LRCX Lam Research Corp.

$LRCX had a very strong quarter. The selloff looks more like a “guidance only met expectations” reaction than any collapse in demand. The bigger read-through may actually be bullish for memory: $MU / $SKHY: DRAM and HBM are expected to lead 2027 spending, and Lam specifically highlighted HBM-enabling technology as a major driver. $SNDK: NAND revenue at Lam jumped ~40% QoQ, with management increasingly bullish on AI-driven NAND demand. Samsung also benefits from the same DRAM + NAND cycle, though company-specific execution still matters. So $LRCX weakness does not necessarily mean memory demand is weakening. The underlying spending commentary was still very strong.

$LRCX great timing and should translate to the others $AMAT-$KLAC Lam Research Corporation Announces $25 Billion Share Repurchase Authorization and Declares Quarterly Dividend. Impact: Positive (86%). The expanded authorization creates upward pressure on LRCX through expectations of additional company share purchases and potential earnings-per-share accretion from a lower net share count

$LRCX Three reasons to buy: 1-Negative net debt position 2-Low dividend payout ratio 3-The stock is oversold with the 9-day moving average under 20

$LRCX disapointing Dec'26 qtr guidance (by < 5% to the downside) was actually due to supply chain tightness. Based on the tone of management and unwillingness to elaborate (likely due to not wanting to embarass what could be a sole supplier) definitely seemed isolated and being actively addressed. Impact seems to match the ~5% delta in the Dec'26 qtr guidance which now instead of being recognized in the Dec'26 qtr will just be recognized in the Mar'27 qtr per mgmt. TL;DR: If the selloff is solely attributable to this disapointing guide, fundamentally you'd be inclined to buy as a tight supply-chain has caused a slight timing blip in recognizing revenue stemming from deliveries (likely < 1mo apart). Not the type of thing you adjust a valuation off of imo. $SPY

$LRCX down 22% for the Month and 38.7% since July. Stock was just trashed on a monster beat and raise... Some say the beat was not enough? Others say China? I say opportunity... $259 breaks and things will get fun...

$LRCX Oh yeah buddy i added afterhours. Thx for cheapies. You must be kidding me. This is easily worth $310 ALL DAY LONG.

$LRCX After some further digging... CFO Doug Bettinger had stated previously at the Citi Global TMT Conference in Sep'2026 that Lam saw: "8 - 10 new tier-one fabs coming online through the end of calendar year 2027" With help from Claude, it identified the 10 tier-one fabs and notes that as of latest reports, 9 of the 10 are on or ahead of schedule with an expected tool-installation window in Q1'CY27 - Q3'CY27... which would suggest the period in which Lam's deliveries can re-accelerate sequentially q/q as the new fab space opens. $SPY

Yesterday $LRCX crashed 16%. This morning it announced a $25 billion buyback and the stock is up about 10% premarket. A bold vote of confidence after chips had their worst day in years.

$LRCX Blood in the streets... because they can't get enough supply to meet demand? It was expensive but now at 19x 2027 EPS of $12.20. Good area to start buying. Feels like another "Situational Awareness" type fund is getting blown up. Health of the business and stock price are not connected at all. That's when you buy

$LRCX Ridiculous overreaction. Will be bought up in a short time. Will be much higher by Christmas

$LRCX $QQQ I'm waiting to add after election day, let me clarify on the 5th or 6th after we bomb Iran.

🚨 $LRCX tomorrow (Monday): Stress regime at 71.0% ⚡ 💥 Big, fast moves. Long candles. 🎯 Expected high-to-low range: ~$10.85 I'm reading the nature of the move, not the direction. Expect expansion. 👀

$LRCX: Lam Research authorized a $25 billion share repurchase and declared a $0.33 quarterly dividend.

$LRCX Daily. Post-earnings, tangible evidence of a change in character. Previous times Lam Research tested 200-day m.a. it bounced hard. This time, sideways, then further breakdown

$LRCX sold this below 100 some years ago and missed the run, so i am biased. Revenue isn’t significantly higher since then imo, china 35% of revenue. Balance sheet is nice but this is highly overvalued along with all other semicaps imo

$LRCX board has approved a new $25B share repurchase auth, on top of what remains of the previous one (~$3B as of 1Q27 report), & declared a quarterly dividend of $0.33/share. The dividend will be paid on Jan 6, 2027 to holders of record on December 2, 2026.

$LRCX Even if you completely remove the current artificial intelligence boom from the equation, Lam Research is a structural powerhouse in traditional, everyday microchip manufacturing. Lam is not a speculative AI startup; it is a fundamental pillar of the global tech economy that has been building the machines that make microchips since 1980. The vast majority of Lam's manufacturing machine business—known as Wafer Fabrication Equipment (WFE)—is deeply anchored in consumer, industrial, and legacy technology that the modern world relies on every single day

$LRCX added. Everything I saw in the report made me more bullish. $2.33 eps estimated next quarter, at a quarterly growth rate of 6% in eps, puts us at 10.19 eps over the next 4 quarters. At current prices that is ~23.5 forward pe. On top of that, seems like their revenue was impacted by supply chain issues, but they were confident that will resolve adding more growth. For december, they anticipate 8.6 billion in revenue, with projections of > 15% revenue growth for 2027. They almost always underestimate growth rates, and i am assuming its going to be 20% ish growth for 27 in revenue. Margin improvement was also indicated from 52% to 55% longterm. Lastly they mentioned an accelerated buyback, which means management thinks it’s a good time to pick up cheap shares. Long LRCX

$LRCX I don’t own this but am I reading between the lines that this company is just executing at full capacity and to grow would require debt that is expensive? The business is there for them but executing it is looking more risky. Wondering if anyone listened to the whole report, I just read the ai cliff notes

$LRCX mgmt estimates that total Wafer Fabrication Equipment (WFE) spend will be "Over $200B" despite being "constrained" by available fab space opening up and supply chain tightness. For reference, this preliminary WFE spend in 2027 (>$200B) puts a +30% y/y FLOOR on growth over WFE spend in 2026 ($155B). Mind you, the estimate provided at the beginning of 2026 for WFE spend in 2026 was only $135B and has since been revised up by +15% as more fab space opened up/fabs were more efficeintly utilizing existing space in 2026 than previously thought. At ~20x Fwd P/E with the technological moat I'm not sure why this doesn't present as a very attractive entry. $SPY