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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
depends on your timeframe. if you are buying for 3+ years then ASML is the one i would look at first because they have a literal monopoly on EUV lithography and every chipmaker on earth needs their machines. the selloff is a gift if you have patience. TSM is the other obvious one since they manufacture for everyone and the geopolitical risk is already priced in more than it should be. for a more speculative play, LRCX and KLAC are the picks and shovels of the industry. avoid trying to catch the exact bottom. set a price you like and start a position, then add more if it drops another 10-15%. the semiconductor cycle is real and we are closer to the bottom than the top of this correction.
What does this mean for MU, LRCX and AMAT. I have seen addition to S&P 500 causing a jump in stock price, but not sure about S&P 100
MU, LRCX and AMAT please fly
I bought an ungodly amount of LRCX, POET and MTSI. Do _not_ fuck this up for me while I am sleeping.
The ETF has about $46b USD in AUM. When the ETF rebalances, it both buys and sells equities to the point where the percentages are at their new desired weights. But the total value is still about $46b. Of course as the market moves, the AUM moves. Hypothetically, if I had $10b worth of NVDA. And I sold $2b, and bought $1b AMAT and $1b LRCX, it's still $10b worth of assets composed of different mix.
Mine is about 35%, not because I intended it that way, but because my semis have gone up so much (NVDA AVGO are the 2 biggies). I don't feel the need to diversify out yet... because the companies are still growing with no end in sight. Here's the thing, semis were hot back starting in 2017-18-ish timeframe. That's because the world is moving more digital, electric, "smart" and connected - all of this grows the semi market - it's not just about AI. AI made it go exponential since big tech is trying to accelerate AI advancements with huge upfront capex spend. Just look at your charts for LRCX ASML CDNS AMAT ADI SNPS KLAC and many others - upwards since 2017.
I raise you within LRCX
Yea semis are a pretty obvious secular bull market too. They do still have a cyclical nature though. A company’s capex will eb and flow. But strong cybersecurity is increasingly mandatory. I’m long TSM and LRCX. TSM is probably one of the most important companies in the world. semis, payments (v/ma) and cybersecurity, have been my favorite sectors for a decade
MU, TSM, GEV, LRCX. Bought on Liberation day last April.
MEM7, don’t leave my boy LRCX out. Up 1,000% (on shares, I know I’m ghey)
I bought LRCX because goldman sachs said it's a good stock
They’re in the semiconductor equipment sector and may see growth if the current mania for chips continues. But looking at their financials, they have lower revenue and profit now than they did in 2022, and have in fact lost money every year since 2022. That seems bad, especially at a time when related companies like LRCX and AMAT have seen ballooning revenue and profits (and share prices). I would want to know exactly what is boosting the share price now before investing myself. I’m not seeing any reason for the rise in their numbers.
Money leaving Mag 7 for AI infrastructure building. My latest buys were CAT, APLD, AMAT. See also energy like GEV, NLR. Already loaded with LRCX, MU, SNDK.
There is a genuine reason to think buying software stocks right now is a good idea. The market is fueled by narratives and the narrative about AI replacing software companies is complete BS. When an entire industry is getting hammered that’s an opportunity to buy high quality names in that industry. If it was just one company I’d question it, but it’s not. Good luck buying semis at all time highs though, you clearly aren’t very educated on what happens when they do that. Go look at the historical valuations of equipment names. Something like LRCX trading at a 50 PE is not sustainable. [Bubble](https://imgur.com/a/J2NOFUf)
Glad I bought the dip on the hardware layer of SNDK, LRCX, and KLAC. It feels like the market wants to shake people out of those. But after seeing VRT earnings which I also hold my conviction is higher that the AI cycle isnt over yet.
Coreweave, if they can pull off their debt fueled expansion will be a beast. NBIS, NVDA, LRCX, MU, GEV, MSFT
I called MU and LRCX as this year’s winners. I’m sticking with them. I called VRT for the last two years and they’ve gone up tremendously. I have a 99% chance of being wrong like everyone else though, but when you talk about growth stocks that bring in real revenues and have a strong outlook, these fit the narrative.
LRCX, MU, and a little bit of SNDK for me.
