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Lam Research Corporation (LRCX): A Bull Case Theory 

We came across a bullish thesis on Lam Research Corporation on Rijnberk InvestInsights’s Substack by Daan | InvestInsights. In this article, we will summarize the bulls’ thesis on LRCX. Lam Research Corporation's share was trading at $154.79 as of December 1st. LRCX’s trailing and forward P/E were 34.17 and 31.55 respectively according to Yahoo Finance.

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Lam Research (LRCX), with a $180 billion market cap, is one of the world’s most essential yet underappreciated...