We came across a bullish thesis on Lam Research Corporation on Swiss Transparent Portfolio's Substack. As of 19ᵗʰ September, Lam Research Corporation's share was trading at $126.92. LRCX's trailing and forward P/E were 30.58 and 29.72 respectively according to Yahoo Finance.
[caption id="attachment_422604" align="aligncenter" width="750"]Lam Research Corporation (LRCX) is a key player in the semiconductor industry, particularly in the etch and deposition segments. The company's recent performance has been impressive, with a record-breaking...
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