LRCX

Ala, what's the latest on LRCX? Yeah, this this one annoys me. I made a post on Patreon one night and I said lamb research is looking very interesting for me. and digging into it, it looks positive.

Literally the next morning in pre-market, it started firing and I don't know who the hell is listening to what I'm saying, but it's really annoying. Um because it was down here and I said, "Well, I'm going to buy a single lamb research at 260 and I think I'm going to get some."

And it shot right up to 307 within a week. So, Lamb Research looking strong, but would I chase here? No. So, I'll wait and wait for it to come back down. But yeah, uh somehow you guys all front run me or somebody did.

Somebody with big money saw it or maybe they saw the same charts I'm looking at. I don't know. It was very bizarre.

Lamb Research would be another one that's expected to see accelerated earnings growth, but you want to be buying it down here when the valuation is fair because once again, if you look at this stock here, you would be able to earn just under a 10% rate of return, but the company generated almost a 30% rate of return.

You're not fully participating in the business growth if you pay these inflated prices for it.