Lam Research Corporation (LRCX) is THE semiconductor industry FORCE and NOBODY does it BETTER (in the entire WORLD).

 

 

 

Market Talk

Things change fast with roving, changing, adapting policy.  I'll leave it to the reader to each make what they will out of it.

Stock Talk

One very important company to the semiconductor industry has dropped to a watch level. It is important because the entire semiconductor industry pivots on this company.

Lam Research Corporation (LRCX)

This American company, based in California, has the entire semiconductor industry everywhere by the proverbial balls.  In lithography of very tiny wafers to create and etch conductive pathways and other critical steps in the process of producing semiconductors in super thin material layers atom by atom and then stacking chips for advanced processing.   NVDA chips and chips everywhere for that matter can simply not be made to the levels required today - without Lam Research tools.  And- NO country can advance their production of semiconductors without the tools from LRCX.

Lam Research reports earnings today and is surging to $67 ish range before they report.  However, the stock has fallen about 40% off from the high this year.  Regardless of what happens with short-term earnings this evening, LRCX is a stock to watch.  

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More later so ....Stay tuned, if you dare !

For now, we close by noting that any view on the market and stocks on any particular day may change in the future days to come. That is why we watch and see how our views match up with the reality of the time.  But trying to look ahead a few months into the future may be a way to do things.  If you think too deep about world events and the recent alliances forming, projecting ahead can be a dicey endeavor.  In all -  we use the word maybe "some", not "too much" and play it accordingly.  Remember, never get arrogant in our various notions because things do change in the market and individual stocks are subject to many factors outside of our control.. So we try to -stay aware.

With all the above caveats and attempted prognostications, I will close this post. Stay tuned for more opining on the market and stocks to watch.

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ALL in my humble opinion, scroll down and read more.This site does NOT make Buy / Sell recommendations.
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