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.” $LRCX
Potentially impacted US stocks include AMAT LRCX KLAC, all down about 3% in response.
June 20, 2025 at 2:46 PM
Potentially impacted US stocks include AMAT LRCX KLAC, all down about 3% in response.
".. My overarching theme remains: Fish Where the Fish Are for now .. and that is in Semis/Semicaps/Optical/Memory/HDDs - participants in the generational upgrade .. #$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
#$LRCX has a Quality Score of 17 today, 2nd of 12 in Special Industry Machinery
https://getbreakaway.com/stocks/LRCX
https://getbreakaway.com/stocks/LRCX
September 26, 2026 at 7:51 PM
#$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
#LRCX #$LRCX
False resistance breakout. False seller zone breakout.
https://tr3n.do/stocks/lrcx?utm_source=bluesky
False resistance breakout. False seller zone breakout.
https://tr3n.do/stocks/lrcx?utm_source=bluesky
September 23, 2026 at 8:09 PM
#LRCX #$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
$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 $INTC smaller names also strong @finviz_com
Lam Research breaking out of an accumulation base, with Weinstein Stage Two flashing the green light...
This one’s looking juicy. #LRCX 🟢
This one’s looking juicy. #LRCX 🟢
February 20, 2025 at 4:27 PM
Lam Research breaking out of an accumulation base, with Weinstein Stage Two flashing the green light...
This one’s looking juicy. #LRCX 🟢
This one’s looking juicy. #LRCX 🟢
#$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 #$KLA #LRCX
Article & highlighted screenshot from NomadSemi, & a reminder of multi-year capex…
www.nomadsemi.com/p/2025-wfe-o...
Article & highlighted screenshot from NomadSemi, & a reminder of multi-year capex…
www.nomadsemi.com/p/2025-wfe-o...
#LRCX #$LRCX
Anomalously high trading volume detected. Resistance tested. Seller zone tested.
https://tr3n.do/stocks/lrcx?utm_source=bluesky
Anomalously high trading volume detected. Resistance tested. Seller zone tested.
https://tr3n.do/stocks/lrcx?utm_source=bluesky
September 22, 2026 at 9:58 PM
#LRCX #$LRCX
Anomalously high trading volume detected. Resistance tested. Seller zone tested.
https://tr3n.do/stocks/lrcx?utm_source=bluesky
Anomalously high trading volume detected. Resistance tested. Seller zone tested.
https://tr3n.do/stocks/lrcx?utm_source=bluesky
$LRCX put expired worthless.
Strike: $285 | Premium: $1.92 | ROC: 0.67%
WEPro Confidence Score: 75.1
AI Analysis pick: Sep 10
Another win from the AI Analysis pipeline. Data over narrative.
wealthenginepro.com
Strike: $285 | Premium: $1.92 | ROC: 0.67%
WEPro Confidence Score: 75.1
AI Analysis pick: Sep 10
Another win from the AI Analysis pipeline. Data over narrative.
wealthenginepro.com
September 23, 2026 at 5:30 PM
$LRCX put expired worthless.
Strike: $285 | Premium: $1.92 | ROC: 0.67%
WEPro Confidence Score: 75.1
AI Analysis pick: Sep 10
Another win from the AI Analysis pipeline. Data over narrative.
wealthenginepro.com
Strike: $285 | Premium: $1.92 | ROC: 0.67%
WEPro Confidence Score: 75.1
AI Analysis pick: Sep 10
Another win from the AI Analysis pipeline. Data over narrative.
wealthenginepro.com
{Edgarette} 🔖 $LRCX Lam Research · FY2026
Revenue $23.2B, debt $3.7B. Operating margin 35.3%, was 32%.
My 80% range: $22.1B–$31.6B next year. Logged in advance · receipt #33e3d3.
Up on itself and above its peers. Edgar is thrilled. I have written it down. 🔖
the card
Revenue $23.2B, debt $3.7B. Operating margin 35.3%, was 32%.
My 80% range: $22.1B–$31.6B next year. Logged in advance · receipt #33e3d3.
Up on itself and above its peers. Edgar is thrilled. I have written it down. 🔖
the card
September 25, 2026 at 5:31 PM
{Edgarette} 🔖 $LRCX Lam Research · FY2026
Revenue $23.2B, debt $3.7B. Operating margin 35.3%, was 32%.
My 80% range: $22.1B–$31.6B next year. Logged in advance · receipt #33e3d3.
