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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?
Cash in on Pelosi and the CHIPS and FABS Acts
Cash in on Pelosi and the CHIPS and FABS Acts
Premarket . . . Ready for take off (LRCX, BA, ATVI).
Why do some stocks with apparently strong fundamentals move sideways for years while others take off?
Long LRCX - Jan 2024 Calls $560 Strike Price - YOLO
Into the end of 2nd year of my investing career, I seek more guidance/advice from you.
Why I think people are sleeping on semiconductor tooling manufacturers.
Any chances $LRCX beats US$ 700 tomorrow? I think I am going to call it a loss.
Looking for "Chip Shortage" buys? Here are the companies that make the things that make the chips! ASML , AMAT , LRCX , KLAC
Why does Google finance show earnings beats and misses before the quarters? Example LRCX?
LRCX is the semiconductor play for 2021-2022
Ok I'm selling all my tech stocks. What stocks should I buy?
The growth/value rotation really takes hold over the next 1-3 months, with most cyclically sensitive names getting hit and inflationary/industrial/energy names showing relative strength.
After a long time . 10X and 8X on the same day . Thank you AMD and LRCX
Mentions
There was a small $MU pullback on Thursday but now it has resumed its run. $LRCX is a other high profit potential stock.
LRCX is interesting, but I think the price is too stretched. I have nothing againstChina exposure through Chinese stocks, but I'm a little more wary about American companies with heavy China exposure due to the current geopolitical climate. I also hold its competitor AMAT which has had a nice run-up and I'm considering taking profits.
Isn’t LRCX an innovative competitor? Maybe not directly at the moment, but could hit a break-through?
LRCX already up 23% YTD; MU 17%; ASML 13%; NVDA -2% lmao Looks like we're near the peak of this semi cycle round.
This is fucking nuts so I took profits today. Sold 300 shares of LRCX, sold all 60 AMAT shares, sold another 1/4 of my MU shares.
LRCX been a fuckin dawg for my port
I guess I got lucky - I did MF for one year and only bought their recommendations I believed would do well, and that’s how I discovered NVDA, LRCX, ASML and CRWD
LRCX CC’s down 214% NVO CC’s down 85% SLB CC’s down 425% FAHK
Also, if you hold a variety of companies, over the long term the top three can change. Ten years ago my top three were AAPL, BDX and ROST, while I had smaller holdings of LLY, LRCX and MU. Those last three have recently grown to eclipse the others, and are now my top holdings.
Buying MU, SNDK, WDC, STX, LRCX and AMAT tomorrow
I need LRCX to settle the fuck down here and pull back below 195 by end of the month. I’m not ready to lose these shares.
LRCX is the final boss for people who just can’t force themselves to buy “winners” and are always looking for value. Ugh…the right move is prob to still buy.
Smart profit-taking discipline. The data actually validates your think tank approach, here's what I pulled: **CHIPS Act → Semiconductor Equipment (policy lag: ~18 months)** CHIPS Act signed Aug 2022. Here's what happened to the equipment makers: | Stock | At CHIPS Signing (Aug 2022) | Now | Return | |:------|:----------------------------|:----|:-------| | ASML | $541 | $1,164 | +115% | | LRCX | ~$42 | $171 | +307% | | KLAC | ~$377 | $1,215 | +222% | | AMAT | ~$97 | $257 | +165% | The thesis was in think tank papers 12-18 months before the Act passed. **Your antimony call - MP Materials:** | Date | MP Price | Event | |:-----|:---------|:------| | Jan 2025 | $16 | Pre-restriction | | Oct 10, 2025 | $78 | China restriction news | | Oct 14, 2025 | **$99** | +40% in 4 days | | Now | $55 | Cooled but +245% from Jan | You caught this from CSIS before the restriction hit. That's the edge. **The pattern in numbers:** - Think tank vulnerability report → 12-18 months → policy/event → 100-300% moves - Your approach of "follow the rabbit holes" is basically impossible to systematize because the edge IS the curiosity The only semi-systematic version: RSS alerts on think tank testimony to Congress. That's when ideas become policy momentum. What's the current CSIS rabbit hole you're watching?
