Reddit Posts
Why is Lam Research (LRCX) up ~18% today?
Why is Lam Research (LRCX) up ~18% today?
Why is Lam Research (LRCX) up ~18% today?
China begins making homegrown DUV chipmaking tools, The Information reports
Are semiconductor shares still a good investment, or too much growth is already priced in?
Korea just announced $1.3T into semis. I went back and redid my equipment names
South Korea dropping 800T won on chip fabs, who actually wins this capex cycle?
LRCX chart looks extended after a strong breakout but trend remains intact
TSMC's CoPoS packaging tech could lock in AI chip dominance through 2030, anyone else paying attention?
A concentrated tech portfolio positioned around semis and AI exposure with mixed hedging through options
Top stocks hitting 52-Week Highs/Lows - June 17, 2026 📈 📉
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Anyone else invested in LRCX?
Top stocks hitting 52-Week Highs/Lows - June 10, 2026 📈 📉
Top stocks hitting 52-Week Highs/Lows - June 9, 2026 📈 📉
LAM research, the next AI slop stock that will reach 1T USD.
Top stocks hitting 52-Week Highs/Lows - May 27, 2026 📈 📉
Top stocks hitting 52-Week Highs/Lows - May 26, 2026 📈 📉
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Top stocks hitting 52-Week Highs/Lows - May 21, 2026 📈 📉
46% in my own company + 78% semis… and $23k at 7% debt. Ride or fix this?
$LRCX Earnings DD: Expensive PE, Expensive Stock: Historically Moves SMALLER Than Expected
I've been building a small position in AI storage stocks for 3 months, here's why I think storage is the most overlooked layer of the AI
NVDA & AMD Soar to New Heights, LRCX Plummets to Rock Botto Will Retail Investors Cash In or Get Slaughtered Today?
Elon Musk’s "TeraFab" 2nm Chip Plant: An Impossible Dream or the Ultimate Bull Case for Semi Stocks?
The U.S. just drafted global AI chip export controls, here's the actual portfolio implication most people are getting wrong
QNC - The Quantum Security Company That's the #1 Holding in QTUM $3.6B ETF and Uplisting to NYSE This Week
QNC - The Quantum Security Company That's the #1 Holding in a $3.6B ETF and Uplisting to NYSE This Week
Bloomberg Article on Current Memory Supercycle Not Ending Soon
With the recent drops, this would be a perfect opportunity for…?
Have $60k in a joint tenant account for this dip. I’m torn between a few stocks
Rep bought IBM at $302 on Jan 8. Jan 28: Earnings beat. Jan 29: Analyst sets $370 target. Filed in 7 days.
Freshman congressman bought IBM 20 days before earnings. Then Jefferies upgraded it from $300 to $360.
RELL - Overlooked Grid / ESS play with juiced options
LRCX: Lam Research Q2 Earnings Call - Live Transcript on WallStreetBets
TSMC earnings lifted the whole semiconductor sector
Here are the stocks I'm watching recently what do you think?
Global semiconductor sales will reach $1 trillion by 2026, with these six companies set to be the biggest beneficiaries.
RAM industry will go brrr in the next few years
Top stocks hitting 52-Week Highs/Lows - September 12, 2025 📈 📉
The S&P 500 edged higher on Monday even after President Donald Trump threatened high tariffs on more countries over the weekend.
Top Strong Buys Stocks based on the best Wall Street analysts
Lam Research Stock Analysis: Bullish Outlook on Semiconductor Giant LRCX.
Lam Research Stock Analysis: Semiconductor Giant LRCX
A++ Trend Trade on LRCX Today (5-Min Chart Breakdown)
TSM earnings thoughts and sympathy play ( soxl, or Nvidia or asml)
Made some okay investments - Thought someone may be interested?
Trade failure - Havent recieved money from selling 24 shares of LRCX. Please help.
Comeback so close. $TSM, $LRCX, $AMZN are my road to a better life
Lam (LRCX) light valuation: solid fundamentals, seems to be trading around intrinsic value
Help! AMAT / LRCX / KLAC- Which are good for the long term?
