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When I last wrote about Lam Research (LRCX) with a buy recommendation on October 26, 2024, my primary reason for recommending it was the expectation that the company would rebound strongly as the NAND memory industry recovers from a deep
Lam Research: Positioned For Growth In The 3D Chip Era
Summary
- Lam Research is poised for long-term growth due to the increasing demand for 3D NAND, DRAM, and logic chips driven by AI adoption.
- Regardless of concerns over potential revenue loss from China, Lam's advanced tools and leadership in chip manufacturing processes position it well for future growth.
- Despite near-term geopolitical and economic risks, the stock has upside potential over three to five years.
- Lam remains a buy for long-term investors.
I have been a Merchant Seaman that has traveled the world for over 30 years. Within the last 15 years, I developed a very intense interest in investing. I learned a lot of what I know about investing from The MF. Also because I have a engineering background, I often tend to gravitate to Tech stocks
Analyst’s Disclosure:I/we have a beneficial long position in the shares of LRCX either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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