Track record · closed signal

Lam Research Corporation (LRCX) — closed signal from October 29, 2025

Target reached Published before the outcome was known, scored automatically when the window closed on January 27, 2026 — +48.2% at the close.

Predicted vs. what happened

LRCX price · publication thesis → realized outcomesplit-adjusted

$157.48 – $161.47Entry zone — fair-value band

$160.91Published — price the day we called it

$195.98Target — the price the thesis aimed for

$239.50Peak — highest point inside the window, not a realized return

$238.46Window close — end-of-window price, context only

What happened

Target reached

Reached its target in 68 days.

At window close

+48.2%

realized, from the publication price to the last close inside the window

Peak gain

+48.8%

peak, from the publication price — not a realized return

S&P 500, same window

+1.5%

SPY over the identical days, dividend-adjusted

Window close

$238.46

last close inside the window, ended January 27, 2026

Peak price

$239.50

peak on January 27, 2026 — not a realized return

Days to target

The thesis — published October 29, 2025

Predicted growth

+22%

over the measurement window

Target price

$195.98

the price the thesis aimed for

Entry zone

$157.48 – $161.47

the fair-value band we waited for

Price at publication

$160.91

published October 29, 2025

Confidence

78%

how strongly the data lined up

Timeframe

Short-term (0–3 months)

Lam Research makes the tools that chip factories need for AI. A major bank (UBS) called it a favorite overlooked pick, and a value-style screen gave it a perfect score after sales rose 28% versus last year. Price trends look healthy, with more buyers than usual, even if things look a bit hot. Over the next 0-3 months, strong demand and a healthy backlog point to buying on pullbacks to control risk.

Primary drivers

Major bank UBS picked it as a top under-the-radar AI chip tool maker
A value-focused checklist gave it a perfect score, signaling strong quality
Sales rose 28% versus last year, showing steady demand from chipmakers
Price action looks healthy, with more buying interest than usual lately

How it played out

LRCX: target reached in 68 days

Lyra published LRCX on 2025-10-29 at $160.91. The thesis expected 22% growth toward $195.98 over 0-3 months. It pointed to UBS naming Lam Research as an overlooked chip-tool pick tied to artificial intelligence, a value-style screen with a perfect score, sales up 28% versus last year, and healthy price action with more buying interest than usual.

Inside the window, the stock reached the target in 68 days. It peaked at $239.50 on 2026-01-27, with a peak gain of 48.8%. It ended at $238.46. The published thesis played out. The move went past the target, and the window closed near the peak.

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

Lyra

Read the next call before it closes.

This is one signal, scored after the fact. Today’s picks come with the same plain-language thesis — published before anyone knows the outcome.

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