Lam Research. Every tracked FinTwit mention of $LRCX, newest first. 201 mentions since the first on Jul 18, 2025. See the price chart.
July 2026 · 9 mentions
Jul 17
InvestmentGuru — Friday OpEx : AI infra stocks Dumping
Options expiration Friday delivering exactly the volatility you’d expect — and semis are catching the brunt of it.
The setup: TSM smashed Q2…↗
Jul 14
Michael | Hypermarkets — According to $IBM, $MU should spike to $2000+
These are $IBM CEO exact words:
"In the last few weeks of June, we saw clients shift their quarterly capex spend toward servers, sto…↗
InvestmentGuru — MORNING MOVERS
Semis roaring back — AI demand + easing geopolitical fears lighting a fire under the whole space:
GAPPING UP
$MU +6.7% — $3B US supply-chain investment
$KLAC +5.…↗
Jul 4
Martin Shkreli — while everyone says DRAM is a 'commodity', i disagree. the word commodity means 'anyone can make this with a little capex'. cleanroom and commodity are not in the same universe! $A…↗
Jul 3
George Noble — @JackFarley96 Jack, getting caught up in short term victory lap calls is a fools errand. In point of fact, $LRCX is now down 10% since your June 29 post. Ditto for $KLAC↗
Jul 3
InvestmentGuru — SEMICONDUCTOR EQUIPMENT:
Smart money is watching who BUILDS the machines that make those chips.
Here’s the full value chain:
making the wafer:
Lithography: $ASML (the undispute…↗
Jul 1
InvestmentGuru — Today’s selloff in AI infrastructure stocks looks more like a rotation in sentiment than the end of the AI story.
Reports that $META plans to lease excess cloud-computing capacit…↗
IvanaSPEAR — Here is a link to the full segment $ALAB $KLAC $LRCX
https://t.co/99T81RAlH6↗
Jun 30
BULL OF BRITAIN — Been adding into a basket of Upstream Memory plays.
The thesis: the memory bottleneck (DRAM/HBM) forces the big 3 makers to expand capacity. The equipment layer captures that cape…↗
Jun 30
TheValueist — $AMAT $KLAC $LRCX $ASML Another very strong start to the day for WFE. There will be many more new fabs built in US/NATO/Western Allies and China well into the 2030s. The market has…↗
Jun 29
TheValueist — $AMAT $KLAC $LRCX $ASML WFE lighting it up again today. https://t.co/YtjnIpc65f
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…↗
Alphatica — ALPHATICA GEX-VOLUME RELATIVE STRENGTH SCANNER
Look at the Chg% column on the losers list. Every single name is green:
$SNDK +11%. $VRT +7%. $CRCL +8%. $LRCX +7%. $APP +7%. $PLT…↗
Mar 30
Alphatica — $MU −11%. $WDC −10%. $SNDK −8%. $LRCX −5%.
Four memory/semi equipment names in the bottom 10. SNDK has been on the losers list all 4 days. MU was losing RS on Day 1 at −$177M GEX…↗
Jason Luongo — Big Tech just committed $650B+ in 2026 capex.
Here's how that money flows through every layer of the AI stack:
Compute: GPUs and Accelerators
$NVDA - Blackwell shipping now, Rubi…↗
Feb 22
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $SNDK +174%
2. $BE +70%
3. $AEHR +66%
4. $WDC +66%
5. $TWST +53%
6. $MU +50%
7. $AMAT +46%
8. $ENPH +45%
9. $LRCX +43%
10. $NTLA +41%
11.…↗
Feb 21
Alphatica — We classified 534,000 institutional trades across 13 semiconductor stocks over the last 30 days.
$1.1 TRILLION in dark pool notional.
