Lam Research (LRCX) – Maintain SELL; $660 FV
Bouncing At The Bottom; Waiting For a Cyclical Recovery
Lam Research
Lam Research (LRCX) – Maintain SELL
Update on Price Target
Lam Research (LRCX) – Maintain SELL
F1Q24 was……meh. Cyclical Weakness and Rich Valuation Cannot be Wished Away
Chipping Away at China
New U.S. Technology Export Controls and Their Impact
Lam Research (LRCX) – SELL
Initiating Coverage with a SELL Rating