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![TheTranscript_ Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::923687530045759488.png) The Transcript [@TheTranscript_](/creator/twitter/TheTranscript_) on x 86.7K 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"

![](https://pbs.twimg.com/media/GsTYSxJaMAEInup.jpg)

XXXXXX engagements

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**Related Topics**
[$lrcx](/topic/$lrcx)
[stocks technology](/topic/stocks-technology)

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