LRCX Lam Research Corporation Loading... : Bullish and Bearish Analyst Opinions
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06:00
Jul 19
Jul 19
Monopolistic equipment leaders keep rising steadily.
The top five global semiconductor equipment companies—ASML, Applied Materials, Lam Research, Tokyo Electron, and KLA—are all near-monopolies in their respective process steps. Their equipment has extremely long lead times (over a year) and they capture most of the capex in any fab construction. Because their order books are full and entry barriers are astronomical, simply holding them will result in a steady uptrend. The speaker prefers these global leaders over Korean domestic equipment names for simplicity and peace of mind.
HIGH
10:01
Jul 18
Jul 18
Co-mentioned as developer of new deposition processes for ruthenium/molybdenum interconnects replacing copper at advanced nodes.
MED
09:53
Jul 18
Jul 18
Author cites LRCX as a beneficiary of new metal deposition processes (ruthenium, molybdenum) replacing copper as interconnects shrink below current limits.
LOW
14:41
Jul 17
Jul 17
Buy semicap equipment names as TSMC's $60-64B capex program transitions from facility construction to tool deliveries in 2H26, closing the gap that opened when China revenue diverged in 2023-24 and now realigns with TSMC capex trajectory.
HIGH
12:35
Jul 16
Jul 16
Author provides a detailed research read-through of TSMC's Q2 2026 earnings call, identifying positive and negative implications for semiconductor equipment and infrastructure names without stating any personal position.
16:56
Jul 15
Jul 15
Author warns Fab5 semiconductor equipment stocks have parabolic moves, extreme earnings expectations, and bubblicious multiples, but no explicit short position is stated.
11:45
Jul 15
Jul 15
Watch LRCX as part of the Fab5 semi-equipment group that has seen parabolic moves and bubblicious multiples, signaling caution.
MED
22:13
Jul 14
Jul 14
ASML strength lifts US semi equipment stocks.
ASML's upcoming earnings are expected to be strong, driven by massive expansion in semiconductor fab construction. This should provide positive momentum for the entire US semiconductor equipment space. Stocks like Applied Materials, Lam Research, KLA, and Teradyne are likely to gain as the capex super-cycle continues.
MED
21:07
Jul 08
Jul 08
Cramer highlights Broadcom and Lam Research as strong market tells, suggesting positive technical or sector signals without stating a personal position.
18:38
Jul 08
Jul 08
No position; LRCX is the most central WFE name; watch for pair-trade sandbox in WFE cluster.
MED
16:34
Jul 08
Jul 08
AlphaSense experts highlight Lam Research's leadership in conductor etch and high-aspect-ratio etch with strong R&D reinvestment to maintain its competitive moat.
16:13
Jul 08
Jul 08
Buy LRCX as a data center IP play with distinct exposure beyond Nvidia; speaker frames it as a core semiconductor infrastructure name benefiting from the broader AI/data center buildout without Nvidia concentration risk.
MED
17:01
Jul 07
Jul 07
Long LRCX as a high-conviction AI/semi equipment name the author holds. Down -9.7% in prior context; author maintains position through the drawdown.
MED
15:21
Jul 07
Jul 07
The author describes a rotational market with mixed action among leaders and laggards, noting distribution days and a need for disciplined stock selection without taking explicit directional positions.
LOW
01:37
Jul 07
Jul 07
Monopoly equipment makers offer comfortable holding
Global semiconductor equipment leaders such as Applied Materials, Lam Research, Tokyo Electron, ASML, and KLA are near-monopolies in their segments. They provide peace of mind and are well-positioned to benefit from the ongoing semiconductor capex cycle, making them comfortable long-term holdings.
MED
16:52
Jul 04
Jul 04
Author argues that DRAM is not a commodity due to the extreme cost and complexity of ASML and LRCX equipment, but does not state a position or trade idea.
LOW
22:03
Jul 01
Jul 01
TSMC CoPoS panel-level packaging roadmap disclosed with pilot 2026, mass production late 2028/2029; advanced packaging scale described as multi-year battleground involving glass-core substrates and EMIB-style alternatives.
LOW
21:03
Jul 01
Jul 01
Long LRCX as an explicitly held high-conviction AI/semi-equipment name; author maintaining position through -9.7% single-day move.
MED
14:00
Jul 01
Jul 01
Reports Goldman Sachs reducing position in $LRCX as part of trimming crowded trades.
MED
00:51
Jul 01
Jul 01
AI rally expands to global semiconductor equipment.
The AI rally is expanding from GPU and memory chips to semiconductor equipment. Companies like ASML, Lam Research, Applied Materials, and Tokyo Electron are hitting new highs as valuations expand globally.
HIGH
14:20
Jun 30
Jun 30
Long Western WFE majors via January 2028 calls. New fab buildouts across US/NATO and China will persist into the 2030s; these are strategic sovereign assets with very few qualified suppliers, creating durable pricing power and volume growth for AMAT, KLAC, LRCX, and ASML.
HIGH
11:54
Jun 30
Jun 30
Watch these five fabrication infrastructure names as a thematic basket; no explicit position from the author, default to monitor.
MED
02:17
Jun 30
Jun 30
Watch LRCX as a key Samsung equipment partner being engaged for advance development of 1.4nm process tools, representing a long-cycle capex opportunity. No author position disclosed.
MED
01:02
Jun 30
Jun 30
Watch LRCX as a key equipment partner co-developing tools for Samsung's 1.4nm foundry process; advance equipment development requested, with NRD-K integration expected ahead of 2029 mass production.
MED
22:13
Jun 29
Jun 29
AI equipment stocks strong on sustained capex.
AI infrastructure investment trust remains intact, with semiconductor equipment stocks like Applied Materials, Lam Research, and KLA hitting new 52-week highs. The rally across front-end equipment and inspection tools signals that AI-led capex is still driving demand across the entire AI supply chain, and the AI story remains robust.
HIGH
18:09
Jun 29
Jun 29
Own diversified basket across sectors.
Investors should avoid trying to pick the winning rotation and instead hold a broad variety of individual stocks across energy, healthcare, industrials, and semiconductors. The market is rewarding patience, with both equal-weight and cap-weight S&P 500 working, and these specific names offer exposure to different sectors.
MED
17:54
Jun 29
Jun 29
WFE names are showing strong momentum and all-time highs; author is building a research landscape map. Research tone, no explicit position, so watch.
MED
11:33
Jun 29
Jun 29
FAB 5/semiconductor equipment pair-trade idea mentioned in hedged question language; no explicit buy/own/hold or actionable long call, so watch only.
MED
11:17
Jun 29
Jun 29
South Korea AI capex lifts US suppliers
South Korea's massive $880 billion AI investment pledge by Samsung and SK Hynix will boost demand for U.S. semiconductor equipment and component suppliers, lifting stocks such as Lam Research, Applied Materials, and Qualcomm that directly supply these firms.
MED
About LRCX Analyst Coverage
Buzzberg tracks LRCX (Lam Research Corporation) across 35 sources. 55 bullish vs 0 bearish calls from 51 analysts. Sentiment: predominantly bullish (40%). 138 total trade ideas tracked. Past 7 days: 3 bullish, 5 watch. Latest voices: Park Jun-young, frenchie_, Sravan Kundojjala.