I open some CC’s on LRCX and it immediately engages full retard mode faahhhkkk
Solid watchlist overall. NVDA and MU have strong momentum, and LRCX makes sense as a longer term hold. ARM and SNDK feel more momentum driven so risk management will matter there.
LRCX and KLAC, I don’t ever talk about big winners that I don’t ever want to sell. Just hold forever and win stocks
Why nobody ever talk about LRCX?
Short take on the market angle: Linking “US hits Venezuela → China immediately invades Taiwan → advanced chips vanish overnight” feels like an overfitted chain. Whether Beijing moves on Taiwan depends on capabilities and deterrence in the region, not one event elsewhere. Market-relevant points: * Chip risk exists, but ASML kill-switches and a TSMC “scorched earth” scenario are tail risks with heavy political/economic constraints. * Even with escalation, zero supply is unlikely; the U.S., Japan, and SK are expanding capacity. Arizona TSMC helps but can’t backstop leading-edge demand alone. * Exposure matters: handset/AI leaders (AAPL, NVDA, AMD, AVGO, etc.) carry higher near-term headline risk; mature-node heavy or diversified fabs are more resilient; equipment/material names (ASML, AMAT, LRCX) will swing with capex/policy. * Practically, this raises geopolitical risk premia and volatility rather than sending us into a “tech stone age.” Bottom line: take the risk seriously, but don’t price in an immediate Taiwan invasion off today’s Venezuela headlines. Focus on supply-chain mapping, alternative capacity timelines, and how drills/sanctions change volatility.
Here's my thought for what's happening: institutions are positioning for bank earnings season - we saw JPM, GS, MS, etc. with strength, funds to re-position likely came out of mega caps that struggled (AMZN, META, MSFT). But the interesting part: semis still caught a bid (MU obviously, LRCX, TSM, and NVDA as mega-cap didn't follow the other Mag7). To me, this signals institutions are still risk-on for tech, but are quietly and slowly positioning within the semis sub-sector rather than going full bore on growth names in the new calendar year.
I'm going to regret not selling all my semis aren't I. I'm 200% up on $MU, and also so green on LRCX and ASML. Sold a bunch last year, so I wouldn't fully regret not taking more profits, but it's going to hurt if semis crash this year and I have to wait another year or so for the semiconductor cycle to rise again...
27.2% here. Same buy and hold strategy. Also same as others with tech giving the biggest boost with GOOGL TSM LRCX. PANW didn't do me any favors this year but I've been holding since 2018 and I'm going to continue to hold.
+29.5%. LRCX and KLAC were the biggest winners. Could’ve had another 3-5% if I’d not traded with 10% of my portfolio. But zero regrets and some lessons learned. Happy new year, everyone!
Which stock would you rather buy and hold for the long run: $LRCX or $AMAT?
