Reddit Posts
Is Applied Materials (AMAT) a buy at the current level of $435?
Pre-Market Gainers and Losers for Today (August 14, 2026) 📈 📉
Michael Burry bets against rally: ‘We are near a major top, and possible a 1987-type fall’
How today's highly valued AI stocks can turn into the next IBM like turn around
Chasing the memory stock rally ruined my portfolio. Now I don’t know if my new portfolio will save me or make things worse
China begins making homegrown DUV chipmaking tools, The Information reports
How Far Will the Chip Stock Fall Go?
Are semiconductor shares still a good investment, or too much growth is already priced in?
SK hynix hits the Nasdaq July 10 and everyone's treating it like just another memory stock?
Korea just announced $1.3T into semis. I went back and redid my equipment names
South Korea dropping 800T won on chip fabs, who actually wins this capex cycle?
AMAT is making me rethink who the real winners of the AI boom are
Top stocks hitting 52-Week Highs/Lows - June 29, 2026 📈 📉
Top stocks hitting 52-Week Highs/Lows - June 25, 2026 📈 📉
AMAT is making me rethink who the real winners of the AI boom are
TSMC's CoPoS packaging tech could lock in AI chip dominance through 2030, anyone else paying attention?
Top stocks hitting 52-Week Highs/Lows - June 17, 2026 📈 📉
Top stocks hitting 52-Week Highs/Lows - June 16, 2026 📈 📉
Top stocks hitting 52-Week Highs/Lows - June 15, 2026 📈 📉
Top stocks hitting 52-Week Highs/Lows - June 12, 2026 📈 📉
Top stocks hitting 52-Week Highs/Lows - June 10, 2026 📈 📉
Applied Materials Expands Singapore Manufacturing to Support AI Chip Demand
Top stocks hitting 52-Week Highs/Lows - June 9, 2026 📈 📉
Top stocks hitting 52-Week Highs/Lows - June 4, 2026 📈 📉
Who else is leveraged to the tits on anything AI?
Top stocks hitting 52-Week Highs/Lows - May 26, 2026 📈 📉
Bought 17 AMAT calls. Now just waiting for the lottery results
Putting the profits I made from SPY yesterday into AMAT and UMAC!!
OpenAI expects over half of all internet users will be active on its platform by 2030.
How does ASML consistently underperform the entire industry
is anyone actually making money from AI or is it just the chip sellers?
is anyone actually making money from AI or is it just the chip sellers?
19yo Law student, investing for 2 years. My portfolio is up 40% and focused on AI Infrastructure and Energy. Thoughts
Elon Musk’s "TeraFab" 2nm Chip Plant: An Impossible Dream or the Ultimate Bull Case for Semi Stocks?
What is the consideration for AMAT at its current price and evaluation?
The U.S. just drafted global AI chip export controls, here's the actual portfolio implication most people are getting wrong
A temptation to sell LEAPS during during geopolitical turmoils?
Bloomberg Article on Current Memory Supercycle Not Ending Soon
Invested a small amount into AMAT… thought?
What dogs have you sold this year with more than 15% loss
(AMAT) Applied Materials Q4 2025 Earnings Call | Live Transcript at 4:30pm ET
Top Oversold/Overbought Stocks - August 18, 2025 📊
AMAT, it took a significant hit after reporting record revenue and profits just because CEO gave a cautionary note.
Markets rose on trade deal optimism and ahead of the Fed meeting, with rates expected to stay unchanged.
Week 3 Options Trading: $3,861 Realized (but left $3,630 on the table) - Real numbers, real lessons
$17K AMAT Put Ladder into Earnings — DOJ Risk, China Fragility, and the Tariff Illusion
TSM earnings thoughts and sympathy play ( soxl, or Nvidia or asml)
$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)
Mentions
AMAT calls will print this week 📉
Cry more while bagholding DRAM, AMAT, and ASTS. 💔
Cry. Holding DRAM @ 58.8, AMAT @ 535, ASTS @ 70.86. No cash left. Fml.
Which is better, AMAT or LRCX?
semis are buy again. Strong buy AMAT and MU
Current bags: MRVL, AMAT, and korean memory stocks.
You trim after hitting ATH. All stocks eventually go down and some even plummet like AMAT and ALAB. Thats when you buy the dips and eventually the stock will climb back to ATH. Of course, you do that on stocks that have strong fundamentals.
