Lam Research Q1: Expecting Spending Recovery In NAND

I initiated a 'Strong Buy' rating on Lam Research (NASDAQ: LRCX ) in April 2024, highlighting the growth potential of HBM-Driven DRAM. I believe their 3rd generation of cryogenic dielectric etch technology could pave the way for future leadership in theMore than 15 years of professional investment experience in global equities across all sectors. My investment style is fundamental, bottom-up, long-term, and quality growth-oriented. I am seeking companies specializing in niche markets, with strong growth pot ...