youtu.be
The AI Bubble Is in the Model Layer, Not the Infrastructure
YouTube video by Rigatoni Capital
#$LRCX is an active hashtag on Bluesky. In the last 30 days, 15 people shared 35 posts with it — around 1 a day. Activity is down 86% versus the previous week, peaking on Jul 29 with 7 posts.
Tags most often used together with #$LRCX.
notreload.xyz
BESI Takeover Buzz: LRCX & AMAT Eye Dutch Chip Leader
Dutch chip equipment maker BE Semiconductor Industries (BESI) draws takeover interest from US giants like Lam Research and Applied Materials amid surging demand for its advanced packaging tech crucial...
open.substack.com
Just Like That, Hyperscalers Suddenly Look Attractive
Suddenly, just like that, the hyperscalers look like strong businesses again when you revise the story a bit, hold the capex estimates tight (kind of), and keep diversifying the book.
sharesify.com
Lam Research Q4 FY2026: AI spending cycle remains firmly intact
Lam Research remains one of the highest quality ‘picks and shovels’ businesses in global technology despite market volatility.
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