Reddit Posts
$KO outperforms half of the Mag 7 in 2024 because of $NVO and $LLY
2023-05-01 Wrinkle Brain Plays - In the style of Bob Ross
2023-04-13 Wrinkle Brain Plays - In the style of Cookie Monster
2023-04-10 Wrinkle Brain Plays - In the style of Edna Mode
Applied Materials lead chips higher as sector reacts to bank backstops (AMAT)
Expected Moves: The CPI. Plus, Earnings from Palantir, Shopify, Cisco, AMAT and more.
Help! AMAT / LRCX / KLAC- Which are good for the long term?
2022-11-08 Wrinkle-brain Plays (Mathematically derived options plays)
It is insane that Americans aren't looking for bargain bucket European stocks right now
Risky Strategy: Selling and Re-Purchasing to Reduce Cost Basis During a Crash
Big week coming here are my positions and thoughts
How did you originally pick your longest held and/or best positions? What did you learn from those picks?
Lost approximately $250k going back to January 11th . . . Starting the "slow slog" upwards (I think)
7 tech stocks that are most worthy of "cheap": Micron's forward price-earnings ratio is only 5.8 times
Need help on understanding option price and sudden increase in premiums pre-earnings
Sooo when are you thanking me ??? $AMAT is paying fat 💰
Should I do Friday account check before & after ?🤑💰 $BBWI / $KSS / $PANW / $AMAT
Earnings for the Week of May 16, 2022
S&P 500 had a neutral day overall, except TSLA and AMAT
Looking for some sound, sane advice for these troubling times.
160 AMAT Puts Expiring Friday. I want to buy calls because I think it will go up so obviously that means it will go down.
Consistent loses for a year straight. Then, doubled 17k from a loan overnight from random shitty pharmaceutical company, VRPX. My family thinks I’m a genius, y’all know I’m a lucky degenerate retard. Currently YOLO’d 160 AMAT puts expiring Friday.
$ICHR Holdings, Ltd. How Innovative Acquisitions Created an Industry Leader
The week ahead (Semis and CyberSecurity)
The week ahead [NVDA/AMAT/SNPS]; [PANW/CRWD/ZS]
A couple of pairs worth watching [AMAT/SNPS; PANW/CRWD/ZS]
Why I think people are sleeping on semiconductor tooling manufacturers.
Which semiconductors company has best long term growth potential?
Looking for "Chip Shortage" buys? Here are the companies that make the things that make the chips! ASML , AMAT , LRCX , KLAC
MU, the most undervalued semi stock, has 20-30% upside potential in a month, 70-100% upside potential in 3-6 months. The sentiment has been changed to bullish this week, a GREAT TIME TO BUY.
MU, the most undervalued semi stock, has 20-30% upside potential in a month, and has 60-100% upside potential in 3-6 months. (The sentiment has been changed to bullish this week, a GREAT TIME TO BUY).
MU, the most undervalued semi stock, has 20-30% upside potential in a month, 60-100% in 6 months (Sentiment turned to bullish this week, TIME TO BUY)
Applied Materials ($AMAT) – The Conductor Of The Tendies Train
Applied Materials Inc. ( $AMAT ) Earnings Thread — BULLISH
Applied Materials Inc. ( $AMAT ) Earnings Thread — VERY BULLISH!
Tickers with the most optimistic / pessimistic sentiment in this weekend's news coverage:
Why do TSMC and ASML have such low institutional ownership?
Why Goldman Sachs thinks these 32 stocks are very attractive
What is the best Semiconductor stock right now?
Top 2-3 Semiconductor companies among AMD, AMAT, TSM, MU, XLNX?
US Innovation and Competition Act - which semis will receive funds?
U.S. Innovation and Competition Act - which semis will receive funds?
U.S. Innovation and Competition Act - which semis will receive funds?
