$LRCX

3 theses

bullish 33%neutral 0%bearish 67%

Avg return (3m)

-8.9%

Win rate (3m)

50% (2 resolved)

1d 3d 1w 1m 3m 6m 1y

Past performance does not predict future results. Informational only, not investment advice.

Recent theses

Prices as of Nov 2, 2:00 PM ET

$LRCXSEC Form 4bearish

Mayer Bethany · LAM RESEARCH CORP · 53d agono track record yet

Sold 9,557 @ $314.74 avg · $3,007,970 · 2026-09-09

Form 4: Mayer Bethany sold LRCX

Mayer Bethany (Director at LAM RESEARCH CORP) reported an open-market sale of 9,557 shares of LRCX at an average $314.74, roughly $3,007,970, in a Form 4 filed 2026-09-10.

At post $297.69Now $229.73-22.8% since postedas of Nov 2, 2:00 PM ET

1d+0.1%

3d+0.1%

1w-9.6%

1m+7.1%

3m—

6m—

1y—

View filing on SEC.gov →

$LRCXr/ValueInvestingDiscussionbullish

u/Apprehensive_Two1528 · 95d ago6 prior · 50% at 3mo

My significant % losers are so appealing

LRCX has been beaten down significantly (down 20.28%) and appears cheap at current valuations. The author is attracted to accumulating at depressed prices.

At post $292.71Now $229.73-21.5% since postedas of Nov 2, 2:00 PM ET

1d—

3d+0.5%

1w+6.3%

1m+3.0%

3m-13.1%

6m—

1y—

original post →

$LRCXr/ValueInvestingDiscussionbearish

u/BearWithMeGM · 155d ago9 prior · 60% at 3mo

Short LRCX

Selling AI stocks

LRCX's semiconductor equipment business depends on supply chains now stressed by helium/bromine shortages and rare earth export controls. Author sold all holdings citing valuation risks.

At post $316.56Now $229.73-27.4% since postedas of Nov 2, 2:00 PM ET

1d—

3d+8.4%

1w-4.4%

1m+36.7%

3m-4.7%

6m—

1y—

original post →

End of results.