
Lam Research
LRCX
LRCX Fair Price

My Notes
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📊 Lam Research, record margins and strong outlook!
Lam Research $LRCX shows why it is one of the key players in semiconductor technology. The company manufactures high-end equipment for depositing, etching and cleaning materials used in the production of semiconductor chips.In its Q1 2025 results announced Thursday, the company surprised with not only revenue and profit growth...
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📅 Weekly investment outlook!
This week brings a good amount of corporate earnings, as well as numbers from the US economy.
🐣Monday
Easter Monday - Markets in Europe are still closed
🚗 Tuesday
📡 Results before the markets open:
Verizon $VZ - The telecom giant is facing pressure from competition and developments in 5G.
3M $MMM - How is 3M settling legal disputes? Will the company build...
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Tesla's results will be the most important, but it is possible that the stock will fall and I would definitely overbought at that point.
🗓️Klíčové market events of the week: the most important week of the month!
This week is full of interesting macroeconomic data and earnings reports from key companies. Here's a summary of the highlights! 👇
🏠Monday: New home sales!
Let's keep an eye on how the U.S. housing market is doing, which may indicate the health of consumers and the economy as a whole.
📊 Results before the...
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🚀 Microsoft and the AI revolution: what does $80 billion mean for the future of technology? 💡
Microsoft $MSFT recently announced that it plans $80 billion in data center and AI investments for 2025. That's almost double the $44 billion last year ! This massive investment confirms that tech giants will continue to aggressively push the development of AI and related industries.
...
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I honestly trust Google more, as I think they have more potential, but this news is great. Microsoft is really doing well and can simply afford such investments.
📅 Key events of the week worth investors' attention!
This week we have results from interesting and important companies that can move the markets!
🌍 Monday: IMF Meeting - The International Monetary Fund often adjusts the global economic outlook, which can have a major impact on market sentiment. Keep an eye on these important outlooks and their impact on the markets.
🌐Tuesday: BRI...
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I was looking at the portfolio yesterday and I have to say that the $TSLA makes me happy😃😂
The best-performing S&P 500 stock so far in 2023:
Nvidia $NVDA +231.9% Facebook $META +146.3% Tesla $TSLA +98.9% Royal Caribbean $RCL +97.7% Carnival $CCL +95.2% PulteGroup $PHM +81.5% General Electric $GE +74.7% Palo Alto $PANW +73.9% West Pharma $WST +73.2% AMD $AMD +69% Adobe $ADBE +67.4% Salesforce $CRM +67.1% Lam Research $LRCX +67% Amazon $AMZN +64.4%.
Were you able to...
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The results are great, but it sucks that the tariffs just affect these companies quite a bit.