Posts on LRCX

Latest ideas and analyses related to Lam Research Corporation Common Stock

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LRCX

+34 pts



$LRCX Lam supply chain cleared up faster than expected; we see material value despite expected headwinds

By realmomobags on July 28, 2022, 6:48 a.m.
Tagged topics: earnings results , s. $NASDAQ:LRCX

Views: 15, Votes: 4, Responses: 0, Attachments: 1
AMAT , LRCX , KLAC , TER

+32 pts



Lowering our CY23 wafer fabrication equipment estimates to $83bn; lowering estimates for AMAT, LRCX, KLAC

By mooreideas on July 26, 2022, 10:56 a.m.
Tagged topics: analyst lowers estimates

Views: 11, Votes: 3, Responses: 0, Attachments: 1
AMD , ADI , AMAT , ARW , AVT , AVGO , INTC , KLAC , LRCX , MRVL , MCHP , MU , NVDA , NXPI , QRVO , QCOM , SWKS , TXN , WDC

+36 pts



A summary of credit analyst recommendations in the Semiconductor sector

By realjoe on July 6, 2022, 10:41 a.m.
Tagged topics: credit research

Views: 30, Votes: 4, Responses: 0, Attachments: 1
ENTG , AMAT , LRCX , UMC , MRVL , WOLF

+39 pts



Global Semiconductor Conference: Key Takeaways from Day 1

By ethonomics on June 7, 2022, 4:19 p.m.
Tagged topics: management commentary

Views: 43, Votes: 5, Responses: 0, Attachments: 1
NXPI , ADI , MCHP , LRCX , QRVO , GFS , SWKS , WDC

+38 pts



TMC Conference Summary: Strong Demand Trends In Cloud Datacenter/5G/Auto/Industrial; Tight Supply Into CY23

By scorpioduck on May 26, 2022, 1:26 p.m.
Tagged topics: non deal roadshow

Views: 25, Votes: 4, Responses: 1, Attachments: 1
LRCX

+35 pts



$LRCX Still our Top Pick in semis as supply chain issues defer the revenue ramp as expected

By realmomobags on April 21, 2022, 2:03 a.m.
Tagged topics: semiconductors

Views: 35, Votes: 2, Responses: 0, Attachments: 1
NVDA , AMD , LSCC , MRVL , AMAT , MCHP , LRCX

+38 pts



Semis 1Q22 Earnings Preview: Pattern and Level Say Buy

By junkfoodlover on April 20, 2022, 11:36 a.m.
Tagged topics: earnings preview

Views: 30, Votes: 3, Responses: 0, Attachments: 1
AJG , BRO , DUK , EVGR , JNJ , LNT , PG , WMT , UNH , XEL , ADI , AMAT , CCL , LEN , LRCX , MCHP , MU , NXPI , PHM , QRVO , TXN , UAL

+34 pts



Technical Analysis: Inflection Points Risk-Off Rate Rise Remains Relevant

By rIsILAwr on April 11, 2022, 9:04 a.m.
Tagged topics: technical analysis

Views: 43, Votes: 3, Responses: 0, Attachments: 1
AMAT , LRCX , KLAC , ASML , TER , TSM , INTC

+70 pts



Semiconductor Equipment 101: Compelling Models, Long-term Tailwinds

By bbern3 on March 29, 2022, 2 p.m.
Tagged topics: deep dive , initiation report , primer report

Views: 361, Votes: 11, Responses: 3, Attachments: 1
MU , WDC , LRCX , TER , KLAC , AAPL

+37 pts



Feedback from investor meetings - overall sentiment is negative due to demand uncertainty

By cassie on March 28, 2022, 10:29 a.m.
Tagged topics: investor sentiments

Views: 165, Votes: 3, Responses: 0, Attachments: 1
NVDA , TSM , AMAT , KLAC , LRCX

+40 pts



$NVDA - Analyst Day Should Support "Digitization of the Economy" Theme and the Need for Significant Capacity Expansion

By bbern3 on March 22, 2022, 10:52 a.m.
Tagged topics: investor day

Views: 59, Votes: 4, Responses: 0, Attachments: 1
INTC , TSM , AMAT , KLAC , LRCX , MKSI , ENTG , FORM

+37 pts



$INTC - Intel IDM 2.0 Can Succeed and Foster a Stronger Foundry Market

By underdog on Feb. 14, 2022, 12:25 p.m.
Tagged topics: investor day

Views: 233, Votes: 3, Responses: 0, Attachments: 1
NVDA , AMD , MCHP , MRVL , LRCX , NXPI , ON

+46 pts



Semis have entered the peaking process, which analysts expect to have wild swings

By bbern3 on Jan. 31, 2022, 4:14 p.m.
Tagged topics: semiconductors

Views: 219, Votes: 4, Responses: 1, Attachments: 1
AVGO , MRVL , KLAC , INTC , NVDA , MU , GFS , MCHP , ADI , LRCX , AMZN

+45 pts



Semis fundamental set up remains strong for 2022

By bbern3 on Jan. 20, 2022, 4:44 p.m.
Tagged topics: semiconductors

Views: 247, Votes: 9, Responses: 0, Attachments: 1
TSM , AMAT , KLAC , LRCX

+37 pts



TSMC 4Q21 Impact on SCE: CapEx Hike Supports Secular Growth Thesis

By bbern3 on Jan. 14, 2022, 12:28 p.m.
Tagged topics: semiconductors

Views: 57, Votes: 2, Responses: 0, Attachments: 1
TSM , AMAT , ASML , KLAC , LRCX , TER

+46 pts



$TSM's results are a positive read for $AMAT $ASML $KLAC $LRCX and $TER

By bbern3 on Jan. 13, 2022, 12:09 p.m.
Tagged topics: semiconductors

Views: 231, Votes: 7, Responses: 0, Attachments: 1
MU , ASML , LRCX , AMAT , DELL , CSCO , AAPL , HPE

+36 pts



DRAM likely to have a positive inflection in mid-2022 and next upcycle expected to last until 2023

By bbern3 on Jan. 11, 2022, 12:39 p.m.
Tagged topics: deep dive

Views: 231, Votes: 3, Responses: 0, Attachments: 2
APH , NXPI , ON , SLAB , ST , TEL , QCOM , LRCX , KLAC , TER , AMAT

+101 pts



2022 global semis outlook - fundamental recovery appears fully discounted but should still be a solid growth year

By bbern3 on Dec. 15, 2021, 11:44 a.m.
Tagged topics: deep dive , semiconductors , 2022 outlook

Views: 108, Votes: 9, Responses: 1, Attachments: 1
AVGO , HPE , OMC , LRCX , MRVL , QCOM , VOD , DELL , FOXA , VMW , CDW , WDC , MCHP

+49 pts



22 Themes and 46 Trades for 2022 in Investment Grade TMT across US and EU

By mooreideas on Dec. 13, 2021, 12:32 p.m.
Tagged topics: deep dive , 2022 outlook

Views: 92, Votes: 6, Responses: 0, Attachments: 1
AMAT , KLAC , NVMI , NVDA , LRCX , ENTG , ONTO , VECO

+61 pts



Accelerated computing, AI, and the Omniverse will reach all markets in "Industry 4.0" over the next decade, bullish on semis

By bbern3 on Nov. 12, 2021, 11:54 a.m.
Tagged topics: secular growth , semiconductors , omniverse , Industry 4.0

Views: 498, Votes: 10, Responses: 1, Attachments: 1