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September 20, 2026

Lam Research Corporation (LRCX)

Lam Research's Real Deadline Is December 2027, Not the AI Safety Debate

The market spent a week repricing Lam for a demand shock that the guide, the deferred revenue and the clean-room schedule all contradict, and fiscal 2027 earnings are close to banked at a level the last eight quarters suggest is a floor rather than a target.

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May 30, 2026

Lam Research Corporation (LRCX)

Three Engines Firing, But the Stock Already Knows It

Lam Research delivered a record March quarter and guided its June quarter to a stunning $6.6 billion in revenue — roughly 10% above consensus at the time. The business is accelerating across memory, foundry, and services. Yet with shares near $318, up close to 300% in the past...

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