“3 AI Semiconductor Stocks To Love After Their Post-Earnings Sell-Off!!”
LRCX is a strong buy; dual exposure to AI logic/memory, high-margin services, and high switching costs create a durable moat.
Okay , I want to talk about Lam Research, whose ticker symbol is LRCX. It's probably not a name familiar to everyone. But it's probably a company you know if you're familiar with the field that Jose and I are talking about today.
If you don't know, Lam Research mainly manufactures chip manufacturing equipment. Any drilling tools that chip manufacturers need to build memory chips, plus advanced logic and packaging.