Lam Research Stock Discussion

• 10baggerbamm : so tomorrow will probably be the last day of the rebalancing for mutual funds and hedge funds and ETFs that are specifically bound not to have an equity exceed a certain percent of the portfolio at the end of a quarter. so a lot of the selling start with Nvidia right at the top of the list has been because posts split it ran up significantly and now it makes it very easy for these managers to sell off rather than one share that was $1,030 now they've got 10 shares so a lot of the selling with Nvidia and a lot of the selling with the other tech stocks predominantly in the chips sector because of their performance is due to rebalancing to bring their portfolio down to the maximum level that a security cannot exceed a certain percent so if it's 5% and Nvidia became 11 they had to sell off 6% and they couldn't move it for example let's suppose you ram managed two mutual funds and your second mutual fund didn't have any position of Nvidia you can't move it from one to another you're selling it in the open market. so that's why lamb research took a dump and you're seeing a lot of the other ones role as well because it's rebalancing and it ends tomorrow because July 1st is Monday

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• 102796003OP 10baggerbamm: Wow. Thanks for the insights.

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• 10baggerbamm 102796003OP: you're welcome, anytime

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• 千日红 : The trend of other chip stocks has weakened. Don't artificial intelligence, autonomous driving, and drones need Swks mobile internet?

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• Saul d Solache : good morning

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• 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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