Pepe Invests
@pepemoonboy · ×1.0
May 12, 2026, 17:25
Bullishscore +0.820· conf 90%· USD 302.22May 12, 2026, 17:25
作者称人工智能长期增长仍强，并表示在回调中买入该标的，计划长期持有。
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LRCX
NASDAQstockLam Research Corporation
—
Lam Research Corporation
KOL voices
3
7 mentions total
Average tone
+0.42
Net bullish
Bullish share
71%
5 of 7
Last mention
2d ago
First seen 23d ago
Tone distribution
▲ 5= 2▼ 0
Pepe Invests
@pepemoonboy · ×1.0
May 18, 2026, 14:45
Bullishscore +0.620· conf 82%· USD 302.22May 18, 2026, 14:45
作者明确表示自己的组合面向长期，并把该标的列为当前持仓之一，整体态度偏多。
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Pepe Invests
@pepemoonboy · ×1.0
May 17, 2026, 02:56
Bullishscore +0.580· conf 80%· USD 302.22May 17, 2026, 02:56
作者把该标的放在人工智能基础设施受益链条中说明，认为它受益于长期主题，态度偏多。
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Paradis Labs
@ParadisLabs · ×1.0
Apr 28, 2026, 15:02
Bullishscore +0.400· conf 66%· USD 308.51Apr 28, 2026, 15:02
作者认为设备链会受益于先进封装扩张。
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Serenity
@aleabitoreddit · ×1.0
Apr 30, 2026, 01:00
Bullishscore +0.380· conf 64%· USD 302.22Apr 30, 2026, 01:00
作者把该公司列为关键客户和半导体供应链背景。
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Paradis Labs
@ParadisLabs · ×1.0
May 17, 2026, 16:44
Neutralscore +0.080· conf 58%· USD 308.09May 17, 2026, 16:44
作者只是把该公司作为客户和供应链背景提到。
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Paradis Labs
@ParadisLabs · ×1.0
May 20, 2026, 12:53
Neutralscore +0.040· conf 58%· USD 308.68May 20, 2026, 12:53
作者认为相关产线对大公司股价影响有限，未给出明确多空。
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