LRCX

I closed out of this for 3.1% profit

I would say lam research Lrcx is probably the the the best name

you had stalwarts that really broke out of that cyclicality, Lam Research and ASML, which are still, by the way, very good stocks I think.

My verdict is avoid at today's price.

The first name is Lamb Research. I think this is probably the most like direct bene beneficiary of of this.

40% of Lam Research

if this thing gets anywhere near the the low 300s, high 200s, I'm going to buy back in.

our second stock is Lamb Research Corporation, ticker LRCX. A semiconductor equipment powerhouse that acts as an indispensable high margin gatekeeper to the entire artificial intelligence supply chain.

BlackRock is betting heavily on Lam Research, ticker LRCX, to solve the industry's serious, massive processing bottlenecks.

The next stock on my list is Lamb Research, ticker symbol LRCX, and their core business is selling machines for etching, deposition, and wafer cleaning.

I also like LRCX, I have Taiwan Semiconductor. Um, these stocks are down today. Uh, we've seen a lot of volatility in these names, but again, this is very typical and historical for August and September. And that usually gives me a great opportunity to buy these strong relative strength names on a discount.

So companies like Lamb Research uh KA those supply the equipment.

BUT YOU CAN'T HELP BUT LIKE LALARGE-CAPS WHICH YOU DO LAM RESEARCH, UNITED RED, ELI LILLY

another one mentioned again the kind of that picks and shovel scenario is Lamb Research. The Pix and Shovels associated with the memory space ticker is LRCX.

AMD and Lamb Research

Think ASML, Applied Materials, Lamb Research