Track record · closed signal

Lam Research Corporation (LRCX) — closed signal from October 2, 2025

Target reached Published before the outcome was known, scored automatically when the window closed on December 31, 2025.

Predicted vs. what happened

LRCX price · publication thesis → realized outcomesplit-adjusted
$144.75 Published $169.08 Target $171.18 Window close $179.80 Peak
$142.03 – $144.52Entry zone — fair-value band
$144.75Published — price the day we called it
$169.08Target — the price the thesis aimed for
$179.80Peak — highest point inside the window, not a realized return
$171.18Window close — end-of-window price, context only

What happened

Target reached

Reached its target in 69 days.

Peak price
$179.80
peak on December 26, 2025 — not a realized return
Peak gain
+24.2%
peak, from the publication price
Window close
$171.18
end-of-window price, context only
Days to target
69
Window
October 2, 2025 – December 31, 2025

The thesis — published October 2, 2025

Predicted growth
+17%
over the measurement window
Target price
$169.08
the price the thesis aimed for
Entry zone
$142.03 – $144.52
the fair-value band we waited for
Price at publication
$144.75
published October 2, 2025
Confidence
75%
how strongly the data lined up
Timeframe
Short-term (0–3 months)

- Explain the business - Share why demand may rise - Flag risks and timing - Offer a simple plan Lam sells tools chip makers need. Demand is improving as companies build more memory for AI. More buyers than usual recently, and strong recent results help. This week's AI headlines and hopes for lower interest rates add extra buying from investment funds. Stock looks stretched, so waiting for small dips is wiser. Exports and chip cycles are risks; use clear buy/exit levels.

Primary drivers

  • AI work needs more memory; that boosts orders for Lam's chip tools
  • Price has been rising with lots more people buying than usual
  • Latest results were better than expected, boosting confidence
  • AI news sparked extra buying from investment funds across the sector

How it played out

LRCX: target reached in 69 days

Lyra published LRCX on Oct 2, 2025 at $144.75, expecting 17% short-term growth toward $169.08. The thesis pointed to stronger memory demand tied to artificial intelligence work, heavier buying than usual, better than expected latest results, and sector fund buying after artificial intelligence headlines. It also flagged stretched price action, exports, and chip cycles as risks.

Inside the window, the target was reached in 69 days. LRCX peaked at $179.80 on Dec 26, 2025, a 24.2% gain. It ended the window at $171.18 on Dec 31, 2025. The thesis played out.

What happened during the window

On Oct 22, 2025, Lam Research reported fiscal first-quarter results and gave current-quarter guidance above analyst estimates, according to Investor's Business Daily.

Prices are shown split- and dividend-adjusted, matching what public charts show today.

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