No. I · Vol. I
Tuesday, May 12, 2026

The Ledger

A paper-trading practice in the tradition of weekly Sunday charts.

Portfolio
$997,477
-$2,523 (-0.25%)
Markets
DIA-0.01%IWM-1.59%QQQ-1.73%SPY-0.61%VXX-0.60%IEF-0.33%GLD-1.21%USO+3.72%UUP+0.48%DIA-0.01%IWM-1.59%QQQ-1.73%SPY-0.61%VXX-0.60%IEF-0.33%GLD-1.21%USO+3.72%UUP+0.48%
Wires·
Standing by — markets watched, no fresh items.

LRCX

Lam ResearchTechnologynasdaq
Last close $283.72May 11, 2026
Day −4.16%

Everything we've seen

  1. ·May 12, 4:04 PMstreamnews

    Why One Fund’s $6 Million Farmer Mac Exit Could Be More About Discipline Than Doubt

    Federal Agricultural Mortgage Corporation supports rural lenders with secondary market access and loan securitization solutions.

  2. ·May 12, 4:04 PMstreamnews

    Why This Fund Trimmed $4 Million of Turning Point Brands Despite Surging Oral Nicotine Sales

    Turning Point Brands sells tobacco and alternative products under brands like Zig-Zag and Stoker's across multiple retail channels.

  3. ·May 12, 4:04 PMstreamnews

    Lam Research Stock Trades Near 52-Week High: Buy More or Book Profits?

    LRCX trades near a 52-week high as AI chipmaking demand powers $5B+ quarterly sales, rising margins and upbeat advanced-packaging outlook.

  4. ·May 12, 4:04 PMstreamnews

    BofA is Bullish on MKS Inc. (MKSI)

    MKS Inc. (NASDAQ:MKSI) is one of the 12 Best Photonics Stocks to Buy Now. On April 28, 2026, BofA analyst Michael Mani hiked its price objective on MKS Inc. (NASDAQ:MKSI) to $330 from $300. It kept a Buy rating on the shares. The firm raised projections for semiconductor capital equipment names based on “strong” Lam […]

  5. ·May 12, 4:04 PMstreamnews

    Strong Earnings and AI Optimism Push the S&P 500 and Nasdaq 100 to Record Highs

    The S&P 500 Index ($SPX ) (SPY ) today is up +0.17%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.10%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.06%. June E-mini S&P futures (ESM26 ) are up +0.19%, and June E-mini Nasdaq futures...

  6. ·May 12, 4:04 PMstreamnews

    Stocks Supported by Strong Earnings and AI Optimism

    The S&P 500 Index ($SPX ) (SPY ) today is up +0.25%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.05%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.17%. June E-mini S&P futures (ESM26 ) are up +0.29%, and June E-mini Nasdaq futures...

  7. ·May 12, 4:04 PMstreamnews

    AMAT to Post Q2 Earnings: Time to Buy, Sell or Hold the Stock?

    Applied Materials heads into Q2 earnings with AI-driven demand, HBM traction and advanced packaging momentum, boosting growth prospects.

  8. ·May 12, 4:04 PMstreamnews

    Assessing Lam Research (LRCX) Valuation After AI Infrastructure Momentum And Analyst Upgrades

    Lam Research (LRCX) is back in focus after a string of upbeat earnings results, stronger demand across semiconductor end markets, and supportive analyst commentary related to AI infrastructure and global foundry expansion. See our latest analysis for Lam Research. The recent 2.63% 1 day share price return, on top of a 58.89% year to date share price return and a very large 1 year total shareholder return, suggests momentum has been building as investors respond to strong results, rising AI...

  9. ·May 12, 4:04 PMstreamnews

    LRCX's Gross Margin Near 50%: More Upside Ahead Amid AI-Led Demand?

    Lam Research's non-GAAP gross margin hits 49.9%, and guidance points to 50.5% as AI chip demand boosts revenues, EPS and tool pricing power.

  10. ·May 12, 4:04 PMstreamnews

    Nasdaq 100 Dips On Hot CPI, Sandisk And Micron Tumble 9%: Stock Market Today

    Nasdaq 100 sinks as April CPI hits 3.8%; Sandisk, Micron and Intel each lose roughly 9% while the 30-year Treasury yield breaches 5%.

