Lam Research Corporation (LRCX)

Lam Research Corporation (LRCX $284.72)
- $284.72 P/E (TTM): 60.67X Cap: $356.06B
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Alphabet Inc. (GOOG $393.32)
- $393.32 P/E (TTM): 36.91X Cap: $4.85T
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Lam Research Corporation (LRCX $284.72)
- $284.72 P/E (TTM): 60.67X Cap: $356.06B
- View LRCX Profile
- View Questions on LRCX
AltaGas Ltd. (ALA $53.17)
- $53.17 P/E (TTM): 20.9X Cap: $16.56B
- View ALA Profile
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Total Energy Services Inc. (TOT $26.05)
- $26.05 P/E (TTM): 12.82X Cap: $956M
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Lumentum Holdings Inc. (LITE $970.70)
- $970.70 P/E (TTM): 185.99X Cap: $77.94B
- View LITE Profile
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Neo Performance Materials Inc. (NEO $32.60)
- $32.60 Cap: $1.36B
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Cboe Global Markets Inc. (CBOE $363.02)
- $363.02 P/E (TTM): 35.19X Cap: $37.99B
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Interactive Brokers Group Inc. (IBKR $87.00)
- $87.00 P/E (TTM): 36.69X Cap: $149.75B
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Tantalus Systems Holding Inc. (GRID $5.75)
- $5.75 Cap: $323M
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Q: Perhaps you guys can clarify. Got your email about the benchmark beaters and clicked through to the long list.

At the bottom of the list it said "if you want to know which of these, etc etc". Please subscribe.

How do I find out your secret list of stocks you would actually buy?

Thanks

Sheldon

Read Answer Asked by Sheldon on May 11, 2026

Applied Materials Inc. (AMAT $436.62)
- $436.62 P/E (TTM): 45.09X Cap: $346.50B
- View AMAT Profile
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Lam Research Corporation (LRCX $284.72)
- $284.72 P/E (TTM): 60.67X Cap: $356.06B
- View LRCX Profile
- View Questions on LRCX
Micron Technology Inc. (MU $724.66)
- $724.66 P/E (TTM): 37.94X Cap: $817.22B
- View MU Profile
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Teradyne Inc. (TER $337.88)
- $337.88 P/E (TTM): 104.72X Cap: $55.81B
- View TER Profile
- View Questions on TER
ASML Holding N.V. (ASML $1,501.81)
- $1,501.81 P/E (TTM): 54.33X Cap: $610.69B
- View ASML Profile
- View Questions on ASML
Coherent Corp. (COHR $382.45)
- $382.45 P/E (TTM): 191.33X Cap: $74.82B
- View COHR Profile
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Electrovaya Inc. (ELVA $13.19)
- $13.19 P/E (TTM): 105.78X Cap: $653M
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- View Reports on ELVA

Q: Hi 5i,

1). Disregarding company size, type etc. but looking for growth, if one were to buy any of the above noted stocks (MU, COHR, ASML, TER, LRCX, AMAT and ELVA) what buying order would you place them in?

2). And for the top 3 stocks why would you consider them your top 3?

3). Would you rank them any differently if oil prices were to remain elevated for say longer than 2 months, which may have an impact on certain companies more than others?

Thanks!

Read Answer Asked by Brian on March 30, 2026

Applied Materials Inc. (AMAT $436.62)
- $436.62 P/E (TTM): 45.09X Cap: $346.50B
- View AMAT Profile
- View Questions on AMAT
Lam Research Corporation (LRCX $284.72)
- $284.72 P/E (TTM): 60.67X Cap: $356.06B
- View LRCX Profile
- View Questions on LRCX
NVIDIA Corporation (NVDA $225.32)
- $225.32 P/E (TTM): 46.09X Cap: $5.47T
- View NVDA Profile
- View Questions on NVDA
Rockwell Automation Inc. (ROK $448.74)
- $448.74 P/E (TTM): 47.3X Cap: $50.80B
- View ROK Profile
- View Questions on ROK
Tesla Inc. (TSLA $422.24)
- $422.24 P/E (TTM): 408.5X Cap: $1.66T
- View TSLA Profile
- View Questions on TSLA
Advanced Micro Devices Inc. (AMD $424.10)
- $424.10 P/E (TTM): 146.07X Cap: $733.28B
- View AMD Profile
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Teradyne Inc. (TER $337.88)
- $337.88 P/E (TTM): 104.72X Cap: $55.81B
- View TER Profile
- View Questions on TER
ON Semiconductor Corporation (ON $113.11)
- $113.11 P/E (TTM): 85.08X Cap: $44.32B
- View ON Profile
- View Questions on ON
ASML Holding N.V. (ASML $1,501.81)
- $1,501.81 P/E (TTM): 54.33X Cap: $610.69B
- View ASML Profile
- View Questions on ASML
Taiwan Semiconductor Manufacturing Company Ltd. (TSM $404.35)
- $404.35 P/E (TTM): 38.33X Cap: $2.16T
- View TSM Profile
- View Questions on TSM

Q: Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots.

Who really knows, what's your opinion on that.

If something like that did happen, which companys would you be investing in now?

Or is it early?

Thank you.

Read Answer Asked by Ross on March 16, 2026