LRCX is another perfect example

回答: MRVL越王剑2025-09-24 10:34:44

Sentiment of it in March was so negative. Company's ER wasn't great. And outlook was also weak.

But now, it runs on 4 cylinders.

Many times, believe a good management can turn things around and stick to the company is critical. 嘻嘻

This applies to TSLA, CRM, etc.

所有跟帖: 

CRM 扭转还需要长途漫漫。。似乎华尔街不买Marc的帐啊 -老夏新生- 给 老夏新生 发送悄悄话 (0 bytes) () 09/24/2025 postreply 10:43:46

It might take time but Marc is a very good manager -越王剑- 给 越王剑 发送悄悄话 越王剑 的博客首页 (0 bytes) () 09/24/2025 postreply 10:59:52

101时我把 lrcx 卖掉了, 改成了 amat, 好股票都拿不住啊 -柏舟泛流- 给 柏舟泛流 发送悄悄话 柏舟泛流 的博客首页 (0 bytes) () 09/24/2025 postreply 11:51:50

前不久announce的封装新产品导致了最近的大涨 -H&CMom- 给 H&CMom 发送悄悄话 H&CMom 的博客首页 (0 bytes) () 09/24/2025 postreply 12:04:38

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