Lam Research. Every tracked FinTwit mention of $LRCX, newest first. 74 mentions since the first on Jul 18, 2025. See the price chart.
June 2026 · 3 mentions
Jun 4
Michael | Hypermarkets — TIER 2 — OPTICAL & NETWORKING BOTTLENECKS (The New Hottest Layer)
#6 $COHR (Coherent Corp.) — Nvidia invested $2 billion in Coherent in March 2026 alongside a multiyear purchase c…↗
Jun 1
Nick Colas & Jessica Rabe (DataTrek) — Tech is now in a league of its own, +32.7% YTD. This isn't due to its largest holdings: $NVDA (+13.2%), $AAPL (+14.8%), and $MSFT (-6.9%). Rather, it is second tier, AI/Semi relat…↗
Jun 1
Trade Whisperer — @JeffBro52400644 Solid names. I like $LRCX $AMAT $MRVL LFG https://t.co/I4RxFAtg2z↗
May 2026 · 32 mentions
May 31
InvestmentGuru — Computex 2026 kicks off June 2nd.
Theme: “AI Together.”
$NVDA $AMD $INTC all expected on stage. But the real alpha isn’t on the mainstage — it’s in the supply chain sitting behin…↗
May 30
TheValueist — Lack of clean room space is a comment I’ve heard multiple times in this season’s earnings calls. To the detriment of WFE manufacturers. $LRCX $AMAT $KLAC $AMSL↗
May 30
TheValueist — $NVDA $MU $SNDK $LITE Outstanding interview that provides clear line of sight into how the top institutional TMT investors are thinking about GAI. I as I said below, from my non-sc…↗
Serenity — I am now long MSSCorps (6830) ~$1.4B MC
This appears to be a functional monopoly in CPO for inspection.
But markets might have conflated that with Material/Failure Analysis with…↗
Apr 27
Michael | Hypermarkets — CHEATSHEAT and price targets for PHOTONICS STOCKS:
Here’s the full stack + WHY each matters + price targets 1 year from now:
1. MATERIALS & WAFERS
$AXTI — Enables indium phosp…↗
Apr 23
Serenity — @northyvt I feel like $TSM and OSAT/advanced packaging partners are the main beneficiaries apart from $AMD?
Maybe like $AMAT, $LRCX, $KLAC, $ASML and others too?
$INTC also have…↗
The Future Investors — $BESI $AMAT $LRCX BE Semiconductor has attracted takeover interest from Lam Research and Applied Materials 👀
The interest highlights the growing importance of advanced chip packa…↗
Mar 7
KaizenInvestor — You can now listen to my article about the AI supply chain. It’s a cool new feature from X.
Do you want to know why $AXTI, $AAOI, and $LITE are critical bottlenecks?
Why SK Hyni…↗
Mar 4
KaizenInvestor — I have written a full article on the AI chip supply chain.
The supply chain is structured into 4 different phases with 13 layers:
1. Raw Materials: $SHECY, $SUOPY, GlobalWafers,…↗
February 2026 · 1 mention
Feb 2
The Future Investors — The first month of 2026 is over. Here are the 25 stocks with the strongest start 📈👇
1. $SDNK | Sandisk - 156.7%
2. $BE | Bloom Energy - 74.2%
3. $FLNC | Fluence Energy - 55.6%
4…↗
January 2026 · 2 mentions
Jan 22
Mike Investing — These are the top 6 chip stocks recommended by Bank of America that’ll lead the $1.2T sector:
1. Advanced Micro Devices $AMD
2. Nvidia $NVDA
3. Micron Technology $MU
4. Broadcom $…↗
Jan 20
The Future Investors — Here are the 40 quality business with the most free cash flow 💰💎 (without stock-based compensation)
🍏 1. $AAPL | Apple - $85.9B
🤖 2. $NVDA | Nvidia - $71.3B
💻 3. $MSFT | Mic…↗
December 2025 · 1 mention
Dec 29
Tech Fund — UBS bull thesis on Semicap for '26 - $LRCX $AMAT https://t.co/bROFlpS14q↗
November 2025 · 2 mentions
Nov 14
Ray Wang — Analyst: "You did mention outside of restrictions, you are not losing share but your U.S. peer the closest one, reported much stronger China revenue growth this year, I think they'…↗
Nov 3
Ray Wang — DRAM Capex Effect Coming. $KLAC $AMAT $LRCX $042700.KR.
It is true that three memory makers raise capex for '26.↗
October 2025 · 11 mentions
Oct 29
Ray Wang — "China Q" for semicaps?
39% China rev for $KLAC and 43% for $LRCX https://t.co/9vCJ4ECeDD↗
Oct 22
Ray Wang — Good question by a Stifel analyst.
$LRCX: "More than half of it ($8B) is coming from memory. Enterprise SSD, enterprise SSDs and high bandwidth memory.↗
Oct 22
Ray Wang — $LRCX "data center WFE formula" = $100B AI DC investment equals to $8B WFE spending. https://t.co/qi6NsFpyss↗
Oct 22
Ray Wang — Very interesting. So next year, China will decline significantly — unsurprisingly (given the "China normalization" comment from other semicaps).