Here's where the smart money is actually go…↗
TheValueist — $KLAC $LRCX $AMAT $ONTO EXECUTIVE SUMMARY
The SemiAnalysis thread correctly emphasizes that metrology and inspection are foundational “process control” capabilities in semiconduct…↗
TheValueist — $LRCX $MU $SNDK HBM, DRAM AND NAND: DEMAND SIGNALS, CUSTOMER BEHAVIOR, AND SUPPLY TIGHTNESS
The LRCX call characterized HBM and broader DRAM spending as one of the clearest expres…↗
Jan 29
TheValueist — $LRCX EXECUTIVE CALL SUMMARY: LAM RESEARCH CORP (01/28/26)
December-quarter results were positioned as a high-confidence confirmation that AI-driven semiconductor demand and techn…
December 2025 · 12 mentions
Dec 30
InvestmentGuru — WALL STREET’S MESSAGE IS CLEAR: DON’T FADE THE GIANTS
Morgan Stanley → $AMZN, $NVDA, $ALAB, $NDAQ, $APPN, $FROG
Bank of America → $NVDA, $AVGO, $LRCX, $KLAC, $GOOGL, $META
RBC Cap…↗
amit — WALL STREET TOP STOCK PICKS FOR 2026:
Morgan Stanley → $AMZN, $NVDA, $ALAB, $NDAQ, $APPN, $FROG
Bank of America → $NVDA, $AVGO, $LRCX, $KLAC, $GOOGL, $EL
RBC Capital Markets → $…↗
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…↗
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:
• $ALAB ~3.6x
• $INTC ~2.7x
• $LRCX…↗
Jun 26
TheValueist — $AMAT $KLAC $LRCX $AMSL WFE is the next boondoggle if it isn’t already. The market can see $100s of billions (maybe trillions of dollars on a multiyear global aggregate) being spen…↗
Jun 25
TheValueist — If you are investing in any part of the GAI infrastructure trade, I highly highly highly recommend you listen to the entire $MU earnings and callback calls. The analysts asking que…↗
Jun 24
TheValueist — $AMAT $KLAC $LRCX $AMSL SK Hynix's capital raise is highly bullish for the WFE sector overall. Much of that $29.4bn will go towards purchasing new fab equipment. Still much much mo…↗
Jun 22
Michael | Hypermarkets — In 2 years, $MU squeezed from 1430% from $85 to $1220.
It will 3x-5x after its earnings on June 24.
These 12 companies have parternships with $MU:
1. $ASML – Sells EUV lithograp…↗
Jun 21
InvestmentGuru — AI INFRASTRUCTURE LEADERSHIP BOARD
The Companies Building the Backbone of the AI Revolution
Tier 1 — Core Compounders
The foundation of AI infrastructure and the highest-convic…↗
Jun 20
InvestmentGuru — How to play memory super cycle
➡️ $MU / $SNDK — direct memory producers, pricing power = margin expansion
➡️ $WDC — enterprise HDD supply already booked out for 2026
➡️ $ARW / $…↗
Jun 20
Michael | Hypermarkets — $SPY AI Infrastructure — YTD Returns & Why They will keep going higher...
1. $SNDK +820.36% — Spun off from Western Digital, pure-play NAND flash exposure. AI data centers need ma…↗
Jun 18
InvestmentGuru — How to play it:
➡️ $MU / $SNDK — direct memory producers, pricing power = margin expansion
➡️ $WDC — enterprise HDD supply already booked out for 2026
➡️ $ARW / $AVT — distributor…↗
Jun 18
TheValueist — $AMAT $KLAC $LRCX $ASML WFE going Donkey Kong again today. Many of the names sitting at all time highs. https://t.co/e762RSxqof↗
Jun 17
TheValueist — $AMAT $KLAC $LRCX $ASML Some of the WFE names going Donkey Kong today. AMAT up 9% is nuts. Still lots and lots more to go.
These are highly specialized companies within their rel…↗
Shay Boloor — Lynx Equity says smarter way to play a $SPCX IPO is through $NVDA arguing xAI & Terafab capex could drive another leg of AI infra demand.
