COMPANY
Lam Research
LRCX:US
Primary coverage by Pierre Ferragu
Research
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Bible 4Q25 - Semicap: growth outlook strengthens, but less thanthe downstreamMarch 5, 2026 — Pierre Ferragu
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Nvidia beat, AMD 6GW deal, Citrini report, and more. Tech Weekly Wrap-upMarch 2, 2026 — Pierre Ferragu
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The Citrini report: a revival of Marxism.February 26, 2026 — Pierre Ferragu
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Auto & industrial Cycle; WFE in 2026; Besi, Palo Alto. Tech Weekly Wrap-upFebruary 23, 2026 — Pierre Ferragu
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Capex revisions, Replatforming, Memory Pricing, Semicap, Tesla, Apple. Tech weekly wrap-upFebruary 2, 2026 — Pierre Ferragu
Events
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Jan
26TechnologyJanuary 26, 2026 — VirtualHosted by Pierre FerraguWatch Replay -
Nov
13TechnologyNovember 13, 2024Hosted by Pierre FerraguWatch Replay -
Mar
15TechnologyMarch 15, 2024Hosted by Pierre FerraguWatch Replay -
Jan
16TechnologyJanuary 16, 2024Hosted by Rolf BulkWatch Replay -
Dec
19TechnologyDecember 19, 2023Hosted by Pierre FerraguWatch Replay
