BERNSTEIN ANALYST on earnings call:
“.. could our new President wake up one morning & after eating a bad burrito or something decide to cut everything off? .. I wish I could say I thought that risk was non-zero.” $LRCX
“.. could our new President wake up one morning & after eating a bad burrito or something decide to cut everything off? .. I wish I could say I thought that risk was non-zero.” $LRCX
May 31, 2025 at 8:02 PM
BERNSTEIN ANALYST on earnings call:
“.. could our new President wake up one morning & after eating a bad burrito or something decide to cut everything off? .. I wish I could say I thought that risk was non-zero.” $LRCX
“.. could our new President wake up one morning & after eating a bad burrito or something decide to cut everything off? .. I wish I could say I thought that risk was non-zero.” $LRCX
Potentially impacted US stocks include AMAT LRCX KLAC, all down about 3% in response.
June 20, 2025 at 2:46 PM
Potentially impacted US stocks include AMAT LRCX KLAC, all down about 3% in response.
#LRCX #$LRCX
False resistance breakout. False seller zone breakout.
https://tr3n.do/stocks/lrcx?utm_source=bluesky
False resistance breakout. False seller zone breakout.
https://tr3n.do/stocks/lrcx?utm_source=bluesky
September 28, 2026 at 9:18 PM
#LRCX #$LRCX
False resistance breakout. False seller zone breakout.
https://tr3n.do/stocks/lrcx?utm_source=bluesky
False resistance breakout. False seller zone breakout.
https://tr3n.do/stocks/lrcx?utm_source=bluesky
".. My overarching theme remains: Fish Where the Fish Are for now .. and that is in Semis/Semicaps/Optical/Memory/HDDs - participants in the generational upgrade .. #$NVDA, #$LRCX, #$COHR, #$GLW, #$APH, ASML, AVGO to name a few …. i think it’s way too ‘early’ to think differently."
- B of A TMT desk
- B of A TMT desk
March 13, 2026 at 3:01 PM
MU LRCX AMAT KLAC SNDK
look out cook out
look out cook out
March 6, 2026 at 8:20 PM
MU LRCX AMAT KLAC SNDK
look out cook out
look out cook out
Bearish options flow in $LRCX
$2.0M of Dec 18 $310 puts traded at the ask. 700 contracts against 632 open interest.
Every unusual $LRCX print, live:
https://fundspec.ai/s/LRCX/options
Get a push the moment an analyst moves a price target.
$2.0M of Dec 18 $310 puts traded at the ask. 700 contracts against 632 open interest.
Every unusual $LRCX print, live:
https://fundspec.ai/s/LRCX/options
Get a push the moment an analyst moves a price target.
September 29, 2026 at 3:00 PM
Bearish options flow in $LRCX
$2.0M of Dec 18 $310 puts traded at the ask. 700 contracts against 632 open interest.
Every unusual $LRCX print, live:
https://fundspec.ai/s/LRCX/options
Get a push the moment an analyst moves a price target.
$2.0M of Dec 18 $310 puts traded at the ask. 700 contracts against 632 open interest.
Every unusual $LRCX print, live:
https://fundspec.ai/s/LRCX/options
Get a push the moment an analyst moves a price target.
$SNDK $KLAC $LRCX $AMAT all up double digits to 52wk highs
June 11, 2026 at 7:21 PM
$SNDK $KLAC $LRCX $AMAT all up double digits to 52wk highs
In case you were wondering why LRCX/KLAC/STX are smoking NVDA this year. Memory shortages can’t be easily resolved.
November 6, 2025 at 1:54 PM
In case you were wondering why LRCX/KLAC/STX are smoking NVDA this year. Memory shortages can’t be easily resolved.
Among global megacaps, the best YoY performers are $TSM $ASML $BABA
$MU $AMD $GOOGL $LRCX $CAT $HSBC $INTC smaller names also strong @finviz_com
$MU $AMD $GOOGL $LRCX $CAT $HSBC $INTC smaller names also strong @finviz_com
February 8, 2026 at 2:33 PM
Among global megacaps, the best YoY performers are $TSM $ASML $BABA
$MU $AMD $GOOGL $LRCX $CAT $HSBC $INTC smaller names also strong @finviz_com
$MU $AMD $GOOGL $LRCX $CAT $HSBC $INTC smaller names also strong @finviz_com
#$LRCX has a Quality Score of 17 today, 2nd of 12 in Special Industry Machinery
https://getbreakaway.com/stocks/LRCX
https://getbreakaway.com/stocks/LRCX
September 26, 2026 at 7:51 PM
#$LRCX has a Quality Score of 17 today, 2nd of 12 in Special Industry Machinery
https://getbreakaway.com/stocks/LRCX
https://getbreakaway.com/stocks/LRCX
Lam Research breaking out of an accumulation base, with Weinstein Stage Two flashing the green light...
