LRCX

PomegranateFew777

Why ENTG and not LRCX? looks more attractive

AnotherThroneAway

Well, INTC barely counts. But AMD and MRVL are fair game. Many of the others are only mildly above their averages, though. I've owned AMAT and LRCX for decades, and yeah, they're pricing in a lot of future growth, but thy've had higher—and less justified—multiples many times in the past

jcpopm

AMD 174 INTC -212 (because they don't even make.money lol) MRVL 96 after recent pullback Not to mention AMAT, LRCX, etc which are all in the 80s. Even if you want to use forward P/E, which is a joke because the whole point of forward P/E is estimating continued future growth and the buildout is not going to last forever, everything but NVDA / AVGO remain absurdly expensive. Even when you cheat the nunbers they are atill unjustifiable by anything more than "chips r gud I buy."

IvoryTowerResident

as evident by SOXX continue to lead despite all the talks of "rotation". Especially those that actually build things like. Today is LRCX, ON semi, AMAT etc

IvoryTowerResident

great day for Semi suppliers AMAT, LRCX, ON company that actually make stuff are winning

ShamAsil

Just buy adjacent semis like LRCX. Reduced IV crush risk + sympathetic lifts.

Astronaut100

Unreal growth and margins. MU will keep pumping my LRCX KLAC AMAT positions tomorrow. The epic memory trade of 2026 lives on.

Xzlk

LRCX fucking ripping after that MU capex number

AncientCode36

Financials are doing well still, MAG7 isn't down too much, SEMIs/AI trade like MU, AMD, Intel, LRCX, QCOM, WDC, SNDK, AMT has been on a huge bull run. Costco & Walmart still holding up well also

grandfatherdog

GLW is a well-established company makes glass for fiber optic (they needs hundreds of thousands of miles of this stuff) STM largest European semi manufacturer. LRCX makes machines for making semis. Also gotta pump my pick and shovel boys: BE, VRT, NVT, POWL, ETN, and PWR

B-Kong

LRCX and KLAC been going crazy for me.

Xzlk

Bought the LRCX dip bc the ticker is cool. This is the new economy

TheyreSayingBooourns

Yes, I’m of the same mind. The fabs are all so backlogged now they desperately need to add production. AMAT, LRCX, KLAC are all going to have a big year.

Jericho3434

LRCX for long term hold. SPCE pump n dump for 75k gain.

Surferess

Bro, this is just terrible news. My advice is try non leveraged positions in AI based products such as $VRT $NBIS $LRCX etc. There is no reason for you to be losing money right now.

Guilty_Rooster_6708

Wow was wondering why LRCX and ENTG are cooking today. These guys are going to eat well when TSMC N2 and Samsung 2nm goes into full prod

jocww

LRCX BB been doing well. Way better than my SPCE

be_o3

Why is LRCX up more than AMAT

ethereal3xp

- ASML (designer) - AMAT (builder) - LRCX (carver) - KLAC (inspector)

tachyonvelocity

If you’re not in one of or all of the 3 semiconductor materials companies, you’re missing out. LRCX AMAT KLAC, special mention ASML. These companies are literally forever holds because of oligopoly status. In fact most of semis are now oligopolies because of how specialized everything is, completely different than even dot com when companies had no moat. The technology to advance to even a fraction to compete with these requires a gargantuan effort. When competition happens, what you get are like software collapsing. There is almost no way new companies will come compete with them. Who will make a new company to compete with CPUs with AMD or Intel??? Who? Moat in investing is of paramount importance.

ethereal3xp

The four horseman - ASML - AMAT - LRCX - KLAC Killing it today!