Told you guys to get on AMAT AMD ALAB. They got severely beaten to death
AMAT will be 500 soon....
been loading AMAT KLAC LRCX
Is AMAT going to stop being a flunkie stock anytime soon
AMAT ALAB AMD free money
I'm surprised. Been watching $AMAT. Semicap is supposed to be strong but the stocks look like death.
AMAT and LRCX has been dumping everyday lately. 🤡
AMAT is extremely weak. Can be a gay opportunity
Dude, how many stocks do you follow? Like 6? Take a good look at ALAB, AMAT, MRVL, INTC. Jesus dude.
AMAT and ALAB. Get in while you can. Literally free money
$NVDA $MU $KLAC $AMAT $ASML $LRCX $TSM all got upgraded
check AMAT for some reversal calls
it's looking like AMAT could have bottomed.......
Will AMAT ever have a green day ever again
AMAT is not moving up, what's up with the stock, it's sluggish
$DELL 450 $AMAT 450 $META 600 Possibly today
$AMAT 740 to 440, when earnings spike like $DELL , check numbers and upgrades to 800 price target
$AMAT 740 to 440, when earnings spike like $DELL , check numbers and upgrades to 800 price target
unironically tho last March correction was amazing, even a complete retard could look at what was going on and bet accordingly. \- signal of the bottom: easiest in my life, they didn't want to let the "spy -10%" headline out. Plus taco famous tweet "end of a civilization", peak retardium is always the bottom before a taco incoming \- look a look at betas during feb/march vs past. Short story: AMZN and semis were not dumping hard enough. AMD, INTC, AMAT..., they just didn't go down as much as their beta "predicted". So what now, your beta is 2 when the market goes up but suddendly < 0.5 when spy is correcting? doesn't make any sense, it means no sellers left. And guess what happened in April? new ath for AMZN almost immediately after 1year of flat and generational bull run on AMD, MU and friends, one of the best months in 30years lmao.
I'm being cooked on $AMAT LEAP call
I'm wheeling covered call options ATM/ITM on AMAT shares I'm down on by nearly $10k trying to recover some of the loss with premium so yeah probably. It'll probably rocket 100% just to really fuck me over.
AMAT upgrades with 800 price target
The triple As are on a huge discount. AMD AMAT and ALAB
No one knows. Did you do a DCF on AMAT before you bought it? If not, consider doing one, and then decide from there. Good luck.
Im down on AMAT which is red down 5%. (Up overall due to AMD and memory) I wonder if it will go back to 500 or should i take the loss and dump it in treasuries. Expectations are high for AMAT long term but im a little paper handed and rode the wave of AMD and Micron so im not used to losses.
Ok - so more CORRECTION SEPTEMBER ? Get cash (if you don t have - or trim hard the winners) andwonder when to deploy. Maybe at rlkb 55$ , MU 710$, ASTS 50$ , CRWV 60$, AMAT 400$., WDC 400$. These are good prices !
#I'm so overweight semi stocks. NVDA, AMD, LRCX, AMAT, INTC, TSM, AVGO, MRVL, MU, SNDK...I own it all. Fully leveraged into AI trade. LMAO🤌
ok - so bear market till january ? I still have 10% cash ... wonder when to deploy. Maybe at rlkb 55$ , MU 710$, ASTS 50$ , CRWV 60$, AMAT 400$., WDC 400$. These are good prices !
ok - so bear market till january ? I still have 10% cash ... wonder when to deploy. Maybe at rlkb 55$ , MU 710$, ASTS 50$ , CRWV 60$, AMAT 400$., WDC 400$. These are good prices !
AMAT, 739 to 472, When sold out capacity of new tools until 2028
AMAT earnings spike, tool sold out till 2028
I expect chips to explode tomorrow AFTER MRVL earnings today - look for MU, SNDK, AMAT, INTC to ride the wave.
AMAT wasn't even on my radar. Apparently I need to look into it.
If you are looking for a good entry, AMAT and ALAB are heavily beat down
yo AMAT. WAKE UP. we're supposed to be RALLYING
AMAT ? buy the dip ?