This one’s looking juicy. #LRCX 🟢
This one’s looking juicy. #LRCX 🟢
February 20, 2025 at 4:27 PM
Lam Research breaking out of an accumulation base, with Weinstein Stage Two flashing the green light...
This one’s looking juicy. #LRCX 🟢
This one’s looking juicy. #LRCX 🟢
#$TSM (65% of the global foundry market, & monopolization of N3 & beyond) #$ASML #$KLA #LRCX
Article & highlighted screenshot from NomadSemi, & a reminder of multi-year capex…
www.nomadsemi.com/p/2025-wfe-o...
Article & highlighted screenshot from NomadSemi, & a reminder of multi-year capex…
www.nomadsemi.com/p/2025-wfe-o...
February 9, 2025 at 6:40 PM
#$TSM (65% of the global foundry market, & monopolization of N3 & beyond) #$ASML #$KLA #LRCX
Article & highlighted screenshot from NomadSemi, & a reminder of multi-year capex…
www.nomadsemi.com/p/2025-wfe-o...
Article & highlighted screenshot from NomadSemi, & a reminder of multi-year capex…
www.nomadsemi.com/p/2025-wfe-o...
📊 Daily picks · 2026-09-29 (paper)
🔴 SELL: NVDA, LRCX
Paper trading, not advice.
🔴 SELL: NVDA, LRCX
Paper trading, not advice.
September 29, 2026 at 4:02 PM
📊 Daily picks · 2026-09-29 (paper)
🔴 SELL: NVDA, LRCX
Paper trading, not advice.
🔴 SELL: NVDA, LRCX
Paper trading, not advice.
📊 Daily picks · 2026-09-29 (paper)
🟢 BUY: LRCX, HOOD
🔴 SELL: NVDA
Paper trading, not advice.
🟢 BUY: LRCX, HOOD
🔴 SELL: NVDA
Paper trading, not advice.
September 29, 2026 at 5:02 PM
📊 Daily picks · 2026-09-29 (paper)
🟢 BUY: LRCX, HOOD
🔴 SELL: NVDA
Paper trading, not advice.
🟢 BUY: LRCX, HOOD
🔴 SELL: NVDA
Paper trading, not advice.
📊 Daily picks · 2026-09-29 (paper)
🔴 SELL: LRCX, UMC, SNOW, ANET, MRNA
Paper trading, not advice.
🔴 SELL: LRCX, UMC, SNOW, ANET, MRNA
Paper trading, not advice.
September 29, 2026 at 7:02 PM
📊 Daily picks · 2026-09-29 (paper)
🔴 SELL: LRCX, UMC, SNOW, ANET, MRNA
Paper trading, not advice.
🔴 SELL: LRCX, UMC, SNOW, ANET, MRNA
Paper trading, not advice.
📊 Daily picks · 2026-09-30 (paper)
🟢 BUY: UMC, DELL
🔴 SELL: NVDA, SMCI, LRCX, HOOD, NOW, ANET
Paper trading, not advice.
🟢 BUY: UMC, DELL
🔴 SELL: NVDA, SMCI, LRCX, HOOD, NOW, ANET
Paper trading, not advice.
September 30, 2026 at 2:03 PM
📊 Daily picks · 2026-09-30 (paper)
🟢 BUY: UMC, DELL
🔴 SELL: NVDA, SMCI, LRCX, HOOD, NOW, ANET
Paper trading, not advice.
🟢 BUY: UMC, DELL
🔴 SELL: NVDA, SMCI, LRCX, HOOD, NOW, ANET
Paper trading, not advice.
📊 Daily picks · 2026-09-28 (paper)
🟢 BUY: SMCI, LRCX, ANET
🔴 SELL: DSY.PA, SNOW
Paper trading, not advice.
🟢 BUY: SMCI, LRCX, ANET
🔴 SELL: DSY.PA, SNOW
Paper trading, not advice.
September 28, 2026 at 3:02 PM
📊 Daily picks · 2026-09-28 (paper)
🟢 BUY: SMCI, LRCX, ANET
🔴 SELL: DSY.PA, SNOW
Paper trading, not advice.
🟢 BUY: SMCI, LRCX, ANET
🔴 SELL: DSY.PA, SNOW
Paper trading, not advice.
LRCX,CP, CNI, PEP
November 20, 2024 at 12:59 AM
LRCX,CP, CNI, PEP
📊 Daily picks · 2026-09-29 (paper)
🟢 BUY: NTAP, DELL, HOOD
🔴 SELL: LRCX, NVDA, UMC, ANET, MRNA, SMCI, SNOW
Paper trading, not advice.
🟢 BUY: NTAP, DELL, HOOD
🔴 SELL: LRCX, NVDA, UMC, ANET, MRNA, SMCI, SNOW
Paper trading, not advice.
