• Applied Materials Inc. (AMAT)
  • View AMAT Profile
  • View Questions on AMAT
• Lam Research Corporation (LRCX)
  • View LRCX Profile
  • View Questions on LRCX
• MKS Instruments Inc. (MKSI)
  • View MKSI Profile
  • View Questions on MKSI
• ASML Holding N.V. (ASML)
  • View ASML Profile
  • View Questions on ASML

Q: Greetings 5i,

LRCX reported recently. What are your thoughts on these numbers and the company in general? Who are thier main competitors? What will be the main drivers of growth for the next few quarters and are they positioned correctly to take advantage of any tailwinds from global AI demand expansion.

Cheers!

Upvote 1

Read Answer Asked by Duane on April 29, 2024

• Lam Research Corporation (LRCX)
  • View LRCX Profile
  • View Questions on LRCX
• QUALCOMM Incorporated (QCOM)
  • View QCOM Profile
  • View Questions on QCOM
• Keysight Technologies Inc. (KEYS)
  • View KEYS Profile
  • View Questions on KEYS

Q: After reading the article about KEYS in the Dec/22 Investor Suite this looks like a good long term hold. Will you please update ur comments of 1 yr ago comparing KEYS to LRCX and QCOM?

Thank you, Mike

Upvote 0

Read Answer Asked by Michael on February 21, 2023

• Amazon.com Inc. (AMZN)
  • View AMZN Profile
  • View Questions on AMZN
• Lam Research Corporation (LRCX)
  • View LRCX Profile
  • View Questions on LRCX
• Microsoft Corporation (MSFT)
  • View MSFT Profile
  • View Questions on MSFT
• Netflix Inc. (NFLX)
  • View NFLX Profile
  • View Questions on NFLX
• NVIDIA Corporation (NVDA)
  • View NVDA Profile
  • View Questions on NVDA
• Vanguard Growth ETF Portfolio (VGRO)
  • View VGRO Profile
  • View Questions on VGRO
• SVB Financial Group (SIVB)
  • View SIVB Profile
  • View Questions on SIVB
• Vanguard Growth ETF (VUG)
  • View VUG Profile
  • View Questions on VUG

Q: For a market bottom/rebound, which 6 US growth stocks would you buy (as opposed to value) and would there be any ETFs you would use? Thanks

Upvote 0

Read Answer Asked by Michael on October 06, 2022