LRCX Lam Research Corporation Loading... : Bullish and Bearish Analyst Opinions
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08:00
Jun 03
Jun 03
CapEx cycle supports equipment leaders.
Lam Research, Applied Materials, and ASML are global leaders in semiconductor equipment that benefit from sustained capital expenditure by chipmakers. He holds them for steady earnings momentum as CapEx cycles continue.
MED
21:26
Jun 01
Jun 01
Global datacenter buildout boosts semi equipment.
Global data center buildout in the US, China, and Middle East will require Western semiconductor equipment, benefiting companies like Applied Materials, Lam Research, KLA, ASML, and Tokyo Electron.
MED
23:30
May 31
May 31
Buy LRCX as TSMC's aggressive 2026 capacity ramp drives etch tool demand; 3D stacking and vertical interconnect requirements at advanced nodes make LRCX a direct and concentrated beneficiary of the confirmed 9-phase build schedule.
HIGH
20:54
May 30
May 30
Watch WFE manufacturers LRCX, AMAT, KLAC, and ASML — clean room space constraints flagged repeatedly on earnings calls are acting as an execution bottleneck, a headwind to near-term revenue realization for wafer fab equipment suppliers.
MED
13:06
May 30
May 30
Watch LRCX; Maplelane's Leon Shaulov named it a long at Sohn 2026, and thevalueist's own 13F analysis independently flagged Whale Rock adding LRCX in relative size — dual confirmation within the GAI infrastructure theme.
MED
23:03
May 28
May 28
Watch Lam Research as memory and trailing-node utilization increases point to future capital equipment spending for etch and deposition.
MED
22:43
May 27
May 27
Watch LRCX as a medium-magnitude semicap beneficiary of AI-driven advanced-node and packaging capacity buildout, with etch and deposition exposure across logic and memory expansion architectures.
MED
20:12
May 26
May 26
The author highlights a memory supercycle with compressed forward P/E multiples and suggests smaller supply chain companies could continue rising as demand flows upstream, implying a bullish outlook on memory and related semiconductor equipment names.
22:17
May 21
May 21
Long ASML, Lam, Applied Materials
Global semiconductor equipment stocks like ASML, Lam Research, and Applied Materials are at new highs and are supported by strong secular demand from AI and China capex. Their high margins and steady growth make them attractive for long-term investment. The risk/reward is favorable despite recent gains.
MED
21:56
May 21
May 21
Avoid semiconductor capital equipment names as ADI's capacity expansion does not signal incremental WFE demand from analog sector.
HIGH
17:15
May 20
May 20
The author uses an extended feudal Japan analogy to describe semiconductor industry power dynamics but offers no explicit trade calls or forward-looking price forecasts.
HIGH
12:53
May 20
May 20
The author analyzes Western OEM mobilization for CoPoS production but explicitly states the TAM won't move share prices for LRCX or AMAT, making the tweet a factual observation without a directional trade call.
HIGH
23:31
May 18
May 18
Long semicap equipment as hyperscalers will maintain or increase capex on either memory or compute, driving sustained wafer fab equipment demand.
HIGH
10:20
May 18
May 18
Long Lam Research for high NAND exposure in etch/deposition; Kioxia’s ¥450bn capex plan drives order cycle improvement for semicap equipment.
HIGH
01:20
May 18
May 18
Kioxia shares surged on strong AI-driven memory demand and a bullish earnings forecast, with analysts raising targets and noting potential upside for NAND equipment makers.
HIGH
16:44
May 17
May 17
The author argues that several AI supply chain names like Pillar Corp, Kokusai Electric, LandMark Opto, and KLIC are mispriced due to overlooked structural tailwinds from HBM and advanced packaging intensity.
HIGH
16:27
May 16
May 16
Reports Lam Research as standout among WFE peers with accelerating growth and positive non-China trends; no directional commitment from speaker.
HIGH
13:35
May 16
May 16
The author highlights hedge fund 13F filings showing concentrated new positions in VIAV, TSEM, and LRCX for GAI infrastructure, with MKS receiving notable positive attention, signaling institutional conviction in the trade.
HIGH
00:05
May 15
May 15
Bearish view on global WFE with China exposure as AI-led demand reduces dependence on China, but export controls and ICAPS digestion constrain near-term revenue.
HIGH
00:05
May 15
May 15
Long LRCX benefiting from AI-driven WFE broadening, Gate-All-Around etch/deposition complexity, and DRAM memory capex acceleration across multiple fronts.
HIGH
20:09
May 14
May 14
Long these three semiconductor equipment makers as nearly identical plays benefiting from a strong semi capex cycle, reinforced by AMAT's beat-and-raise guidance.
HIGH
15:28
May 14
May 14
The tweet provides a detailed factual breakdown of sector and factor rotation with technology and cybersecurity leading a mixed-quality rally on low volume, but expresses no forward-looking directional opinion.
HIGH
17:07
May 13
May 13
Long semiconductor equipment makers as $920M Tower SiPho/SiGe capex program broadens AI-related demand beyond leading-edge logic and memory.
HIGH
07:30
May 10
May 10
Long LRCX as a key etching systems supplier for glass substrate fabrication.
HIGH
23:30
May 09
May 09
US equipment leaders benefit globally
US semiconductor equipment leaders like Applied Materials, KLA, and Lam Research are primary suppliers; most equipment orders go to them first. They are good alternatives to Korean names and benefit from global semiconductor capex cycles.
HIGH
23:52
May 08
May 08
Semiconductor equipment supply crunch.
Applied Materials, Lam Research, and KLA are in the same position—they simply can't produce enough semiconductor capital equipment. This confluence of lackluster supply and insatiable demand makes me feel like you can still buy those stocks.
HIGH
12:25
May 08
May 08
Long LRCX for service attach and recurring revenue growth from secure remote connectivity and AI model delivery.
HIGH
12:34
May 07
May 07
Long wafer fab equipment names as semicap bookings improvement signals a cyclical recovery in tool demand, though the read-through is corroborative rather than decisive.
HIGH
16:04
May 06
May 06
LRCX at breakout level with elevated RSI, monitored as potential AI trade exhaustion signal; no directional commitment.
HIGH
01:40
May 06
May 06
Author states “I even prayed for a oil shock so I can load up on semi cap names such as lam research” because he believes AI infra buildout is longer than expected. LRCX is a leading wafer fabrication equipment supplier; bottleneck trade could extend if capex cycles persist. He wants to buy on a dip but has not acted – a watchlist idea with a long-term bullish bias. Cycle peak, trade restrictions, or demand slowdown from hyperscalers.
LOW
About LRCX Analyst Coverage
Buzzberg tracks LRCX (Lam Research Corporation) across 17 sources. 24 bullish vs 0 bearish calls from 24 analysts. Sentiment: predominantly bullish (39%). 62 total trade ideas tracked.