hi-imBen

the company that makes the next big thing or improves it's process for better profit margin could change over time and hard to guess, my picks today could be wrong in the future. I'd probably go for a broader exposure by picking an ETF and/or a mix of the bigger players for multiple categories of semiconductor stocks... like digital/cutting edge processors, analog semiconductors, memory, suppliers to semiconductor manufacturers (like ASML, AMAT, LRCX), and there's probably a couple other categories I'm missing. obviously the returns wouldn't be as good as picking the biggest winners with massive gains but it's less risk, and if someone was investing in broad semiconductor ETFs the past 5 years their returns would still be massive and multiple times the S&P500 return

TinyYak8793

I'm planning on buying tech dips, if the initial levels hold i'll get in there if they break i'll get in at the secondary level 1614 ASML -if breaks -> 1506 1927 KLAC -if breaks -> 1811 451 AMAT -if breaks -> 416 308 LRCX -if breaks -> 278 475 AMD -if breaks -> 370 864 MU -if breaks -> 810 if that breaks -> 640

OG-Bitchslay3r

LRCX

pussy_ass_licking

I have noticed no one mentioning AMAT, LRCX, and KLA but those 3 are silently outperforming almost everything else

Spac55

$AMAT $LRCX $ASML Who is buying new semi tool, when there is a cash crunch See $AVGO earning pain Many chip manufacturers can use old generation semi tool. No need new tool Make as much as possible, without new Tool investment, high capex, long lead time.

grandfatherdog

AVGO and NVDA taint all the hyperscale ETFs. Putting everything on MU and LRCX

Calm_Voice_7903

$AMAT tool order now 300% higher, every chip manufacturer asking for new semi tool to bump production, that spike $LRCX $KLAC $ASMl and many semi tool manufacturers extremely sky high earnings

CriticalAnybody6686

Don’t worry guys!! I sold my GOOG, LRCX, and ASTS it’s starting to V. My sacrifice for all yall

greenpride32

I don't know what it means to "belong here". But I own AVGO MSFT AMZN GOOGL NVDA LRCX NFLX MA V all for 8-13+ years. Even LRCX which is not such a known ticker has more profit than TSLA.

grandfatherdog

I don't know if the DD is right, but I bought a bunch of LRCU (LRCX x2 etf) a while back and it's been pumping hard. One of my top performers.

tke248

LRCX — semi-cap equipment / etch & deposition — **B+**. Correct ticker for Lam Research. Belongs with AMAT/ASML/KLAC in the “machines that make the chips” bucket.

RadioDread18

LRCX

ThanklessWaterHeater

To be fair, if you invested in LRCX and MU fifteen years ago like I did, and spent thirteen years watching cyclical gains and losses, the last two years of incredible gains feels more like vindication than gambling.

TheyreSayingBooourns

Similar story with me. I bought a bunch of Apple in 2005 just because I liked their products and thought the ‘Wintel has won’ narrative was overblown. Then, around 2012 I thought to myself, ‘will silicon be less or more important in the future?’ I knew the answer, so I bought a bunch of Lam Research and a bunch of Micron Technology. I bought other things too, but the MU is now a 71 bagger, the LRCX is an 87 bagger and the AAPL is a 250 bagger. Did I also pick some stinkers? Absolutely! But if your investments are small, one company that grows 25,000% over the long term will wipe out the memory of a whole lot of companies that lose 100%.

tke248

**KLAC — inspection / metrology / process control — B+ hidden shovel.** AMAT/LRCX help make the wafers. KLAC helps find defects and protect yield. As AI chips get more complex and packaging gets tighter, yield control becomes a bigger bottleneck, not a smaller one.

ThanklessWaterHeater

That’s great. Congratulations! Just for reference, I’m up 70x on Micron since 2015, up 86x on LRCX since 2012 and up 250x on AAPL since 2005. My holdings of just those three companies are currently over $16mm. Big run-ups like you’re seeing right now are fun, but they are short-lived. In a thread about generational wealth—which by definition means more money than you will ever spend and will have to leave to future generations—long-term gains in a diverse portfolio are almost the only way to get there.

