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15min DelayTrading Sep 10 12:19 ET

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Lam Research Stock Discussion

Ultratech

Yesterday 22:10

$Lam Research (LRCX.US)$
10 to 1 share split. ya baby

ehttrader

Yesterday 14:39

UBS forecasts a 25% increase in 2025 CapEx from tech giants like $AMZN, $MSFT, $AAPL, $GOOGL, $META & $TSLA -- which is expected to significantly advance the AI sector.

$UBS Group (UBS.US)$
Here are 10 companies positioned to benefit from this anticipated rise in investment 🧐
1. $ASML Holding (ASML.US)$ is the exclusive provider of EUV lithography technology, which is critical for fabricating chips below the 7 nm process node. This technology enables the creation of smaller, more energy-efficient chip...

NVIDIA's market value surpasses $3T: Is there a new trend in AI stocks?

$Lam Research (LRCX.US)$ it bounced off of its 20-day which is 838. if I were to go through this leading up to Nvidia or bad comments from chairman Powell or bad economic data next week we'd be at 806. this does not take into consideration any type of negative earnings revision as a result of delay from Blackwell in which case everything would be marked down significantly less

NVIDIA's stock fluctuated after earnings: Up or down next?

Singh Rahul

Aug 19 15:32

Was taking another look at the key players in the semiconductor equipment space. In recent years, $ASML Holding (ASML.US)$ has been the fastest growing while $KLAC has been the most profitable. $Applied Materials (AMAT.US)$ currently trades at the cheapest valuation and $Lam Research (LRCX.US)$ has highest exposure to memory.

Moomoo News Global

Aug 14 20:32

Columns Nvidia Soars Over 17% in Four Days, Which Other Chip Stocks Should Investors Watch?

With the U.S. Producer Prices increased less than expected in July, hopes for a Fed rate cut in September have once again sparked upbeat sentiment in the U.S. stock market. Overnight, the three major indices surged, with the $Nasdaq Composite Index (.IXIC.US)$ climbing over 2%.
The chipmaker $NVIDIA (NVDA.US)$ surged 6.53% on Tuesday. It has soared 17% in the past four sessions, adding nearly $424 billion in market ...

Nvidia rebounds, gaining banks bullish: Is now a good time to buy?

227

102796003

Aug 2 08:24

$Lam Research (LRCX.US)$ why is this tanking so badly? results seem not too bad…

Dr DT

Aug 1 18:38

$NVIDIA (NVDA.US)$ nVidia short update. Guys as I posted earlier, I just entered a short on nVidia and here are my views: 1. The massive rebound from last night and on post market and again further gains during over night market is just a crazy move on a 3 trillion dollar cap stock. The hyp was overhalming and I feel this is a institutional bull trap to exist their position. Look at Qualcom QCOM, Arm ARM, and Lam Research LRCX, they have all traded down in overnight market and premarket sessi...

Chip stocks hit hard, intel's earnings disappoint: Still a good bet?

10baggerbamm

Aug 1 04:08

$Lam Research (LRCX.US)$ it's fucking taking this is bad

whqqq

Jul 29 11:59

What To Expect in the Markets This Week

Coming up: Fed rate decision, jobs report, earnings from Apple, Microsoft, Amazon, and Meta
Monday, July 29
Dallas Federal Reserve manufacturing index (July) McDonald’s, ON Semiconductor (ON), Equity Residential (EQR), and SBA Communications (SBAC) report earnings
Tuesday, July 30
S&P CoreLogic Case-Shiller home price index (May)
Consumer Confidence (June)
Job openings (June)
Federal Open Market Committee (FOMC) meeting begins
$Microsoft (MSFT.US)$, $Procter & Gamble (PG.US)$ , Merck, ...

Markets rally as recession fears ease: Take action or stay patient?

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