I'm remaining heavily invested in the 'AI ecosystem' (WFE equipment, semiconductors, data centers, electric grid buildout and - increasingly - robotics). But I have a high risk tolerance. I view this as an opportunity. I'm buying more shares of companies like VRT MPWR PWR ETN MU AVGO LRCX. They will all invest from the higher than expected capex from Amazon and Google. Some software has become an opportunity - EDA software (SNPS and CDNS) and cybersecurity stand out, though cybersecurity has already been in a downtrend).
Do not panic. Do not make any rash decisions. Relax, if you're young then time is on your side. Don't be like me and sell LRCX at $70.
SOXX below $300 and then load up on KLAC, LRCX, and AMAT.
I haven’t owned META in a long time, and I don’t see the point in booking profits in other holdings like NVDA and LRCX to buy GOOG (which is already 9% of my portfolio).
I actually did lmao. MU and TSM. Will likely sell LRCX during the next pump.
My LRCX positions were down over 50% and I kept buying. Up 125% now.
LRCX...bought it around 2020
ASML, Applied Materials, LRCX, KLAC, Tokyo Electron are an oligopoly in this space. Pick one and hold as TSMC, Samsung, Micron, Intel, etc. depend on their tools to produce microchips.
Wild LRCX hasn’t been mentioned here
Right now: * Memory: SNDK WDC STX MU * Semi: LRCX TER ASML Keep in mind that I swing trade. So if semi's take a shit then I could avoid for a few days
Here are the best-performing stocks in the S&P 500 through the first month of 2026 🥇 Sandisk $SNDK +143%🟢 🥈 Moderna $MRNA +49%🟢 🥉 Seagate $STX +48%🟢 Micron $MU +45%🟢 Western Digital $WDC +45%🟢 Lam Research $LRCX +36%🟢 Lockheed Martin $LMT +31%🟢
Its also good. But the reason I chose LRCX and KLAC. KLAC boasts the highest operating margin among the group at 41.8% LRCX has a solid margin of ~33.0%, higher than AMAT's ~29.9% and ASML's ~18.8%,
Buy and hold. Also, SNDK, WDC and LRCX
Meanwhile MU and LRCX each up about 60% in the last three months. Maybe people are starting to think the Mag 7 have gotten to be a little too magnificent for their own good.
I'm deep in KLAC and LRCX. Both flash crashed on Thursday. Especially KLAC. I just wish I had more cash to DCA sooner. I have zero worries these two won't recover. One needs to have the stomach to endure crashes. Or endure waiting for one if they sell at peak (thinking). If one sells at peak (their guess). But the stock keeps trucking. Its a different kind of endurance. I think its much easier to hold and dca if possible.
LRCX - Imma out of this bear ass
Also, LRCX up 150% in last 6 months.
>honestly not in TSLA it moves like crazy and it goes up when earnings fail True. You heard they are shutting down some car models. Start building optimus robots. >u invested in anything? I'm invested in LRCX and KLAC. Semiconductors: KLA specializes in process control (inspection/metrology), while Lam specializes in wafer fabrication (etch/deposition). Companies indirectly part of the chips that controls your robotic stocks.
False >Both LRCX and KLAC maintain "fortress" balance sheets with more cash and liquid assets than total debt. Dividends: KLA has a longer track record of raises (16 years vs. Lam's 11 years) and a higher absolute dollar payout, though both have similar yields (~0.5%).
I bought the shit out of MSFT at the bottom today, and riding MU and LRCX to the moon. Also a fan of RKLB and DFTX, but don't plant to change positions there.
LRCX and KLAC were my top performers last year, and they’re my top performers this year as well. Holding them forever, even though they will drop 30-40% when the cycle turns. They’ve been long term winners for decades.
[https://stockanalysis.com/stocks/compare/lrcx-vs-nvda-vs-mu-vs-tsm-vs-tsem-vs-asml-vs-intc-vs-amat-vs-amd/](https://stockanalysis.com/stocks/compare/lrcx-vs-nvda-vs-mu-vs-tsm-vs-tsem-vs-asml-vs-intc-vs-amat-vs-amd/) 3Y shows NVDA holding the lead for now, but not by much. 1Y view shows LRCX and MU in the lead. 6M view shows NVDA in dead last place.