ThanklessWaterHeater

I think you’re misunderstanding what generational wealth is. I have three thousand shares of MU from 2015 up 7,000%, 20,000 shares of LRCX from 2011 up 8,000%, 20,000 shares of AAPL from 2005 up 24,000%. As impressive as MU’s 1,000% growth over the past year has been, it’s nothing like the wealth a couple decades of growth will give you if you fibdctgectught companies and are patient.

jpgnewman195

Today I bought $VOO $ASML $AMAT $LRCX

Federal_Radish_1421

I wish I knew. I honestly don’t even think he could explain. I know he likes to buy the hottest IPOs. He bought META as FB at IPO, and also GOOG. AAPL he bought during the 2000s because my sister and his niece both wanted Macbooks, and he figured if the kids like it then maybe there’s something there. I’m not sure why he got so heavy into AMZN, and MU was mostly luck and extreme patience. He picked it up during the GFC super cheap when everyone thought the world was ending. He figured if the ship is going down, he’s going down with it. LRCX he’s added to during bear markets probably since at least the GFC. Maybe it’s not NVDA, but it’s was a slow but steady winner until recently. Some big winners are just holds from low valuations during the GFC, like CAT and some banks. But he’s also been doubling down on his Mag7 stocks on weakness ever since.

StockMeringue2428

LRCX is underrated

RandomC6

Why did you include AMAT but not LRCX, KLAC, ASML?

Shtonky

I’d look at LRCX as a possible new leader.

ThanklessWaterHeater

If you are ever lucky enough to get on a winner, it is usually best to let it go on winning. I make a habit of holding things I’ve bought and never selling. I have shares of AAPL bought at $1.25 a share in 2005; shares of LRCX bought in 2012 for $4 a share; shares of MU bought in 2015 at $14.50 a share.

Delicious-Spell1356

My pal’s dad told me about it in 2022. It didn’t meet my strict criteria at the time, and I was too scared to get out of the mindset. Oooofeeeee Overthink cost me LRCX back in 2018. If only I had just kept to it and only picked up that company… My pal is sitting happily tho

Put3socks-in-it

I have one investment that I’ve held from the pandemic era 5 years ago that has taken off - Lam, LRCX. I’ve gone from $1400 cost basis to now $6900. It’s something!

Spare-Capital-3347

Yeah, whenever it happens or whenever any tech company in AI (INTC, AMAT, LRCX, etc) or semi indicate revenue/earnings plateau. Then I know it's time to sell. Note: also whenever if ever in the near future the Fed has a rate hike.

Legitimate-Sock2188

People don't understand that the technology is in ASML, AMAT, LRCX, KLA if the companies were prevented from supplying TSMC that would be the end of TSMC. Just takes awhile to build new fabs that is the issue with this but if China tries to take Taiwan, those fabs will be useless I am sure they must know this.

Virtual_Secretary_98

Thoughts on LRCX

greenpride32

I think you miss the point of investing. AI trade has created a lot of wealth backed by very real revenue and earnings. You can make hypothetical comment this and general comment that. Yet first example I gave was actual example of NVDA which $26b to $215b top line in 3 years in unprecedented. Been in AVGO NVDA LRCX ASML AMAT MSFT AMZN GOOGL for over 8-10+ years. You can check their 10Q's and 10K's and their share price - it's all very real growth - I don't need a "company A" or "company B".

Astronaut100

It’s just a function of how old a lot of money managers on Wall Street are. A good number of them are scarred by the dot com bubble and the GFC, making them extra cautious with betting on long term AI returns. They only wake up when the cash flow is super obvious (as with MU LRCX AMAT etc.). Google will likely continue to deliver outsized growth. Their odds of getting to $1T annual revenues and $10T market cap are so high, the stock should trade at a forward PE of 35.

BigPlayCrypto

I would Rotate everything into NVDA, and LRCX if I had that much cash

JohnBrownsErection

I was balls deep in semis until this month, where I've been trimming to take profits. Was in INTC, NVDA, AMD, KLAC, LRCX, AVGO, AMAT and MU - currently still in NVDA and AVGO.

