Lam Research

• Lam Research (LRCX) – Maintain SELL; $660 FV

  Bouncing At The Bottom; Waiting For a Cyclical Recovery

  January 30, 2024

  Read More
• Lam Research (LRCX) – Maintain SELL

  Update on Price Target

  January 1, 2024

  Read More
• Lam Research (LRCX) – Maintain SELL

  F1Q24 was……meh. Cyclical Weakness and Rich Valuation Cannot be Wished Away

  October 19, 2023

  Read More
• Chipping Away at China

  New U.S. Technology Export Controls and Their Impact

  October 17, 2023

  Read More
• Lam Research (LRCX) – SELL

  Initiating Coverage with a SELL Rating

  October 1, 2023

  Read More