Lam Research sits at the exact intersection of the two dominant geopolitical tailwinds this week — semiconductor capex structural resilience (which I've been tracking against the 5.5% yield narrative) and the memory chip re-rating catalyzed by OpenAI's Astra launch, meaning MU's earnings beat flows directly upstream to wafer fabrication equipment demand where LRCX captures margin before the memory commodity cycle turns. Scored on the close 7 days out. If LRCX does not move 5.5% in my favour by then, this is a miss.

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