LRCX LAM RESEARCH CORP · NASDAQ · Special Industry Machinery, NEC

What each lens says: insiders — insiders bought $0.0M and sold $12.6M in 30 days (0 buys, 2 sales) · funds — Citadel, Duquesne (Druckenmiller) opened or grew · Bridgewater, Coatue, Millennium cut or exited · press — 12 headlines read upbeat

no price series yet

What the readers say — 0 reads of posts over 50 upvotes, last 30 days

no reads yet — the model key is not set on the server

posts per day (height) and word-score mood (color), gated

Connected to LRCX — asked of the layer, served live

research.hypotheses

discusses ×1 hyp:basket:02aba524a033:20260907
discusses ×1 hyp:basket:06f0c2675ba4:20260907
discusses ×1 hyp:basket:0f0a7bfb57e6:20260907
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discusses ×1 hyp:basket:2ec7f5682e36:20260907
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discusses ×1 hyp:basket:4ee80fc906b1:20260907
discusses ×1 hyp:basket:59115aef9eca:20260907
discusses ×1 hyp:basket:63f5eb3d2498:20260907
discusses ×1 hyp:basket:774e6fed669c:20260907

open the relational graph ↗

History of LRCX — the layer's log: every relationship that appeared, strengthened or faded

2026-10-03 23:53 strengthened references news:b1fec91f2f7be497 news.articles · ×2
2026-10-03 23:53 strengthened references news:aac84d075736e00e news.articles · ×2
2026-10-03 23:53 strengthened references news:cca13b53ca688231 news.articles · ×2
2026-10-03 23:53 strengthened references news:29dfc30c51e444d7 news.articles · ×4
2026-10-03 23:53 strengthened references news:7319d5b83668754d news.articles · ×4
2026-10-03 23:53 strengthened references news:4e9c282e8e5d2334 news.articles · ×2
2026-10-03 23:53 strengthened references news:1431ec380257bf79 news.articles · ×2
2026-10-03 23:53 strengthened references news:111255a3edb70e43 news.articles · ×2
2026-10-03 23:53 strengthened references news:25b4472d312ccde6 news.articles · ×2
2026-10-03 23:53 strengthened references news:9b21d55d28530472 news.articles · ×2
2026-10-03 23:53 strengthened references news:5c44c3e31a4069f3 news.articles · ×8
2026-10-03 23:53 strengthened references news:bf397dcde99ba64b news.articles · ×2
2026-10-03 23:53 strengthened references news:b635d90e95b1a3b1 news.articles · ×2
2026-10-03 23:53 strengthened references news:ee9ad42aec4974bf news.articles · ×2
2026-10-03 23:53 strengthened references news:d96c2cffa5523256 news.articles · ×2
2026-10-03 23:53 strengthened references news:48fc37975f3af3c5 news.articles · ×2
2026-10-03 23:53 strengthened references news:5ee48bfdcf006063 news.articles · ×2
2026-10-03 23:53 strengthened references news:adede4718b823a7b news.articles · ×2
2026-10-03 23:53 appeared references news:ab82c82668cb0c05 news.articles · crossed the bar · ×1
2026-10-03 06:51 appeared references news:b1fec91f2f7be497 news.articles · crossed the bar · ×1
2026-10-03 06:51 appeared references news:aac84d075736e00e news.articles · crossed the bar · ×1
2026-10-03 06:51 appeared references news:cca13b53ca688231 news.articles · crossed the bar · ×1
2026-10-03 06:51 strengthened references news:6b02612a96ecec98 news.articles · ×2
2026-10-03 06:51 strengthened references news:a2f5b0aa40f902c9 news.articles · ×2
2026-10-03 06:51 appeared references news:4e9c282e8e5d2334 news.articles · crossed the bar · ×1
2026-10-03 06:51 appeared references news:1431ec380257bf79 news.articles · crossed the bar · ×1
2026-10-03 06:51 appeared references news:111255a3edb70e43 news.articles · crossed the bar · ×1
2026-10-03 06:51 appeared references news:25b4472d312ccde6 news.articles · crossed the bar · ×1
2026-10-03 06:51 appeared references news:9b21d55d28530472 news.articles · crossed the bar · ×1
2026-10-03 06:51 appeared references news:b635d90e95b1a3b1 news.articles · crossed the bar · ×1
2026-10-03 06:51 appeared references news:bf397dcde99ba64b news.articles · crossed the bar · ×1
2026-10-03 06:51 appeared references news:ee9ad42aec4974bf news.articles · crossed the bar · ×1
2026-10-03 06:51 appeared references news:d96c2cffa5523256 news.articles · crossed the bar · ×1
2026-10-03 06:51 appeared references news:48fc37975f3af3c5 news.articles · crossed the bar · ×1
2026-10-03 06:51 appeared references news:adede4718b823a7b news.articles · crossed the bar · ×1
2026-10-03 06:51 appeared references news:5ee48bfdcf006063 news.articles · crossed the bar · ×1
2026-10-03 01:52 strengthened references ptr:20034780:5 congress.trades · ×4
2026-10-02 23:29 appeared discusses hyp:basket:a07217c0881f:20261002 research.hypotheses · crossed the bar · ×1
2026-10-02 23:29 appeared discusses hyp:cluster:240346064bf0:20261002 research.hypotheses · crossed the bar · ×1
2026-09-30 13:47 strengthened references ptr:20033916:14 congress.trades · ×2

