LRCX

Stance mix of tracked accounts 4 accounts mentioned it · latest post counts

Accounts	Bull	Neu	Bear	None
@RedDogT3Views ›	0	0	0	1
@Mr_DerivativesViews ›	0	1	0	0
@OptionsMikeViews ›	0	0	0	1
@StockSavvyShayViews ›	0	1	0	0

Consensus and splits Reasons (analyst tagged) and views from the past 14 days

Partly aligned. No clearly opposing views so far.

By week Last 4 weeks

• 10/13–10/19 · 4 posts · Bull 0 / Bear 0
  @StockSavvyShay: Here are the semiconductor companies expected to grow revenue the fastest over next 3 years as the AI buildout accelerates: $AAOI ~106%, $SKHY ~83%, $LITE ~67%, $ALAB ~65%, $AVGO ~62%, $NVDA ~61%, $MRVL ~56%, $CRDO ~56%, $AMD ~53%, $SNDK ~43%, $COHR ~39%, $TSM ~36%, $MU ~34%, $ANET ~31%, $ARM ~30%, $ASML ~30%, $LRCX ~27%, $AMAT ~25%, $KLAC ~23%, $INTC ~17%, $ON ~12%. (Neutral)
• 10/6–10/12 · 0 posts · Bull 0 / Bear 0
  No discussion
• 9/29–10/5 · 0 posts · Bull 0 / Bear 0
  No discussion
• 9/22–9/28 · 0 posts · Bull 0 / Bear 0
  No discussion

Key views and how they evolved Newest first

Shay Boloor@StockSavvyShay

LRCXEarnings 10/21 Neutral2026-10-18 21:58 HKTOriginal post ↗

Here are the semiconductor companies expected to grow revenue the fastest over next 3 years as the AI buildout accelerates: $AAOI ~106%, $SKHY ~83%, $LITE ~67%, $ALAB ~65%, $AVGO ~62%, $NVDA ~61%, $MRVL ~56%, $CRDO ~56%, $AMD ~53%, $SNDK ~43%, $COHR ~39%, $TSM ~36%, $MU ~34%, $ANET ~31%, $ARM ~30%, $ASML ~30%, $LRCX ~27%, $AMAT ~25%, $KLAC ~23%, $INTC ~17%, $ON ~12%.

See original

Here are the semiconductor companies expected to grow revenue the fastest over next 3 years as the AI buildout accelerates: • $AAOI ~106% • $SKHY ~83% • $LITE ~67% • $ALAB ~65% • $AVGO ~62% • $NVDA ~61% • $MRVL ~56% • $CRDO ~56% • $AMD ~53% • $SNDK ~43% • $COHR ~39% • $TSM ~36% • $MU ~34% • $ANET ~31% • $ARM ~30% • $ASML ~30% • $LRCX ~27% • $AMAT ~25% • $KLAC ~23% • $INTC ~17% • $ON ~12%

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Reasoning: Fundamentals Specific

Heisenberg@Mr_Derivatives

LRCXEarnings 10/21 Neutral2026-10-18 20:52 HKTOriginal post ↗

@Mr_Derivatives lists $SKHY, $LRCX, $AEHR, $KLAC and $AMKR as down 10 days in a row, the worst daily losing streak in the whole market, and asks whether they would make it 11 tomorrow.

See original

Notable names down 10 days in a row, which makes it the worst daily losing streak in the ENTIRE stock market currently: $SKHY $LRCX $AEHR $KLAC $AMKR They wouldn’t make these 11 in a row tomorrow would they?

Reasoning: Technicals

No-stance mentions (2)

Options Mike@OptionsMike

LRCXEarnings 10/21 No stance2026-10-18 21:13 HKTOriginal post ↗

@OptionsMike flags a huge earnings week ahead, listing $NFLX $TSLA $CLF $BE $ISRG $IBM $META $GE $GM $LRCX $ABT $LMT $RTX $TXN $NOK $AXP $NEE $NOC $WDC $CMCSA $MMM $SLB $T $UAL $HAL $CME and others, with a calendar image.

See original

Huge Earnings Week on Deck!!! $NFLX $TSLA $CLF $BE $ISRG $IBM $META $GE $GM $LRCX $ABT $LMT $RNG $RTX $MXL $TXN $TCBI $NOK $FITB $CACI $AXP $NEE $NOC $STLD $WDC $MSCI $WDFC $CMCSA $ARGX $MMM $MEDP $PEGA $SMBK $SRCE $SLB $TSCO $T $VICR $UAL $NLY $HAL $HAS $HBAN $KARO $AGNC $ALLY $ALV $CME $CCI

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Reasoning: Catalyst

Scott Redler@RedDogT3

LRCXEarnings 10/21 No stance2026-10-17 04:42 HKTOriginal post ↗

Scott Redler (@RedDogT3) notes a big earnings week coming with $TSLA $NFLX $META $LRCX and more, inviting people in Vegas to join him.

See original

Big earnings week coming with $TSLA $NFLX $META $LRCX and more! Join me in Vegas if you're in town: https://t3live.com/rebel

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Reasoning: Catalyst

Fund flows or trade records mentioned in posts reflect only the account’s own claims, are marked “Per the post” and are unverified.