AMAT

SkrillieVanillie

$AMAT puts regards for da WIIIIIN 🙌

Spac55

Who is buying KLAC tool, when cash crunch everywhere, chip manufacturing using old tool, without purchasing new KLAC, ASML, AMAT probably booking profit

Spac55

$AMAT $LRCX $ASML Who is buying new semi tool, when there is a cash crunch See $AVGO earning pain Many chip manufacturers can use old generation semi tool. No need new tool Make as much as possible, without new Tool investment, high capex, long lead time.

VictoriaAutNihil

Semiconductor stocks were due for a pullback. Why is everyone freaking out. I still have MRVL, AMD, NVDA, AMAT. They may dip even more.

Calm_Voice_7903

$AMAT tool order now 300% higher, every chip manufacturer asking for new semi tool to bump production, that spike $LRCX $KLAC $ASMl and many semi tool manufacturers extremely sky high earnings

Waiting4Reccession

In 2015 I thought "Everything has chips now, there will be a chip up my ass soon" And I bought AMAT shares at $15, was up over 3000% before the Friday dump hit Shoulve bought way more shares though 😞 But I was a new investor and all the "diversification" retards led me astray

VictoriaAutNihil

More than okay. A big hit was due, maybe more still to come. However, I bought AMD, MRVL, AMAT, GOOG, ORCL, NVDA during last April's tariff debacle. I sold some a few weeks ago, but I'm not too worried as of yet. I'll be paying close attention and if need be I'l unload some more, at least it's long term capital gains.

skat_in_the_hat

Then you miss everything? JBL, MRVL, SNDK, WDC, AMAT, buying in and out of those before they fall off has made me more this year than any other position.

cowboynude

I have $200k in an IRA with no debt at 32 allocated as follows: 80% VT (Core) 17% ASML (Satellite) 3% cash (Powder) If ASML goes over 2100 I take profit and buy VT. If ASML goes to 1500 for cyclical reasons like capex cooldown I sell VT and buy more ASML. If ASML goes to 1500 for structural reasons like China export bans or quantum competition, I sell all and VT and chill until I find a new monopoly satellite. Alternatives I considered to ASML for my satellite: - LEU/BWXT combo (nuke ren picks and shovels with monopolistic upside, but nuke ren is more speculative than continued ai capex… if i was looking to retire at 60 instead of 40 i’d own more LEU). - ASTS (seems like a clearly better product than global star and starlink, although the fundamentals are a mixed bag) - AMAT/LAM (basically the same chip-chokepoint-play as ASML except at a discount because the moat is not as crazy… all three rely on the same 3 buyers (TSMC, Intel, Samsung) who in turn rely on the Megacap capex. I see AMAT/LAM as cheaper riskier little cousins of ASML) Long story short, 80% VT and chill, 0-20% satellite based on conviction (can be literally anything other than VT, doesn’t have to be a stock, it could be the DJIA or the S&P. Just something to test against VT. Whatever you have conviction on. It doesn’t have to be semiconductor wafer fab equipment or small reactor fuel in 2040. It could be Nike ACG driving hype and returning Nike to prominence. At one point my biggest stock holding was the Uniqlo parent company because I really liked Uniqlo. Almost every stock is priced perfectly. Hence the 80% VT. Remember, investing 100% of your portfolio into something like VT is still not “boring.” It’s boring compared to QQQ or individual stocks. But VT is still roulette compared to bonds and mutual funds.

GingerSnapSurprise

Can't tell you if it's a winner or not, but personally I've been moving Micron, AMD, Nvidia, and friends to semiconductor fabrication suppliers - i.e. the companies who build the tools that make high-end chips. Lam Research, AMAT, TEL, etc. have been killing it, and, I would estimate, one step removed from the stocks that will take the first hit when/if things fall apart. Semiconductor tools are ordered quarters or years in advance, and all these new fabs are getting built one way or the other; so it's still seeing the gains from semi, but I think the supplier of the supplier is a safer bet. Lam Research in particular has things locked in. Something something selling shovels during the gold rush. Disclaimer: I am not liable for any poor financial decisions... this is a Wendy's