Big week coming here are my positions and thoughts
7 tech stocks that are most worthy of "cheap": Micron's forward price-earnings ratio is only 5.8 times
Most "good" stocks beat VTI over 5 or more years.
People who invested in commodities before the crash started this year, how did you realize it was the right time? Did you also have investments in tech before the crash? Did you sell them off before investing in commodities? Which commodity etfs/stock would you recommend to cope with stagflation?
AMD’s earnings outlook expected to give a clearer picture of where the chip sector is headed
I put together a list of the top 10 publicly traded semiconductor companies in the US. Which company's stock are you bullish on?
Managed to sell some LRCX puts at juuuust the right time.
Watchlist: US companies reporting this week
Great buying opportunities despite being down as much as $14k this morning . . .
Earnings season kicks off this week for chip stocks such as ASML, which could see increased volatility.Will chip stocks see a rally this week?
Mentions
You need to stop reading Reddit posts and start reading actual earnings reports. Every AI winner (NVDA GOOG MSFT AMZN AVGO LRCX AMAT MU AMD etc.) is showing blockbuster growth.
But LRCX is not for some reason.
Fuck you AMAT! LRCX popped after earning and this turd? Worse than Cisco
People chasing SNDK But I’m chasing LRCX. Literally perfect inverse h&s pattern, the cleanest I’ve seen all year.
It's 20% top marginal cap gains, 3.8% NIIT (23.8% fed) + 11.3% state. Plus I don't know for sure whether earnings catch up to valuations. So having a 35% handicap definitely influences the decision, but doesn't make it. I would certainly at least trim AVGO, LRCX, AMAT, ASML and a few others without this. But for now we let it ride
AMAT/LRCX/KLAC are all green
Going full port on LRCX (I work at AMAT)
SOXX is more evenly weighted, so NVDA isn't overwhelmingly dominant. You've got things like AMD, AMAT, LRCX, etc that have similar weightings being a drag on it.
None. Here's your data: NVDA +2.92%, AVGO +0.80%, AMAT +2.06%, LRCX +0.50%. All of them. Today. Semis are rallying. SOXS is a 3x *bear* ETF. You'd be betting against green candles across the board. The PHLX has been in a bear market since June — sure. But right now it's bouncing. Buying SOXS at $53 on a day where every major semi closes higher is you catching a falling knife with both hands and blindfolding yourself. Morgan Stanley just came out talking cloud capex. That's tailwind for semis, not headwind. Sit this one out or buy the bounce direction. Not this.
MSFT's conviction thread ran roughly late June through July — people calling for leaps, long calls, "Burry can get in line." Same pattern showed up on a few others: **MU** — Micron. This one had the loudest following. "MU IS MUUUUUNING," "all the chads with big cocks are buying MU," repeated dip-buying calls through early July. Same AI infrastructure narrative as MSFT but leveraged to DRAM pricing cycles. **WULF** — Wulfraat. Persistent bullish mentions across July. Critical minerals / lithium play tied to the same capex thesis. **GOOGL** — Google. Called out as bullish alongside MSFT on multiple threads. Cloud acceleration narrative, cheaper valuation multiple than the other names. **ARM** — Architecture licensing. Chip design cycle + AI inference angle. Less volume of conviction talk but consistent. **LRCX** — Lam Research. Semiconductor equipment proxy. Smaller community footprint but flagged on the same lists. The ones with actual *conviction* volume — not just a couple of posts, but sustained multi-week chatter — were MU and WULF. MU had the most retail FOMO energy. WULF was more "we're holding these till expiration." Don't assume they mooned because people believed they would. Plenty of those threads ended with calls bleeding out.
loaded the truck wit ASML KLAC LRCX during last week's dip. Added a bit of sandick too.
LRCX you can take it easy but just give another +20% day tmr ok
Went balls deep ASML KLAC LRCX last Tue & Wed. And bought more sanddick. Sold RDDT 180 bought back under 140.