JohnBrownsErection

I've been shorting the downturns and trading in and out of internationals and semis. It has done pretty well.  I was balls deep in INTC, MU, NVDA, KLAC, LRCX, AVGO, & AMD until taking profits this month. 

chapelier1923

I have exactly this problem. I have AMAT LRCX TSM NVIDIA KLA on ASML AMBIQ AMD . They are all up 100-300% and have made a considerable difference to the growth of my conservative portfolio in the last couple of years but I never added to them and can’t bring myself to now…. The only one I did add to was GOOG . If I’d done the same with the others I’d be laughing

Various_Couple_764

you might want to look athlete share price of LRCX Estabilished in 1980 did very well and was a growing buisnesss had some difficulties in around the dot com crash but it was a company making manufacturing equipment for electronics. But he business. recovered. from 1980 to 2010 the share price graphs are almost flat. Then in 2014 they paid a small dividend. the stock went up. the process when smoothly and they increased it by 2024 the dividend was about $8 a share and the share price was pushing past 900. they did a 10 for 1 split and thant dropped the price down to about $100. the share price snow just under $300 a share and and the last dividned increase was 3 years ago. The company was profitable 30 years and the share price didn't move. and no one paid attention to the company. But as soon as they paid the first dividend the market noticed and the share price when up. And since then it set new record highs every year since.

Mammoth-Water-4711

Loaded $AMAT into the print. +8% AH 🚀 Management raised industry semicap growth from ">20%" to ">30%" for 2026. Q3 guide $8.95B ± $500M analyst-slap. Next: ASML 7/15 BMO, LRCX late July. Shares + Sep calls. 💎🙌

smokeyjay

I think of Lynch saying where you water your flowers and cut your weeds. Let your winners run. Its not a golden rule. I trimmed a bit of Micron and LRCX recently but the majority I'm still holding. When you have dramatic price movements where stocks go up more than a 100% in a year, I think of trimming. But most of the money made is letting your winners run. I sold some of my $appl and $googl after holding it for a decade because i decided to transition to $tec.to - its canadian. Its a large cap US tech ETF. NVDA makes up like 13%? of the fund. $appl and $gool like 10%? So you can do that.

FartsbinRonshireIII

If I didn’t take profits throughout the last 10 years on LRCX I would be a multi-millionaire already.. I’m regarded af

OG-Bitchslay3r

Fucking figures, I sold off NVDA and it jumps another $20 per share, because of course it did. It's not like I'm going to lose long term with LRCX, but damn man.

95Daphne

I wouldn’t buy without at least a 10% dip and probably a lot more honestly if I was stalking it. I do own it, but I got extremely lucky here. It’s a buy from pre-pandemic and is locked away where my weak stomach can’t burn me. It has multiple times now with semiconductors, I should’ve just stood my ground with one of AMAT/LRCX from 2021.

MakingMoneyIsMe

>big incumbents with real quantum budgets like GOOGL, IBM, MSFT and AMZN, plus “pick-and-shovel” semi names like ASML, TSM, MU and LRCX that benefit if compute keeps scaling regardless. Oh great Swami, anymore picks?

thatsmymayo

I have bet my entire future on LRCX at the top

JohnBrownsErection

I sold my INTC a while back... but in my defense it was to buy SNDK, KLAC, LRCX, and MU lol. 

decomposition_

I agreed with what your premise was… why be a dick about it? I was validating what you said about a 52 week low when I brought up the 200 day SMA. MA, LRCX, BKNG, GOOG (arguably not a DGI stock but I have great faith in it), UNH, APH, MSFT are all stocks I’ve had success with this strategy in

twat_muncher

Never heard of her, I guess it was just listed in the past year or so. I have: ASML NL, AMAT US, LRCX US, KLAC US, TER US, ENTG US, as semi supply and materials over 10B market cap.