They see $LRCX, $AMAT, $ASML & $KLAC bene…↗
Jun 14
InvestmentGuru — MEMORY SUPERCYCLE: The 40-Year Price Decline Just Broke
For four decades, more memory always meant cheaper memory. That cycle has reversed — and it’s the next leg of the AI infras…↗
TheValueist — $AMAT $KLAC $LRCX $ASML If you've been following me, you know I've been sharing extensively on the WFE market. The stocks are ripping and many others are catching on. The drum beat…↗
Jun 12
TheValueist — $AMAT $KLAC $LRCX $ASML Not as strong as yesterday, but Blue Horseshoe still likes WFE. https://t.co/UK2X45JGnB↗
Jun 12
TheValueist — $AMAT $KLAC $LRCX $AMSL Global Front-End WFE Demand Through 2031. New: 6/12/26.
Global front-end wafer fab equipment demand remains structurally elevated through 2028, with the st…↗
Jun 11
TheValueist — $AMAT $KLAC $LRCX $ASML I can feel the momentum building even greater in the WFE names. Many at all time highs and many with +2z moves today. Looks like big money is chasing this t…↗
Jun 11
TheValueist — $LRCX Lam Research: Scaling the AI Semiconductor Infrastructure Cycle. Investment Thesis. New: 6/11/26.
Lam Research is a critical supplier of wafer fabrication equipment and a pr…↗
Jun 11
TheValueist — $AMAT $KLAC $LRCX $ASML WFE printing again 🔥🔥🔥. List sorted by distance from all-time high. https://t.co/QCYfSwpe65↗
Serenity — @super_avg Towa is $1-2B range. $LRCX is a $400B company. $KLAC is a $275B company.
What part of $10–100B range did you miss?
I don’t have exposure to vast majority of names abov…↗
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:
• $ALAB ~2.9x
• $ARM ~2.4x
• $INTC…↗
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↗
— $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…↗
— PETER LYNCH’S FAVORITE METRIC IS THE PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Semiconductor multi-year PEG ratios:
• $INTC ~3.…
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…↗
Apr 22
TheValueist — $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…↗
Apr 22
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…↗
InvestmentGuru — AI Bottleneck = Opportunity?
Chip shortages are starting to slow down AI adoption — not demand.
$ORCL confirmed what many suspected: Demand for AI infrastructure (GPU + CPU) is…↗
Apr 1
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…↗
— THE SEMICONDUCTOR VALUE CHAIN
Fabless Chip Designers
• $QCOM mobile, automotive & edge AI chips
• $NVDA AI accelerators & data center GPUs
• $TSLA in-house FSD & Dojo AI training…
Black Panther Capital — The hyperscalers aren’t cutting AI capex.
$660-700B committed for 2026. Contracts signed. Fabs running.
Here’s where that money flows:
Compute: $NVDA, $AMD, $AVGO
Memory: $MU, $…↗
Mar 22
Black Panther Capital — 🚨 Taiwan has ONLY ELEVEN days of natural gas reserves.
Taiwan runs 53% of its power grid on natural gas.
Qatar supplied 33% of that gas through Hormuz.
That route is now totall…↗
Mar 22
Shay Boloor — AI SEMIS KEEPING THE MOST OF EVERY DOLLAR
Operating margin breakdown:
• Best-in-class (50%+) | $NVDA, $TSM
• Elite (40–49%) | $MU, $ANET, $KLAC, $AVGO
• Strong (30–39%) | $ASML, $…↗
Mar 16
BULL OF BRITAIN — $NVDA GTC - Quick Fire Long positions
-> Fabs ($TSM, $INTC)
-> HBM4 / Memory ( $MU, SK Hynix, Samsung) Feynman = die stacking with custom HBM.
-> Co-Packaged Optics ( $TSEM, $L…↗
Mar 16
Jason Luongo — Photonics is the hottest theme in the market right now.
