Share this postASML and Export Restrictions, Lam Research, and BESIwww.fabricatedknowledge.comCopy linkFacebookEmailNotesOtherASML and Export Restrictions, Lam Research, and BESIFirst round of earnings tells us what we know: China's bad. But the stocks have reacted well. Doug O'LaughlinOct 26, 2022∙ Paid11Share this postASML and Export Restrictions, Lam Research, and BESIwww.fabricatedknowledge.comCopy linkFacebookEmailNotesOtherShareThis post is for paid subscribersSubscribeAlready a paid subscriber? Sign in