ASML pumped then dumped on earnings, LRCX pumped today but we will see what happens tomorrow. Thoughts on KLAC after hours Thursday?
I am 3/3 wins on earnings predictions Long: STX LRCX META
>LRCX is not gaining much on that beat Its ok. Its an easy to sleep stock due to its moat.
Look at the 6 month chart, same reason my LRCX is not gaining much on that beat
These reversals with CLS/LRCX/META/MSFT to free up liquify lol you noobs just don’t panic sell and you’ll win one day
LRCX it’s about time you caught up you beautiful bastard
Shorty mixing up the vodka with LRCX
Anyone playing LRCX today? Show yourself
LRCX earnings tend to be spotty?
I took some profits on MU and LRCX both today. Insane run up this year, I feel greedy holding onto LEAPS calls that are up 125%.
Glad to see APH finally get some love on sub. Of course it has to go down 15% in a day. I also buying some LRCX. Sub still doesnt discuss it maybe it needs to go down 15% in a day too to get mentioned on here lol.
LRCX earnings are out after close today. Could be a good day to buy.
Sure, but why would you chose LRCX over MU? I just wonder. Maybe I should buy some LRCX as well :)
Can you say something more about LRCX? Why LRCX? [https://finance.yahoo.com/news/nand-flash-supply-2026-already-130253516.html](https://finance.yahoo.com/news/nand-flash-supply-2026-already-130253516.html) I want to believe we can still invest in 2026.
Memory has always been cyclical. What always ends up happening is the 3 majors expand production satiate demand, prices come down followed by a glut in supply Obviously this is a supercycle driven by AI data centres, chips etc, who knows how long this will last but at some point they will all come right back down The ones which won't will be the likes of LRCX, like ASML and TSM in the chips sector, they are more in the supply chain so have more control over pricing and margins I've chosen LRCX in this sector
I got slaughtered and downvoted when I discussed ASML back when it was at $600 with people saying "semiconductors are cyclical. Now is the downturn. It's gonna get down more. Bla bla bla" I got balls deep into ASML, AMAT and LRCX and they're all crushing it now. Inverse Reddit doomsday people and you'll become filthy rich. Foookin morons...
ASML is going to tank on earnings and bring down LRCX AMAT and KLAC with it
Tomorrow we will wake up to ASML, AMAT, LRCX, and KLAC down -5%
always gonna regret selling LRCX in 2007
Can’t wait to see how much more money I missed out on by cashing out LRCX a couple months before it’s more than doubled. Sigh.
No doubt, but don't forget about what's going in that facility along with any other Micron competitor's response... LRCX
Proposed 25% tariffs on So Korea would affect negatively affect Samsung I’m assuming. That just might save my Micron calls. Hopefully the news drives down pricing on LRCX, AMAT, and KLAC short term and provides a buying opportunity.
The bad news is that I’m going to lose 500 shares of LRCX at 195 on Friday. The good news is that I’m going have $82k in cash for next week.
Picks and shovels man. LRCX, AMAT, KLAC.
I truly hope $MU reaches 500 by year end. But will still keep a close eye on charts and indicators. $LRCX is another beauty now in a short pullback phase.
Yes but as others have said ASML Is an equipment maker (for lithography) and LRCX is an equipment maker (for etch) where MU is a chip maker much like TSM. It's apples to oranges but they both grow on fruit trees. It's better in my opinion to compare the chip makers to the chip makers and the tool makers to the tool makers because they're fundamentally different parts of the chain and function differently. You are correct though they're all a part of the same bubble if and when it pops.
When looking at ASM it makes more sense to look at LRCX than it does MU that's just my 2 cents.
Wednesday has ASML in the am, LRCX in the pm. This could be interesting on Thursday.
Well, first, it was a fairly small investment. I try not to put more than about 1% of my worth into one company, and at that time $28k was about 1% of my assets. But to answer your question, I buy well-run companies with growing businesses and hold them, hoping they’ll grow 10x over a decade or two. Once in a while one will exceed that expectation causing me to reexamine it. Sometimes I think it’s fine and will continue to hold (like LLY and EW). With MU—and LRCX which I also have kind of a lot of—I’m happy with the current growth, but think it’s unhealthy and unsustainable, so I’m taking some profits out to reinvest in more sustainable growth for the next decade.