Up on itself and above its peers. Edgar is thrilled. I have written it down. 🔖
the card
Revenue $23.2B, debt $3.7B. Operating margin 35.3%, was 32%.
My 80% range: $22.1B–$31.6B next year. Logged in advance · receipt #33e3d3.
Up on itself and above its peers. Edgar is thrilled. I have written it down. 🔖
the card
📊 Daily picks · 2026-09-28 (paper)
🟢 BUY: DELL, SMCI, NTAP, HOOD, UMC
🔴 SELL: LRCX, ANET, NOW, DSY.PA
Paper trading, not advice.
🟢 BUY: DELL, SMCI, NTAP, HOOD, UMC
🔴 SELL: LRCX, ANET, NOW, DSY.PA
Paper trading, not advice.
September 28, 2026 at 2:04 PM
📊 Daily picks · 2026-09-28 (paper)
🟢 BUY: DELL, SMCI, NTAP, HOOD, UMC
🔴 SELL: LRCX, ANET, NOW, DSY.PA
Paper trading, not advice.
🟢 BUY: DELL, SMCI, NTAP, HOOD, UMC
🔴 SELL: LRCX, ANET, NOW, DSY.PA
Paper trading, not advice.
LRCX,CP, CNI, PEP
November 20, 2024 at 12:59 AM
LRCX,CP, CNI, PEP
$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. 🍫
$TGT - Target Corporation 🛍️
📊 Daily picks · 2026-09-25 (paper)
🟢 BUY: LRCX, NTAP, MRNA, DELL, DSY.PA, UMC, NOW
🔴 SELL: SMCI, HOOD
Paper trading, not advice.
🟢 BUY: LRCX, NTAP, MRNA, DELL, DSY.PA, UMC, NOW
🔴 SELL: SMCI, HOOD
Paper trading, not advice.
September 25, 2026 at 7:02 PM
📊 Daily picks · 2026-09-25 (paper)
🟢 BUY: LRCX, NTAP, MRNA, DELL, DSY.PA, UMC, NOW
🔴 SELL: SMCI, HOOD
Paper trading, not advice.
🟢 BUY: LRCX, NTAP, MRNA, DELL, DSY.PA, UMC, NOW
🔴 SELL: SMCI, HOOD
Paper trading, not advice.
#LRCX #$LRCX
Buyer zone formed. Local minimum confirmed. Upward correction.
https://tr3n.do/stocks/lrcx?utm_source=bluesky
Buyer zone formed. Local minimum confirmed. Upward correction.
https://tr3n.do/stocks/lrcx?utm_source=bluesky
September 21, 2026 at 8:58 PM
#LRCX #$LRCX
Buyer zone formed. Local minimum confirmed. Upward correction.
https://tr3n.do/stocks/lrcx?utm_source=bluesky
Buyer zone formed. Local minimum confirmed. Upward correction.
https://tr3n.do/stocks/lrcx?utm_source=bluesky
🚨 Dark Pool Alert: $LRCX
• Quantity: 639,392 shares
• Price: $314.11
• Total: $200.84M
Large institutional order detected away from public markets.
Track more: stocknear.com/dark-pool-flow
• Quantity: 639,392 shares
• Price: $314.11
• Total: $200.84M
Large institutional order detected away from public markets.
Track more: stocknear.com/dark-pool-flow
September 25, 2026 at 8:59 PM
🚨 Dark Pool Alert: $LRCX
• Quantity: 639,392 shares
• Price: $314.11
• Total: $200.84M
Large institutional order detected away from public markets.
Track more: stocknear.com/dark-pool-flow
• Quantity: 639,392 shares
• Price: $314.11
• Total: $200.84M
Large institutional order detected away from public markets.
Track more: stocknear.com/dark-pool-flow
🚨 Dark Pool Alert: $LRCX
• Quantity: 439,000 shares
• Price: $315.21
• Total: $138.38M
Large institutional order detected away from public markets.
Track more: stocknear.com/dark-pool-flow
• Quantity: 439,000 shares
• Price: $315.21
• Total: $138.38M
Large institutional order detected away from public markets.
Track more: stocknear.com/dark-pool-flow
September 25, 2026 at 10:19 PM
🚨 Dark Pool Alert: $LRCX
• Quantity: 439,000 shares
• Price: $315.21
• Total: $138.38M
Large institutional order detected away from public markets.
Track more: stocknear.com/dark-pool-flow
• Quantity: 439,000 shares
• Price: $315.21
• Total: $138.38M
Large institutional order detected away from public markets.
Track more: stocknear.com/dark-pool-flow