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LRCX shows strong growth, high margins, and solid cash generation driven by the semiconductor cycle. At $260, valuation is demanding, but a pullback toward $240–225 would offer an attractive entry point to capture long-term upside from AI and data center demand.

KO is still a high-quality defensive value, but at $80.56 it’s pricey—better to wait for a pullback toward $72–$68.

IBM remains solid and profitable, but overpriced. The real entry point is near $256.

JNJ is fundamentally solid, but currently overvalued. A pullback to $180–160 would offer a more compelling entry.

An efficient banking machine with falling profits.
👉 A good company, but not at any price.