Lam Research Corporation (LRCX) Benefits from Cyclical Demand
Bailard Inc., an investment management firm, released its Q3 2025 investor letter on “Bailard Technology Strategy.” A copy of the letter can be downloaded here. The strategy generated 9.36% net of fees in the quarter compared to the S&P North American Technology Index’s 13.14% return, the Morningstar US Open End Technology Categories’ 11.64% return, and…