$Lam Research(LRCX)$ Just rota

$Lam Research(LRCX)$ Just rotating some funds. Since I reduced my INTC positions by half, I rerouted the funds to LRCX instead. It's current MACD crossover indicates to me a healthy potential upward momentum.

LRCX

09-22 00:02

USLam Research

Side	Price	Realized P&L
Buy Open	298.03	+4.61% Holding

Lam Research

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Comments

jollyfo
09-22 00:52
jollyfo
MACD cross helps, but wafer fab spending staying firm is the bigger tell here. LRCX usually catches that turn pretty cleanly

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