LRCX

Lam Research $LRCX broke below its daily moving average (now ex) support band, and despite the +18% move on Thursday, price closed the week below that band, while respecting its descending MA resistance.

Q2 Earnings Winners So Far The biggest earnings reactions are showing one clear theme: Strong execution is still being rewarded. Semiconductors $AXTI +28.74% $FORM +26.28% $AEHR +21.91% $SIMO +21.66% $LRCX +17.98% CLS +10.04% The takeaway: The market is rewarding companies with: • Real revenue growth • Strong margins • Clear demand trends • Positive guidance AI remains a major driver, but opportunities are expanding into cloud, infrastructure, industrials, and specialized technology. The next winners may come from the companies quietly building the future. Follow me and visit my profile for earnings breakdowns, AI infrastructure research, and high-conviction growth stock ideas before Wall Street fully prices them in.

5 Undervalued Stocks With Massive Upside Potential The biggest winners are often found before the market fully understands the opportunity. My watchlist: $CRDO — AI data centers need faster connectivity. High-speed interconnect is becoming a critical bottleneck. $MRVL — Custom silicon, networking, and optical solutions will benefit as AI infrastructure expands beyond GPUs. $HOOD — A next-generation fintech platform with growing users, products, and long-term monetization potential. $SNDK — Memory is becoming one of the biggest AI bottlenecks. HBM and data center demand could drive a new cycle. $LRCX — The semiconductor equipment layer powering every advanced chip buildout. The common theme: AI infrastructure. Semiconductors. Digital finance. The next generation of market leaders may already be building today. Which one has the biggest upside?

$LRCX have a read, the sell off last week was tied to Citadel and this hedge fund https://www.nytimes.com/2026/07/31/business/situational-awareness-leopold-aschenbrenner.html

Evercore ISI Reiterates Outperform on Lam Research, $355 PT — PT $LRCX https://price-target.com/2026/07/21/172704/

THE AUGUST OUTLOOK - TIME TO BUY THE DIP? What are the charts signalling for the market going into August and which stocks are setting up for a move? $NBIS $IREN $SOFI $NFLX and $LRCX all fully assessed plus another 20 top trade ideas for your watchlists. 👇 https://www.honeystocks.com/analysis

If you missed this week's earnings, here's a recap of our positioning: Bullish: $MSFT $LRCX $AMZN All three reacted strongly after earnings. Bearish: $META The stock moved lower following the report. No high-conviction view: $AAPL Apple beat expectations, yet the stock still sold off as investors focused on valuation, margins, and AI expectations rather than the headline numbers. Earnings season isn't just about whether a company beats estimates. It's about how expectations compare with reality. This week reinforced the importance of focusing on positioning, guidance, and market expectations—not just the headlines. What earnings surprised you the most this week?

$LRCX anyone see the crazy 382.48 right after close?

$LRCX Chinese machines and competition taking market share away-far from the truth...