Why ASML, AMAT, and LRCX are rewriting the semiconductor cycle, and how to own them with discipline
Totally agree. Lam is the one name in this group where price always looks wrong until the cycle resets.
The torque is incredible, but so is the whipsaw if you’re early.
That’s why I’m letting the ABC finish and only getting involved once the 120s/130s flash.
Patience gets paid here.
Totally agree. Lam is the one name in this group where price always looks wrong until the cycle resets.
The torque is incredible, but so is the whipsaw if you’re early.
That’s why I’m letting the ABC finish and only getting involved once the 120s/130s flash.
Patience gets paid here.