LRCX is the semiconductor play for 2021-2022
$AMAT DD and why semi-conductor stocks are a great play right now
$AMAT DD and why semi-conductor stocks are a great play right now
The global chip shortage and how I'll be taking advantage of the semi's dip: NVDA, AMD, AMAT, TSM
5 Possible Options Plays Now That Inflation Woes Are Being Priced In
Got an article on my phone today about a new ETF, QQQA. Any initial thoughts on this?
Expected moves this week. SPY, HD, TGT, AMAT, TSLA, RIOT
Mentions
AMAT and FTNT might be good on a bounceback
All my bets on NVO and AMAT
well if AMAT is any guide, you may be in a for a rough ride.
I think I just buy the bigly beat down stocks, MNDY and AMAT
Generational V coming for $AMAT.
Jup, dragging ASML down further as well. C'mon man, we have had DeepSeek, a premature earnings drop, and a French CEO that loved to verbally murder his own stock. We are already dead and bleeding on the floor... This AMAT push down was uncalled for....
Well if you zoom out AMAT is down less than $3 YTD.
I think it’s pretty clear AMAT was an over reaction. I have noticed this earnings season any single company who even so much as whispered about caution over tariffs or the state of the economy in their earnings triggered a mass sell off. It has actually created a lot of great opportunities in very strong companies!
Fck AMAT. Those mf'ers
Buy the dip on AMAT. You won't regret it.
NVDA, AMD, AMAT, ICHR; alternatively I just might buy 10/17 calls on SOXL. 🤔
They're gonna announce some CHIPS act like law next week that brings billions of business to AMAT. Congress insider info.
Yall need to be looking at AMAT. Any time we see a tank off some bullshit "we cant give guidance, tariffs unpredictable" the stock yeets up 10% the next week. Congress is buying the fuck out of this stock. AMAT Intel CEO gangbang in the oval office next week.
It depends on your view of the stock and their expected moves. Last month I did put ratio spread on both AAPL and AMZN since I expect some weakness but not necessary big move to the downside. I did double calendar spread on GOOG since I wasn't sure what it'll do but expect mild move either way. Of course, I also outright bought call on CSCO and sold puts on AMAT and those went against me. 🙈
Made a killing on AMAT puts last week. Been trying to pick a direction for PANW
It was disappointing. I think they were more transparent and honest than Lam was. I listened to both conference calls and Lam’s outlook narrative was not as cautious. Some China weakness next quarter, never mentioned export licenses in the call. It was implied that it was temporary and that their outlook past the next quarter was still intact. AMAT was very cautious and they said their outlook was based on zero export license approvals to China in the next quarter. That got attention. Export licenses? What? Then they said the weakness went beyond China and that the leading edge Fab plants were slowing their time tables and their ordering. LAM never mentioned that their non China leading edge customers were slowing their projects. I’m not sure how to read the situation. I think AMAT’s outlook and commentary is very consistent with ASML’s. They are always conservative when giving guidance. LAM’s valuation looks on shaky ground unless they are taking share from AMAT.
AMAT forward PE is like 17. Buy now.
AMAT forward PE is 16. Buy.
AMAT confirming that semis are not doing that well and the entire market is propped up by 7 companies jerking themselves off on how many GPUs they can keep sending back and fourth to each other. Also with Timmy jerking off 🥭 in how much he can “commit” to invest into the U.S. by 2074 sending the market higher on nothing.
My AMAT calendar spreads got wrecked, now I'm sitting here bagholding 5 9/15 190c worth a total of $330. Do I just hold into expiration or what?
I feel like I exited NVDL and SOXL just in time AMAT gave poor guidance Friday and Trump talking about semi tariffs again...
The bullcase for semicaps over the past few years was sovereign driven over investment (ASML’s former CEO spoke about this at an investors day two years ago). There will be an increasing need for semi tools just based on rising demand but that’s not what the market was investing in ASML/AMAT/LRCX/KLAC for.
My calls just got obliterated. Thanks, AMAT.