GingerSnapSurprise

Can't tell you if it's a winner or not, but personally I've been moving Micron, AMD, Nvidia, and friends to semiconductor fabrication suppliers - i.e. the companies who build the tools that make high-end chips. Lam Research, AMAT, TEL, etc. have been killing it, and, I would estimate, one step removed from the stocks that will take the first hit when/if things fall apart. Semiconductor tools are ordered quarters or years in advance, and all these new fabs are getting built one way or the other; so it's still seeing the gains from semi, but I think the supplier of the supplier is a safer bet. Lam Research in particular has things locked in. Something something selling shovels during the gold rush. Disclaimer: I am not liable for any poor financial decisions... this is a Wendy's

eerhtcm

When’re yall selling AMAT

jarkon-anderslammer

Tried to catch a falling knife with LITE and got sliced to shit (bought at -5%, holding a 3% loss). Will see what happens tomorrow. Holding AMD and AMAT from yesterday helped soften the blow.

tke248

LRCX — semi-cap equipment / etch & deposition — **B+**. Correct ticker for Lam Research. Belongs with AMAT/ASML/KLAC in the “machines that make the chips” bucket.

94Rangerbabe

I’m up 66.7% from May 2. Finally figuring out a system. Swing trade (w/Mu and MRVL core pos) $MU $MRVL $AVGO $CRWD $MDB $StX $AMAT $ASML $LITE

tke248

**KLAC — inspection / metrology / process control — B+ hidden shovel.** AMAT/LRCX help make the wafers. KLAC helps find defects and protect yield. As AI chips get more complex and packaging gets tighter, yield control becomes a bigger bottleneck, not a smaller one.

moremarshmellows

I think these massive IPOs going public will be the tipping point. I'm not changing my retirement account investments because they'll have time to recover in the next decades, but I'm starting to be more selective with my additional income, 50% going into HYSA and the rest into "safer" stocks like Cost/apple. Last year I've been putting most of my extra money on AMAT, amd, googl, went well so far but it's unlikely to trend up indefinitely at these rates.

moremarshmellows

I have made a decent amount on AMD and AMAT and GOOGL this year but no calls or options, just invested when they were still relatively cheap. That plus stocks rallying up in general has made me 120k this year so far, not rich but trying to stay the course and buy things when low and not panic sell when things get shaky.

SeesawQuiet5620

is AVGO gonna flop like AMAT did on good earnings?

be_o3

I'm in AMAT and NVDA

jpgnewman195

Today I bought $VOO $ASML $AMAT $LRCX

Ziegelmarkt

It was stressful because I used a common sense approach and I was new to taking over some of my accounts, so I kind of did and didn't know what I was doing. I spend several hours a day reading newspapers (back then) and if you read the NYT, WaPo and WSJ every day you could spot the opportunities. So when Covid rolled around I was arguing with my financial advisors to get out of the travel stocks they had me in and move in to Amazon, UPS, Microsoft (because of Zoom) and netflix because people were going to be ordering stuff online and either working from home and watching TV. As those four took off I saw stories of people starting small businesses at home and selling on Etsy so I moved in to etsy for a while and paypal. All the while I was watching the semiconductor shortages drag on for automobile manufacturing and seeing how chips were in almost everything. So i was lucky enough to get in to chip stocks back then before the AI boom. Mostly just AMD and AMAT back then. Now-a-days practically everything in that IRA is a tech stock and the 18% that's ETFs is tech related ETFs. It's been a wild ride and I've panic sold a few times for a loss (I was new to trading myself afterall) but now I'm much more calm and calculated.

Ziegelmarkt

This is precisely what I do. I'm a retired photojournalist so I've always been a news junkie looking for the next big stories that were being under reported. Same thing with stocks. It's how I got in to ETN, AMAT and AMD a couple of years ago. Then from there I kept getting deeper and deeper in to the semiconductor and memory sectors as well as heavy equipment and heavy equipment rental.

RandomC6

Why did you include AMAT but not LRCX, KLAC, ASML?

FESCEN

AMAT & SMCI are the only catalyst here & barely.

AndreLinoge55

Sorry for your loss dude. AMAT is a really interesting company, curious if your Dad ever made any mentions of graphene?

Capable_Wait09

AMAT, MRVL, maybe KLAC

Total_Schedule591

Calls AMAT? 🐥

JugglingRick

Conversation with my mom 3 years ago. Mom: AMAT is super high I should sell it. Me: no you should buy more. A few weeks ago: Mom: OMG AMAT is 420$

beingnikita

That's such an awesome occupation at such an awesome company. Sorry for your loss. His position must be worth millions now -- AMAT was going for less than a dollar per share in the 80s.