Here’s every company you need to add to your watchlist:
Photonics / Lasers
$LITE $COHR $MTSI $AAOI $IPGP $POET
Optical Mo…↗
Mar 14
Trade Whisperer — $BESI $AMAT $LRCX $MU
HBM Packaging Is On 🔥
BE Semiconductor Industries (BESI), the Dutch leader in hybrid bonding equipment (critical for HBM and advanced chip packaging in AI…↗
Mar 13
Serenity — @PhotonCap $BESIY / $BESI was in my informal bottleneck ETF! Still need to catch up to the $LRCX, $AMAT and BESI news though.
Does definitely validate how important hybrid bond…↗
Mar 13
Jukan @COMPUTEX — Lam Research: "DRAM Architecture Evolving from 4F² to 3D"
DRAM memory is expected to evolve from its current planar structure to 3D DRAM, driven by the need to overcome the limits…↗
Mar 13
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 11
Trade Whisperer — $MU Memory: The New Growth Goldmine for Toolmakers
According to $AMAT earnings report, in 1QFY26, 4QFY25, DRAM contributed to 34% of its total semiconductor systems sales, rising…↗
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,…↗
Mar 1
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $SNDK +168%
2. $AAOI +142%
3. $AEHR +85%
4. $BE +79%
5. $WDC +62%
6. $NTLA +53%
7. $TWST +48%
8. $CRML +46%
9. $AMAT +45%
10. $MU +44%
11…↗
— AI Infra is run by monopolies/oligopolies but valuation follows bottlenecks:
$MU SK Hynix Samsung: Memory oligopoly. HBM3E Market Share: SK hynix: ~59%, Micron ~21%; Samsung ~20%…
Shay Boloor — $GOOGL, $MSFT, $META & $AMZN just confirmed $600B+ in 2026 CapEx.
Here’s how that money flows through the AI stack:
GPUs, Accelerators
• $AMD provides second source AI GPUs with…↗
Feb 7
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $SNDK +152%
2. $BE +65%
3. $WDC +64%
4. $CRML +59%
5. $ENPH +55%
6. $TWST +55%
7. $APLD +43%
8. $ASTS +40%
9. $NXT +39%
10. $MU +38%
11.…↗
Feb 6
Shay Boloor — Daniel & I will live on the Futurum Equities YouTube channel at 10AM EST covering:
• Earnings reactions: $GOOGL, $AMZN, $IREN, $AMD, $PLTR
• Latest thoughts on software: $NOW, $M…↗
IvanaSPEAR — There are not many days in the year where you see high quality (60%+ GM) businesses pull back 10%+
If you missed semi-cap in 4Q25, here is your entry point $ASML $KLA $LRCX
Lov…↗
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…↗
IvanaSPEAR — $LRCX Beat and a nice guide bump, but what gave the stock legs AH was this comment:
"We have better visibility into the following year than I think I can ever remember".
Other i…↗
Jan 28
TheValueist — $LRCX (Bloomberg) -- Lam Research forecast adjusted earnings per share for the third quarter; the guidance beat the average analyst estimate.
THIRD QUARTER FORECAST
Sees adjusted E…↗
Jan 28
KaizenInvestor — $LRCX just reported a Q4 double beat. The stock is up 1% as a result.
Lam Research delivered a resilient quarter that points to an upcoming recovery. While current revenue remain…↗
Jan 28
KaizenInvestor — Some big earnings coming up after the closing tonight. $MSFT, $TSLA, $META, $LRCX, $NOW, $FICO, and $IBM all report tonight.
Which earnings are you looking forward to the most to…↗
Jan 28
IvanaSPEAR — The next leg of the AI trade isn’t just chips. It’s the machines that build them.
$ASML results tell you everything you need to know:
- Bookings at €13.2bn, 89% above the Street…↗
Jan 27
Trade Whisperer — $QQQ Nasdaq. Are we about to break the structure and challenge ATH $637?
All up to $MSFT $TSLA $META $NOW $IBM $LRCX $CLS earnings tomorrow. Also Fed Interest decision. https://t.…↗
Jan 27
IvanaSPEAR — If you missed our ‘26 Outlook Webinar this afternoon, tune into @cvpayne @ 2PM on @FoxBusiness
Three key themes for us this year:
- Space $RKLB $ASTS
- Semi-Cap Equip. $LRCX…↗
Jan 27
Jukan @COMPUTEX — Ultimately, memory makers have no choice but to expand capacity, and that will keep the memory industry cyclical.
