$LRCX

1 thesis

bullish 0%neutral 0%bearish 100%

Avg return (1y)

—

Win rate (1y)

— (0 resolved)

1d 3d 1w 1m 3m 6m 1y

Past performance does not predict future results. Informational only, not investment advice.

Recent theses

Prices as of Oct 28, 4:45 PM ET

$LRCXr/ValueInvestingDiscussionbearish

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%

6m—

1y—

original post →

End of results.