#lam-research
SanDisk (SNDK): 60x move, priced for perfection?
SanDisk (SNDK) ran 60x from spinoff on an AI NAND shortage and $42B in hyperscaler contracts. Bull, base, and bear across six months to five years, and why Hold.
Lam Research (LRCX) stock forecast: bear, base, and bull to 2031
Lam Research (LRCX) stock: bear/base/bull across 6 months, 1 year, 3 years, and 5 years. Hold at $401.82 - the NAND etch incumbent priced for near-perfection.