Been holding some months, lazily each has around same %, should I swap something for 2026? Do you think the chip trend will continue trough 2026, or cut off somewhere there? AGI - Gold ALB - Lithium (and speciality chems) FCX - Copper (and gold) KLAC - Semiconductor process control and inspection LRCX – Semiconductor manufacturing semiconductor MU – Memory / storage chips NVDA – GPUs SIMO - SSDs / flash storage controllers TSM - Chip manufacturer
|**Ticker**|**Company Name**|**Price**|**AI Score**|**Recommendation**|**Sentiment Score**|**Sentiment Confidence**| |:-|:-|:-|:-|:-|:-|:-| |[ADI](https://www.aiportfolioanalyst.com/aiportfolioanalyst/Bank/Utilities/StockHistory.cfm?symbol=ADI)|Analog Devices, Inc.|276.84|43.06|Hold|\-0.25|67%| |[AVGO](https://www.aiportfolioanalyst.com/aiportfolioanalyst/Bank/Utilities/StockHistory.cfm?symbol=AVGO)|Broadcom Inc.|352.13|38.59|Hold|0.08|60%| |[CDNS](https://www.aiportfolioanalyst.com/aiportfolioanalyst/Bank/Utilities/StockHistory.cfm?symbol=CDNS)|Cadence Design Systems, Inc.|318.89|43.39|Hold|\-0.17|73%| |[KLAC](https://www.aiportfolioanalyst.com/aiportfolioanalyst/Bank/Utilities/StockHistory.cfm?symbol=KLAC)|KLA Corporation|1279.60|46.75|Buy|0.36|81%| |[LRCX](https://www.aiportfolioanalyst.com/aiportfolioanalyst/Bank/Utilities/StockHistory.cfm?symbol=LRCX)|Lam Research Corporation|178.07|42.22|Hold|\-0.05|61%| |[NVDA](https://www.aiportfolioanalyst.com/aiportfolioanalyst/Bank/Utilities/StockHistory.cfm?symbol=NVDA)|NVIDIA Corporation|190.53|46.12|Buy|0.34|65%| Like you, I am still positive regarding AI related companies for 2026. Yes, the road is bumpy but if it was not the stock market could not exist, and we would not be here to discuss it! If the market was predictable with 100% it could not exist. As I was curious about the assets you discussed, I ask the AI code I use and this is what it says: It takes in account both 5 years of data and the last articles published in the press regarding those companies.
Only cost me $850 to roll my 5 LRCX CC’s from 1/16 180C to 1/30 195C. If the shares get called away I’m still up another $7,500 + $920 net premium. More likely I think it cools off after the new year and the 195C will expire worthless.
ONDS or LRCX. also SLV after it pulls back inevitably within a week
The semiconductor industry is shifting from a cyclical luxury to a sovereign necessity. Because LRCX and KLAC own the manufacturing bottlenecks, their margins remain insulated from consumer volatility. Which means the $1 trillion target is less a goal and more an inevitability of the current capital cycle. So, holding these assets is a play on the industry's structural tax. The market’s fixation on Nvidia’s PEG ratio often misses the broader historical context of industrial transition. It’s reminiscent of the early electrical grid expansion. It’s not just about the power; it’s about the transmission. Which is why CDNS and ADI are vital. They represent the design and interface layers that competitors cannot easily replicate. Because the current CapEx surge is fueled by defensive necessity, the spending floor is much higher than skeptics realize. Large tech firms aren't just buying chips; they're buying insurance against obsolescence. It's a forced march toward the trillion-dollar threshold. So, the strategic play for 2026 is to ignore the noise of short-term volatility. The capital intensity of AI has created a moat that’s purely mathematical. It's a permanent shift in how value is captured in the global markets. Holding long-term isn't a passive choice; it's a recognition that the physical infrastructure of the future is being consolidated today.
NVDA Avgo LRCX Hood
In alphabetical order: 1) Alphabet- GOOG 2) ASTS Spacemobile- ASTS 3) Broadcom- AVGO 4) Eli Lilly- LLY 5) GE Aerospace- GE 6) GE Vernova- GEV 7) Palantir- PLTR 8) Vertiv Holdings- VRT Bonus 2: 9) Lam Research- LRCX 10) Micron Technologies- MU
LRCX and AMAT as memory companies increase CapEx. TXN and ON as industrial onshoring picks up. NOW as enterprise IT spend gets focused and they prove to not be an AI loser. RKT as mortgage rates drop. And my dark horse… ADP as employment picks up and people realize no one is vibe coding a global payroll platform.
AMAT and LRCX are the picks-and-shovels play on memory CapEx. Smart approach - you win regardless of which memory producer comes out on top. \+2% YoY estimate does seem low if this cycle has legs. Equipment suppliers always get underestimated early in the buildout.
I am playing memory through increasing CapEx. I own AMAT and LRCX. Consensus rev growth on AMAT alone is criminally low (seen GS has them at +2% YoY). This cycle will not be different. Memory producers will “lock in” long term supply agreements and then expand capacity on existing lines before adding more greenfield supply.
