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What Makes Lam Research Corp (LRCX) an Attractive Investment?
Where is the next AI Trade? Morgan Stanley: Discover Alpha from the 'AI Diffusion Rate'.
Analysts believe that the diffusion rate of AI will continue to drive excess returns, with the Software Sector potentially outperforming the Semiconductors Sector due to the widespread adoption of AI agents. As the diffusion rate increases, the Financial Sector may present significant trading opportunities similar to those of AI Electric Power.
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Calculating The Intrinsic Value Of Lam Research Corporation (NASDAQ:LRCX)
