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![long_equity Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1478425805944500228.png) Long Equity [@long_equity](/creator/twitter/long_equity) on x 64.5K followers
Created: 2025-06-28 18:16:21 UTC

Here's my two page summary into Lam Research $LRCX

I personally prefer Applied Materials and KLA Corp in this space, but closely follow and admire both Lam and ASML.

What are your thoughts on Lam?

![](https://pbs.twimg.com/media/GujM2V_WAAAdDo2.png)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1939025089401352666/c:line.svg)

**Related Topics**
[asml](/topic/asml)
[applied](/topic/applied)
[$lrcx](/topic/$lrcx)
[stocks technology](/topic/stocks-technology)
[$amat](/topic/$amat)
[kla corp](/topic/kla-corp)

[Post Link](https://x.com/long_equity/status/1939025089401352666)