What top creators are saying about Lam Research Corporation(LRCX)

The host said the $220 support level had held; no broader business outlook or new target was provided.

Mentioned among reported fund holdings, without a specific investment recommendation.

Cited as a sizable holding for certain funds, but no specific investment analysis or endorsement was provided.

The speaker considers Lam valuable and prefers it over Applied Materials, citing possible involvement in the proposed TerraFab project.

Listed as an example institutional 13F holding; no company-specific investment view was provided.

Mentioned as an institutional portfolio holding, not as a recommendation; the speaker cautioned against copying holdings without researching the business.

Mentioned as an upcoming earnings-calendar item, without an earnings estimate or investment recommendation.

Trading poorly after a sharp run-up and roughly halved from its highs, raising questions about pulled-forward demand and industry fundamentals.

Listed among stocks with heavy trading volume; the chart shows mixed daily buy/sell ratios.

The stock fell about 9%, with supply constraints adding pressure during a broader semiconductor pullback.

Guidance and services revenue disappointed investors, amid demanding expectations and concerns about future infrastructure demand.

Lam Research slightly beat Q3 estimates, but its shares fell after hours amid concern about limited sequential growth in service and maintenance revenue.

Lam Research was mentioned in an earnings-calendar discussion without stock-specific investment analysis.

Mentioned as an upcoming or relevant earnings report, without a specific investment view.

Was named for further research in connection with semiconductor equipment and the TerraFab build-out, with no company-specific performance data or target.

Named in connection with equipment teams involved in the Terafab project.

Cited as a semiconductor-equipment company to watch in analyst commentary, without a specific recommendation.

Mentioned only as an upcoming earnings report; no company-specific forecast or recommendation was provided.

The speaker liked the idea of shorting Lam Research as a possible offset to long semiconductor positions, but gave no catalyst, valuation case, or target.

Identified as a short idea, and the speaker said he liked the trade.

Mentioned as a semiconductor-equipment stock a colleague was not trading; no specific outlook or catalyst was discussed.

Lam Research was mentioned as a possible area to consider, without a detailed thesis or target.

Mentioned among stocks the colleague was not trading, without a specific investment thesis.

Mentioned as a semiconductor-equipment stock that a trader was overlooking, without an investment view or performance details.

Mentioned in trading or research discussions without a clear investment thesis.

Mentioned while reviewing stock performance; no specific investment view or price target was given.

Mentioned in market activity and trading discussions without a specific company outlook.

Mentioned as a trading name in the semiconductor watchlist, with no specific company-level directional view.

Mentioned educationally as an example of a company across the chipmaking supply chain, without a specific investment recommendation.

Lam was described as a short in a long-AMD pair trade, but no specific fundamental bearish thesis was offered.

Named as part of the semiconductor trading universe, without a specific recommendation. The discussion raised general semiconductor-cycle risk.

Keith was described as short Lam Research while long AMD. The position was presented as part of a pair trade, not a standalone bearish recommendation.

Mentioned as a holding in the portfolio attributed to Ray Dalio, without a specific recommendation.

Mentioned among portfolio positions and brief daily profit-and-loss moves; no clear recommendation or longer-term view was provided.

The speaker described the stock as strong but said he would wait for a pullback rather than chase its rise from around $260 to $307.

The speaker bought about $50,000 of shares and suggested a long-Lam, short-SanDisk pair trade.

Mentioned as a semiconductor position traded by a colleague. The broader discussion was cautious about technology and semiconductor supply, but provided no detailed company-specific thesis.

Mentioned in connection with equipment needed to manufacture memory; no company-specific investment view or target was provided.

Lam Research was suggested as an area for further research, without a specific valuation view or trade recommendation.

A speaker proposed buying Lam while shorting SanDisk, citing their different roles in the supply chain; another trader bought a position and reported a small first-day gain.

Recommended as a core large-cap semiconductor equipment stock for reliable trading performance and strong liquidity.

Consistently traded mega-cap semiconductor equipment supplier tracked alongside global supply chain movements.

Added as a new position by Stanley Druckenmiller as AI investment shifts into essential computing hardware.

Reported earnings that were 8% better than expected with clear support levels around $271.

Guided for 52% growth amidst strong AI-related fundamental performance.

Significant rapid devaluation alongside other equipment providers.

Impacted by the semiconductor sector sell-off, down 4-7%.

Investor holds a long volatility position as part of a dispersion trade strategy.

Investor holds a long volatility position to offset a short volatility trade in Micron.

Used as a long volatility hedge against a short position in Micron, though the investor expressed nervousness regarding the strategy execution.