I had a ‘Strong Buy’ rating on Lam Research (NASDAQ: LRCX ) in October 2024, based on the anticipated recovery in the NAND market. I believe the technology upgrade cycle will continue to drive the company’s future growth. However, due to the increasing geopoliticalMore than 15 years of professional investment experience in global equities across all sectors. My investment style is fundamental, bottom-up, long-term, and quality growth-oriented. I am seeking companies specializing in niche markets, with stron ...