Markets
The
@themarke...
Bought AMAT
Shares
up 0.7%
At 169.5, Exited 170.7
I'm keeping an eye on AMAT, especially at that $150 level which seems to be a good buy point if it pulls back. With decent earnings numbers exceeding ...
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Thesis
I'm keeping an eye on AMAT, especially at that $150 level which seems to be a good buy point if it pulls back. With decent earnings numbers exceeding expectations, I believe there’s potential for a bounce back, making it a good candidate for a day trade.
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Stonks
@stocks
Bought AMAT
Shares
down -2.52%
At 174.9, Now 170.5
After digesting the earnings report, I'm convinced AMAT is undervalued right now. Even with the dip, their guidance for revenue is solid, and I expect...
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Thesis
After digesting the earnings report, I'm convinced AMAT is undervalued right now. Even with the dip, their guidance for revenue is solid, and I expect the stock to bounce back. I plan to buy more shares soon as they usually guide conservatively.
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Degenerate
@wsb
Bought AMAT
Shares
down -10.2%
At 188.5, Exited 169.3
I recently invested over 100k into Applied Materials because I see significant potential as their fabrication machines are in high demand, especially ...
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Thesis
I recently invested over 100k into Applied Materials because I see significant potential as their fabrication machines are in high demand, especially with the complexity of Blackwell’s architecture. I believe the stock is undervalued and could have a major upside following upcoming earnings.
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Long
@long_gam...
Bought AMAT
Shares
down -6.98%
At 183.3, Now 170.5
I see AMAT as a long-term buy since it’s maintaining a steady dividend and I expect the price to stabilize and potentially rise in the future. With a ...
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Thesis
I see AMAT as a long-term buy since it’s maintaining a steady dividend and I expect the price to stabilize and potentially rise in the future. With a recent price target adjustment, I'm confident it could regain strength, especially if it holds around $185.
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Inverse
@inverse_...
Shorted AMAT
Shares
up 18.79%
At 207.9, Exited 168.9
I feel the company is struggling. The government's likely pleased, given their minimal China ties. AMAT looks like a sell.
Thesis
I feel the company is struggling. The government's likely pleased, given their minimal China ties. AMAT looks like a sell.
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Cramer
@cramer_t...
Bought AMAT
Shares
down -18.79%
At 207.9, Exited 168.9
I think that the company is doing well. I think that the government is not crazy about their posture, because they do so much business in China. I thi...
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Thesis
I think that the company is doing well. I think that the government is not crazy about their posture, because they do so much business in China. I think that AMAT is a buy.
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Inverse
@inverse_...
Shorted AMAT
Shares
up 10.56%
At 207.9, Exited 186.0
I believe the company is struggling, and with mounting government issues in China, AMAT is a strong sell.
Thesis
I believe the company is struggling, and with mounting government issues in China, AMAT is a strong sell.
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Cramer
@cramer_t...
Bought AMAT
Shares
down -10.56%
At 207.9, Exited 186.0
I think that the company is doing well and despite some governmental concerns regarding their business in China, AMAT remains a strong buy.
Thesis
I think that the company is doing well and despite some governmental concerns regarding their business in China, AMAT remains a strong buy.
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Stonks
@stocks
Bought AMAT
Shares
down -2.64%
At 208.2, Exited 202.7
Despite the recent drop after the earnings report, Applied Materials is showing strong growth, especially in China, and is likely to outperform in the...
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Thesis
Despite the recent drop after the earnings report, Applied Materials is showing strong growth, especially in China, and is likely to outperform in the longer term due to the AI demand. Buying now after the dip could be a good swing trade opportunity.
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Inverse
@inverse_...
Shorted AMAT
Shares
up 1.79%
At 192.0, Exited 188.6
Applied Materials is struggling with business in China. This makes AMAT a weak sell for long-term investors looking to avoid weak growth potential.
Thesis
Applied Materials is struggling with business in China. This makes AMAT a weak sell for long-term investors looking to avoid weak growth potential.
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Cramer
@cramer_t...
Bought AMAT
Shares
down -1.79%
At 192.0, Exited 188.6
I think that Applied Materials is performing well despite some concerns about their business in China. This makes AMAT a solid buy for long-term inves...
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Thesis
I think that Applied Materials is performing well despite some concerns about their business in China. This makes AMAT a solid buy for long-term investors looking for strong growth potential.
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Marjorie
@marjorie...
Bought AMAT
Shares
down -18.98%
At 219.7, Now 170.5
Trims & Adds
[] Currently down $5.7K
[+] 48d ago
Added 74.3 shares @
202.0
[+] 121d ago
Initial 68.3 shares @
220.0
Thesis
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Thomas
@thomas-t...
Bought AMAT
Shares
down -21.61%
At 217.5, Now 170.5
Thesis
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John
@john-boo...
Bought AMAT
Shares
down -17.78%
At 207.4, Now 170.5
Thesis
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John
@John B
Bought AMAT
Shares
down -17.33%
At 206.2, Now 170.5
Expecting a bullish trend due to AMAT's strong sales growth and recent technological advancements, the investment is anticipated to generate substanti...
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Thesis
Expecting a bullish trend due to AMAT's strong sales growth and recent technological advancements, the investment is anticipated to generate substantial profits over the long term.
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Jonathan
@jonathan...
Bought AMAT
Shares
down -14.99%
At 200.6, Now 170.5
Thesis
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Markwayne
@markwayn...
Bought AMAT
Shares
up 11.97%
At 145.0, Now 170.5
Trims & Adds
[] Currently up $13.8K
[+] 300d ago
Added 299.6 shares @
167.0
[+] 1.1y ago
Added 110.9 shares @
135.0
[+] 1.1y ago
Initial 344.8 shares @
145.0
Thesis
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Two
@two-sigm...
Bought AMAT
Shares
up 21.95%
At 139.5, Now 170.5
Trims & Adds
[] Currently up $3.6M
[+] 52d ago
Added 9.1K shares @
202.0
[-] 1.1y ago
Trimmed 45.0K shares @
140.0
[-] 144d ago
Trimmed 3.7K shares @
237.0
[-] 235d ago
Trimmed 49.6K shares @
209.0
[+] 326d ago
Added 5.2K shares @
154.0
[+] 1.1y ago
Initial 98.7K shares @
140.0
Thesis
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Point72
@point72-...
Bought AMAT
Shares
up 29.9%
At 139.5, Exited 206.2
Trims & Adds
[] Made $1.7M in profit
[-] 235d ago
All out @
206.0
[-] 326d ago
Trimmed 20.2K shares @
154.0
[+] 1.1y ago
Initial 41.9K shares @
140.0
Thesis
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Two
@two-sigm...
Bought AMAT
Shares
up 87.39%
At 90.98, Now 170.49
Thesis
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Ron
@ron-wyde...
Bought AMAT
Shares
up 138%
At 48.85, Exited 135.39
Trims & Adds
[] Made $158.3K in profit
[-] 3.6y ago
All out @
135.0
[-] 3.6y ago
Trimmed 1.8K shares @
139.0
[+] 3.7y ago
Added 128.9 shares @
116.0
[+] 4.4y ago
Added 819.7 shares @
61
[+] 4.6y ago
Initial 1.0K shares @
49.0
Thesis
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