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What the podcasts are saying about
LRCX
In-depth coverage
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Mentions · 7d
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Mentions · 30d
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Mentions · 90d
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Episodes
Latest attributed ideas · most recent first
18 JULTHOUGHTFUL MONEY · 05:10
Rotation from semiconductors to defensive growth
“The guest argued that capital is rotating out of highly leveraged semiconductor stocks and into defensive growth and value sectors like healthcare, energy, and mega-cap tech.”
In depth · 4/5Verify in source →
17 JULTHE COMPOUND AND FRIENDS · 04:30
Semiconductor equipment over parabolic memory names
“Within the semiconductor sector, equipment makers offer a safer, less speculative exposure compared to highly parabolic memory stocks.”
Substantive discussion · 3/5Verify in source →
17 JULTHOUGHTFUL MONEY · 07:45
AI capital equipment multiples face cyclical contraction
“The guest argued that the massive multiple expansion in semiconductor and industrial capital equipment stocks is unsustainable and vulnerable to a cyclical downturn in AI capital expenditure.”
In depth · 4/5Verify in source →
17 JULTHE COMPOUND AND FRIENDS · 07:30
Broadcom and Lam Research ride AI momentum
“The guest argued that Broadcom and Lam Research remain high-conviction semiconductor holdings due to structural leadership in custom silicon and chip manufacturing equipment.”
Substantive discussion · 3/5Verify in source →
17 JULEXCESS RETURNS · 06:10
The Fab Five equipment makers capture the pie
“The ultimate winners of the semiconductor cycle are the equipment manufacturers that supply the fabrication facilities, as chipmakers are forced to spend their earnings on capital expenditures to resolve bottlenecks.”
In depth · 4/5Verify in source →
16 JULMONETARY MATTERS WITH JACK FARLEY · 08:15
A multi-year semiconductor supply squeeze persists
“A twenty-year underinvestment in hardware CapEx relative to software has created a structural supply bottleneck for advanced GPUs that cannot be quickly resolved.”
Core thesis · 5/5Verify in source →
16 JULMONETARY MATTERS WITH JACK FARLEY · 00:12
Semi cap equipment revenue is highly recurring
“The bull case argued for semiconductor capital equipment makers is that their business models are highly recurring and resilient due to ongoing spare parts, maintenance, and software revenue.”
Substantive discussion · 3/5Verify in source →
16 JULMONETARY MATTERS WITH JACK FARLEY · 12:00
Semiconductor equipment makers benefit from memory expansion
“The bull case presented for semiconductor capital equipment manufacturers is that the structural demand for high-bandwidth memory forces producers to continuously purchase advanced machinery, generating highly profitable recurring revenue.”
Substantive discussion · 3/5Verify in source →
16 JULTHE BLOOMBERG SURVEILLANCE · 05:40
Severe semiconductor memory supply deficit until 2029
“The guest argued that semiconductor memory will remain structurally undersupplied until 2029 or 2030, driving historic capital expenditure.”
Core thesis · 5/5Verify in source →
4 JULMONETARY MATTERS WITH JACK FARLEY · 00:00
Semiconductor equipment makers face valuation headwinds
“The guest argued that semiconductor equipment manufacturers are relatively overvalued compared to chip designers due to capped growth rates.”
In depth · 4/5Verify in source →
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MENTIONS & DEPTH REFLECT PODCAST DISCUSSION VOLUME · NOT A RATING, FORECAST, OR RECOMMENDATION