I just woke up from a coma how’s my AMAT stock doing
KLAR after it's earnings. They are applying for a banking license. The executives being swapped out are because they are growing so much they need better tallent. In semiconductors, just about everything is below the stupid level. AMAT, LRCX, all the main RAM names you know. GFS, ON. WING. Chicken wings.
Interesting option: AMAT 490c Sep 18. Almost $2 million bet. Someone know something or just a degenerate gambler??
can we get AMAT to 510 today?
Watching MU, NVDA, AMAT and WDC on weakness, but not chasing the open. MU is closest to first-tranche territory; AMAT gets more interesting on another leg lower. For the index, SPX 7700 / 7720 / 7735 is the map. I also want to see 10Y/30Y yields settle and semis actually participate before treating the bounce as real.
What’s going on with AMAT? Is it dog shit?
**NVDA**: best tell for whether the AI/semiconductor unwind is exhausting itself. **MU**: highest-beta opportunity. **GOOGL**: quality + relative strength. **AMAT**: semiconductor equipment has been pulled down with the entire complex. **AVGO**: AI infrastructure exposure without being purely a GPU trade. One of the names I’d want on screen if semis reverse. **T**oday is less about buying “cheap” stocks and more about identifying **who refuses to go lower** while Asia, oil and bonds remain ugly. If NVDA/MU stabilize while the 10Y stays around or below 4.70%, that would be the first meaningful risk-on signal. If yields turn back up, I’d stay patient.
You need to stop reading Reddit posts and start reading actual earnings reports. Every AI winner (NVDA GOOG MSFT AMZN AVGO LRCX AMAT MU AMD etc.) is showing blockbuster growth.
Shoulda gone balls deep in AMAT last week.
MU and AMAT holding up QQQ?
price-wise seems more attractive than AMAT I think..
Is AMAT gonna go back to ath or what
Buying more AMAT calls Monday
Yes -- I bought more AVGO today (and AMAT) because I believe in the comet -- BroadComet.
Memories are full scam now, AMAT new tool orders for memories on HOLD, more cancellations
AVGO and AMAT generational buying opportunity. I just don’t have any cash
AMAT dragged it down with it.
I sold to buy a put on AMAT and ended up not doing that either. Double fuck.
Only thing I can think of is that it's related to AMAT earnings. Sometimes stocks will just trade how they trade without news. Not much more you can do that just let it ride.
AMAT earnings sell the news vibe probably
Anybody not buying calls on AMAT and AVGO doesnt like free money.
Someone talk me out of AMAT leaps
dont worry about oil, AMAT will be drilling for it here soon
JPM downgraded $AMAT by 4 dollars it's all over now, you guys
I was a little worried about some of the direct semiconductor suppliers after the bad AMAT earnings reaction, but that's clearly not a problem this morning.
Appears to be fallout after AMAT earnings
$LITE dump dump dump $MU $AMAT $SKHY
fuk, shoulda bought up dat AMAT dip harder
$AMAT $NVDA semi crash at earnings
My AMAT puts are only $37 OTM, Good thing they will be ITM in 2 hours
Why the fck is AMAT dying continuously and MU struggling
HTZ calls/ AMAT puts. You're welcome
shouldn't of bought those 520c 1dte calls for AMAT. im bankrupt
Yall ready for AMAT $430 today?
So u are the reason that AMAT dumping that hard after earning
Would be cool to see AMAT open under 500
Will AMAT rebound at open?
Paper handed AMAT puts. Bought it at 525 earlier in week with a breakeven at 513 and of course it rocketed. Big sell off 2 hours before earnings and thought it was just some hedging but apparently not:(
I'm gonna try to get some AMAT at 490.
I sold a 1DTE $535 put when AMAT was at $560 thinking it was safe money, I wake up and it's fucking $500 pre-market. Jesus fucking christ.
*AMAT calls were not the play, they are kaput. #fukt*
**BofA Securities lowered its price target on Applied Materials stock (**[**NASDAQ:AMAT**](local://openPair?pair_Id=6386)**) to $650 from $720 while maintaining a Buy rating. The semiconductor equipment maker, with a market capitalization of $424 billion, currently trades at a P/E ratio of 51.5.** 51.5 p/e so cheap in 2026, buy buy buy the dip 🤑
Hoping AMAT realises red is bad and comes in at 20% green today.
AMAT had blockbuster results and the stock is down