  11. ·May 12, 4:04 PMstreamnews

    Dirty SOX

    The 30 semiconductor stocks in the Philadelphia SOX Index were up an average of 73% year-to-date through 5/11/26. Read more here.

  12. ·May 12, 4:04 PMstreamnews

    Applied Materials Poised for Slight Quarterly Beat, Strong Outlook, RBC Says

    Applied Materials (AMAT) is expected to post fiscal second-quarter results slightly above Wall Stree

  13. ·May 12, 4:04 PMstreamnews

    Seaport Research Affirms Lam Research Corporation (LRCX) as One of The Top Tech Stocks in Louis Navellier’s Portfolio

    Lam Research Corporation (NASDAQ:LRCX) is one of the top tech stocks in Louis Navellier’s portfolio. On May 5, Seaport Research analyst Jay Goldberg initiated coverage of Lam Research Corporation (NASDAQ:LRCX) with a Buy rating and $300 price target. The bullish stance comes amid expectations that the company is well-positioned to benefit as the wafer fabrication […]

  14. ·May 12, 4:02 PMstreamnews

    Why One Fund’s $6 Million Farmer Mac Exit Could Be More About Discipline Than Doubt

    Federal Agricultural Mortgage Corporation supports rural lenders with secondary market access and loan securitization solutions.

  15. ·May 12, 4:02 PMstreamnews

    Why This Fund Trimmed $4 Million of Turning Point Brands Despite Surging Oral Nicotine Sales

    Turning Point Brands sells tobacco and alternative products under brands like Zig-Zag and Stoker's across multiple retail channels.

  16. ·May 12, 4:02 PMstreamnews

    Lam Research Stock Trades Near 52-Week High: Buy More or Book Profits?

    LRCX trades near a 52-week high as AI chipmaking demand powers $5B+ quarterly sales, rising margins and upbeat advanced-packaging outlook.

  17. ·May 12, 4:02 PMstreamnews

    BofA is Bullish on MKS Inc. (MKSI)

    MKS Inc. (NASDAQ:MKSI) is one of the 12 Best Photonics Stocks to Buy Now. On April 28, 2026, BofA analyst Michael Mani hiked its price objective on MKS Inc. (NASDAQ:MKSI) to $330 from $300. It kept a Buy rating on the shares. The firm raised projections for semiconductor capital equipment names based on “strong” Lam […]

  18. ·May 12, 4:02 PMstreamnews

    Strong Earnings and AI Optimism Push the S&P 500 and Nasdaq 100 to Record Highs

    The S&P 500 Index ($SPX ) (SPY ) today is up +0.17%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.10%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.06%. June E-mini S&P futures (ESM26 ) are up +0.19%, and June E-mini Nasdaq futures...

  19. ·May 12, 4:02 PMstreamnews

    Stocks Supported by Strong Earnings and AI Optimism

    The S&P 500 Index ($SPX ) (SPY ) today is up +0.25%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.05%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.17%. June E-mini S&P futures (ESM26 ) are up +0.29%, and June E-mini Nasdaq futures...

  20. ·May 12, 4:02 PMstreamnews

    AMAT to Post Q2 Earnings: Time to Buy, Sell or Hold the Stock?

    Applied Materials heads into Q2 earnings with AI-driven demand, HBM traction and advanced packaging momentum, boosting growth prospects.

  21. ·May 12, 4:02 PMstreamnews

    Assessing Lam Research (LRCX) Valuation After AI Infrastructure Momentum And Analyst Upgrades

    Lam Research (LRCX) is back in focus after a string of upbeat earnings results, stronger demand across semiconductor end markets, and supportive analyst commentary related to AI infrastructure and global foundry expansion. See our latest analysis for Lam Research. The recent 2.63% 1 day share price return, on top of a 58.89% year to date share price return and a very large 1 year total shareholder return, suggests momentum has been building as investors respond to strong results, rising AI...

  22. ·May 12, 4:02 PMstreamnews

    LRCX's Gross Margin Near 50%: More Upside Ahead Amid AI-Led Demand?

    Lam Research's non-GAAP gross margin hits 49.9%, and guidance points to 50.5% as AI chip demand boosts revenues, EPS and tool pricing power.

  23. ·May 12, 4:02 PMstreamnews

    Nasdaq 100 Dips On Hot CPI, Sandisk And Micron Tumble 9%: Stock Market Today

    Nasdaq 100 sinks as April CPI hits 3.8%; Sandisk, Micron and Intel each lose roughly 9% while the 30-year Treasury yield breaches 5%.

