LRCX Trade Ideas
CommonQuant has published 12 trade ideas mentioning LRCX.
Recent trade ideas mentioning LRCX
Night movers — Jul 13: Chip rout offsets Salesforce strength in mixed post-close session
NEUTRAL · 2026-07-15Salesforce led the post-close gainers on bullish value commentary while energy names XOM and CVX also rose without supplied catalysts. Chip stocks dominated the losers after an SK Hynix rout and oil spike pressured the semiconductor group.
Night movers — Jul 14: IBM's earnings warning crater while semis rebound
NEUTRAL · 2026-07-15IBM's catastrophic 25% earnings-warning drop dominated the session and dragged software and IT services names lower, while semiconductor stocks LRCX, INTC, and NVDA rebounded sharply on valuation and chip-demand headlines. Bank earnings offered mixed signals as Citi posted record trading revenue yet still declined alongside broader financial-sector caution.
Big tech is dumping $84B into AI infrastructure — buy the chip equipment makers they're forced to buy from
LONG · 2026-06-29The big tech companies are panicking to get their hands on enough AI chips, with Google's parent company Alphabet raising a record $84.75 billion to fund the buildout. At the same time, the equipment makers who actually build the chip factories are seeing massive order growth — making them a smarter way to play the AI boom than the overvalued tech giants themselves.
AI stocks are bouncing back on peace news — buy the chip-equipment makers instead of the hype
LONG · 2026-06-29Investors are jumping back into the stock market to buy the dip as Middle East tensions cool. However, instead of chasing overhyped AI software stocks that global regulators are warning about, this is the perfect setup to buy the less-glamorous equipment makers that are actually building the infrastructure for the AI boom.
Geopolitical tension pausing and dip buyers lifting tech — bounce play on semiconductor leaders
LONG · 2026-06-29The stock market is bouncing back today as investors buy up tech shares on the cheap and geopolitical tensions cool. Wall Street analysts are doubling down on their love for semiconductor companies, hiking price targets and pointing to a massive wave of factory investment.
Wall Street upgrades pile up for chip gear makers as AI spending boom continues
LONG · 2026-06-29Major banks are aggressively raising their price targets for Lam Research, citing a massive, multi-year boom in chip factory spending. With memory chip makers like Micron also seeing huge demand, the companies that actually manufacture the equipment to make these chips are in the perfect position to profit.
Chip stocks hammered last week now rebounding — dip buy on Lam Research
LONG · 2026-06-29Tech and chip stocks took a beating last week but are starting to rebound. Meanwhile, Wall Street analysts are upgrading chip equipment makers like Lam Research, citing massive long-term investment booms from countries like South Korea.
AI bubble fears shake out the market — scoop up the real winners behind the boom
LONG · 2026-06-29While top financial watchdogs are officially warning about a broad tech bubble, the actual cash flowing into AI equipment makers is stronger than ever. Instead of betting on trendy AI software companies, this trade targets the 'pick and shovel' makers supplying the physical chips.
Chip gear stocks hit record highs while the broader market tanks — buy the AI momentum
LONG · 2026-06-18Companies that make the machines used to manufacture computer chips saw their stock prices hit all-time highs today. This happened even as the broader stock market fell after the Federal Reserve's latest update.
Market tanks on Fed news but chip gear stocks hit record highs — buy the strength
LONG · 2026-06-17The stock market overall tanked on the Fed's rate news, with the S&P 500 having its worst reaction to a new Fed Chair since 1994. But the companies that make the machines building computer chips actually hit all-time highs, completely ignoring the broader market panic.
AI chip demand is insatiable — ride the momentum in the companies making the factory equipment
LONG · 2026-06-17Companies that make the machines manufacturing microchips just hit their highest prices ever, fueled by a massive surge in AI-related demand.
AI chip gear makers are breaking records — ride the momentum on ASML and Applied Materials
LONG · 2026-06-17Companies that make the essential machinery for computer chips just hit all-time highs. This comes as the artificial intelligence boom is driving massive demand for advanced chips, and SpaceX's huge market debut is adding fuel to the tech rally.