LRCX Lam Research
Depreciation Integrity 20
Capex-vs-Demand Gap 66
Insider-Selling Intensity 50
Financing Opacity / Circular Leverage 17
Energy & Diminishing Returns 27
Organic End-User Demand 53
Watch
Convergence flag: NOT ACTIVE — only one indicator reaches amber–red on strict threshold (Ind 2). Indicators 2 and 3 are partially correlated (management knew China/export headwinds when 10b5-1 was adopted Aug 2025; CEO sale Dec 2025). Ind 6 is downstream of the same China/export story.
Last updated:
Deep Dossier in Progress

The scored backbone above is sourced from primary filings. The full investigative dossier — claim-by-claim audit, inversion analysis, primary paper trail — is being authored. This page updates as evidence lands. No claims are fabricated or inferred here; only data the engine already holds is shown.

Key Metrics (engine data)

Mechanism:Narrative strength (price/muVerified sheet
Bull:Record revenue/EPS momentum Verified sheet
Bear:Forward P/E ~47× vs. semi meVerified sheet
15-yr LRCX or SOX average P/E: NOT SOURCED — do NOT invenVerified sheet