Quick, GMAB vs LRCX for April calls
No one here knows about LRCX apparently
Yeah man I'm spread out into many chips names too, AMD, LRCX, ASML, MU, etc so I feel you there. My account got halved from prev high in 2018 when everyone else was feeling like stock market genius. Wife was comparing me to my in-laws (who were up) and telling me to get out. Good thing I didn't listen lol.
A person with heart attack symptoms who was unaware of serious results of these i.e. turning into serious heart attack, types on AI his symptoms and seeks advise for probable disease, emergency treatment & some hospital/doctor near area of his residence. AI now even at the primary level, will tell him that you may be suffering from........& consult........., may take........tablet and will inform name / adress of consultants/hospitals. He saves his life by taking immediate HANDY AI suggestion. AI is a wonderful thing and now not a BUBBLE. Who fool is saying it ? Now the question of investing in stocks I will only say INVEST only on the basis of fundamentals, capacity to risk of you & your company in which you are going to invest, management, past record etc. How you can think that a CEO of a Bank can even analyze AI more than Elon Musk, Google, META, ORACLE,MU, LRCX, AVGO, NVDA etc. See, analyze fundamentals of each company either in AI or other than AI. Regards
How AI can be bubble. My dear friends, it has already entered in our life. I am using it and now ready to pay for it. Enjoy AI. Take risk in any stock on the basis of its earnings growth & fundamentals. MU, TSLA, AVGO, LRCX, META, GOOGLE, MSFT, ORCL etc are big companies. These companies financials fundamentals are very strong and expenses on AI doesn't have much impact. AI is going in right direction, as per my opinion.
LRCX, TSM, AMAT, KLAC If you know, you know
No you are thinking of ASML. Totally gay company. Buy LRCX if you're straight.
AMAT IS 35%. LRCX is 43%. They all have high exposure. Plus their systems are more advanced for data center chips, more likely to have issues with exports. ACLS is ICAPS equipment.
Every semi cap player has China exposure. AMAT probably has the least but it’s still close to 35% of sales. ACLS at 46% is comparable to LRCX. Also ACLS is an ICAPS play, no leading edge. I don’t think they have an issue filling China orders.
Semi equipment plays are the new NVDA. ACLS, AMAT and LRCX. Let’s go.
If you want to get ahead of this… AMAT, LRCX, ASML (in that order) Once the memory players lock up long term agreements they will then announce higher CapEx budgets and WFE (wafer fabrication equipment) spend goes brrrr.
LRCX gonna rip to ATH soon
If you’re not long LRCX what are you doing with your life?
Can any one explain how MU & LRCX stocks are not extremely strong with PE between 25-35. How the BIG Companiels like Google and others 7 magnificent stocks companies can't afford the costs of A I in the beginning. Don't need to be worried at all if you are invested in AI stock. Think positive and invest in stock with PE level around 25 to 35 or in excellent companies with strong fundamentals.
Lol that’s delusional. You could see the put stacking for OPEX 2 weeks out at 6500. They will move the market to where they want it to go. There were huge unusual puts that came in 2 weeks ago, and they weren’t hedges, for TSM, AMD, Micron, LRCX, Oklo, and Sandisk. Yes the price went up after they purchased them, but they didn’t care. Here’s an example. These were purchased 3 weeks ago. TSM went up $10 and this institution never exited their position. Then suddenly boom, “ai crash” (manufactured fake fear brought on by planned selling lmao). https://preview.redd.it/6uv9d6m93v2g1.jpeg?width=1179&format=pjpg&auto=webp&s=3d63400abcf99457fb3c475a3dec518ce4238e10
That's the only event I could find, but I wouldn't have expected it to boost AMAT and take down LRCX...
LRCX down 3% on a day when tech is up--not sure why... Buy the dip?
My bad. I do fully expect a down cycle at some point but there isn’t going to be some catastrophic meltdown where these stocks trade sideways for a decade. Any time i see LRCX with a PE under 20 I’m going to load up on leaps 2 years out.