Fluid-Employer7957

Stock Allocation Why CRDO 35% (£350) Best growth profile on the sheet AMAT 30% (£300) Stable semiconductor backbone DDOG 20% (£200) Software exposure instead of only hardware SMCI 15% (£150) High-risk/high-reward kicker

FistMyPeenHole

Speaking of AI, Claude says you're regarded: The thesis is reasonable — AI infrastructure buildout is real and still early. But the list is pretty mixed quality. Legitimate plays on the thesis: • DDOG, AMAT, CRDO, TSEM, LSCC — these actually fit. Datadog especially has solid fundamentals. • SMCI fits the thesis perfectly but has serious baggage — accounting irregularities, near-delisting. High risk even if the AI server demand is real. • AAOI and LWLG are high-beta optical/photonics plays. LWLG in particular is essentially pre-revenue and has been a “soon” story for years. Questionable fits: • CRSR is gaming peripherals. That’s not an AI data center play at all. • IREN is crypto mining rebranded toward HPC/AI compute. Narrative-driven, not fundamentals-driven. • VTIX is a VR treadmill company. No idea what it’s doing on this list. On the “5 will be up 300%” claim — statistically that’s not crazy for a basket of small/mid caps over several years, but the variance is brutal. Some of these could also go to zero (SMCI governance risk, LWLG burning cash with no revenue). The list reads like someone screened for “semiconductor + data center adjacent” without distinguishing between companies with real moats and high-beta lottery tickets. Doing that in a Roth makes sense for the speculative ones since gains are sheltered, but position sizing matters enormously here.

Nifferstpierre

My dad worked for applied materials as a program writer for the water chips. He worked there for 40 years. He passed last March. He would be so proud to see where is stock is today. It’s all in his trust and I get payouts for it over years. I’d love to know how much he owns in AMAT stocks though & his average cost. 😭

YakRare3689

true, only NVDA sucks, then again AMAT was the same but seems to be pumping now.

DonJohnBabyBoyy

AMAT long

WordsHappenedHere

AMAT setting up for a run up

Spare-Capital-3347

Yeah, whenever it happens or whenever any tech company in AI (INTC, AMAT, LRCX, etc) or semi indicate revenue/earnings plateau. Then I know it's time to sell. Note: also whenever if ever in the near future the Fed has a rate hike.

Endless-OOP-Loop

I mean, my AMAT stocks have nearly tripled over the last year. My UMC stocks have done almost as well as AMAT.

Atrox_Blue

I have different things in different accounts. I bought my first $20 of Micron when it was like $60/share or something like that and have been adding to it ever since. Sold a while back but got back in. I’ve got SMH around like $150 and NVDA at like $56. NBIS at $89. I’ve got AMAT too, that’s a recent position. That’s all basically other than some other broad market ETFs. Edit: corrected some details after double checking

Legitimate-Sock2188

People don't understand that the technology is in ASML, AMAT, LRCX, KLA if the companies were prevented from supplying TSMC that would be the end of TSMC. Just takes awhile to build new fabs that is the issue with this but if China tries to take Taiwan, those fabs will be useless I am sure they must know this.

AdventurousFinish681

I would love it if AMAT could hurry up and hit 500 ASAP

PapayaExciting6062

So i fucked my calls with the AMAT / MSFT earnings up - do you think they will recover till 06/18 or not? AMAT = 575 $ / MSFT = 490 $

IHaveInflatableShoes

Hmm AMAT, age old valley company

greenpride32

I think you miss the point of investing. AI trade has created a lot of wealth backed by very real revenue and earnings. You can make hypothetical comment this and general comment that. Yet first example I gave was actual example of NVDA which $26b to $215b top line in 3 years in unprecedented. Been in AVGO NVDA LRCX ASML AMAT MSFT AMZN GOOGL for over 8-10+ years. You can check their 10Q's and 10K's and their share price - it's all very real growth - I don't need a "company A" or "company B".

Astronaut100

It’s just a function of how old a lot of money managers on Wall Street are. A good number of them are scarred by the dot com bubble and the GFC, making them extra cautious with betting on long term AI returns. They only wake up when the cash flow is super obvious (as with MU LRCX AMAT etc.). Google will likely continue to deliver outsized growth. Their odds of getting to $1T annual revenues and $10T market cap are so high, the stock should trade at a forward PE of 35.

SeesawQuiet5620

any big AMAT believers?

