling LRCX for teeny gains a few weeks back
LRCX, how much more have you got in you? Can you punch through $120 please? 🙏🏻
Anyone that missed the ORCL, NBIS, CRWV gains- don't forget that these companies are taking on debt to build data centers because hyperscalers (Microsoft/Amazon/Google) would rather not make this kind of capital expenditures directly. The real winners will be the companies that sell to the AI data center companies: * Chips: NVDA, AMD, AVGO, TSM, MRVL, INTC(?), QCOM(?), ... * Memory: MU, ... * Networking: ANET, AVGO, NVDA,... * Power/cooling: VRT, ... * Raw materials: AMAT, LRCX * Chip Design: SNPS, CDNS, ARM * Lithography: ASML * Electricity: CEG, OKLO, VST, GEV...
Come on LRCX daddy needs $110 🙏🏻
KLAC and ONTO for inspection. Also wdym by "raw materials" and how do AMAT and LRCX fit that?
ORCL, NBIS, CRWV are building massive data centers. What are some good pick and shovel plays??? * Chips: NVDA, AMD, AVGO, TSM, MRVL, INTC(?), QCOM(?), ... * Memory: MU, ... * Networking: ANET, AVGO, NVDA,... * Power/cooling: VRT, ... * Raw materials: AMAT, LRCX * Chip Design: SNPS, CDNS, ARM * Lithography: ASML * Electricity: CEG, OKLO, VST, GEV... ***Save this and add more tips in comments***
Can LRCX or SOUN please announce some ORACL or NBIS like shit and have their options rocket 200,000% 🥴🥲💥
opened up a position in AMAT today. looking at LRCX and KLA if they ever drop
im lookin at asml, lrcx, amat, and kla but godspeed
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