I've been long Lam Research (NASDAQ: LRCX ) since 2022, but never gotten around to cover it, so about time that I take the opportunity as the company just released its Q4-2025 performance as of July 30 Analyst's Disclosure:I/we have a beneficial long position in the shares of LRCX either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship ...