LRCX

3Horses1Dog

Yeah not bad. LRCX was around your target $265-270 I doubt it will go down further

callesucia

I've been eyeing AMAT and LRCX for a while now. For AMAT I'm eyeing a $415 entry and for LRCX $265-270.

VeridionMarkets

For what it’s worth, Congress is on both sides of MU this year. Rep. Cleo Fields bought $100K–$250K on Feb 3, same day she loaded AMD, GOOGL, LRCX and META (House PTR #20034018). Rep. Dwight Evans sold $15K–$50K on Mar 24 (#20034379, cap gains box checked). Rep. Cisneros has been round-tripping it in $1K–$15K clips since February, buy Feb 24, sell May 15, sell Jun 5. 27 members have disclosed MU trades in total. None of them bought at 877 though, so you’re early or they’re late.

Wild_Following_7475

So when will you realize a gain ? Look at the yields : |Stock|Your price|Earnings yield|FCF yield| |:-|:-|:-|:-| |AMAT|$459|2.5%|1.5%| |MU|$939|8.0%|5.5%| |FN|$414|3.1%|0.03%| |NVDA|$224|3.5%|2.3%| |NBIS|$189|\~0.1%|Negative| |LRCX|$295|2.0%|1.3%| |NU|$15|4.9%|Negative\*|

SeparateCommon2363

This is just wrong ALPD, Iren, FERMI, CRDO, ALAB, LRCX, NBIS, just to start with a few are all lower than their June highs. And they are not up 150% YTD, some of these are even down 20% for the year.

Ch4osIsALadder

LRCX

No_Current3675

Still big in semis, I don't think this dies too soon. Buy into FUD sell into FOMO. Biggest positions right now MSFT KLAC LRCX ASML, sizeable positions in GLW WDC NVDA MU and a few others.

Secret-Desk-336

MRVL, NBIS and LRCX please

patiently_entropy

SHould've rode LRCX instead

music_is_gud

I think they will go pretty high coz of the MU earnings. When memory companies increase capex and guidance, it's feasting for AMAT, LRCX and another I'm forgetting

music_is_gud

I'm watching INTC too. But also some suppliers to Micron. Gonna watch the earnings call once I get home to see what they hunted at in terms of their capex. LRCX, AMAT, ASX seem interesting

DarrenOTM

I like APP and LRCX long with PMCC's! Are most of you youngsters in the chat just buying calls or something different?

patiently_entropy

LRCX green

No_Current3675

lolbruh. wrote 3 LRCX calls and then decided fuk it, i want to hold these shares. closed perhaps a minute later for a $30 profit.

Difficult-Thing6128

Why are you fighting with a stock which has lot of competition and less growth. Buy DELL, CRWV, COHR, AMAT, LRCX , GOOG, AMZN. You make more money. If you want a single stock for your $1M. buy CRWV.

No_Current3675

loaded KLAC LRCX GLW these past weeks

dayvieee

Sold my LRCX calls too early

el_chupa_cabra

LRCX is going ballistic

davidbigham

AMAT LRCX TXN all going down when every semi is pumping 🤡

Organic-Calendar-244

AMAT and LRCX you POS stocks

davidbigham

Fking LRCX is red. 🤡🤡

davidbigham

Dam LRCX and AMAT down like 8%.

No_Current3675

1/6 in MSFT, 1/12 in each of KLAC & LRCX. Rest is mostly diversified tech & semiconductors, with some oil, energy, rare earths, etc.

No_Current3675

My fave rn KLAC LRCX

No_Current3675

Just buy the AI supply chain. MU TSM ASML KLAC LRCX NVDA GLW CEG etc.

thatsmymayo

Which is better, AMAT or LRCX?

No_Current3675

LRCX 400 soon

No_Current3675

LRCX some good shit

Ciospi

Full port LRCX calls

ThanklessWaterHeater

Yes. I posted this one a few weeks ago when it broke 100,000%: https://www.reddit.com/r/StockMarket/s/yFVwAobYQ7 I have Apple that’s up 25,000% since I bought it in 2005. Some LLY that’s up 28,000% since 1990. Shares of MU and LRCX I bought more than a decade ago are around 9,000% now; hoping to break 10 soon on both. Buying well-run companies and never selling. 👍

No_Current3675

been loading AMAT KLAC LRCX

ThanklessWaterHeater

LLY, AAPL, LRCX, ROST, MU, BDX and AMGN. All purchased in small amounts decades ago, each now over seven figures.

patright333

Blue horseshoe loves LRCX.

davidbigham

AMAT and LRCX has been dumping everyday lately. 🤡

Spac55

$NVDA $MU $KLAC $AMAT $ASML $LRCX $TSM all got upgraded

bearhunter429

#I'm so overweight semi stocks. NVDA, AMD, LRCX, AMAT, INTC, TSM, AVGO, MRVL, MU, SNDK...I own it all. Fully leveraged into AI trade. LMAO🤌

wileywyatt

LRCX is also in my Portfolio! https://preview.redd.it/3pysir32d1mh1.jpeg?width=1179&format=pjpg&auto=webp&s=7fd2dc5af347fad15bbcc944413515e7ea1d78dc

goodolarchie

I bought NVDA when I figured "video games are pretty popular, actually taking over TV and Movies." Same with AMD, though I sold and bought and sold again because I hated their fucking graphics cards. Figured Micron was a good bet back on memory when it was at $60. Same with INTC begin so cheap at $19.50. LRCX I've mostly bought and hold, but also sold because I was too dumb to endure the cyclical nature of semiconductors. Anyway, these will all pay for my ex-wife's next home.

