LRCX Lam Research Corp.

$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.

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 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 $AMAT $KLAC They are just wearing out these metrology giants like a 6 year old on swing set. Get yourself some oil and patience.

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

$LRCX $AMAT $KLAC all 3 of these equipment mfg's are being hunted right now. Keep playing with the fire....it's getting dry out there.

$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 The company itself is a straightforward capital-equipment player whose performance tracks wafer-fab spending, advanced nodes, memory/logic demand, and AI-driven complexity. This is not a classic observation about self-deception, denial, or preferring comforting illusions over uncomfortable facts and beyond seen in philosophy, psychology, history, and social commentary on stocktwits. Without sacrificing reason and reality for a brief and temporal peace of mind, the same peace of mind that many of my contemporaries derive a generic behavioral-finance territory. Yeah I own lots of this and there's nothing better to do is drink and post on a Sunday.

$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 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 This must be the first time in LRCX price history where the NA SDAQ COMPOSITE is up 400+ pts and this is literally down .53% hows that even possible?

$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

$LRCX Looks like a good opportunity To buy at these levels to pick up 40+% gain at some point in the not Too distant futures

$LRCX $AMAT $KLAC South Korea is about to make a major announcement to increase chip production in the USA to avoid chip import tariffs. This is what is moving chip equipment stocks this morning.

$LRCX I can't blame it after 600% cycle from April last year. That's impossible. It's only blowing off steam and some more to go

$LRCX is up 61.6% YTD and carries a BUY rating, but the model's score has eased from 55 to 50 after a news sentiment shift, flagging a mixed thesis where the benefits and the risks sit in the same capex cycle. The concern on the negative side is the same AI-capex-snapback pressure visible in TSM; the offset is that Lam Research's WFE exposure gives it leverage to any recovery in memory and leading-edge logic spending. At 61.6% YTD the tape has already done a lot of work, and that is the first thing to weigh if sentiment keeps cooling.