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If you want to get ahead of this… AMAT, LRCX, ASML (in that order) Once the memory players lock up long term agreements they will then announce higher CapEx budgets and WFE (wafer fabrication equipment) spend goes brrrr.
Mainly focused on AI Data center buildouts and trying to own the shovels of AI Top 5 - CLS, VRT, LRCX, NVT, SANM Next 5 - NVDA, TEL, TSM, ANET, AVGO Speculative A - SNDK, WDC, LITE, STX, ETN Speculative B - CIEN, JBL, NBIS, APLD, SMCI, FN, COHR,
Maybe LRCX But here are some candidates based on multiple fair value methods https://www.ainvestor.biz/sp500?sector=Technology&sort=overvaluedPercent&order=desc&limit=200
If you’re not long LRCX what are you doing with your life?
Asked AI, What stocks to buy for maximum growth when AI bubble burst? 15+ years time horizon Planning ahead if AI bubble bursts. Got cash on sidelines. Planning to stock pick when stocks crash. Currently 50% in Stock 50% in cash. Trying to be greedy when others are fearful. Chime …
LRCX down 3% on a day when tech is up--not sure why... Buy the dip?
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Total Off-Exchange Volume: 1.9 million
Values over 50% Short often indicate hidden bearish pressure from institutions.
🏆 Master Buzz Score: 2/15
Capitol Trades
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Insider Trades
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Institutional Holdings (Whales)
| Institution | Shares | Value | % Held | Date |
|---|---|---|---|---|
| Vanguard Group Inc | 130,974,214 | $20.4 billion | 0.1043% | Sep 30, 2025 |
| Blackrock Inc. | 124,258,984 | $19.4 billion | 0.0989% | Sep 30, 2025 |
| JPMORGAN CHASE & CO | 59,889,698 | $9.3 billion | 0.0477% | Sep 30, 2025 |
| State Street Corporation | 59,817,352 | $9.3 billion | 0.0476% | Sep 30, 2025 |
| Geode Capital Management, LLC | 33,620,755 | $5.2 billion | 0.0268% | Sep 30, 2025 |
| Ameriprise Financial, Inc. | 25,315,029 | $3.9 billion | 0.0202% | Sep 30, 2025 |
| FMR, LLC | 23,352,526 | $3.6 billion | 0.0186% | Sep 30, 2025 |
| Invesco Ltd. | 21,182,948 | $3.3 billion | 0.0169% | Sep 30, 2025 |
| Morgan Stanley | 19,861,515 | $3.1 billion | 0.0158% | Sep 30, 2025 |
| NORGES BANK | 19,463,578 | $3.0 billion | 0.0155% | Jun 30, 2025 |
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