Organic-Calendar-244

High af. All in on AMAT and LRCX

cowardbeater1969

Many great upstream supply chain companies in Japan and Taiwan but for US I would look at equipment companies: ASML, LRCX, AMAT are 3 I would recommend you look at.

Own_Diver_5923

Wow, thank you for saying this...recently I've been using Claude AI to devise my own investment models and must explicitly tell it to refrain from incorporating analysts price targets. It has been largely effective! Basically, I use Factset PDFs (and Charles Schwab data) and upload them, asking Claude to forecast the price in one year, two years, etc. Thing is- once investor sentiment begins picking up, the price target can become history real fast! Conversely, if sentiment never gains momentum, the price target will always remain a distant ideal. I remember all the price targets for LRCX (Lam Research) giving a small single-digit percentage of upside from when it was trading around $90-$95/share in Summer 2025. Well, eventually, the analysts are forced to do something once the price begins soaring (or declining). Same thing on the opposite side with META & MSFT -- aggressive price targets for these securities that have yet to materialize (so far, at least) that tend to fluctuate with the movement of the actual stock. The stock hitting a target will happen when investors actually get behind it...the analysts seem to live in a world of self-fulfilling prophecies (approximately). Instead of doing as you say, and giving an honest look at a stock's intrinsic value, how ever you want to calculate that. The phenomenon of herding, also understood well in the political polling world. If everyone says a stock is slated to rise 20%, throwing out numbers like 22% or 19% or 25% don't sound too unreasonable. But if the investor rush happens, all of a sudden 50% or 70% happens. This is why I believe it's important to have a thesis and some principles--don't just listen to the analysts. Thanks for your post.

jarMburger

Based on the cyclical nature of the semi world, the first ones to go down is the equipment so I would short LRCX first.

poker-chips

LRCX AMAT ASML If we’re lucky these pullback, FUCKING BUY

Enough-Tea-716

LRCX?? I hope at least

WickedSensitiveCrew

It was a swing trade that failed for me. I owned a bunch of other AI infastructure stocks like SNDK, NBIS, APH, LRCX, VRT etc. Thought I would take a chance on ANET before earnings and it blew up in my face. But im fortunate other stocks have gone up.

JuneFernan

Over half my money is in LRCX, MU, and other data center buildout stocks, and I'm still feeling FOMO for not buying calls...

Organic-Calendar-244

LRCX 🚀

onejahoneglory

I knew LRCX would rip. Google did the same to me. When this happens I get afraid of pulling the trigger on anything. What are you watching for next?

MaleCowShitDetector

LRCX was discussed a lot in wsb circles, I personally brought it as an alternative play to ASML... it's just that people ignore it because they see bigger names around. Same with INTC. Nobody followed me into intc when it was 20$

PooPooPointBoiz

So how did you even find LRCX. Hindsight is obvious that tech and wafers would be in high demand now. Was it pure luck? Or did you some how know?

master123160

Nope. X is a great source for different stock ideas. You can hear people’s pitches and decide what to do. I get some from there sometimes for niche companies that aren’t sp500. I watch cnbc constantly for tickers sometimes but like these trades for example Mu and LRCX are some of the biggest semi’s. I knew I wanted to be in semi’s so I tried to buy every major one at the time. I didn’t need to do too much research for that

youngchunk

Very important semi equipment manufacturer… no LRCX, no chips 

youngchunk

LRCX ftw, has been a terrific holding for a long time 

FartsbinRonshireIII

Lam Research baby! LRCX is my jam. WFE 4 lyfe.

Cerrini17

Was waiting for the day id see LRCX on this sub!

patright333

Blue horseshoe loves LRCX...

DonkeyHair

I doubled up on LRCX. You made a great play! Good going!