My dad has been in the market since practically the day he turned 18 in the late 60s, so he’s been through everything and nothing has shaken him. He prefers to stay patient and buy when there’s blood in the streets. Even the dot com crash couldn’t shake his faith in tech. His defensive stocks he picked up in the aftermath of the GFC, because he figured if we’re going to have a functioning economy we’ll need national banks and industrials like CAT. I doubt he’s added since. They’re really not his thing. But he has let them run ever since. He got into mega cap tech long before they were the Mag7, several from IPO, and has been doubling down on them ever since. He does like to get a piece of all the highest profile IPOs. They’re not all winners but sometimes they become the GOOG we know today. AAPL he started buying a year or so before the GFC because my sister wanted a Mac for college, and that surprised him. He asked his niece and she said all the kids want Macs, so he figured there’s something there. He’s owned a MU and LRCX since the GFC. I don’t know why he chose those specifically, but he has added to them since. I know he was a buyer during the Covid crash. In addition to shares, he also likes leap calls two years out when price is weak, and he pauses new calls when the market feels toppy to him. Mostly tech but not exclusively. I randomly called him once and he was talking about WMT calls. He doesn’t catch every top or take advantage of every bottom. But he has the kind of patience that many investors today lack. I look at MU and see cycle after cycle of disappointment before a parabolic run. He says, “It just kept moving higher so why would I sell?”
I would go more semiconductor like MRVL, LRCX than pure memory
Every chip maker is frantically building out new capacity. Seems fairly obvious to me that the companies making the lithography equipment they will need to do that are going to be busier than ever, their products perhaps even constrained, for the next few years. ASML, LRCX, AMAT, KLAC.
KLAC ASML LRCX AVGO NVDA still good buys.
LRCX is proof, insane distribution candle. Next few days will be very interesting
pretty sane IMO to have bought this semis dip. I went balls deep in KLAC ASML LRCX on Tue & Wed. Bought more SNDK too, some GLW after earnings, can't even remember what else. Been buying MSFT under 400 because you gotta be fucken insane not to.
Situational Awareness, sells entire book. As semi crash possible push to margin call deleverage, as margin requirements skyrocketed. Another Archegos like crash for semi collapse last 3 week. Funds soon risk manage $STX $SNDK $WDC $AMD $INTC $AMD $AMAT $LRCX $TSM & sell semi
LRCX went crazy today. Maybe they will be the next 1k club member
BE, MU, and LRCX - "Buy Them!"
KLAC ASML LRCX amazing values
between KLAC yesterday, LRCX & MSFT today, I think the AI trade is still hot AF. BTFD.
See $MU latest 6 quarter earnings. When all worry for tech & semi, let’s see recent earnings of $MU few weeks back $SMH $NVDA $AMD $INTC $TXN $AVGO $AMAT $LRCX $KLAC all under pressure after Fed FOMC. Economy is digital, all need semi. All use smartphones, streaming, AI-social media. AI stay forever https://preview.redd.it/dqxsmylsc8gh1.png?width=806&format=png&auto=webp&s=f1aa6503affe20c8c335c3f384ed5fa90af755a8
The only thing moving after ER is LRCX, to where it was yesterday
ah feck, i was considering buying more LRCX today.
Never doubted Lam!! LRCX LFG
Long time semi holders, you guys adding more here? LRCX AMAT KLAC
LRCX looking like a buy here
We got MSFT META QCOM LRCX ARM Robinhood earning today. Pick one and get rich .
KLAC LRCX ASML my top 3.
How bad is LRCX gonna dump on earnings?
Not to be too much of a Mom booster, but because I'm proud of her: I could show you the investments she made in BDX and LLY in the 80s, into AMGN and REGN in the 90s, into AAPL and SYK and CAH and EW in the aughts, into LRCX around 2010, all of which I still hold along with my own investments. She made lots of lousy investments as well—HP! Intel! 3Com! Cisco! Mom says: if you can research companies and identify ones that are well-run, profitable and growing; if you never put more into one investment than you'd be willing to lose; if you can be patient and wait decades to see results, in the long run the good ones grow so much that the ones that don't grow are a rounding error.
