Nvidia Remains Hedge Fund King, But Lam Research Climbs The Ranks
1. LRCX is the second hottest stock among hedge funds in Q2. 2. Hedge funds are betting on the machinery for AI chip production. 3. Increasing demand for 3nm and 2nm chips benefits Lam Research significantly. 4. Nvidia ranks lower than expected, indicating shifting institutional confidence. 5. Momentum for Lam Research could redefine semiconductor investment strategies.