September 29, 2026 at 2:04 PM
📊 Daily picks · 2026-09-29 (paper)
🟢 BUY: NTAP, DELL, HOOD
🔴 SELL: LRCX, NVDA, UMC, ANET, MRNA, SMCI, SNOW
Paper trading, not advice.
🟢 BUY: NTAP, DELL, HOOD
🔴 SELL: LRCX, NVDA, UMC, ANET, MRNA, SMCI, SNOW
Paper trading, not advice.
📊 Daily picks · 2026-09-28 (paper)
🟢 BUY: NVDA, NTAP, LRCX, SMCI, ANET
🔴 SELL: HOOD, DELL
Paper trading, not advice.
🟢 BUY: NVDA, NTAP, LRCX, SMCI, ANET
🔴 SELL: HOOD, DELL
Paper trading, not advice.
September 28, 2026 at 6:03 PM
📊 Daily picks · 2026-09-28 (paper)
🟢 BUY: NVDA, NTAP, LRCX, SMCI, ANET
🔴 SELL: HOOD, DELL
Paper trading, not advice.
🟢 BUY: NVDA, NTAP, LRCX, SMCI, ANET
🔴 SELL: HOOD, DELL
Paper trading, not advice.
$LRCX: Lam Research price target raised to $200 from $175 at Jefferies
https://thefly.com/permalinks/entry.php/id4256403/9161286394/LRCX-Lam-Research-price-target-raised-by--at-Jefferies-heres-why
More $LRCX news: https://stockoscope.com/stock/lrcx/news
https://thefly.com/permalinks/entry.php/id4256403/9161286394/LRCX-Lam-Research-price-target-raised-by--at-Jefferies-heres-why
More $LRCX news: https://stockoscope.com/stock/lrcx/news
December 17, 2025 at 1:00 AM
$LRCX: Lam Research price target raised to $200 from $175 at Jefferies
https://thefly.com/permalinks/entry.php/id4256403/9161286394/LRCX-Lam-Research-price-target-raised-by--at-Jefferies-heres-why
More $LRCX news: https://stockoscope.com/stock/lrcx/news
https://thefly.com/permalinks/entry.php/id4256403/9161286394/LRCX-Lam-Research-price-target-raised-by--at-Jefferies-heres-why
More $LRCX news: https://stockoscope.com/stock/lrcx/news
Dividend stocks at a 52 week low:
$MRK - Merck & Co., Inc. 💊
$PEP - PepsiCo, Inc. 🥤
$TMO - Thermo Fisher Scientific Inc. 🔬
$PFE - Pfizer Inc. 💉
$LRCX - Lam Research Corporation 💾
$ELV - Elevance Health, Inc. 🏥
$MDLZ - Mondelez International, Inc. 🍫
$TGT - Target Corporation 🛍️
$MRK - Merck & Co., Inc. 💊
$PEP - PepsiCo, Inc. 🥤
$TMO - Thermo Fisher Scientific Inc. 🔬
$PFE - Pfizer Inc. 💉
$LRCX - Lam Research Corporation 💾
$ELV - Elevance Health, Inc. 🏥
$MDLZ - Mondelez International, Inc. 🍫
$TGT - Target Corporation 🛍️
November 26, 2024 at 3:53 PM
Dividend stocks at a 52 week low:
$MRK - Merck & Co., Inc. 💊
$PEP - PepsiCo, Inc. 🥤
$TMO - Thermo Fisher Scientific Inc. 🔬
$PFE - Pfizer Inc. 💉
$LRCX - Lam Research Corporation 💾
$ELV - Elevance Health, Inc. 🏥
$MDLZ - Mondelez International, Inc. 🍫
$TGT - Target Corporation 🛍️
$MRK - Merck & Co., Inc. 💊
$PEP - PepsiCo, Inc. 🥤
$TMO - Thermo Fisher Scientific Inc. 🔬
$PFE - Pfizer Inc. 💉
$LRCX - Lam Research Corporation 💾
$ELV - Elevance Health, Inc. 🏥
$MDLZ - Mondelez International, Inc. 🍫
$TGT - Target Corporation 🛍️
📊 Daily picks · 2026-09-29 (paper)
🟢 BUY: NVDA, LRCX, UMC, SNOW, ANET, NOW, SMCI
🔴 SELL: DELL, HOOD, NTAP
Paper trading, not advice.
🟢 BUY: NVDA, LRCX, UMC, SNOW, ANET, NOW, SMCI
🔴 SELL: DELL, HOOD, NTAP
Paper trading, not advice.
September 29, 2026 at 3:02 PM
📊 Daily picks · 2026-09-29 (paper)
🟢 BUY: NVDA, LRCX, UMC, SNOW, ANET, NOW, SMCI
🔴 SELL: DELL, HOOD, NTAP
Paper trading, not advice.
🟢 BUY: NVDA, LRCX, UMC, SNOW, ANET, NOW, SMCI
🔴 SELL: DELL, HOOD, NTAP
Paper trading, not advice.