Voices on Lam Research
Why people invest, in their words, next to the SEC numbers.
Voices · third-party opinions, not SEC data
Not investment advice. They could be wrong or outdated. See the original source and date; the view may have changed.
2 of 56 Voices · Deutsch
LRCXJeff KilburgInvestorOct 15, 2026Invests
Our summary: Kilburg, who already owns Lam in his ETF, sees the pullback as a buying opportunity, citing AI-driven equipment demand and a fast-growing services business, while warning of volatility.
“The stock isn't for the faint of heart.”
CNBC article ›
Details ⓘ
- Speaker
- Jeff Kilburg, KKM Financial (Mango Growth ETF)
- Role
- Investor
- Source
- CNBC
- Format
- News article
- Date
- Oct 15, 2026
- Checked
- Oct 15, 2026
Voice details · not SEC data. As stated on Oct 15, 2026; the view may have changed.
AMATLRCXPhilippe LaffontInvestorJun 23, 2026Invests
Our summary: Laffont said Coatue prefers owning semiconductor-equipment suppliers because every AI chip, whether from Nvidia, Amazon or Google, needs the same fab machines, so he need not pick the winner.
“That's sort of the reasons why we own the semi caps”
CNBC article ›
Details ⓘ
- Speaker
- Philippe Laffont, Coatue Management
- Role
- Investor
- Source
- CNBC
- Format
- News article
- Date
- Jun 23, 2026
- Checked
- Oct 15, 2026
Voice details · not SEC data. As stated on Jun 23, 2026; the view may have changed.
Correction or removal request: hello@hollsteen.com · never used for numbers or citations.