Creator sentiment
3 creators · 3 views · past 7 days
Updated November 10, 2026 (UTC)
The bull case
- +Nice bottom and gap fill with a 10.4% bounce; earnings already came in good.
- +Trading at a cheap 32 PE with the AI trade far from over.
- +Deep under the 200-day moving average, nearly at ATR level two, extremely oversold below $200.
- +Announced a $25 billion (10%) share buyback, supporting the stock.
- +Historically focused on the memory market, Lam benefits directly from new clean room space and equipment upgrades at SK hynix and Micron.
- +Lam is integral to designing and developing the manufacturing processes for next-gen DRAM (4F squared, 3D DRAM), not just supplying tools, making it a durable bottleneck.
- +Equipment makers cannot be easily replaced or replicated, so money flows through them as a durable spot in the supply chain.
The bear case
Nothing notable in the past 7 days.
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Nice bottom and gap fill with a 10.4% bounce; earnings already came in good. · Trading at a cheap 32 PE with the AI trade far from over.
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Deep under the 200-day moving average, nearly at ATR level two, extremely oversold below $200. · Announced a $25 billion (10%) share buyback, supporting the stock.
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Historically focused on the memory market, Lam benefits directly from new clean room space and equipment upgrades at SK hynix and Micron. · Lam is integral to designing and developing the manufacturing processes for next-gen DRAM (4F squared, 3D DRAM), not just supplying tools, making it a durable bottleneck. · Equipment makers cannot be easily replaced or replicated, so money flows through them as a durable spot in the supply chain.