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The Transcript @TheTranscript_ on x 87.3K followers
Created: 2025-05-31 20:00:11 UTC
$LRCX Bernstein Analyst in conference call with Lam Research CEO:
"...what's the risk of further export controls?...could our new President wake up one morning & after eating a bad burrito or something decide to cut everything off......I wish I could say I thought that risk was non-zero"
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