LRCX · Serenity viewpoints

Serenity @aleabitoreddit

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Focused on AI photonics and semiconductor supply chains — sourcing asymmetric setups from bottoms-up value-chain research. Tracks CPO & optical modules closely, with ongoing deep-dives on SIVE, AAOI, LITE, POET.

Quick verdict

LRCX is neutral (0 bull · 0 bear)

Mentioned as a large-cap company ($400B) outside the desired $10-100B market cap range.

Last spoke: 06/09/2026, 12:01 · no conviction

8-10 confidence views use larger markers▲ Bull▼ Bear● Mention

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06/09/2026, 12:01UTCMentionView on X →
@super_avg Towa is $1-2B range. $LRCX is a $400B company. $KLAC is a $275B company. What part of $10–100B range did you miss? I don’t have exposure to vast majority of names above, just throwing out ideas

Ongoing takes on other optical names too

Beyond LRCX, his viewpoint library also covers:

$SIVE · 222 takes $AAOI · 124 takes $NVDA · 120 takes

All tracked tickers →Institutional, insider & congressional activity →

LRCXLam Research

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LRCXLam Research

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