Lam Research: Dual Engines Of Growth Make It Worth Buying On Pullbacks

Lam Research Corporation (NASDAQ: LRCX ) enters fiscal 2026 with the wafer-fab equipment cycle still recovering. While the company has a historical tilt toward memory, which should be positive over the next few quarters as memoryI'm a full-time analyst and portfolio manager of a technology fund with 5 years of experience. I graduated in Mechanical Engineering from the Federal University of Rio de Janeiro (Brazil) and École Centrale de Lyon (France). I'm currently licensed by the Brazilian Securities Commiss ...