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Lam Research Corporation (LRCX)

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561,42-31,01 (-5,23%)
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  • n
    nycapitalist
    $AMAT conversation
    Fear, capitulation. At 8:30 AM, it will be revealed that inflation is rising (which is already known and expected) and the real selling will begin. The stocks of very good and profitable companies get swept up in it as will $lrcx $amat and the rest.
  • B
    Brock
    $LRCX conversation
    I have position in 2 stocks. $OCGN and $LRCX ... hoping for an awesome week.
  • C
    Crush Muñoz
    Lam Research Corporation
    Don't understand why the equipment makers aren't being bought up $lrcx $amat $klac
  • G
    Gary A
    $NVDA conversation
    Finally, a respectable correction in the technology sector. There are some sweet opportunities today in $NVDA, $LRCX, $AMAT and $KLAC to name just a few. I just started buying mid day and you should too.
  • V
    VinnyP
    Hopefully $LRCX will bring up the semi-sector on Tuesday. Though $LRCX should beat expectations and provide solid guidance; hopefully this trend of major sell-offs/profit taking during earnings calls is over with.
  • A
    AvastYe
    $MU conversation
    The Wedbush downgrade doesn't make any sense. You can't have $SWKS and $LRCX upgraded on 5G demand, and $NVDA and $AMD upgraded on upcoming console demand, and not have $MU caught up in there somewhere. This reminds me of the Q4 19 earnings when MU was 'rumored' to be finally posting their expected down-cycle loss only to show 1/2 billion in profit. That head-turning beat launched the stock from the $40's to over $60. I suspect something similar may happen again with ER on 29th.
  • V
    Vitaliy
    I’m holding 4 semis, and have mixed feelings: (1) $NVDA is a superstar and I plan continue keeping it.
    (2) $MU is falling, but has potential to grow with the planned/ongoing buy backs, cash return to shareholders and potential memory market recovery. So, I will keep it for the next 6-12m
    (3) my biggest concerns are about $LRCX and $AMAT. I agree that that was a wrong idea to buy both stocks. The companies are great, but not in the late cycle of the economic expansion. So, I feel that I m not only losing money with both companies, but also not receiving potential gain with other companies. I hope that trade tensions will be resolved soon (probably, after mid-term elections) that would give a boost to the semis. Otherwise, I see no chance to recover losses with both companies
  • s
    stocktargetadvisor
    $LRCX conversation
    $LRCX
    Target Raised by B. Riley Buy USD 600 » USD 650
    Target Raised by Credit Suisse In-Line » Outperform USD 450 » USD 650
    Target Raised by Deutsche Bank Hold USD 500 » USD 575
  • V
    Vitaliy
    Amazing day. The whole market is red, but $LRCX and $AMAT are green 💫
  • V
    VinnyP
    “Lam Research (LRCX) Receives Overweight Rating from JPMorgan Chase with $275 price target. “Zacks upgrades $LRCX to #1 Strong Buy”
  • w
    waterman
    Computer chips stocks reached new 52-week low today $NVDA, $AMAT, $LRCX, $MU, $WDC.
  • V
    VinnyP
    Guidance was well and didn’t even account for the deployment of 5G networks which will require Large DRAM content especially in the smartphones and this will drive the demand for the company’s DRAM memories. $MU $INTC and $SGH all carry heavy exposure to $LRCX and will benefit. Shipments missed expectations but this is the first quarter surpassing $3 billion! China accounts for 36% of revenue from shipments. The fear of tariffs is cooling down, stay long!
  • V
    VinnyP
    $LRCX should be back on track pending $INTC tomorrow. $UCTT had a great quarter and projected solid growth through 2018 for the semiconductor sector. They made it clear that Semis will see tail winds from growth in AI, autonomous driving, 5G networks and pretty much anything in today’s society that involves technology. Yes; iPhones are cyclical but $LRCX doesn’t have heavy exposure to $APPL.. $QCOM and $STM both reported good quarters and $AMD reported a great quarter and provided solid guidance! We are back ladies and gentlemen.
  • V
    VinnyP
    Thanks to the CFO of $AAPL DRAM and NAND will be flat until the tariff mess is cleared up. They posted good numbers and forecasted strong guidance but left us in the mud. I will still remain long on $MU $LRCX $SGH ..
  • V
    VinnyP
    Given the robust earnings from $AMD $UCTT $STM $QCOMM and $KRW (Samsung) we should be in full swing. Samsung made it clear that DRAM and NAND will remain strong especially through Q1 and Q2. Tim Cook is hopefully working his magic with Trump to cool down these tariffs and $LRCX has a 2 billion buy-back within the next 12-18 months. There is a good chance we can see that 52 week high before you think!
  • V
    VinnyP
    It’s up to $TXN to save the semi-sector. Let’s hope that the questions and answers don’t dig us deeper. They had a good report; $LRCX and $MU should reap these benefits.
  • V
    VinnyP
    enjoy your 3% treasury note.. $LRCX is back on track
  • C
    C
    Ichor Holdings, Ltd.
    $ichr $lrcx $amat $mu all very promising semi and will rise significant from this price level in 3 months
  • G
    Gmoney
    $IQ conversation
    ROBERTS A GENIOUS
    Robert5 days ago
    $LRCX conversation
    THE MARKET NEVER CARES ABOUT LRCX RESULTS....SORRY HEADING LOWER..

    trading at $178 when posted now $192
  • V
    VinnyP
    Sold out at the beginning of that correction locked in my profits and jumped back in at 170.77 and oh boy is this starting to pay off. I am holding this for years from here on out. $LRCX has always been good to me!!