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Lam Research Stock Discussion

102796003

Jun 27 11:55

$Lam Research(LRCX.US)$ open 1076 but drop off?

2017x

Jun 27 07:19

$Lam Research(LRCX.US)$ Lam the GOAT

10baggerbamm

Jun 27 04:16

$Lam Research(LRCX.US)$ I don't see any news why is it rallying like this

ROM-STAR

Jun 25 07:17

We're almost halfway through 2024 & it's clear that the biggest winners so far have been semiconductor companies -- let's delve into where these names stand based on their 2025 growth & earnings 🧐
Tier 1⃣ | $NVIDIA(NVDA.US)$ , % $Micron Technology(MU.US)$ , $Marvell Technology(MRVL.US)$ , $ASML Holding(ASML.US)$ , $Advanced Micro Devices(AMD.US)$
Tier 2⃣ | $Broadcom(AVGO.US)$ , $KLA Corp(KLAC.US)$ , $Applied Materials(AMAT.US)$ , $Taiwan Semiconductor(TSM.US)$ , $Lam Research(LRCX.US)$ , $Qualcomm(QCOM.US)$ , $Intel(INTC.US)$ , ...

Micron Q3 earnings: Time to buy the dip?

Moomoo Recap US

Jun 18 15:38

ColumnsNo Stopping S&P 500's Record Rally as Nvidia Beats Microsoft | Wall Street Today

by Luzi Ann Santos | moomoo News
There's no stopping the S&P 500's record rally. As usual, the benchmark got a boost from Nvidia, which bumped off $Microsoft(MSFT.US)$ as the world's most valuable company.
The $S&P 500 Index(.SPX.US)$ rose 0.3% to 5487.03. The tech-heavy $Nasdaq Composite Index(.IXIC.US)$ swung between gains and losses before closing just above positive territory at 17862.23. The $Dow Jones Industrial Average(.DJI.US)$ gained 0....

Luzi Ann Santos

Jun 18 15:07

ColumnsS&P 500 Notches Fresh Record as Nvidia Unseats Microsoft as Top Stock

The S&P 500 notched another intra-day record, as semiconductors continued to hog the limelight, with $NVIDIA(NVDA.US)$ bumping off $Microsoft(MSFT.US)$ as the world's most valuable company.
Semiconductor stocks tracked by moomoo advanced 3.5% the biggest gainer among sectors. Nvidia, which dominates the market for chips that power artificial intelligence, saw its shares climbed 3.8% to $136.03 at 2:20 p.m. in New York, taking i...

Analysts Notebook

Jun 17 06:29

ColumnsCould ASML Be Next Following Nvidia's Stock Split?

After a period with few stock splits, major companies are now showing renewed interest in them. $NVIDIA(NVDA.US)$, for instance, has announced a 10-for-1 stock split effective June 7, making it the fifth of the "Magnificent Seven" stocks to split its shares in under four years. $ASML Holding(ASML.US)$, often described as "the most important tech company you've never heard of," is gaining recognition for its crucial role in semiconductor productio...

10baggerbamm : at some point the allure for the splits and the enormous push when announced and follow through after earnings is going to lose it lustre. you have to understand that aslm lithography guided down last quarter they're strong quarter is going to be the fourth quarter of this year. you cannot compare a company that guides down versus Nvidia which exceeded whisper for earnings exceeded whisper for revenue and it guided higher than they prior public announcement the quarter earlier. and broadcom was exactly the same thing they knocked cover off the ball also so to make a post that says is aslm the next one to split 10 for one yeah they could but they need to get their house in order first they need to put together the quarter that makes Wall Street analysts bow down and say we're not worthy. and this didn't happen in the first quarter and according to their conference call is not going to happen in the second or third quarter of this year it will be mid 3rd to 4th before they accelerate.

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Ehsan230 10baggerbamm: $Bitcoin (BTC.CC)$ 1

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T-Pass : not sure the split is as valuable as it used to be now that fractional shares are so popular, seems almost gimmicky now

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Money Thrill 10baggerbamm: Not agree with this vision. The quarter results are not good because of the restrictions from VS. Everybody here knows that. First of all the "orderbook" is double now. Second surface of compagny shall double. Just agree from gouvernement for 50 hectares with support for infrastructure for 2 billion euro and 20.000 New houses for highly educated engineers. And the best must yet Come with support of IMEC Belgium university, a totally New Quantum chip within 1 year I suppose. An new laboratory is now being built ... so the stock price shall double within 1 or 2 years if Everybody sees it

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Money Thrill Money Thrill: We are going to 3 to 4 billion connections per square cm ... needed for pattern recognition artificial intelligence

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2F KILL CHEATERS

Jun 6 07:21

$Lam Research(LRCX.US)$
IF LOSS MUST REVERSE ( 5X -10X - 25X) NOW 😭😭😭

Analysts Notebook

Jun 4 05:16

ColumnsWill Chip Stocks Maintain Their Rally? Insights From Top Banks

Leading financial institutions, including Bank of America (BofA), UBS Group, and JPMorgan, forecast sustained growth for the semiconductor industry, with a peak not expected until mid-2026. Analysts attribute the robust industry performance to technological advancements and diversification, predicting a bullish trend for semiconductor stocks based on positive market dynamics and earnings potential.
BofA: Chip Stocks Won't Peak Until M...

AI chip giants gather at Computex 2024: Will it bring new opportunities?

ROM-STAR

May 13 03:28

How top semiconductor companies are driving production in the new digital economy👇

1. $Arm Holdings(ARM.US)$ provides the blueprint for processors.
2. $Cadence Design Systems(CDNS.US)$ & $Synopsys(SNPS.US)$ enhance the speed and integrity of chip designs by offering EDA tools.
3. $Qualcomm(QCOM.US)$ designs all premium mobile chips.
4. $Taiwan Semiconductor(TSM.US)$ manufactures the chips using equipment from $ASML Holding(ASML.US)$ , $Applied Materials(AMAT.US)$ & $Lam Research(LRCX.US)$ .
5. $NVIDIA(NVDA.US)$ & $Advanced Micro Devices(AMD.US)$ supply th...

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