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Posted by
Two Blokes Jun 22 -
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Stock
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Lam Research delivered strong March quarter results, with revenue growth near three-year highs, beating expectations and demonstrating robust business activity. Guidance for the June quarter is impressive, projecting accelerated revenue and EPS growth, alongside further margin expansion, signaling continued operational momentum. Despite China exposure and export restriction risks, ongoing trade talks suggest no immediate threat to growth, supporting a positive outlook for the company.