No_Current3675

AVGO KLAC LRCX my faves right now, especially KLAC. Pile in tomorrow under 190. 

throwaway9gk0k4k569

KLAR after it's earnings. They are applying for a banking license. The executives being swapped out are because they are growing so much they need better tallent. In semiconductors, just about everything is below the stupid level. AMAT, LRCX, all the main RAM names you know. GFS, ON. WING. Chicken wings.

Various_Couple_764

No LRCX was the better choice back in 2000. and it is still a very good stock today.

Astronaut100

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.

pingoo26

But LRCX is not for some reason.

jocww

LRCX

Appropriate_Ice_7507

Fuck you AMAT! LRCX popped after earning and this turd? Worse than Cisco

wafflepiezz

People chasing SNDK But I’m chasing LRCX. Literally perfect inverse h&s pattern, the cleanest I’ve seen all year.

ham_sandwedge

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

SpiderWil

AMAT/LRCX/KLAC are all green

Organic-Calendar-244

Going full port on LRCX (I work at AMAT)

i_empathetic

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.

verified-trader

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.

verified-trader

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.

No_Current3675

loaded the truck wit ASML KLAC LRCX during last week's dip. Added a bit of sandick too.

iamjt

LRCX you can take it easy but just give another +20% day tmr ok

No_Current3675

Went balls deep ASML KLAC LRCX last Tue & Wed. And bought more sanddick. Sold RDDT 180 bought back under 140. 

Federal_Radish_1421

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?”

orcassharks

I would go more semiconductor like MRVL, LRCX than pure memory

ThanklessWaterHeater

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.

No_Current3675

KLAC ASML LRCX AVGO NVDA still good buys.

Bluecoregamming

LRCX is proof, insane distribution candle. Next few days will be very interesting

No_Current3675

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.

orcassharks

LRCX going back to 400

Spac55

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

iamjt

LRCX went crazy today. Maybe they will be the next 1k club member

patright333

Blue horseshoe loves LRCX.

davidbigham

LRCX up 23 % holy fk.

mediocre_gaming_923

LRCX wildin

mr_malifica

BE, MU, and LRCX - "Buy Them!"

No_Current3675

dam son check LRCX

No_Current3675

check LRCX

No_Current3675

KLAC ASML LRCX amazing values

No_Current3675

LRCX poppin off

No_Current3675

between KLAC yesterday, LRCX & MSFT today, I think the AI trade is still hot AF. BTFD.

Spac55

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

Adeptness2020

LRCX

Adeptness2020

Typo LRCX

surmoiFire

The only thing moving after ER is LRCX, to where it was yesterday

No_Current3675

ah feck, i was considering buying more LRCX today.

GneissFrog

LRCX, yessir

LabyrinthLayers

Never doubted Lam!! LRCX LFG

Due_Assistant_474

LRCX puts

IBangTokyoWife

Long time semi holders, you guys adding more here? LRCX AMAT KLAC

thatsmymayo

LRCX looking like a buy here

davidbigham

We got MSFT META QCOM LRCX ARM Robinhood earning today. Pick one and get rich .

No_Current3675

KLAC LRCX ASML my top 3.

DelvxeRed

How bad is LRCX gonna dump on earnings?

ThanklessWaterHeater

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.

TheNuclear0ption

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.

Organic-Calendar-244

LRCX is going to blast off tomorrow

davidbigham

AMAT LRCX down like 40% from their high. Is it the dip or is it the bag

RandomC6

Man now KLAC is shitting the bed and dragging down AMAT and LRCX again...

Repulsive_Wolf6774

Is LRCX a no brainer going into earnings or am I regarded

PoohBearLuvsHoney

List the meme stocks that you own. I’ll go first: Reddit LRCX Sandisk Fabrinet Rocket lab Planet lab DRTS

Foremole_of_redwall

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”…..

NaluknengBalong_0918

Did LRCX burn down or somethin? 💃💃💃🤣

tachyonvelocity

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.

davidbigham

oh boy, today gonna be bad for ASML AMAT LRCX .

wilhelm96

All the equipment makers did. AMAT and LRCX too

Educational_Disk_325

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.

Peeeeech

Wednesday: META, MSFT, ARM, QCOM, LRCX, ***and*** the **FOMC**