Atom1729

AMAT was expected to drop 10%. Now it’ll go to $550.

rhododenendron

AMAT just beat earnings and is still down since the call

YakRare3689

yep lost a decent in AMAT, inspite of the good earnings

Atom1729

Pretty much all AI stocks after Micron have lost on calls after earnings. AMAT the biggest one.

ThanktheLord_33

AMAT took a poo on my face today but at least I own shares.

Purple_Bearkat

GFS and AMAT plumbing the depths of hell.

Lovekdramas

it's time for me to work in mcdonald's. i made the dumb fucking mistake of buying AMAT calls last week and then made another dumb mistake of buying COHR calls.

ThanktheLord_33

AMAT is taking a poo on me rn...

JohnBrownsErection

I was balls deep in semis until this month, where I've been trimming to take profits. Was in INTC, NVDA, AMD, KLAC, LRCX, AVGO, AMAT and MU - currently still in NVDA and AVGO.

Lovekdramas

my biggest mistake was buying AMAT and COHR calls last week. FMLLLLLLLL should have just done what everyone else was doing LOL

Timely_Beat4637

"Greetings, this is a text made with Gemini, but the stocks and the strategy are my choice. To show you how I would structure this, let's assume a hypothetical starting capital of €100,000 to make the weightings clear. Here is my final breakdown of your 8-Stock Market-Beating Portfolio:" The Heavyweights (Core / Center) – €20,000 (20k) Each Nvidia (NVDA) – 20%: The undisputed king of AI hardware infrastructure. Aggressive and dominant, but essential for driving massive outperformance. Google (GOOGL) – 20%: Your rock in the surf. Enormous cash flow, AI software leadership, and the defensive anchor that shields the portfolio from extreme tech volatility. The Growth & Speculative Flanks – €10,000 (10k) Each: Micron (MU) – 10%: Profiting massively from the high-bandwidth memory (HBM) explosion. Highly cyclical, but offers massive upward leverage. Advanced Energy Industries (AEIS) – 10%: High-precision power conversion for semiconductor manufacturing. A highly specialized "pick-and-shovel" play in the tech boom. First Solar (FSLR) – 10%: The green infrastructure hedge. Captures the immense clean energy demand coming from the mega-cap tech giants. Freeport-McMoRan (FCX) – 10%: The physical commodity hedge (Copper). Essential for AI data centers and global electrification, acting as an inflation and infrastructure shield. Amkor Technology (AMKR) – 10%: Advanced Packaging. A high-growth, speculative partner responsible for stacking and packaging modern high-end chips. Arm Holdings (ARM) – 10%: The intellectual property monopoly for ultra-efficient chip architectures. Tremendous growth potential, but a highly speculative bet due to its premium valuation. High risk and high reward. For the next 5 years. A big benefit is the massive Investition in KI. AMAT is also a choise.

mediocregamer18

TSM , GOOGL , MXL , AMAT , JNJ , LMT , MU , MTZ. 100% what I would use but we all have different research and opinions.

Shawnwith146

I think NVDA is safe. Netflix, IBM, & so far AMAT has burned me, but the Nucor calls before earnings paid 350% and more than covered all of my losses.

fuckedupandhungry

Was hoping for just a quick earnings trade… looks like I’m gonna be an AMAT bag holder now

941VetInTech

No one saying $AMAT ? $DRAM ?

ElkQuiet1541

what happened to AMAT? 😢really good earnings but went 📉

LegalHelpNeeded3

You’re forgetting the people who maintain the machines. Applied Materials ($AMAT). They run the fabs for Micron, and maintain the fabricators for Samsung. They’re already mobilizing thousands of technicians and preparing them to scab. Source: an engineer with AMAT

chapelier1923

I have exactly this problem. I have AMAT LRCX TSM NVIDIA KLA on ASML AMBIQ AMD . They are all up 100-300% and have made a considerable difference to the growth of my conservative portfolio in the last couple of years but I never added to them and can’t bring myself to now…. The only one I did add to was GOOG . If I’d done the same with the others I’d be laughing

cheapchipsformore

Advanced materials - AMAT?

Lil_Sperm

AMAT is a solid choice! I don’t hold it directly but through semi ETFs, although I’ll probably acquire AMAT at some point since I’ve been shaving those ETFs recently. I’m also curious (and hopeful) about the future of EVTOL in the market!

DoU92

I have a position in AMAT. Battery recycling is going to be very profitable soon imo. Also have some HOVR. Very curious where that whole sector is headed.

