Stocks / Industrial Machinery
LRCXIndustrial Machinery
Lam Research Corp
$269.001d -1.5%5d -9.5%settled close · 2026-09-17
Mkt cap $273B (4/10)β 3.4352w $139–434Shares 1.25BInd. Special Industry Machinery, NecNasdaq since 1984Emp. 19,700HQ Fremont, CAlamresearch.com
The tape, with the calls on it
Who said what, and what LRCX did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
bullish
bearish
both sides
Who’s talkingIdea Scout · free
Who’s talking about LRCX
1 longlatest 2025-09-24
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2025-09-24 | Unknown Committee Member | Bullish | CNBC Halftime Committee | Lam Research and KLA Corp are directly participating in AI infrastructure buildout alongside Nvidia and… |
Idea Scout tracks who’s
talking across television, podcasts, and interviews — every stance
dated to the appearance it came from.
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Earnings
Next report: 20 Oct 2026
Confirmed date · consensus EPS 2.22. Reactions below are the next settled session over the prior close.
The options tapeThe Brief · paid
Notable options days
Sessions in the last 120 where LRCX’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 11 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are Brief subscriber content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-07-30 | ||||||
| 2026-06-16 | ||||||
| 2026-05-06 | ||||||
| 2026-05-05 | ||||||
| 2026-04-27 | ||||||
| 2026-04-24 | ||||||
| 2026-04-23 | ||||||
| 2026-04-22 | ||||||
| 2026-04-21 | ||||||
| 2026-04-20 | ||||||
| 2019-08-16 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
Today’s tape on
LRCX is in this morning’s Brief.
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