5 Unstoppable Technology Stocks to Buy Now

​3. Lam Research Corporation (NASDAQ:LRCX)

Number of Hedge Fund Holders: 104

​Lam Research Corporation (NASDAQ:LRCX) is one of the Unstoppable Technology Stocks to Buy Now. On March 11, Lam Research Corporation (NASDAQ:LRCX) presented at the Cantor Fitzgerald Global Technology & Industrial Growth Conference. At the conference, management highlighted its AI-driven growth, operational strengths, and future opportunities.

​Management noted growing fiscal 2025 revenue by 40% year-over-year, which surpassed the market growth rate of 10%. Notably, the gross margins also exceeded the target model of 50% in multiple quarters last year. Management noted that its Customer Support Business Group now generates around one-third of the company’s revenue and has shown 13% 5-year CAGR growth.

​Looking ahead, the company noted that they expect the wafer fabrication equipment market to hit $135 billion in 2026, primarily driven by AI compute demand. Moreover, beyond the $135 billion WFE forecast, dry resist technology offers a $1.5 billion opportunity over the next five years, with early DRAM wins.

​Lam Research Corporation (NASDAQ:LRCX), founded in 1980, is a California-based company specializing in semiconductor processing equipment for the use in fabrication of integrated circuits.