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Lam Research (LRCX) is positioned to capitalize on a cooling trade war, with the U.S. and China reaching a temporary pause and reduction in tariffs. This development alleviates pressures on the semiconductor industry, which has been impacted by supply chain disruptions and uncertain business conditions. LRCX, a key player in semiconductor equipment, stands to benefit from increased demand for chip manufacturing as global tensions ease. With an attractive valuation, strong profitability, and a recent breakout signaling optimal timing for adding bullish exposure in a recovering sector. Trade timing The timing for adding bullish exposure to LRCX is optimal, as the…
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November 6, 2025
15:21
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November 2, 2025
21:04
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October 14, 2025
04:01
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15:25
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18:21
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14:05
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05:25
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May 22, 2025
18:10
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May 14, 2025
20:49
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