Lam Research - Earnings trifecta but stock down?

Lam Research ( LRCX ) delivered strongly in their Q4 earnings report, but the stock has since tumbled almost 10%.

The market for semiconductors is not going anywhere...

Target: give it to your grandchildren, or at least until processors using silicon fall out of favor.

SOXX and SOXL are also good ways to get some exposure to LRCX and the semiconductor market.
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