Lam Research is a semiconductor machine business that’s breaking records, but its stock price has been cut nearly in half from highs in 2026. Jon, Matt, and Lou talk about historical cyclicality as well as present strengths before giving their opinions of whether it’s a good stock to buy right now. The team also discusses how the Iran conflict impacts some under-appreciated things in the economy before closing with IBM’s unique perspective on the state of the AI market.

Jon Quast, Matt Frankel, and Lou Whiteman discuss:
-Lam Research’s recurring services business
-Advanced packing in the semiconductor industry and why it matters
-The helium shortage
-Rising agricultural costs
-IBM’s unique take on AI spending
-What could boost IBM’s business

Companies discussed: Lam Research (LRCX), ASML (ASML), Applied Materials (AMAT), Nvidia (NVDA), Micron (MU), Samsung, SK Hynix (SKHY), IBM (IBM)

Host: Jon Quast
Guests: Matt Frankel, Lou Whiteman
Engineer: Dan Boyd

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