Sep. 20 at 7:33 PM
$LRCX Submitted for approval: Etching the invisible circuits of the AI age. Stock, near
$288 in mid-September 2026, has nearly tripled in a year. Wafer fab equipment spending has been raised to ~
$150 billion, fueled by hyperscaler demand for memory, HBM, and advanced packaging. Lam’s latest quarter hit record ~
$6.7B revenue; September guidance points to ~
$8.1B. Analysts cluster around
$370–
$380 targets with a Strong Buy consensus as earnings climb into 2027. The path to EOY looks constructive: AI momentum, rising margins, and durable service revenue. Yet it's a market of sudden cycles, export shadows, and shifting multiples. It's all in the family
$KLAC $AMAT $LRCX $ASML where fundamentals point higher… but the certainty remains out of reach to the haters that don't understand.
This is the dimension of semiconductor equip., where bulls & bears dance on the razor’s edge of guidance and rumor and the market itself decides who walks away richer, and who is left staring into the void.