That said, it doesn’t mean memory stocks will fall right away.
M…↗
Jan 25
Shay Boloor — THE SEMICONDUCTOR VALUE CHAIN
The AI Brain
• $NVDA data center & AI accelerators
• $META custom inference silicon for AI
• $MSFT AI acceleration silicon for Azure
• $QCOM mobile,…↗
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 21
Shay Boloor — $TSM is the AI factory that builds the chips that power every AI model on earth.
Here’s how TSMC’s capex flows through the supply chain:
• $ASML gates leading-edge AI output by co…↗
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…↗
Shay Boloor — Daniel and I will live on the Futurum Equities YouTube channel right now covering:
• $TSM earnings reactions
• Space Economy : $RKLB, $ASTS
• The Claude cowork effect: $NOW, $MND…↗
Jan 16
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #27
Daniel and I will go live exclusively on the Futurum Equities YouTube channel tomorrow at 9:30 AM ET.
We’ll be covering:
• $TSM earnings reac…↗
Jan 15
Jose Najarro Stocks — $TSM $NVDA $AMD $ASML $AMAT $LRCX $KLAC
TSMC JUST MASSIVELY RAISED AI GROWTH FORECAST + $52-56B CAPEX FOR 2026 (from TSMC Q4 2025 earnings call, Jan 15 2026)
🔹 "AI accelerator re…↗
TheValueist — $TSM $LRCX $KLAC these TSMC guys' favorite word is clearly capex. WFE market should stay strong for many years going forward. https://t.co/NIavEhMzNs↗
TheValueist — $LRCX Lam Research: Strategic Growth, AI Intensity, Executive Analysis, and Investment Thesis.↗
Jan 14
TheValueist — The WFE chatter is getting louder on this app. My custom GAI WFE Index is up 18.0% YTD. Great start to the year, and it looks like momentum will continue. Will the fundamentals sho…↗
Jan 13
Shay Boloor — JANUARY LEADERSHIP IS ALREADY HINTING AT THE 2026 THEMES
• Grid & Power | $EOSE, $BE, $NVTS
• AI Utility | $IREN, $CIFR, $NBIS, $APLD, $CRWV
• Space Economy | $ASTS, $RKLB, $PL, $…↗
Jan 13
Serenity — @pepemoonboy Bruh $AXTI and $OSS was barely mentioned until 2 weeks ago.
1. $SIDU ($222m) - Vertically integrated LEO satellite as a service company. They build satellites, but…↗
Shay Boloor — $MU just announced the largest semiconductor manufacturing facility in U.S. history with a $100B advanced memory megafab in New York.
Memory is only one layer, so here’s what AI o…↗
InvestmentGuru — 𝗧𝗵𝗲 𝗟𝗲𝗮𝗱𝗶𝗻𝗴 𝗦𝘁𝗼𝗰𝗸𝘀 𝗶𝗻 𝟮𝟬𝟮𝟲
Markets in 2026 are being driven by AI infrastructure, semiconductors, energy transition, aerospace, automation, and digital plat…↗
Jan 6
Shay Boloor — 2026 WILL BE THE YEAR OF AI MEMORY
• $MU supplies the DRAM & HBM next to GPUs that let AI think longer & hold more context.
• $SNDK, $STX, $WDC store massive AI datasets & model f…↗
Jan 2
Shay Boloor — 2026 OFF TO A HOT START FOR AI DATA CENTER NAMES
• $NVTS +10%
• $ASML +8%
• $MU +8%
• $AMKR +8%
• $ALAB +7%
• $WDC +7%
• $LRCX +6%
• $INTC +6%
• $NBIS +6%
• $IREN +5%
• $ARM +5%
•…↗
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…↗