Definitely a real risk but also depends on the company. I'm personally starting to move away from semi index ETFs as the risk is spread very asymetrically as we're seeing. AMAT is good example; China is a huge customer, affected strongly by export controls, and the things they are allowed to ship are starting to be replaced domestically by Chinese products. But other companies like ASML get their revenue from outside of China and have huge moats due to their lock on niche equipment. TSMC has a huge technology lead that China is unlikely to be able to replicate any time soon as well as huge lock-in from non-Chinese companies securing their revenue. Couple that with the Trump admin making backroom deals and playing favorites on tariff and export controls and it does mean a lot of smaller players without a moat are definitely at risk and could bring the sector down.
AMAT CALLS nice dip
Is AMAT a buy right now? It dropped 13% today
Not saying it will happen, but there is a huge bear case for semis, as AMAT has shown in guidance. AMAT's guidance is down due to soft China demand. But, China is also making their own LLMs, is a world leader in AI, and is the world's biggest consumer of semis, so why is China soft? This is due to China wanting their own supply chain, trying to get companies to replace specifically US semi makers like AMAT. Now replacing an entire semi supply chain is not easy, and China is likely the only country actually capable of it. However, the potential bear case for semis is obvious, and is actually already happening. Remember Wolfspeeed? A meme stock, but it's at the edge of bankruptcy because their product was outpriced by Chinese companies. Could other semi stocks suffer the same fate? It's especially worrying since many semi stocks like AMAT, have 30-40% of their entire revenue from China.
I’m buying up KLAC today cause it took a hit too due to AMAT earnings. Buy the dip
why shouldnt I load the boat on AMAT? reducing guidance is always overselling on earnings now.
I hate AMAT and I don't even own any
That happened to me with AMAT
Struck big on AMAT puts but everything else is theta fucking me
Semis are down today not because of policy, but because of AMAT getting destroyed on earnings and taking all semi equipment with them (and probably a little OPEX related action as well because of all the calls that were bought leading up). I'll definitely not disagree if there's a policy related action that does take the market down, but really folks, sometimes the Nasdaq can just go down on its own and it's gone down on its own this time (and there was a little more of that then you guys are realizing earlier this year).
Yeah, even if the market does sell hard on a 2022 esque JH speech, it's not going to be meaningful ultimately unless you get back QQQ running in lockstep with TLT due to inflation worries OR you just lose this index for a while because of worries over AI getting over its skis. It's worth saying over and over again, the S&P (and even the not as tech reliant Dow) can handle IWM being stuck in the mud, they have for a few years now, what they CAN'T handle however is the Nasdaq getting hammered, which at this point, if it does occur, it doesn't look as if it'll be directly policy related (the Nasdaq hit the brakes this week more on AI infra selling and then semi equipment getting hit hard on AMAT earnings).
AMAT crashing hard. I thought donny was bringing back semiconductors to murica
that or AMAT dropping -13% scared everyone.
This is what ChatGPT said about AMAT’s earnings and DRAM demand. Fucking Micron should be up on this news alone. From Applied Materials’ earnings call, DRAM demand is running stronger than expected, driven mainly by AI-related high-performance compute requirements. Revenue from leading-edge DRAM customers is projected to rise about 50% year over year in FY2025. Customers are investing in advanced DRAM manufacturing, including high-bandwidth memory (HBM) and next-gen DDR technologies. AMAT secured new production tool wins for advanced DRAM processes like gap-fill deposition and dielectric patterning, indicating continued capacity expansion. Longer term, the shift toward vertical transistor (4F²) DRAM architectures in 2027–2028 is expected to further boost market opportunities.
1200% on my AMAT puts and done for the day, not too shabby
What’s your entry point for AMAT?
