Mentioned
Lam Research Corp
LRCX
-1.07 (-0.40%)
270.00
272.80
KLA Corp
KLAC
0.0700 (0.04%)
167.41
168.30
Arista Networks Inc
ANET
-1.37 (-0.71%)
191.37
193.50
Giulio De Meo
Giulio De Meo
Spain
3mo
The market just split in two, and our side is the one working While the headlines chase Nvidia's correction, capital is quietly rotating into the picks and shovels. Lam Research breaking out with the equipment names. KLA running double digits beside it. The machines that print every advanced chip, at every node. This is the thesis we have held all year. You do not need to guess the winning chip. You own the layer underneath, the one that builds them all. $LRCX (Lam Research Corp) $KLAC (KLA Corp) $ANET (Arista Networks Inc) The infrastructure underneath the infrastructure. We stay positioned. DM Investments
Not investment advice. The author may have financial interests in the mentioned instruments.
3 Mentioned
Lam Research Corp
LRCX
Lam Research Corp
KLA Corp
KLAC
KLA Corp
Arista Networks Inc
ANET
Arista Networks Inc
null
.