Markets
Stonks
@stocks
Bought LRCX
Shares
down -1.04%
At 78.49, Exited 77.67
Lam Research has strong fundamentals and margins, and while there are risks from increased trade tensions with China, I believe the company is well-po...
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Thesis
Lam Research has strong fundamentals and margins, and while there are risks from increased trade tensions with China, I believe the company is well-positioned to weather these challenges. I hold the stock and see potential for growth, particularly as their exposure to China revenue is declining.
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Gamma
@gamma
Bought LRCX
Calls
down -51.05%
At 6.59, Exited 3.23
Contract:
90.0 Strike Call for
Jun 20
I recently purchased $764.47K in LRCX calls with a strike of 90.0, expiring on June 20, 2025, capitalizing on bullish sentiment around Lam Research. A...
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Thesis
I recently purchased $764.47K in LRCX calls with a strike of 90.0, expiring on June 20, 2025, capitalizing on bullish sentiment around Lam Research. Analysts highlight the company's strong financial results and growth potential in AI-related semiconductor manufacturing, especially following its stock split and rising demand in the sector.
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Posted
41d ago
-28.56%
Swung
•
Bullish
•
Exited
JD_Rock
@jd_rock
SYMB
Locked Data
some %
entered at Buy it
This
is a test thesis that is a placeholder for paid trades. Once you unlock this trade, you will
see
the actual thesis. Thank you, dont try to cheat!
Trims & Adds
[] Lost $1.7K on the trade
[-] 33d ago
All out @
0.42
[+] 35d ago
Added 90.00 contracts @
0.55
[+] 41d ago
Initial 10.00 contracts @
0.98
Trade is closed already
Thesis
long 100c for end of March, if we dip, to $86.xx, and hold, will go long calls a moderate size position, for now, btd today, and see if we close green, or gap up to test low 90s. T1 is 99-1/2 within the days or so.
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Posted
43d ago
-99.59%
Swung
•
Bullish
JD_Rock
@jd_rock
SYMB
Locked Data
some %
entered at Buy it
This
is a test thesis that is a placeholder for paid trades. Once you unlock this trade, you will
see
the actual thesis. Thank you, dont try to cheat!
Thesis
LONG calls for a squeeze in some semi conductor names; with support at 86, like this and MU.
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Cantor
@cantor_f...
Bought LRCX
Shares
up 3.8%
At 79.79, Exited 82.83
Given the expected growth in AI and semiconductor demand and recent positive forecasts for Lam Research from analysts, I believe LRCX presents a stron...
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Thesis
Given the expected growth in AI and semiconductor demand and recent positive forecasts for Lam Research from analysts, I believe LRCX presents a strong long-term investment opportunity that will capitalize on the projected increase in both capital expenditures and technological advancements in the sector.
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Posted
70d ago
4.95%
Scalped
•
Bearish
•
Exited
Downer
@debdowne...
SYMB
Locked Data
some %
entered at Buy it
This
is a test thesis that is a placeholder for paid trades. Once you unlock this trade, you will
see
the actual thesis. Thank you, dont try to cheat!
Trade is closed already
Thesis
Scalping pre-defined conditionals at the money for LRCX.
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Long
@long_gam...
Shorted LRCX
Shares
down -1.63%
At 72.8, Exited 73.99
I'm planning to sell my LRCX shares at a loss and avoid this stock in the future. The price volatility is just not worth it, and I'm looking to redepl...
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Thesis
I'm planning to sell my LRCX shares at a loss and avoid this stock in the future. The price volatility is just not worth it, and I'm looking to redeploy my funds elsewhere, so I'm bearish on LRCX moving forward.
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Remzztrades
@remzztra...
Bought LRCX
Calls
down -98.73%
At 0.79, Now 0.01
Contract:
90 Strike Call for
Jan 17
Thesis
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Remzztrades
@remzztra...
Bought LRCX
Calls
0.0%
At 0.4, Now 0.4
Contract:
80 Strike Call for
Dec 13, 24
Ticking time bomb
Thesis
Ticking time bomb
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Abood
@Abood078...
Bought LRCX
Calls
up 38.5%
At 2.6, Exited 3.61
Contract:
85 Strike Call for
Feb 21
Thesis
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TLAMB91
@tlamb91
Bought LRCX
Shares
down -6.46%
At 78.75, Now 73.66
Thesis
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Posted
147d ago
54.51%
Daytraded
•
Bullish
•
Exited
sniper
@sniper
SYMB
Locked Data
some %
entered at Buy it
This
is a test thesis that is a placeholder for paid trades. Once you unlock this trade, you will
see
the actual thesis. Thank you, dont try to cheat!
Trade is closed already
Thesis
Go back
Hersh
@hersh
Bought LRCX
Calls
up 39.53%
At 3.28, Exited 4.57
Contract:
74.5 Strike Call for
Nov 15, 24
I like LRCX for a revisit back to 75.80 | 77.50 with PA continuing to defend 71.50 below.
Thesis
I like LRCX for a revisit back to 75.80 | 77.50 with PA continuing to defend 71.50 below.
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Posted
173d ago
90.41%
Swung
•
Bullish
•
Exited
Hersh
@hersh
SYMB
Locked Data
some %
entered at Buy it
This
is a test thesis that is a placeholder for paid trades. Once you unlock this trade, you will
see
the actual thesis. Thank you, dont try to cheat!