JohnBrownsErection

I had been holding AMD, NVDA, AVGO, MU, LRCX, KLAC, TSM, ASML, INTC, and AMAT for a while - sold AMD, MU, LRCX, and INTC today.

breakyourteethnow

So you bought max date LEAPS about .30 delta? You bought these back in May 2025? Makes me think to do the same with NVTS, or IONQ which is about to acquire Skywater which is building out foundaries and crazy low P/E ratio. Course, LRCX is in SMH so levels above. Let's think of next plays, this probably not the time to buy though and we need fear and greed index to show a dump under 10 when it's solid time to buy

Oxetine

What's special about LRCX compared to any other chip stocks

Organic-Calendar-244

LRCX and AMAT still have long ways to go dude!!! AMAT will report earnings next week which might drive up LRCX even more

JohnBrownsErection

No idea - I sold my INTC, AMD, LRCX, and MU today to secure my gains because I was(and still am) levered up to my nuts in semiconductors. Still holding NVDA, AVGO, KLAC, AMAT, TSM, and other smaller names.

BigPlayCrypto

LRCX

Far_Version9387

BRXT, GEV, and RYCEY for power generation. ASML, KLAC, AMAT, LRCX, and TSM for the complete picks and shovels of semiconductors.

ThanklessWaterHeater

I’m still holding the AAPL and LRCX. Also very long on LLY, MU, REGN, 80ish other equities.

ThanklessWaterHeater

No need to feel sad for me. In January of 2005 I had $6,500 to invest. If I’d put that money into MSFT it’d be worth $98,000 now. But I put it into AAPL instead, and it’s worth $1.5mm. In January of 2012 I had $37k to invest. If I’d put that money into MSFT it’d be worth $500k now; but the LRCX I bought instead is worth $2.5mm. I could go on. MSFT is fine. It’s a blue chip; it’s safe, slow growth. I just like to see more growth than MSFT has to offer.

95Smokey

I hold shares. AMAT, LRCX, AMD, NVDA, ASML, QCOM. It's working out well for me so far. Some SMH as well.

ModernationFTW

I sold my ASML and switched to LRCX when an Intel director said that etching is becoming more critical than lithography for node advancements.

RandomC6

First in the Supply Chain are SemiCaps: AMAT, LRCX, KLAC. I like AMAT here, from my understanding they are the most diversified, and from a quant side (where I come from) AMAT and LRCX both look good, but they should all profit from heavy CapEx spending since every chip company depends on them. KLAC got beaten down badly yesterday (intraday -8%) but reversed pretty hard since it gavee a nice entry. Chips: TSMC GPU/CPU/TPU: NVDA, AVGO, AMD, MRVL, INTC. Memory: MU, SK Hynix and Samsung Electronics would be the major picks (or simply buy South Korea ETF since SK Hyn + Samsung Elec are already 45% of it).

twi1i96tr

So I take it that you are inferring I am the only open order on that stock as sometimes I enter an order somewhere between the bid/ask, I don't get filled right away and the bid/ask doesn't change until the price moves a noticeable amount. These are not illiquid stocks I am talking about (NVDA, SPOT, HOOD, ANET, NFLX, IREN, LRCX to name a few) and it happens on calls and puts. And, these days, it seems it happens VERY FREQUENTLY on most trades. Not disagreeing with you but I find it REALLY STRANGE. Twilighter.

greenpride32

LRCX at over 100 p/e? Long term holder here and that does not sound right. You are better served reviewing revenue/profit/margins and their growth over time; rather than looking at share price and market caps and PE. Macro effects can shape share price/market cap/PE to anything. But it's micro (revenue/profit/margins/growth) that will drive the long term valuation of the company. Buy stock in a great company, because it's a great company. Buy more when the opportunity presents itself. You're just going to be a dog chasing their tail if you try to chase share price. I've held AAPL NVDA NFLX while each had 50% dip, and yet they went on to return multiples more. Did their busineses get wrecked or just impacted by macro? It was the latter.

OG-Bitchslay3r

Somehow I feel that the moment I sell off NVDA to buy more LRCX or TSM, it'll moon to $500 or something.