Thanks to the market being full of regards and easily spooked by more China slop that'll blow over in a few days like Deepseek did, I guess I can use this opportunity to average down on LRCX or KLAC.
LRCX is going to blast off tomorrow
AMAT LRCX down like 40% from their high. Is it the dip or is it the bag
Man now KLAC is shitting the bed and dragging down AMAT and LRCX again...
Is LRCX a no brainer going into earnings or am I regarded
List the meme stocks that you own. I’ll go first: Reddit LRCX Sandisk Fabrinet Rocket lab Planet lab DRTS
Yessir. Lots of things I feel like owning a couple years from now on sale today. Got me some Intel, LRCX, and a couple more bucks in XE. Only thing I’m annoyed by is ASTS. I bought that as a “short term play” and now I’m part of a “community”…..
Did LRCX burn down or somethin? 💃💃💃🤣
You do realize that the demand for chips in China is way higher than that of the US, especially for chips not on the cutting edge? Almost 50% of revenue of wafer fab equipment AMAT/LRCX/KLAC/ASML comes from China, they are basically half Chinese stocks. Do I have to tell you what losing that market does for these companies? Their profits will go down over -75%. Of course development towards that self-sufficiency goal in China will cause a major stock reaction.
oh boy, today gonna be bad for ASML AMAT LRCX .
All the equipment makers did. AMAT and LRCX too
Recent overperformamce is partly due to strong YTD relative strength from momentum and semiconductor stocks / AI. DEMZ top holdings include NVDA, LRCX, KLAC, AMD, ANET, AAPL and is over allocated relative to S&P to tech, over 40%. Also the strategy benefits from tech companies having a track record of supporting dems and current S&P composition being largely overweight tech vs historical norms has helped. Not right or wrong just giving some background. Strategy also owns GOOG and MSFT. So you end up owning AAPL, GOOG, MSFT, NVDA, AMD, which to help with correlations to the S&P. Especially in a year where TSLA has been underperforming. Biggest outlier this year has been the 0% allocation to energy and energy (particularly refiners) have done well YTD so the tech over allocation is helping make up for that.
Wednesday: META, MSFT, ARM, QCOM, LRCX, ***and*** the **FOMC**
Going full port on LRCX 🤠
LRCX back to ATH if the big boys announce more CapEx
I'm down 37% on MRVL, 33% on NBIS, 23% on LRCX. The last two months has killed all my gains lmao.
It's a normal healthy correction. It happens when valuations tend to get way ahead of themselves. We saw the same thing with covid plays in 2020-2022 - very promising companies in the age of remote work and stuff, until they suddenly weren't. Narratives tend to shift with time, and there's no such thing as an endless shortage. That's kinda the purpose of the market economy - to fix supply and demand mismatches. This is a period when the world suddenly needs more semis than are being produced, a couple of years will go by, this will rapidly normalize as the new supply enters the market. Which is the reason semis are cyclical, this happens over and over and over in history, you just have to zoom out to 10+ year period. If you were expecting parabolic rise until the end of times, that wasn't gonna happen anyway, that's not how it works with trends and shortages. By the way, I wouldn't expect the correction to finish right away, the valuations for many of these semi plays still have a lot of room to cool down - LRCX forward PE is 43, AMAT's is 37, ASML's is 49, AMD's 75, ARM's ridiculous 126 and price to sales of 60.
LRCX. It's gotta be going up at some point.
