LRCX

$LRCX why would this be down today ?

The semiconductor sector is quietly setting up for a massive breakout. Most traders fell for the top, but the tape doesn't lie. With $AMD reclaiming resistance as new support, half of the major semi names have now executed perfect failed breakdowns. $SNDK and $LRCX are finishing their setups. More than just individual stocks - the entire sector looks like it could be preparing for a major move soon. The next major alert is coming soon. If you are not following with notifications turned on, you are likely going to see the move after it already happened. Want to see my full semiconductor execution plan? Head to my profile.

The following five popular stocks have pulled back sharply from their recent highs this week. I believe these names are entering a more attractive risk/reward zone for long-term investors. My key focus: $SNDK -27% $82 → $60 $WDC -23% $96 → $74 $LRCX -23% $160 → $123 $MU -21% $110 → $87 $VRT -21% $155 → $123 Short-term volatility is normal after strong runs. I’m watching whether these companies can turn this pullback into a long-term accumulation opportunity. Great companies often create the best setups when market sentiment turns negative. If you want to see the high-conviction stocks I’m watching, my full portfolio, and every trade I make… Head to my profile.

$QQQ $SPY $LRCX $CAT $MU Happy Monday, as a reminder, today's podcast is out everywhere including spotify, apple, youTube. all the places. https://youtu.be/11MBdgHOcjA?si=QZwDVyXZOcPMddlr

$LRCX Lam Research price target raised to $355 from $300 at Evercore ISI Evercore ISI raised the firm's price target on Lam Research to $355 from $300 and keeps an Outperform rating on the shares.

Lam Research $LRCX came all the way down to kiss its daily moving average support band. LRCX @ $313.30 Support: 100/104-day EMAs @ $295.35-$297.83

$QQQ $NVDA $LRCX $CAT $SPY https://open.substack.com/pub/rigatonicapital/p/why-open-weights-are-good-for-the?r=ckhjv&utm_medium=ios

20 semiconductor stocks ranked by PEG ratio. 📊 （Part 1） PEG is one way investors compare valuation against expected growth. Generally: • PEG < 1 may suggest growth is undervalued • PEG > 2 means investors are paying a higher premium for future growth $LRCX ~2.3x $ALAB ~2.1x $INTC ~1.9x $ANET ~1.8x $ARM ~1.6x High-growth semiconductor companies often trade at premium valuations, but the key is whether future earnings growth can justify those expectations. I’m watching how valuation, AI demand, and execution align across the chip sector. Next alert is coming. Turn on notifications so you don't miss the next setup.