Trade is closed already
Thesis
Let's add some upside risk on LRCX now that we testing that 82.60 level; PA > 82.50 is going to be key for this to be a winner!
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Jawnknee
@jawnknee
Bought LRCX
Calls
up 72.88%
At 1.15, Exited 2.0
Contract:
85 Strike Call for
Oct 18, 24
Great setup
Thesis
Great setup
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smartertrader
@smartert...
Bought LRCX
Shares
up 1.76%
At 79.71, Exited 81.11
LRCX way diff like can explode up
Thesis
LRCX way diff like can explode up
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Hersh
@hersh
Bought LRCX
Calls
down -5.31%
At 0.56, Exited 0.54
Contract:
900 Strike Call for
Oct 04, 24
Seeing some interesting unusual options activity in LRCX 860C | 900C with time on the back of today's excitement and I willing to risk a little to fin...
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Thesis
Seeing some interesting unusual options activity in LRCX 860C | 900C with time on the back of today's excitement and I willing to risk a little to find out if we get some excitement on the idea
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Marjorie
@marjorie...
Bought LRCX
Shares
down -7.19%
At 77.32, Now 73.66
Trims & Adds
[] Currently down $2.2K
[+] 181d ago
Added 183.96 shares @
81.54
[+] 195d ago
Initial 194.00 shares @
77.32
Thesis
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CNBC
@cnbc
Bought LRCX
Shares
up 3.37%
At 73.37, Exited 75.85
I've been watching Lamb Research closely, and I think the recent drop from 1130 to 730 is an overreaction. I'm planning to buy in slowly as I believe ...
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Thesis
I've been watching Lamb Research closely, and I think the recent drop from 1130 to 730 is an overreaction. I'm planning to buy in slowly as I believe there's solid potential for recovery. Don't rush in all at once, or it could backfire on you.
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Hersh
@hersh
Bought LRCX
Calls
down -8.19%
At 0.41, Exited 0.38
Contract:
900 Strike Call for
Aug 23, 24
Betting that 854 is good support for a run to that 900-920 target ahead; this will have to work quickly as we have very little time on this play; so a...
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Thesis
Betting that 854 is good support for a run to that 900-920 target ahead; this will have to work quickly as we have very little time on this play; so a friendly reminder . . . see profit take profit!
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Two
@two-sigm...
Bought LRCX
Shares
down -17.09%
At 106.06, Now 73.66
Trims & Adds
[] Currently down $5.2M
[+] 185d ago
Added 233.5K shares @
81.61
[-] 277d ago
Trimmed 4.5K shares @
106.06
[+] 277d ago
Initial 108.4K shares @
106.06
Thesis
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Renaissance
@renaissa...
Bought LRCX
Shares
down -27.94%
At 106.06, Now 73.66
Trims & Adds
[] Currently down $1.3M
[-] 185d ago
Trimmed 15.8K shares @
81.61
[+] 277d ago
Initial 45.4K shares @
106.06
Thesis
Go back
Jonathan
@jonathan...
Bought LRCX
Shares
up 2.55%
At 82.63, Exited 84.74
Thesis
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Markwayne
@markwayn...
Bought LRCX
Shares
up 2.91%
At 65.5, Now 73.66
Trims & Adds
[] Currently up $3.3K
[+] 1.2y ago
Added 595.92 shares @
83.90
[+] 1.4y ago
Added 247.26 shares @
60.67
[+] 1.5y ago
Initial 763.40 shares @
65.50
Thesis
Go back
Renaissance
@renaissa...
Bought LRCX
Shares
up 46.48%
At 63.09, Exited 97.16
Trims & Adds
[] Made $5.2M in profit
[-] 1.0y ago
All out @
97.16
[+] 1.3y ago
Added 46.2K shares @
74.93
[+] 1.5y ago
Initial 122.8K shares @
63.09
Thesis
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Point72
@point72-...
Bought LRCX
Shares
up 36.39%
At 63.09, Now 73.66
Trims & Adds
[] Currently up $258.1K
[+] 185d ago
Added 1.5K shares @
81.61
[+] 277d ago
Added 200.00 shares @
106.06
[-] 1.0y ago
Trimmed 8.2K shares @
98.18
[+] 1.3y ago
Added 1.4K shares @
74.93
[+] 1.5y ago
Initial 7.3K shares @
63.09
Thesis
Go back
Appaloosa
@appaloos...
Bought LRCX
Shares
up 19.02%
At 64.29, Now 73.66
Trims & Adds
[] Currently up $1.5M
[-] 185d ago
Trimmed 9.0K shares @
81.61
[-] 277d ago
Trimmed 6.0K shares @
106.06
[-] 1.0y ago
Trimmed 3.0K shares @
98.18
[-] 1.3y ago
Trimmed 2.0K shares @
74.93
[+] 1.8y ago
Initial 120.0K shares @
64.29
Thesis
Go back
William
@william-...
Bought LRCX
Shares
up 44.36%
At 51.03, Now 73.66
Thesis
Go back
Whale
@whale-ro...
Bought LRCX
Shares
up 28.25%
At 41.43, Exited 53.14
Thesis
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Daniel
@daniel-s...
Bought LRCX
Shares
up 18.06%
At 44.79, Exited 62.31
Trims & Adds
[] Made $5.4K in profit
[-] 1.5y ago
All out @
62.31
[+] 1.7y ago
Added 233.51 shares @
64.24
[+] 2.3y ago
Initial 334.92 shares @
44.79
Thesis
Go back