The reads — each post's actual stance, by a language model

no reads yet for this ticker

Reddit posts — over 50 upvotes

post	⬆	flair	word score
no gated posts yet

The comments — loudest in 30 days, over 10 upvotes

no loud comments naming this ticker yet

News

seen	headline	source
2026-10-02T20:32	Lam Research Corp. stock underperforms Friday when compared to competitors despite daily gains	MarketWatch
2026-10-02T18:10	LRCX Stock Price and Chart — NASDAQ:LRCX	tradingview.com
2026-10-02T16:15	Lam Research Corp Stock (LRCX) Moved Up by 3.08% on Oct 2: What Signal Does It Send?	TradingKey
2026-10-01T21:22	Is Lam Research Corp (LRCX) Overvalued After 3.5% Rally? GF Valu	GuruFocus
2026-10-01T19:15	Lam Research Corp Stock (LRCX) Moved Up by 3.01% on Oct 1: Key Drivers Unveiled	TradingKey
2026-10-01T18:21	Applied Materials, Lam Research among market cap stock movers on Thursday	Investing.com
2026-09-30T20:32	Lam Research Corp. stock outperforms competitors on strong trading day	MarketWatch
2026-09-30T20:05	At 2 p.m. Pacific on Oct. 21, Lam Research will host its quarterly call.	Stock Titan
2026-09-30T20:01	Top 5 Semiconductor Stocks to Own Into Year End: Bank of America	Benzinga
2026-09-30T00:01	Lam Research Corp (LRCX) Shares Surge 3.0% -- What GF Score of 8	GuruFocus
2026-09-29T20:31	Lam Research Corp. stock outperforms competitors on strong trading day	MarketWatch
2026-09-29T13:47	Lam Research Corp Stock (LRCX) Opened Up by 3.53% on Sep 29: Facts Behind the Movement	TradingKey
2026-09-25T22:25	LAM RESEARCH CORP ($LRCX) CEO 2026 Pay Revealed \| LRCX Stock News	Quiver Quantitative
2026-09-25T20:32	Lam Research Corp. stock outperforms competitors on strong trading day	MarketWatch
2026-09-25T04:30	Lam Research stock slips ahead of the open	AD HOC NEWS
2026-09-24T20:24	LAM RESEARCH CORP SEC Filing (Sep 24, 2026)	Stock Titan
2026-09-24T16:04	LRCX.NE Interactive Stock Chart \| LAM RESEARCH CORP Stock	Yahoo! Finance Canada
2026-09-24T11:02	The Zacks Analyst Blog Highlights Applied Materials, Lam Research and KLA	The Globe and Mail
2026-09-23T07:00	Lam Research Corp. stock outperforms competitors despite losses on the day	MarketWatch
2026-09-23T07:00	Lam Research Corp Stock (LRCX) Moved Down by 3.29% on Sep 23: What Signal Does It Send?	TradingKey

