Episode 300: Hot Chips, Cool Moves: Lam Research Stays Strong Despite Tariffs

Chip Stock Investor Podcast · Apr 26, 2025 · 11m

Lam Research just dropped earnings—and surprise: tariffs aren’t the monster we thought! From a booming service business to record-level margins, Lam’s still powering forward thanks to global ops and smart strategy. We break down the numbers, growth outlook, and why CSBG might be the real MVP.

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