Interesting. But what if I told you it has actually been the weaker performer from industry peers? The longer-term market-cap comparison is interesting. Indexed to **100 from June 2021**: * **ASML:** 263.4, \~ **+163%** * **AMAT:** 428.5, \~ **+328%** * **LRCX:** 533.3, \~ **+431%** * **KLAC:** 531.4 \~ +$430% (Error showing on platform so approx) ASML is still the largest company of the group at around **$685B**, versus approximately **$409B for LRCX, $396B for AMAT and $280B for KLAC**. But since June 2021, its market cap has grown much more slowly. I am not saying that this makes the results weak.... i.e Revenue, margins, installed-base sales and guidance all exceeded expectations. But, it does seem, however, that a substantial amount of ASML’s technological dominance was already reflected in its valuation several years ago. The real question is therefore not whether ASML is an exceptional company. we already know it clearly is. The question is whether today’s valuation offers better forward returns than the broader semiconductor-equipment companies that have already compounded at two to three times ASML’s rate over the same period.
Too poor for ASML calls so I got LRCX calls and MS calls
I am 80% AI and semi plays. I do want to cut some stuffs out, but not the top semi companies. I have entered into several small positions that were all companies with no P/E. Should have known better. Sticking with my $MU $LRCX $VRT $ALAB which are big payback positions. Can't do it today, though. Need to wait for recovery of some sort.
Competition. They may have 2 years until competition catches up. Ride it but own LRCX
I split semis into AI compute(NVDA/AMD), memory(MU), and infrastructure/capex(TSM/ASML/AMAT/LRCX). Infrastructure feels like the best risk/reward right now; AI compute is already priced for “no slowdown.” I’m holding what I have, but waiting for a clearer correction before adding more.
I hold and buy all of these regularly. NVDIA AMD AVGO TSM ASML are the safest. Anytime they are 10% off 52 week high I buy. MU 15% off, and AMAT LRCX KLAC 25%.
Sold most of my LRCX and KLAC just before the dip last week because the valuations seemed ridiculous. Still keeping TSM and ASML, the former is pretty much a forever hold for me while the latter is still a solid company that hasn’t grown as much compared to other capital equipment manufacturers.
Exactly, LRCX as one example.
LRCX or AMAT. Anyone not regarded know what they do. I need one of them.
Maybe time to dump LRCX. Though I think we will be green tomorrow
Last $11k threw into $LRCX Be greedy when others are fearful type shi
Frothing about my unrealised gains from LRCX a few days ago .... And today. Still ahead, just half as much and looking awful.
Feels like buying LRCX here is a good idea
They are putting excess compute on the market and lowering the demand for data center buildout. Feel free to save this comment and come back and laugh at me when MU and LRCX hit all time highs again.
eyeing LRCX what strikes u thinkin
After 32 years in the semiconductorindustry I would say invest in the companes that build the manufacturing equipment used to make the chips. They also deal with packaging and inspection metrology and process control.. everything you have listed. KLAC and LRCX are two examples. The companes that buy this equipment likeTSMC and Micron are also good. But there is a lot more competition in chip making businesses. Than there is in manufacturing equipment business.
Bought LRCX & WDC calls for Samsung ER, can't go tits up
I actually did real well with SMH, SOXX, WDC, MU, STX, LRCX in the last 12-15 months. The only problem was I was (and am) still new and learning so I didn’t buy enough for it to have tangible impacts. I took profits and kept a small amount, looking for my next strong thesis
NVDA LRCX KLAC: The semi king and the ones that make semis, including memory, possible.
I don't hold any single stock positions, only ETFs: |Holding Symbol|Holding Name|Overall Weighting|Number of ETFs Exposed| |:-|:-|:-|:-| |000660|SK hynix Inc.|1.47%|1 [ View](javascript:void(0))| |MU|Micron Technology, Inc.|1.39%|2 [ View](javascript:void(0))| |005930|Samsung Electronics Co., Ltd.|0.95%|1 [ View](javascript:void(0))| |NVDA|NVIDIA Corporation|0.78%|1 [ View](javascript:void(0))| |VSAT|ViaSat, Inc.|0.63%|4 [ View](javascript:void(0))| |AVGO|Broadcom Inc.|0.61%|1 [ View](javascript:void(0))| |LRCX|Lam Research Corporation|0.56%|2 [ View](javascript:void(0))| |402340|SK Square Co., Ltd.|0.51%|1 [ View](javascript:void(0))| |XOM|ExxonMobil Holdings Corporation|0.47%|2 [ View](javascript:void(0))| |FTI|TechnipFMC plc|0.46%|3 [ View](javascript:void(0))|
CEG UUUU KLAC TSM LRCX ASML GLW MU SNDK DRAM and a little APLD have been my recent purchases. I swing trade pretty aggressively and don't mind 50% drawdowns, so check yoself and proceed wit caution.
