LRCH

0 analysts have active calls

Thu, Sep 3 · market close

1 long0 exited

calls in the last 30 days · exits close a long — positions are long-only

Backing it now

No analyst holds LRCH through an active call right now.

Latest call on LRCH

Read as: Long NVDA, Long AVGO, Long TSM, Long MU, Long SNDK, Long DRAM, Long AMAT, Long LRCH, Long KLACK, Long ON, Long NVTS, Long MRVL, Long COHR, Long LITE, Long CRDO, Long ALAB · High confidence

Sandeep Anand@SanCompounding
🚨 BofA just turned EVEN MORE bullish on AI infra: 📈 AI capex: +78% in 2026, +35% in 2027 💰 Hyperscaler spend: $860B → $1.2T path 📦 Cloud backlog: $2.3 T+ (+16% QoQ) BofA’s 16 beneficiary buckets as a buy & forget basket 👇 1 $NVDA $4.5T Compute/GPU 2 $AVGO $1.7T http
31d agoview on X ↗media on X

tweeted Tue, Aug 4 · counted from Wed, Aug 5 close

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