LRCX Lam Research Corp.

$LRCX one of the strong balance sheet Balance Sheet The company has $5.58 billion in cash and $4.12 billion in debt, with a net cash position of $1.46 billion or $1.16 per share. Cash & Cash Equivalents 5.58B Total Debt 4.12B Net Cash 1.46B Net Cash Per Share $1.16 Equity (Book Value) 12.47B Book Value Per Share 9.97 Working Capital 9.67B its power house! keep eyes here $SPY and $META

$LRCX Lam Research price target raised to $420 from $350 at Berenberg Berenberg raised the firm's price target on Lam Research to $420 from $350 and keeps a Buy rating on the shares. The firm forecasts wafer fab equipment spending to rise to $164B in 2026 and $205B in 2027. The semi capex cycle will extend through 2027, the analyst tells investors in a research note.

$LRCX Well, partner… they call me Nobody. Out on the semiconductor frontier, LRCX—rides tallest when the AI stampede hits. Logic: They’re already staking claims at 2nm and deeper, where the air gets thin and the wafers get precious. Customers adding ~100k WSPM capacity, and every new wafer means more SAM for Lam. Memory: HBM and DRAM. Best conductor etch in the business—Akara—and the TSVs that hold the stack. By June ’26 memory hit a record ~46% of systems revenue, roughly even NAND/DRAM.NAND woke up hard—revenue more than doubled sequential in Q4 FY’26. SAM per wafer set to roughly double from 128-layer to 500+ peaks. Advanced packaging: undisputed leader in TSV etch and electroplating. Guiding >70% YoY growth for ’26. Management sees an extraordinary setup for 2027 WFE. Customers locking tools for multi-year fabs. AI’s lifting both volume and Lam’s intensity per wafer—a multi-year ride with strong momentum through late ’26 into ’27. My name is Nobody. And Lam’s got a hell of a hand.

$LRCX $325 retest I'm neutral to bearish just needs one more quick flush for me could be wrong, thoughts?

$LRCX In 2012, Lam acquired Novellus Systems for ~$3.3 billion, significantly expanding its deposition capabilities. A proposed ~$11 billion merger with KLA-Tencor $KLAC in 2016 was abandoned due to antitrust concerns (customers including Intel reportedly opposed it). So due to U.S. Department of Justice antitrust concerns. Regulators worried the combined company could harm competition, particularly by limiting rivals’ access to KLA’s metrology and inspection tools. If this merger would on happened it would of been a $800+ stock today. IMO.

$LRCX Looking to buy the Breakout above $320+ otherwise waiting for $290 pullback, Thesis couldn't be better they are fighting over chip equipment

$LRCX you dont buy we dont need you, lm still standing by my comment while back that lam could over take amat, the the amount of money they spending for ddr and after handsome orange man they will open to china market as well, future is bright if you have patience.

$LRCX very underated stock with very good entry now.. seems like the bottom already found.. let's blast to the moon !

$LRCX Did I ever score by selling calls? These prices are downright redonkulous either way I'll get the money. And I wanna congratulate the MM's getting us these prices. If this not a full blown collapse in short order then I may as well throw in the towel in my trading career. Selling calls easiest money Ive ever made although im still being bent over my desk tsk tsk

$LRCX $SIMO this guy is way off. SIMO isn’t a controller company anymore, it’s a boot drive company. And you’ll see it in a big way in the results this quarter. Going to be epic.

Another great semi setup right now is $LRCX - just starting to breakout, as of Friday's close! First resistance is the 50 DMA (321.88) then $345.28 at the August highs

$LRCX reach oversold territory last i checked, hope it calms over the next few sessions and start showing recovery

I lied. One more...promise. $LRCX with a fresh sell signal today coupled with break of trend support. NOTE: this is an experimental approach and I normally use inverse funds to hedge the market and ride downturns. Just seeing how this signal plays out over the next week or two.

$LRCX This could likely increase its Stock price by 100 bucks and That would be just fine by me

$LRCX The volume from this past week was promising. The stock will be range-bound until it can break through overhead resistance.

$LRCX Actual revenue mix = systems rev, which covers equip + upgrades Lam has meaningful & historically cyclical memory exposure, so investors are exposed to memory-specific dynamics more than a pure logic/foundry play would be. But it is not “specifically” or predominantly a memory-capex story that runs on a completely different clock from the broader semi/AI theme. Foundry strength has been a significant offset and growth area in recent periods, and AI demand is currently boosting the memory side as well.The practical takeaway in the original note is still useful—know the end-market mix you’re buying—but the framing that Lam is essentially just a memory-cycle name rather than part of the AI equipment complex is incomplete based on the reported numbers. What's it worth.......A high-quality compounder in a cyclical industry?Worth what the market will pay for durable AI-driven demand. Next earningsaround late October and any updates to WFE outlook will be key near-term catalysts.

$LRCX Isnt that funny 2 days ago it was like you couldnt give this stock away now everyone and their mother wants it. Just look at the volume not even an hour in and thats well over 2.3 million shares traded now.

All top 20 Nasdaq 100 are up in premarket. Haven't seen this recently. These chips ($LRCX $AMAT $AMD $INTC ) are leading the gains. LFG !! $QQQ

$LRCX I cant even believe this has even touched $267. People this stock was $435 not long ago. If you're not adding in here ($265 area)you may as well end all your trading efforts.

$LRCX Do not be fooled; no one will slow down AI development. Neither USA nor China. Very bullish until 2030. It is a strategic race. Confirmed orders until 2030 will triple Semiconductor chips from the current level. I am working in SF bay area and I know what I am talking about. Even this will be a billion dollar company