  24. ·May 12, 4:02 PMstreamnews

    Dirty SOX

    The 30 semiconductor stocks in the Philadelphia SOX Index were up an average of 73% year-to-date through 5/11/26. Read more here.

  25. ·May 12, 4:02 PMstreamnews

    Applied Materials Poised for Slight Quarterly Beat, Strong Outlook, RBC Says

    Applied Materials (AMAT) is expected to post fiscal second-quarter results slightly above Wall Stree

  26. ·May 12, 4:02 PMstreamnews

    Seaport Research Affirms Lam Research Corporation (LRCX) as One of The Top Tech Stocks in Louis Navellier’s Portfolio

    Lam Research Corporation (NASDAQ:LRCX) is one of the top tech stocks in Louis Navellier’s portfolio. On May 5, Seaport Research analyst Jay Goldberg initiated coverage of Lam Research Corporation (NASDAQ:LRCX) with a Buy rating and $300 price target. The bullish stance comes amid expectations that the company is well-positioned to benefit as the wafer fabrication […]

  27. ·May 12, 4:01 PMstreamnews

    Why One Fund’s $6 Million Farmer Mac Exit Could Be More About Discipline Than Doubt

    Federal Agricultural Mortgage Corporation supports rural lenders with secondary market access and loan securitization solutions.

  28. ·May 12, 4:01 PMstreamnews

    Why This Fund Trimmed $4 Million of Turning Point Brands Despite Surging Oral Nicotine Sales

    Turning Point Brands sells tobacco and alternative products under brands like Zig-Zag and Stoker's across multiple retail channels.

  29. ·May 12, 4:01 PMstreamnews

    Lam Research Stock Trades Near 52-Week High: Buy More or Book Profits?

    LRCX trades near a 52-week high as AI chipmaking demand powers $5B+ quarterly sales, rising margins and upbeat advanced-packaging outlook.

  30. ·May 12, 4:01 PMstreamnews

    BofA is Bullish on MKS Inc. (MKSI)

    MKS Inc. (NASDAQ:MKSI) is one of the 12 Best Photonics Stocks to Buy Now. On April 28, 2026, BofA analyst Michael Mani hiked its price objective on MKS Inc. (NASDAQ:MKSI) to $330 from $300. It kept a Buy rating on the shares. The firm raised projections for semiconductor capital equipment names based on “strong” Lam […]

  31. ·May 12, 4:01 PMstreamnews

    Strong Earnings and AI Optimism Push the S&P 500 and Nasdaq 100 to Record Highs

    The S&P 500 Index ($SPX ) (SPY ) today is up +0.17%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.10%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.06%. June E-mini S&P futures (ESM26 ) are up +0.19%, and June E-mini Nasdaq futures...

  32. ·May 12, 4:01 PMstreamnews

    Stocks Supported by Strong Earnings and AI Optimism

    The S&P 500 Index ($SPX ) (SPY ) today is up +0.25%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.05%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.17%. June E-mini S&P futures (ESM26 ) are up +0.29%, and June E-mini Nasdaq futures...

  33. ·May 12, 4:01 PMstreamnews

    AMAT to Post Q2 Earnings: Time to Buy, Sell or Hold the Stock?

    Applied Materials heads into Q2 earnings with AI-driven demand, HBM traction and advanced packaging momentum, boosting growth prospects.

  34. ·May 12, 4:01 PMstreamnews

    Assessing Lam Research (LRCX) Valuation After AI Infrastructure Momentum And Analyst Upgrades

    Lam Research (LRCX) is back in focus after a string of upbeat earnings results, stronger demand across semiconductor end markets, and supportive analyst commentary related to AI infrastructure and global foundry expansion. See our latest analysis for Lam Research. The recent 2.63% 1 day share price return, on top of a 58.89% year to date share price return and a very large 1 year total shareholder return, suggests momentum has been building as investors respond to strong results, rising AI...

  35. ·May 12, 4:01 PMstreamnews

    LRCX's Gross Margin Near 50%: More Upside Ahead Amid AI-Led Demand?

    Lam Research's non-GAAP gross margin hits 49.9%, and guidance points to 50.5% as AI chip demand boosts revenues, EPS and tool pricing power.

