LRCX is another perfect example

Sentiment of it in March was so negative. Company's ER wasn't great. And outlook was also weak.

But now, it runs on 4 cylinders.

Many times, believe a good management can turn things around and stick to the company is critical. 

This applies to TSLA, CRM, etc.

所有跟帖： 

• CRM 扭轉還需要長途漫漫。。似乎華爾街不買Marc的帳啊 -老夏新生- ♂ (0 bytes) () 09/24/2025 postreply 10:43:46

• It might take time but Marc is a very good manager -越王劍- ♂ (0 bytes) () 09/24/2025 postreply 10:59:52

• 101時我把 lrcx 賣掉了, 改成了 amat, 好股票都拿不住啊 -柏舟泛流- ♂ (0 bytes) () 09/24/2025 postreply 11:51:50

• 前不久announce的封裝新產品導致了最近的大漲 -H&CMom- ♀ (0 bytes) () 09/24/2025 postreply 12:04:38