$LRCX posted a genuinely exceptional quarter, revenue up 30% year over year to a record $6.72B, more than 20% sequential growth and well above consensus. They raised the 2026 guide too, which validates the wafer fab equipment thesis that's been floated in research for a while now. Real numbers, real confirmation, not just a story stock move.
Aggregated and distilled by Two Sentence Traders. Not financial advice.