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Stock Deep Dive: Etching a New Chapter In Artificial Intelligence
Long Live The Year of The Semi Conductor
GRIT
30 Mar
Hi Everyone 👋,
It’s time for another GRIT Stock Deep Dive! Before we get into it, here is what we added to GRIT VIP 🚀 this month! 👇
How to Analyze Company Debt - Advanced Investor Article ✅
How to Read a 10k Annual Report - Advanced Investor Article ✅
Stock Deep Dive: Vertiv ✅
Stock Deep Dive: Marathon Digital ✅
How to Buy and Sell Bitcoin - Crypto Article ✅
What are Alt Coins? - Crypto Article ✅
Coming Soon: Mastering the Market Sectors - Email Course ✅
Dropping on Sunday for VIPS: Genevieve’s March Portfolio Shifts Newsletter and Rational Behind Her Buys and Sells ✅
So much more is coming to GRIT VIP in the next few weeks. Stay tuned!
Stock Deep Dive: Lam Research Corp. (LRCX-US, $127.4B)
As the AI revolution continues to accelerate, one area of the market is seeing a step-function change in fundamentals.
While we are still trying to determine the unit economics of implementing AI into workflows, one thing is sure—we need more computing capacity.
It is the year of the semiconductor - and there is no doubt about it.
When the “man in the leather jacket” can draw crowds like a T-Swift concert, you know that times have changed.
Nvidia CEO Jensen Huang, at Nvidia’s GPU Technology Conference
But it’s not just Nvidia. There is an entire supply chain that relies on numerous players. Building a semiconductor fabrication plant is undoubtedly one of the most challenging manufacturing feats in modern engineering.
In the past, I have covered both Nvidia and TSMC as picks in this newsletter. To say these have paid off handsomely is an understatement.
My next pick is a critical equipment provider vital to the ever-expanding marketplace. In tandem with my previous semiconductor research, this deep dive will help broaden your understanding of the space.
This will allow you to take a full-stack approach and invest in the entire value chain, driving technological change.
Hardware used to be a bad word in tech investing during the rise of software. But it’s back, baby!
We are now introducing Lam Research Corp (LRCX).
Overview 👉 What Does Lam Do?
Supply Chain 👉 Where They Fit In
Product Portfolio 👉 Etching, Deposition, Cleaning
Revenue Streams 👉 Systems & Support
Market Dynamics 👉 Slowdown in NAND
Growth Driver 👉 Here Comes The AI Play
By The Numbers 👉 Key Metrics
Risks 👉 Potential Pitfalls
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