ASML TSM KLAC would probably be at the top of my list. 2nd tier NVDA LRCX GOOG AMZN MSFT. That said, I am an avid dip buyer and if any particular stock dropped 50-75% there's a good chance I'm picking it up, even garbage memestonks.
Is anybody bag-holding LRCX after yesterday's nosedive?
If I have high conviction on a stock, and the reasons why I bought it (typically consistent top and bottom line growth and confidence into the future and some competitive advantages) remain in place, it isn't too worrisome. I've been in the game long enough to know what matters is my start point and my endpoint. Whatever happened in between is irrelevant because you can no longer buy and sell at those prices, with the exception they happen to match today/tomorrow. This past week I saw one day LRCX and TER surged up and I was considering selling a small slice to diversify out a little bit. But no chance as they gapped down to start next day and continued further down to close th week But I'm okay because I still hold high conviction. Note I said I'd considser selling a small slice - not the entire position. I was thinking 10% slice of each.
Today is not a day to overreact. Most of today's action is just quarterly mechanics (new quarter starting and a lot of big funds are likely taking profit on semis that ran up into yesterday's close). Look at the names that ran up big the past week: ALAB, AMAT, KLAC, LRCX, GLW, AMD; those are the names that are down the most.
Structurally, this is a bullish but trading a 10-year macroeconomic headline requires separating the long-term trend from short-term implied volatility (IV). headlines causes an IV spike in names like AMAT or LRCX, buying long vertical spreads will carry a steep premium. If the expectation is that these stocks will grind higher slowly as the actual spending eventually hits their balance sheets, calendar spreads can capitalize on a near-term IV crush while maintaining exposure to the broader structural trend.
I think the interesting question isn't whether NVDA or AMAT is the better business—it's how much exposure you actually want at each layer of the AI stack. You could make a reasonable case for owning: Infrastructure (NVDA, AMD), Equipment (AMAT, ASML, LRCX), Foundries (TSMC), Hyperscalers (MSFT, AMZN, GOOGL), Software/app layer. That way you're not making a single bet on where the economic profits ultimately end up. History shows that sometimes the biggest winners aren't the companies everyone talks about today. The harder part is deciding the allocation between those buckets rather than picking one "winner."
I’d say don’t invest where the money is flowing from; invest where the money is flowing to. Silicon fabs are in the midst of a massive buildout of new capacity all around the world. The new facilities will need eye watering amounts of new lithography, packaging, testing and quality control equipment. The beneficiaries over the next few years will be the makers of that equipment: AMAT, LRCX, KLAC, ASML, etc.
That's the thing for most people, they only hear about hot stocks when they've already become hot and everybody starts talking about them, and they start wanting a piece of the pie too (FOMO). Which usually don't go well for them, because they start entering when the stock has already been hyped up too much, and long-term holders start taking profits. LRCX, alongside AMAT, ASML and several others had always been a huge value with big potential, wide moat to the point of being a monopoly and well run businesses overall, but you had to be a geek/connected to the semi industry to know these names before the AI cycle made them know to the average retail investor.
the chart is extended but the fundamental setup actually supports it. WFE spending is accelerating again after the 2023 inventory correction, and LRCX has outsized exposure to NAND and DRAM etch which are both in early recovery. a pullback to the breakout level is healthy and probably buyable, but fading this on chart alone without accounting for the cycle timing is the mistake most people make on semis.
LRCX only knows one direction lowkey crazy
Don't forget the Picks and Shovels play on a slow volume day: LRCX, AMAT, KLAC