1/29/25 - $lrcx - Probs a buy, but muh hands full rn

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1/29/25 :: VROCKSTAR :: LRCX
Probs a buy, but muh hands full rn

- for low teens (revenue and profit) growth, 5% yields, right zip code (though that's a bit debatable in the immediate - and i mean immediate-term).
- put it on my radar for tonight's EPS in case msft, meta or now screw the pooch and the results are good we can dip buy
- my guess if they beat, stock up, but bc i'm less famiilar i'm just watching for now
- gl to all!

V

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