AMAT Applied Materials Inc.

$AMAT $LRCX here is the AMAT Price Correlation on Lam and others... for you non Stat Geeks, this means (How reliably they move together, up and down on the same days) Answer: very reliable: same direction on 86% of days

$AMAT I live by an industrial park and this company is building multiple building larger than entire towns. That’s “building 4” of 6

$AMAT my goal is to have 300+ shares when this inevitably hits $800. Now if that takes years so be it I’ll be here ready to unload. Adding.

$AMAT | BULLISH SETUP Executive Summary 🐂 ⭐ Setup Quality Grade: A- 📌 Grade Justification: • Profitability: Top 5th Percentile ($320B+ market cap, record $9.12B Q3 revenue [+25% YoY], $3.50 EPS beat, 50.4% gross margin). • Revenue Growth: Top 5th Percentile (World leader in semiconductor equipment & wafer fab manufacturing scaling for AI chips). • Technical Setup: A- Grade Cleanliness (8H wedge bottom trendline bounce holding $404.76–$413.11 spot with RSI curling up). • Wall St Target: +25%–60%+ Upside ($520.00–$660.00+ consensus price targets). 🏢 Profile: Global semiconductor equipment & materials engineering monopoly ($320B+ market cap) powering AI chip manufacturing. 📉 Setup: 8H wedge support retest up 4% overnight holding $404.76 spot with Nov $475 call split sweeps! 🎯 Levels: • Bulls: Hold $400.00 & claim $434.90 ➡️ Targets: $477.30 / $518.10 / $580.00+ • Bears: Break under $390.00 support. 🛑 #AMAT #options #trading #hovdid

$AMAT $LRCX $SMH people saying AI is done and “the bubble is bursting” are the same people who will be begging for a dip to buy in 6 months. Long term

$AMAT looks like it could be a great entry if it reaches the 430s again. Has long-term support at this diagonal trendline + the 200 DMA there.

$AMAT $CAT but $ASML earnings tonight 😅 $QQQ $AMD is orange tard gonna tweet to save tech wreck today?? like.so many times last week and week before

$AMAT hmmm..is it just me or do you feel like we've seen this play before just a month orctwo ago and how it ended up....rhetorical..just stay calm

Semis are soft pre-open, and $AMAT just lost its 50-day. It finished Tuesday at 464.24 on about 1.7x volume, still above the 200-day near 436 but stuck under a falling 50-day near 489. I want it back above the 50-day before I'd even think about it.

$AMAT Hot News! Cantor Fitzgerald analyst C.J. Muse just reiterated an ‘Overweight’ rating and $850 price target. From Tuesday’s price, that implies roughly 85% upside

$AMAT | Applied Materials Targets Non-GAAP Gross Margin Of 54%, Operating Margin Of 40% By 2030 - Over 20% Service Revenue Growth Seen In 2026, To Exceed $12 Bln By 2030 - To More Than Double R&D Lab & Manufacturing Capacity By 2030 - To Distribute 80% - 100% Of FCF To Shareholders By 2030 - E-Beam Equipment Portfolio Seen Generating $2 Bln Revenue In 2026

$AMAT Called the bottom over a year ago. Now it's back under the major resistance trendline with a lower high.

$AMAT $LRCX $AMAT I have about a million dolllars in long exposure split between these 3 companies. Not selling UNTIL one of them starts trending here on stocktwits 😂😂 thats my sell signal and it will be perfect

$AMAT nobody seems to be factoring in Elon Musk‘s terrafab and the impact on the Semiconductor industry it will have. His terrafab will basically double the entire semi industry’s TAM for CAPEX. AMAT sits in the sweet spot as all of the Terrafab investment is geared towards advanced nodes which highlights AMAT‘s packaging skills, gate all around, backside power, 3-D stacked architecture, etc  AMAT stock will double in price within two years hopefully sooner. Terafab details: • 50 Times the Current Global AI Compute: The planned annual capacity of Terafab is roughly 50 times (5,000%) the total AI computing power currently generated by the entire global semiconductor industry combined. • 70% of TSMC's Total Output: In terms of physical production volume, the factory aims to ramp up to 1 million wafers per month • Double the Total U.S. Capacity: The output from this single factory would be roughly double the annual chip consumption and capacity of the entire United States

$AMAT Applied Materials Says Kioxia Joins Its EPIC Center As Partner To Develop Next-Generation AI Memory Technologies

$AMAT $AMD $NVDA feels like the world is done with AI transformation, that's it, we have reached the end point 😃no more chips, infrastructure, power supply newded, now we will just live with what we got 😀

$AMAT loaded up a bit more — maybe we’ll even see $350, but if it does, I’ll be loading aggressively.

$AMAT I would not be surprised in the least if we have a steep sell off into the open. Sentiment is so negative toward AI and the MACRO economics speak to that. Good luck and good trading.

$AMAT Lam Research (LRCX) is going to report well, will go up after hours, will raise the tide for $AMAT and then it will keep going up once market opens, probably $420 - $425 / cheers!

Can the next research cycle be financed without taking too much out of today’s profit? I tested a 25% increase in the research bills at $AMAT and $ASML, then separated funding capacity from commercialization. I’ve left the full write-up below.