LRCX has plenty of room to grow you all are sleeping
I’m going to lose 500 shares of LRCX end of the month because I sold 195C’s too early. I keep telling myself that it’s forcing me to take profits which was the point when I sold them. Still sucks watching them go up 600% a week after you sold them.
After a stock does a split. It’s never worth trading. Netflix is ass. LRCX ass. NOW ass. NVDA ass.
No American companies you say? I bet Europe can just get by on their own! Who are the leaders in chip design? Nvidia, AMD, AVGO, Marvel, Texas Instruments, Qualcomm… Who does the packaging, the integration, supplies equipment? LRCX, KLAC, LITE, AMAT, PLAB, MMAT… I’m sorry, I guess those Europeans will just magically recreate the entire semiconductor and networking supply chain indigenously. That sounds reasonable. I wonder who the Japanese care about doing business with more? Is Europe going to stop China in the Pacific? How much money did the cloud hosting companies spend to build those data centers? Oh, just measly tens of billions of dollars on a single site. I’m sure the Europeans will have plenty of money and expertise to recreate the most sophisticated industry in human history without the help of the people who invented the technology. That sounds reasonable. Yeah, they’ll just “divest” because they obviously have a parallel supply chain that can recreate 50 years of work. This is like people saying that Europe should stop buying the F-35 and develop an indigenous alternative. lol. Good luck. Don’t confuse us throwing some sub contracts your way with having the same capability. If we’re going to play the isolationist game I think Europe will find that they have more pressing matters to attend to like idk, Muslim majorities overtaking the natural population of their largest economies in the next 10-20 years (looking at you Germany, Britain and France). Because those are the kinds of timelines we’re talking about. Turkey is more likely to prosper than any given country in Europe.
Or equipment to make shovels (AMAT, LRCX)
Listen man I'll give you the cheat code if you want to actually try and be degen and win more than you lose Buy LEAPS on big cap stocks that you think are cheap and hold them. Then swing trade those. For example, check the price of like a LRCX or MU January 2027 call over the last 3 months as an example. U will beat most of this sub if u learn this and pick the right tickers. For an even higher win rate, buy LEAPS on indices like say April when SPY drops a lot. Or Nov 20 when it mini-dipped. Even less work to beat SPY.
ASML, AMAT, KLAC, LRCX are probably going to announce price increases soon and when that happens TSM will pass cost to NVDA who will pass cost to big tech and then they are toast. Spending 50+ billion every single year not sustainable.
So basically they've kept tech index pinned by pumping all the suppliers (MU, SNDK, ASML, AMAT, KLAC, LRCX) and slow selling the others (AAPL, META, MSFT) with some theta (GOOGL, AMZN) and then pumping meme stocks through the roof (nuclear, space, interestingly not quantum this time)
They (own) are also substantially increasing capex to continue scaling, so there are big gains in a lot of the semi equipment providers and companies with licensing in the pipeline, like LRCX (own). So far, all the earnings-based industry channel checks are absolutely fine and are still fine every quarter. Also, once again, TSM guided really, really low, as expected.
I started looking at the various suppliers - AMAT, ASML, KLAC, TOELY, LRCX - and I really don't have the expertise to keep up with their businesses, whereas I understand, at least from an investor POV, TSMC's business and what's driving changes in their earnings and stock. I think they're also one of the few companies that would drive demand from the suppliers I mentioned, and have significant ability to keep supplier costs in line. So as much as I'm tempted to spread things out over the various suppliers, I'm probably just going to stick with TSMC itself.
and LRCX, my best performing stock
How tf is semis up so big LRCX +8%
Looks like I’m going to lose 500 shares of LRCX at the end of the month and get banned. 🎉 !banbet
Between ASML AMAT KLAC and LRCX, which is the best buy
The real winners here are $AMAT and $LRCX, semiconductor + memory market exploding at the same time.
Do you see a lot more upside to LRCX and AMAT?