However, $LRCX management mention…
September 2025 · 1 mention
Sep 22
Ray Wang — Promise this is my last self-promotion on this piece (should be a good Monday read tho).
$INTC $ALAB $NVDA $ARM $LRCX $SNPS $AMAT $TSM↗
July 2025 · 2 mentions
Jul 31
Tech Fund — $LRCX - SAM per wafer in metal deposition going up 3x with GAA (TSMC N2), this is due to the slower and more complex atomic-layer-deposition of molybdenum (vs tungsten) https://t.…↗
Jul 18
Tech Fund — A bull case for Semicap in 2 charts - $ASML $LRCX $AMAT $KLAC Tokyo Electron etc:
1) TSMC is planning a wave of capex in the coming years with the buildout of leading edge fab clu…↗
— $NVDA is now worth more than $AVGO, $AMD, $MU, $QCOM, $TXN, $INTC, $AMAT, $LRCX and $KLAC combined.
Thats what happens when one company sits at the platform layer of AI and captur…
TheValueist — I eyeballed ~50 major HF 13f filing summaries and Whalerock, of them all, seems the most dialed into GAI infrastructure trade. I love that they added $VIAV $TSEM $LRCX in relative…↗
May 14
TheValueist — $AMAT $LRCX $KLAC Peas in a pod, almost. https://t.co/GgpmRrkY05↗
May 12
InvestmentGuru — The 2026 Memory Market May Extend the Supercycle
AI training, inference, and data center buildout are keeping memory demand structurally elevated — and the full stack is worth watc…↗
Shay Boloor — SEMICONDUCTOR STOCKS BY PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Here’s how they stack up:
• $INTC ~2.8x
• $LRCX ~2.0x
• $KLAC…↗
May 10
Serenity — “Leading” Glass Substrate players that were name dropped if you’re curious:
• $LPK — TGV Equipment
• $GLW — Glass Materials
• $ASGLY (5201 T)— Glass Materials
• $NIDGY (5214 T) —…↗
May 9
InvestmentGuru — The Complete Semiconductor Playbook — AI Supercycle 2026
🤖 EDGE AI
$QUIK · $CEVA · $SYNA · $QCOM · $INDI · $VLN · $SMTC
→ AI leaves the data center. Devices. Cars. Factories…↗
May 9
InvestmentGuru — The Complete Semiconductor Playbook — AI Supercycle 2026
The AI trade is no longer one ticker. It’s a full stack. Here’s every layer:
💾 MEMORY
$MU · $WDC · $STX · $SNDK · $AM…↗
— $LRCX KEY READ-THROUGHS FROM LAM RESEARCH Q3 2026 EARNINGS CALL
Lam Research’s Q3 2026 call was materially constructive for the broader semiconductor complex, with the most import…
TheValueist — $LRCX (Bloomberg) -- Lam Research forecast adjusted earnings per share for the fourth quarter; the guidance beat the average analyst estimate.
FOURTH QUARTER FORECAST
•Sees adjuste…↗
Tech Fund — Deutsche - "Semicap buyside expectations have reached extraordinary levels (consensus now ~$170b+ WFE in 2027)"
I'm still long $ASML, but closed $LRCX. Thinking what to do with $B…↗
Black Panther Capital — THE AI SUPPLY CHAIN — COMPLETE MAP
I've spent a few hours mapping the entire AI supply chain. Hyperscalers are spending $750 billion. These are the 42 companies building, powering…↗
Ray Wang — $LRCX: But I guess I would just say that, you know, you have to remember that as fabs get built and equipment is brought in, there often are timing issues.
And so it's a little b…↗
Oct 22
Ray Wang — How much of Taiwan's 19% share of revenue for $LRCX was from $MU and $TSM this Q lol https://t.co/4b1wzGf0ur↗
Oct 22
Ray Wang — Key drivers behind $LRCX's growth in foundry and memory.
$LRCX: "Foundry accounted for 60% of our systems revenue in the September quarter, up from 52% in the June quarter. This…↗
Oct 22
Ray Wang — $LRCX CEO Tim Archer: "The WFE spending in calendar year 2025 is shaping up to be slightly better than our prior view of $105 billion, predominantly due to better than expected hig…↗
Oct 22
Ray Wang — $LRCX CEO Tim Archer: I will share a few areas of strength we are seeing in NAND. Customers are continuing to upgrade existing fabs to meet the need for higher layer count, higher…↗
Oct 22
Ray Wang — $LRCX nice Q following the last good one↗
Oct 16
Ray Wang — 3) WFE companies are rather familiar (including Deposition (CVD/PVD), Lithography, Etch, Implantation, CMP/Polishing).
Companies includes: TEL, $AMAT, $LRCX, $ASML, Canon, Sumito…↗