It's no secret that Lam Research is a brilliant business, but after underperforming significantly in 2024, it might now be the best-priced semiconductor stock out there!
I was looking for a play in the semiconductor industry that was not overpriced and with good long term growth and LRCX might be the one. Good insight from you and great read. I will research more on them. Thank you
I was looking for a play in the semiconductor industry that was not overpriced and with good long term growth and LRCX might be the one. Good insight from you and great read. I will research more on them. Thank you
Appreciate it! Good luck with the further research.
Thanks for this in-depth look, they're on my watchlist now.
Appreciate it, Joel! Glad you found some value in this piece.