The market wasn't pricing LRCX, TSM, AMAT to only 2x in 5 years lol
There is no AI bubble. I work for a major VAR and it’s all anyone is talking about. We (the engineers) are all using it daily for our jobs. Almost all of my colleagues have side projects we are working on trying to figure out what kind of crazy shit we can do with it. Our customers bring it up in every meeting. The manufacturers are all scrambling to integrate these solutions into their products. Some of them are going to be successful and will leap frog their competitors. Data center capacity is growing at insane rates. The amount of power it takes to power one rack is going to exceed what we used to spec for an entire data center. It’s going to be volatile for companies like mine and for the manufacturers and for the software companies. Chip demand will ebb and flow a bit but it isn’t going to come crashing down. LRCX, TSM, AMAT are the safest long term plays. They will pull back at some point here but are going to 2x from today’s highs in 5 years. NVDA and AMD will be much more volatile. Every major pullback is a buying opportunity. tl;dr All the news from the past few weeks is to scare you into selling before the next run to ATH’s.
Sold some puts on MO and PFE. Sold 14dte calls against my Dec NVDA calls. Tried to do the same on LRCX and missed my fill. Not chasing, hoping for another bounce this afternoon. Entered GTC sell orders on MU. 1/3 at $280 1/3 at $304 1/3 at $324
Yes you can lose a lot of money this way but it’s the only way I know how to make money. For example… I put down $56,000 on LRCX leaps back in August and September of 2024 when my account was at $171k. It was a big move. But the PE was around 17-18 at the time (15 seems to be a solid floor) and this is Lam Fucking Research here. Things looked bleak back in April but knew it was only a matter of time before it took off again. Just when I was looking to roll my contracts it started to run. I’ve sold 75% of the position for an $80,000 profit and I’m probably going to execute the remaining 5 contracts in January and start selling calls on my shares. Eventually (probably around PE 40) it will come back down to earth. When the multiple hits 20 I’ll start to average back in and hopefully repeat the cycle again.
Topped up on LRCX and GOOG today
This is generated by Deepseek after Feeding the financial data for $ENPH with its peers. let me know if it changes your mind. # 🧾 Overall Summary: ENPH vs Peers # 1. Revenue Growth * **ENPH** revenue fell sharply (–42% last year, –3.6% total). * **Top Performer:** **ACMR** with **+201% total growth**. * **ENPH Weakness:** Severe sales contraction and volatility in demand. # 2. Profitability & Margins * **ENPH** net margin dropped from **19% → 8%**, showing pressure on profits. * **Top Performer:** **LRCX** — consistently strong margins (\~29%). * **Notable Gain:** **PDFS** turned profitable from –19% to +2%. * **Risk:** ENPH’s shrinking margin signals tougher competition. # 3. Cash Flow Quality * **ENPH** showed major improvement, OCF margin rose to **39% (best among peers)**. * **ACMR** rebounded from negative to positive cash flow. * **Top Performer:** **ENPH** (strong cash generation). * **Risks:** ACMR’s past negative cash flow; ACLS’s decline. # 4. Balance Sheet Strength * **ONTO** and **PLAB** had the **strongest liquidity** (current ratio \~8–9). * **ENPH** stable but not leading (current ratio \~3.5). * **Weakest:** **ACMR**, liquidity fell 50%. * **Top Performer:** **ONTO** (excellent liquidity, improving trend). # 5. Valuation & Multiples * **ENPH’s P/E volatile** — 169 → 90 → 41 → 90 (market uncertainty). * **ACMR** saw the biggest valuation compression (–79%). * **Most Reasonable:** **PLAB**, steady and low P/E (\~11). * **Risk:** ENPH’s high and unstable valuation signals weak investor confidence. # 📊 Investment Outlook # Short-Term (6–24 months) * **ENPH:** Facing headwinds from revenue decline and squeezed margins. * **ACMR:** Strong growth momentum in semiconductor equipment. * **LRCX:** Defensive pick with stable profits. # Long-Term (3–5 years) * Semiconductor players (ACMR, ONTO, PLAB) benefit from **AI, reshoring, and advanced packaging trends**. * **ENPH** still has **long-term renewable energy potential** but needs stabilization. # 💡 Valuation Verdict * **ENPH:** Fair to slightly overvalued — **Rating: HOLD** * **ACMR & ONTO:** Strong fundamentals and growth — **Rating: BUY** * **Reason:** ENPH’s revenue and margin decline outweigh cash flow strength; ACMR and ONTO show superior growth and financial resilience. **🟩 Winners:** ACMR (growth), ONTO (liquidity), LRCX (profitability). **🟥 Underperformer:** ENPH — declining sales, shrinking margins, high valuation risk.