Lil_Sperm

Do you have any advanced materials companies you’re considering? Every time I look for materials I get pointed to AMAT or REMX lol, I’m also bullish on that sector and am trying to find a promising opportunity! FWIW I think EVTOL (and some of the other sectors you mentioned, especially synthetic biology) is also a promising sector and acquired a small position of HOVR in early April that I sold. Really wish I would’ve held and put more into it.

YakRare3689

2k i SL my AMAT, no use in hoping for recovery even though I do like the stocks, 5k fake money for the day, althogh I gained around 15k this week so not so bad.

JuicyJohnny69

Kioxia earnings was reaffirming green light signal for memory. AMAT earnings mentioned expensive ram (bullish). Samsung strike seems to be happening for real. That's just today's info.

Flokithedog

A goodbye and thanks for all the fish. Got out in the green on AMAT by the grace of god. Lets see next week.

Sir_Wayne_Giggsy

Held AMAT all day to break even what a waste of time Shit market

be_o3

I managed to do a quick trade on $200k AMAT yesterday. Bought at $445 sold at $460. Quick $8k.

purpleinme

Holy AMAT reverse

Flokithedog

Shopping day, MU, GEV, NVDA, AMAT, FCX. GO GO GO, BUILD YOUR WEALTH GENTLEMEN, AND LADIES

tuan_kaki

Wow institutions really decided to fuck AMAT in particular It was like 470 post market then mofos dumped it into oblivion

YakRare3689

I was doing so well this week, AMAT why you do this to me?

PapayaExciting6062

Are my 18/06 calls of AMAT 575 cooked?

Jealous_Archer_4522

It appears my trip to Tendie Town via AMAT calls has been slightly miscalculated. Fuck

MaterialGuy007

CSCO and AMAT earnings not impressive given TSM saying TAM $1.5 trillion - no one lists backlog over how many years!

Jealous_Archer_4522

*Please insert more coins to continue to play* *AMAT you pos. Imma have to pull a double shift behind Wendy's now.*

Jealous_Archer_4522

*My AMAT call money has been kidnapped. Annnnnnd it's gone.* *#fukt*

type_error

Thinking AMAT might be a good entry. Earnings beat and down with the rest of the market.

Flokithedog

Probably because Jerome is officially last day today? My AMAT position so red I am laughing. Nothing like beating every expectation, and massive growth, to go red

rnd_investor_1

AMAT from +5% AH to -4% Premarket

OrangMiskin

Maybe I shouldn’t have bought those AMAT calls before close. Rip

Gom_KBull

some places are targeting 800 for AMAT, thoughts?

SpongEWorTHiebOb

They are both good picks. I’d wait for a pull back. Just an FYI, AMAT’s FCF is temporarily reduced due to the capex spend on their new R&D Epic center. Scheduled to be opened Fall 2026. The market should look past this temporary dip in FCF. They spent 80% of operating cash flow on stock buybacks and dividends in the quarter. They raised their systems growth number from 20% to 30% for next 4 quarters. They also guided services revenue growth to 15%+. It was the most optimistic earnings call from them since I have owned the stock (3 +years).

AdjustDeezNutz

Fig was spared, but AMAT died for his sins.

dblazer63

Bruh nooo I have 30k in AMAT 😭

golari

The hell happened to AMAT?

Jealous_Archer_4522

*Why AMAT why? Couldn't you just say Ai more. My calls are fukt.*

doinganevildeedblues

Can someone explain this AMAT price movement to me please

RemarkableWar8266

I love logic of Wall Street... AMAT beats all their bullshit wants and it goes up 5% and then flats out losing all gains but turd Like Rumble loses 33% more per share that Wall Street though and they go down only 4%... Lucky for me i only got 1call not like some of uthough😅

AdjustDeezNutz

Lol I guess it's better than rotating into OTM AMAT calls

CarefulAd4757

I was so close to buying 50,000 dollars worth of AMAT calls because of this thread. Thank god I could sense the retardness and passed

chauhan_shubham

Genuinely anyone knows why AMAT is not shooting up ? Why the fuck its going down instead.

OptionsHuduga

AMAT strong numbers and guidance so it is going to moon (but only after ur options expire this week).

callsonreddit

AMAT putholders \-0.24% take it or leave it

tabrizzi

The IV on that thing is 92%. With AMAT down AH, you're going to need a miracle to not lose most of that cash.