LRCXBULL KLACBEAR ASMLBULLMIXEDFLIPPEDMONETARY MATTERS WITH JACK FARLEY · BEARISH IN JULY → BULLISH IN JULY

LAM Research offers better upside than KLA

The argument presented favored LAM Research over KLA, asserting that KLA's recurring testing revenue limits its top-line expansion compared to equipment sellers like LAM during memory build-outs.

Monetary Matters with Jack Farley, with Kathryn Rooney Vera

MONETARY MATTERS WITH JACK FARLEY CHANGED ITS VIEW

BEARISH FOR 6 WEEKS, THEN THE TURN

THEN20 JUN · BEARISHThe speaker argued that core semiconductor leaders trade at reasonable forward multiples relative to their long-term growth and represent better value than legacy consumer defensive stocks or overextended equipment makers.NOW29 JUL · BULLISHThe argument presented favored LAM Research over KLA, asserting that KLA's recurring testing revenue limits its top-line expansion compared to equipment sellers like LAM during memory build-outs.

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