AMAT shitting the bed and ppl worrying about buying from china
Unlikely it gets as crazy as last summer was, but there's a pretty darn decent chance IMO that the AI infrastructure sell earlier this week and then AMAT getting destroyed and killing all the semi equipment stocks is a potential clue of a market turnaround for a few weeks. May get a few days where the others outperform first, but right now, it's not impressive.
fucking retarded ass POS AMAT keeps pumping despite horrendous earnings
I bought a single AMAT out for $79 and now it is worth over $1000. My regret is I didn’t buy more. The other day I spent a grand on ONON puts which became worthless so at least I am even there LOL
I'm gonna need AMAT to get above 165 or I'm cooked
Things I need to happen today: GOOGL to 207+ TSLA dump sub 220 AMAT recovery to 178 so I can break even on calendar spreads Damn I'm full of so much copium 😭 pray for me bros 🙏
Can AMAT please recover to 178 today so I can break even on these calendar spreads, thanks 🙏🙏
C'mon AMAT, dump some more!
AMAT gonna go to the moon for no reason and put my puts in the sunken place 💀
AMAT better hit 159 before market open or I'm gonna speak to the manager
C'mon AMAT, sink some more!
*It appears most likely my AMAT and SNDK calls are going tits up.* *Fuck.*
AMAT, annoyingly, always sells off after earnings. This is like the sixth straight quarter it's dipped despite a double beat because they're so reserved about guidance. They should just start lying about future outlooks like Tesla do lol
Massive sell off in semis after hours due to shit tier AMAT guidance just like ASML and it’s pissing me off. EPS and revenue beat but we drop 3 stocks almost 10% each just bc those dipshit CEO’s are afraid to give a positive outlook on next quarter. Completely negated all the gains from Intel 🙄
AMAT killed them or something
How are people responding to the $AMAT price crash? I’m tempted to buy more.
Why is AMAT pumping again
AMAT 167.5c 0dte at 9:52am
FUCK I'm tired of AMAT. What a dog.
Are my AMAT 170 puts going to be safe tommorow guys?
AMAT calls on the menu after that kind of drop?
AMAT rejected me for an finance role offer because I asked for too much money. Clearly their talent acquisition needs work on the finance site smh.
AMAT is only 2.6% of SOXL, must be other news
AMAT hammered big time.
How are my 0dte AMAT 175p’s looking?
why is AMAT still above 160? Dumbfuck investors can’t even sell of properly
someone on here earlier today said AMAT will spike after hours. They were right just not about the direction 😂😂😂
AMAT, should've sold at the highs this year, but held on, decided to buy some more shares and then suddenly a big drop
Guys what are the chances AMAT dipping below 160 before market opens
AMAT 185 puts gonna print tomorrow!!! got 9 at 6.6. Was gonna buy more but DMV and long drive home made me forget oh well. A wins a win
Daddy is finally going to be able to eat tomorrow. I was tired of giving BJs behind Wendy's for some fries. I bought 3 "fuck it" put in AMAT with $180 SP for $2 yesterday exp 8/15. I have put in sell order for $20. i hope it hits in the morning.
Nice. I wanted AMAT puts before close, but got sidetracked when Intel started running.
Hope AMAT stays down like a good boy. My 170p and 172.5p for 8/22 appreciate it dawg.
I was going to say AMAT but nvr mind.
NU $12 calls and AMAT $170 puts. I’m back from the dead baby 😎
so is AMAT a pos or is that an overreaction
AMAT 15% haircut, LRCX 6% haircut lol. Just buy micron regards
AMAT messing with my LRCX $110 calls 😢
Gratz on UNH people but there’s a lot of you. Can we get some AMAT put holder love
I’m getting absolutely cooked with AMAT lol
My AMAT calendar spreads are so fuk I was thinking there's no way this pumps on earnings I was right about that... Fuk
I told myself to stop playing on earnings. Then I played AMAT Puts...
What happen with AMAT after hours?
is someone getting beaten up on the AMAT call lol why is it dropping FURTHER 🤣
AMAT $180 puts should make up for my stupid SPY puts I held overnight 🙃
AMAT? more like you need A NET to catch this dump
I knew AMAT would soar on earnings. I could feel it in my soul. So I bought puts.
AMAT puts 30x baggers UNH calls 30x baggers My positions -26%
Keep drilling AMAT, let my puts soar