LRCX
Lam Research Corp
stock NASDAQ

I'm watching INTC too. But also some suppliers to Micron. Gonna watch the earnings call once I get home to see what they hunted at in terms of their capex. LRCX, AMAT, ASX seem interesting

Sold a November 20 LRCX covered call in my IRA at $450 for $4.30

If I had to pick one from that list, **AVGO** would be my choice. Broadcom has exposure to custom AI accelerators, networking and infrastructure, plus a large software business. Its AI chip revenue is now projected around **$115B for fiscal 2027**, with management expecting that to roughly double again in 2028. [Reuters](https://www.reuters.com/business/broadcom-forecasts-quarterly-revenue-below-estimates-2026-09-02/?utm_source=chatgpt.com)
**LRCX** would probably be my second choice as a picks-and-shovels play on semiconductor capacity. **MRVL** has interesting AI connectivity upside, while **DELL** is benefiting from huge AI-server demand but operates in a lower-margin hardware business. [Reuters](https://www.reuters.com/business/applied-materials-slips-investors-seek-faster-growth-after-stellar-run-2026-08-14/?utm_source=chatgpt.com) SNDK and SMCI could have more explosive upside, but I’d also consider them the more cyclical/speculative names in the group.
So for me: **AVGO for quality, LRCX for semiconductor infrastructure, MRVL if I wanted more risk.**

I like APP and LRCX long with PMCC's! Are most of you youngsters in the chat just buying calls or something different?

The market is still at All Time Highs so I'm neutral selling Iron Condors in META and INTC. My favorite longs are APP, LRCX and believe it or not RDDT right here! Doing Put Credit spreads and PMCCs.

LRCX green