Eyeing NVO calls (After ER), WFC puts, and LRCX puts
LRCX puts wouldn’t be a bad play here if the IV wasn’t so high. A 7% move to the downside next week would only yield a little over 100% on an atm put
OK, fair enough. I don’t mean to argue, I recognize you‘re better read in this stuff than me. I’m not a particularly bright person. But I have been doing a specific thing in the market for the last 30 or so years, and it has worked well for me. I started with around $100,000 back in the 90s and it is now over $34 million. I know that this ludicrous wealth didn’t land in my lap because I’m brilliant. And while I know I’ve had some luck in the companies I chose to buy, I feel like the choice to never sell companies like AAPL, LLY, COST, REGN, LRCX, MU, BDX, ORCL and others once I owned them was ultimately more important to the growth of my investments than the choice to buy. I feel like I have been doing something simple and specific—buying and holding fundamentally sound companies—and it has consistently worked. And I can’t help but think it would work for others, no matter what the studies say.
ASML AMAT LRCX klac etc are very safe investments with marker beating returns but they won't match NVDA and other AI darlings for reasons discussed here... However these equipment makers and TSM are also not going to drop.. their technology is extremely complex ... And they have deep moat and low competition ... Well Amat and LRCX are competitors but you get the point. As for the market being limited.. it's both true and false. The true is evident .. but as demand for chips go up... You need more and more of those machines... Which requires massive maintenance and upkeep plus you can sell software enhancement and SAAS kind of services. So there is growth as long as AI compute and data center demand is there.. as TSMC and others have to manufacture more and hence need multiples of these machines.
## Today's Position Management: - Closed HON calls for solid profit. - Holding TSLA SAP LRCX cuz IV crush, give 'em a few days to be profitable. - Regarding IBM... yea beats everything and falls (?!) at any rate, at the open I added a closer-strike call, as I've observed that when strong companies have an unsupported drop like this, they bounce fast. - Indeed, the new strike put the entire position into profit today. - I do not consider this DCA, because it's a closer strike, and is based on expected bounce dynamics. - For the record I consider DCA to be regarded... ## Today's New Positions for Tomorrow - Calls on BKR CCI GD INTC NEM
I sold my LRCX calls after seeing it dump 5-6%. Within the next hour it hit 147 T___T. I have lost way more money because of bullshit like this than I have being outright wrong.
It’s a skill that you learn over time and on stocks you’ve been following for at least a year. Do you listen in on the ER calls? Do you read all the research reports on your brokerage service? Have you reviewed their past couple of 10-QS. If not then you should . If you are sure that underlying business is still sound and the stock is fairly priced based on earnings and growth then you can buy at the current price. If you think the stock is overvalued then wait until it reaches your target. Update your target value after each quarters report and call. I’ve doing this with LRCX. It’s a great company and their call was very bullish BUT on today’s call they hinted that gross margin would likely dip next quarter and next year. In addition they expect sales to China to decline but that this decline will be offset by orders to the global multinational chipmakers. Still those 2 concerns I believe will likely lead to a pull back in the next few months. I believe earnings over the next 12 months will be $5. It’s historical PE is in the high teens but it’s in a growth spurt and I think it justifies a 20x PE or $100. That’s my target for the shares. It’s 52 week low is $56 so I pretty confident that it will trade down to $100 during the next sell off. I will buy at that point.
