COMPANY
Lam Research
LRCX:US
Primary coverage by Pierre Ferragu
Research
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The Tech Infrastructure Quarterly Bible 1Q24June 20, 2024 — Pierre Ferragu
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KLA, LAM, AMAT, ASML, TEL model updates post 1Q24May 24, 2024 — Pierre Ferragu
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Bible 1Q24 – Semicap: recovery on track, positive 2025 outlook in expectations already.May 21, 2024 — Pierre Ferragu
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Tesla portfolio expansion; cloud revenues and capex accelerating; time to buy auto semis; and much more. The Tech Weekly Wrap-upApril 29, 2024 — Pierre Ferragu
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LAM 3FQ24: Recovery on track, but limited near-term upside. Neutral, $960.April 25, 2024 — Pierre Ferragu
Events
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Mar
15TechnologyMarch 15, 2024Watch Replay -
Jan
16TechnologyJanuary 16, 2024Watch Replay -
Dec
19TechnologyDecember 19, 2023Watch Replay