Bullish Case: LRCX poised for robust AI-driven growth, with deep etch/deposition expertise crucial for advanced chips, bolstered by free cash flow and dividends.


Bearish Case: Potential for revenue hits from export restrictions, insider trades concern, and competitive pressures impacting market share.


Potential Outcomes:

1) AI surge boosts revenue, 65%.

2) Export constraints harm revenue, 25%.

3) Competition erodes market share, 15%.


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March 26, 2024


Lam Research Forecast

LRCX        Lam Research
Price Forecast: BULLISH    Price Action: RANDOM (?)






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SDOW Forecast + Options Trading Strategies   [SDOW]  ProShares UltraPro Short Dow30 (-0.93)


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TECS Forecast + Options Trading Strategies   [TECS]  Direxion Daily Technology Bear 3X Shares (-0.95)


SPXS Forecast + Options Trading Strategies   [SPXS]  Direxion Daily S&P 500 Bear 3X Shares (-0.96)





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