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Which podcasts are discussing LRCX?
16 ATTRIBUTED IDEAS · 14 EPISODES · 10 SHOWS
The shows
Monetary Matters with Jack Farley
Animal Spirits
Motley Fool Money
Barron's Streetwise
Bloomberg Surveillance
Excess Returns
Goldman Sachs Exchanges
Prof G Markets
The Compound and Friends
Thoughtful Money
Where the discussion went deepest
14 JUL14 JULMONETARY MATTERS WITH JACK FARLEY · 19:20
AI Frontier model demand drives semiconductor supply supercycle
“The structural lag from twenty years of hardware underinvestment, combined with extreme compute requirements for frontier AI models, creates a multi-year supply bottleneck across the semiconductor supply chain.”
The Semiconductor Earnings Boom Is Just Getting Started
Core thesis · 5/5Verify in source →
22 JUN22 JUNANIMAL SPIRITS · 02:40
AI supply chain constraints create multi-year duration
“The portfolio manager argued that the AI build-out faces severe multi-year supply chain bottlenecks across semiconductors, power, and equipment, preventing a bubble and extending the duration of high earnings growth.”
Talk Your Book: AI Is Not a Bubble
Core thesis · 5/5Verify in source →
7 APR7 APRTHE COMPOUND AND FRIENDS · 12:30
Market rotation from asset-light growth to asset-heavy value
“The speakers argued a significant rotation is underway, with money flowing out of popular, asset-light growth stocks and into physical, asset-heavy industrial and commodity companies.”
Signs the Bottom Is In, Yardeni Sees Resolution, Buying Winners, New QQQ’s
Core thesis · 5/5Verify in source →
10 DEC10 DEC 2025GOLDMAN SACHS EXCHANGES · 25:00
Semiconductor choke points: ASML, TSMC, US toolmakers
“Paul Triolo identified three critical choke points in the advanced semiconductor supply chain: ASML's EUV lithography tools, advanced etching equipment from US/Japanese firms, and TSMC's dominant foundry model.”
The US-China Tech Race · with Allison Nathan
Core thesis · 5/5Verify in source →
18 JUL4W AGOTHOUGHTFUL MONEY
Broadening market rotation beyond semiconductor high-flyers
“The speaker argued that money is rotating out of overextended momentum semiconductor stocks into defensive, value, and broader market sectors rather than leaving equities for cash.”
Market Correction Risk Rising As Midterm Madness Approaches · with Thoughtful Money's
In depth · 4/5Verify in source →
15 JUL15 JULBLOOMBERG SURVEILLANCE · 09:55
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