LRCX

Lam Research Corporation • Robinhood Token · tokenized · 7 analysts have active calls

Tokenized as: Lam Research Corporation • Robinhood Token · Lam Research Corporation xStock (BNB Chain, Ethereum, Mantle, Optimism, Solana, TON) · Lam Research (Ondo Tokenized) (BNB Chain, Ethereum, Solana)

Thu, Sep 3 · market close

16 long0 exited

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

Backing it now

#267@leoskie_lLong · day 3rank since call #303 → #267 · 3 days
—@zephyr_z9· unrankedLong · day 7unranked when counted
—@vighnaraj2022· unrankedLong · day 18 · fadingunranked when counted
—@jeffbro52400644· unrankedLong · day 11unranked when counted
—@heidingout· unrankedLong · day 21 · fadingunranked when counted
—@momomacro· unrankedLong · day 19 · fadingunranked when counted
—@thevalueist· unrankedLong · day 0too early

Latest call on LRCX

@thevalueist

Read as: Long ASM, Long ASML, Long AMAT, Long TSM, Long ASASM, Long LRCX, Long KLAC, Long MU, Exit TDC, Exit ORCL, Exit MDB, Exit MRVL, Long CRM, Long NOW, Long ADBE · High confidence

TheValueist@TheValueist
$SNOW KEY READ-THROUGHS FROM SNOWFLAKE Q2 FY27 EARNINGS CALL Snowflake’s Q2 FY27 earnings call provides unusually strong evidence that enterprise AI is moving from experimentation into production consumption. Product revenue increased 37% year over year, representing a 3rd
1d agoview on X ↗

tweeted Thu, Sep 3 · counted from Fri, Sep 4 close

view the call →