Who holds it — the big funds' 13F reports, each manager's newest quarter

manager	position	shares	move vs prior quarter	as of
Tiger Global	$1,370M	3,163,495	decreased	2026-06-30
Bridgewater	$406M	938,224	decreased	2026-06-30
Citadel	$370M	855,109	new	2026-06-30
Millennium	$301M	696,499	decreased	2026-06-30
Coatue	$215M	498,440	decreased	2026-06-30
Appaloosa	$165M	382,500	held	2026-06-30
Duquesne (Druckenmiller)	$0M	43,600	new	2026-06-30
Third Point	$0M	0	exited	2026-06-30
Two Sigma	$0M	0	exited	2026-06-30

Insider trades — Form 4 open-market buys and sales

traded	filed	who	side	shares	price	value
2026-09-09	2026-09-10	ARCHER TIMOTHY President and CEO	sell	30,000	$319.26	$9,577,800
2026-09-09	2026-09-10	Mayer Bethany director	sell	9,557	$314.74	$3,007,970

Congressional trades — House periodic transaction reports

traded	filed	member	type	owner	amount
2026-06-05	2026-06-11	Hon. David J. Taylor OH02	sale	self	$1,001 – $15,000
2026-04-27	2026-05-01	Hon. David J. Taylor OH02	sale	self	$1,001 – $15,000
2026-04-27	2026-05-01	Hon. David J. Taylor OH02	sale	self	$1,001 – $15,000
2026-03-12	2026-03-19	Hon. David J. Taylor OH02	purchase	self	$1,001 – $15,000
2026-02-26	2026-03-05	Hon. David J. Taylor OH02	sale	self	$1,001 – $15,000
2026-02-26	2026-03-05	Hon. David J. Taylor OH02	sale	self	$1,001 – $15,000
2026-02-03	2026-02-03	Cleo Fields LA06	purchase	self	$15,001 – $50,000
2026-01-16	2026-01-30	Hon. David J. Taylor OH02	sale	self	$1,001 – $15,000
2026-01-08	2026-01-15	Hon. David J. Taylor OH02	sale	self	$15,001 – $50,000
2026-01-08	2026-01-15	Hon. David J. Taylor OH02	sale	self	$15,001 – $50,000
2025-09-23	2025-09-23	Hon. Valerie Hoyle OR04	sale	SP	$1,001 – $15,000
2025-09-22	2025-10-03	Hon. David J. Taylor OH02	sale	self	$1,001 – $15,000
2025-09-22	2025-10-03	Hon. David J. Taylor OH02	sale	self	$1,001 – $15,000
2025-09-03	2025-10-06	Hon. Jonathan Jackson IL01	sale	SP	$1,001 – $15,000
2025-08-13	2025-09-03	Hon. Jonathan Jackson IL01	purchase	SP	$1,001 – $15,000
2025-08-07	2025-09-01	Hon. Byron Donalds FL19	purchase	SP	$1,001 – $15,000
2025-08-07	2025-09-01	Hon. Byron Donalds FL19	purchase	self	$1,001 – $15,000
2025-07-18	2025-07-31	Hon. David J. Taylor OH02	sale	self	$1,001 – $15,000
2025-07-18	2025-07-31	Hon. David J. Taylor OH02	sale	self	$1,001 – $15,000
2025-05-12	2025-05-15	Hon. Jefferson Shreve IN06	sale	self	$15,001 – $50,000
2025-04-08	2025-04-08	Hon. Rob Bresnahan PA08	sale	self	$1,001 – $15,000
2025-04-07	2025-05-06	Hon. Julie Johnson TX32	sale	JT	$1,001 – $15,000
2025-04-07	2025-04-25	Hon. Jefferson Shreve IN06	sale_partial	self	$15,001 – $50,000
2025-04-04	2025-04-07	Hon. Marjorie Taylor Greene GA14	purchase	self	$1,001 – $15,000
2025-03-31	2025-04-03	Hon. Jefferson Shreve IN06	purchase	self	$50,001 – $100,000
2025-03-05	2025-03-28	Hon. Jefferson Shreve IN06	sale_partial	self	$50,001 – $100,000
2025-02-04	2025-09-11	Hon. Valerie Hoyle OR04	sale_partial	SP	$1,001 – $15,000
2025-01-28	2025-02-06	Hon. Gilbert Cisneros CA31	sale_partial	self	$15,001 – $50,000
2025-01-24	2025-02-24	Hon. William R. Keating MA09	sale	self	$1,001 – $15,000
2025-01-16	2025-01-16	Hon. Rob Bresnahan PA08	purchase	self	$1,001 – $15,000