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Posted by
Two Blokes May 21, 2025 -
Filed in
Stock
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Lam Research is a top semiconductor equipment company, with a long track record of revenue, profit, and share count improvement. The company's strong financial growth, consistent buybacks, and leadership in key markets position it as a true long-term compounder. Shares currently trade at a relative discount versus historical averages and peers, creating an attractive entry point for long-term investors.