If we get bad LRCX guidance like TI we can really dip a good anoutb in the semiconductor sector
LRCX is posting earnings after hours. Calls
Hopefully LRCX can have a new ATH
This is very simplistic way to look at this. Boeing is propped up by its status as a military contractor. ASML won’t ever be valued like TSMC or NVDA as it’s effectively a capital goods company. Longer lead time, concentrated customer base and more inherently cyclical. ASML should be comped against AMAT, LRCX, not TSMC
Next week is going to be a big one for semiconductors. We got TXN, LRCX, and INTC.
Im holding SOXL and im hoping LRCX can get off its lazy ass and start pulling its weight like AMD.
Qualcomm (QCOM): 96% non-U.S. sales Monolithic Power Systems (MPWR): 95% non-U.S. sales Lam Research (LRCX): 90% non-U.S. sales NXP Semiconductors N.V. (NXPI): 89% non-U.S. sales KLA (KLAC): 88% non-U.S. sales Jabil (JBL): 86% non-U.S. sales Applied Materials (AMAT): 85% non-U.S. sales Broadcom (AVGO): 81% non-U.S. sales
AMD NVDA MSFT AVGO TSM ASML LRCX AMAT MU don't have real revenues and profits? Most of these companies have long history of profitability long before AI gained traction. Only OpenAI is losing money, which is typical for a first moving, ground breaking technology firm.
I should've bought more $LRCX 1 month ago...
wow, for the first time market didn't inverse me after i sold my defensive stocks and went all in to AI and semiconductors. makes me wonder why i even hold safe stocks when 1 day of gains outgain 1 year of dividends. now i feel greedy seeing AMD can go up 30% in a day, MU AMAT LRCX SMCI potential +30% next?
LRCX and ON look like solid plays right now, although I would have preferred to get in on LRCX months ago.
Quite frankly, I hope for some more downturn of META before it goes to $1000 I'm eyeballing the $650 range, then I'll load up. Look at ASML, LRCX and AMAT in the Semiconductor industry. They were hated the last couple of months until recently.
3-4 weeks ago found this ticker $LRCX @99, have been super happy trading and holding.
LRCX is up 48% the last month and I’ve never seen a single post about it.
That is my play for the whole silicon-stock boom - the fab equipment suppliers. ASML/AMAT/KLAC/LRCX. Best case you take a cut of the fab capacity build out and a tight market for their products. Worst case end of line demand hollows out and companies/people take a bath on that end; but the fab suppliers' P/Es are semi-reasonable and even if the bubble bursts leading edge node progress means there is no sitting to wait for demand to meet supply. There's risk, but it's more bounded.
$LRCX - LAM RESH CORP. Price is very cheap for thw market cap. Potential for a great run.
in all honesty one of the best times to short the market, but the question is how much more and longer before the inevitable tumbling down? the current movement is a clear sign of institutions removing their block sells so the price goes parabolic up for exit liquidity. the same euphoria in investors in 2021, does any remember TSLA going from 20 to 420, UPST from 40 to 400, RKLB from 10 to 20? clear indications from stocks like MU, LRCX, STX, TSLA, GOOG going parabolic with NO catalysts after previous Q earnings. SNPS is a perfect example of cards starting to tumble down, -30% in a day. took my positions and shorted MU at 170, LCRX at 127, APP at 625, STX at 215, wish me luck
$LRCX - LAM RESH CORP. Seems to be a good investment have in your portfolio.
Of course if you’re bullish on the sector, you could easily put together a sector basket of shares in KLAC, ASML, AMAT, LRCX, TER. Easy peasy.
Can LRCX please keep going up? Maybe hit $118? $120? Kind regards, my 9/19 $110 calls 😅🙏🏻👀
i got KLA and AMAT in the port but man do i regret selling LRCX for teeny gains a few weeks back
LRCX, how much more have you got in you? Can you punch through $120 please? 🙏🏻
Come on LRCX daddy needs $110 🙏🏻