  36. ·May 12, 4:01 PMstreamnews

    Nasdaq 100 Dips On Hot CPI, Sandisk And Micron Tumble 9%: Stock Market Today

    Nasdaq 100 sinks as April CPI hits 3.8%; Sandisk, Micron and Intel each lose roughly 9% while the 30-year Treasury yield breaches 5%.

  37. ·May 12, 4:01 PMstreamnews

    Dirty SOX

    The 30 semiconductor stocks in the Philadelphia SOX Index were up an average of 73% year-to-date through 5/11/26. Read more here.

  38. ·May 12, 4:01 PMstreamnews

    Applied Materials Poised for Slight Quarterly Beat, Strong Outlook, RBC Says

    Applied Materials (AMAT) is expected to post fiscal second-quarter results slightly above Wall Stree

  39. ·May 12, 4:01 PMstreamnews

    Seaport Research Affirms Lam Research Corporation (LRCX) as One of The Top Tech Stocks in Louis Navellier’s Portfolio

    Lam Research Corporation (NASDAQ:LRCX) is one of the top tech stocks in Louis Navellier’s portfolio. On May 5, Seaport Research analyst Jay Goldberg initiated coverage of Lam Research Corporation (NASDAQ:LRCX) with a Buy rating and $300 price target. The bullish stance comes amid expectations that the company is well-positioned to benefit as the wafer fabrication […]

  40. ·May 12, 3:58 PMstreamnews

    Strong Earnings and AI Optimism Push the S&P 500 and Nasdaq 100 to Record Highs

    The S&P 500 Index ($SPX ) (SPY ) today is up +0.17%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.10%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.06%. June E-mini S&P futures (ESM26 ) are up +0.19%, and June E-mini Nasdaq futures...

  41. ·May 12, 3:58 PMstreamnews

    Stocks Supported by Strong Earnings and AI Optimism

    The S&P 500 Index ($SPX ) (SPY ) today is up +0.25%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.05%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.17%. June E-mini S&P futures (ESM26 ) are up +0.29%, and June E-mini Nasdaq futures...

  42. ·May 12, 3:58 PMstreamnews

    AMAT to Post Q2 Earnings: Time to Buy, Sell or Hold the Stock?

    Applied Materials heads into Q2 earnings with AI-driven demand, HBM traction and advanced packaging momentum, boosting growth prospects.

  43. ·May 12, 3:58 PMstreamnews

    Assessing Lam Research (LRCX) Valuation After AI Infrastructure Momentum And Analyst Upgrades

    Lam Research (LRCX) is back in focus after a string of upbeat earnings results, stronger demand across semiconductor end markets, and supportive analyst commentary related to AI infrastructure and global foundry expansion. See our latest analysis for Lam Research. The recent 2.63% 1 day share price return, on top of a 58.89% year to date share price return and a very large 1 year total shareholder return, suggests momentum has been building as investors respond to strong results, rising AI...

  44. ·May 12, 3:58 PMstreamnews

    LRCX's Gross Margin Near 50%: More Upside Ahead Amid AI-Led Demand?

    Lam Research's non-GAAP gross margin hits 49.9%, and guidance points to 50.5% as AI chip demand boosts revenues, EPS and tool pricing power.

  45. ·May 12, 3:58 PMstreamnews

    Nasdaq 100 Dips On Hot CPI, Sandisk And Micron Tumble 9%: Stock Market Today

    Nasdaq 100 sinks as April CPI hits 3.8%; Sandisk, Micron and Intel each lose roughly 9% while the 30-year Treasury yield breaches 5%.

  46. ·May 12, 3:58 PMstreamnews

    Dirty SOX

    The 30 semiconductor stocks in the Philadelphia SOX Index were up an average of 73% year-to-date through 5/11/26. Read more here.

  47. ·May 12, 3:58 PMstreamnews

    Applied Materials Poised for Slight Quarterly Beat, Strong Outlook, RBC Says

    Applied Materials (AMAT) is expected to post fiscal second-quarter results slightly above Wall Stree

  48. ?May 12, 12:04 PMdecisionconsidered

    Agent II — Adaptive — considered

    Stage 2: close $280.30 > MA150 $203.81 (+37.5%), MA rising, 6.6% off 52w high, vol 0.02× avg

  49. ?May 12, 12:04 PMdecisionconsidered

    Agent I — Immutable — considered

    Stage 2: close $280.30 > MA150 $203.81 (+37.5%), MA rising, 6.6% off 52w high, vol 0.02× avg

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