u/BearWithMeGM · 151d ago7 prior · 63% at 3mo
Short LRCX
Selling AI stocks
LRCX's semiconductor equipment business depends on supply chains now stressed by helium/bromine shortages and rare earth export controls. Author sold all holdings citing valuation risks.
At post $316.56Now $253.82-19.8% since postedas of Oct 28, 4:45 PM ET
1d—
3d+8.4%
1w-4.4%
1m+36.7%
3m-4.7%
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1y—