Applied Materials Inc (1AMAT)

Milan
Currency in EUR
148.38
0.00(0.00%)
Real-time Data·

1AMAT Comments

$165.35 (-5%)
Just like the U.S. imposed export restrictions on Nvidia's H20, it can also place export controls on semiconductor equipment. China has already raised tariffs on its own, causing all orders to come to a halt. The real problem is that they could use this equipment to pressure even allied countries. Crazy Trump.Just like the U.S. imposed export restrictions on Nvidia's H20, it can also place export controls on semiconductor equipment. China has already raised tariffs on its own, causing all orders to come to a halt. The real problem is that trump could use this equipment to pressure even allied countries. Crazy Trump.
Just like the U.S. imposed export restrictions on Nvidia's H20, it can also place export controls on semiconductor equipment. China has already raised tariffs on its own, causing all orders to come to a halt. The real problem is that they could use this equipment to pressure even allied countries. Crazy Trump.Just like the U.S. imposed export restrictions on Nvidia's H20, it can also place export controls on semiconductor equipment. China has already raised tariffs on its own, causing all orders to come to a halt. The real problem is that trump could use this equipment to pressure even allied countries. Crazy Trump.
AMAT & LRCX are going to be very necessary if Trump really wants independence.
Massive upside because AMAT does a lot of business in markets that will be stronger than the USA this year and next.
The problem is if the US curbs exports to China. Last earnings call addressed this and they are expecting a hit this year to revenue. Fundamentals also dimished quite a bit for Q1 25.
AMAT pile in, someone is defending it.
Looks juicey
Very
AMAT is the only semi conductor stock to put out soft guidance for q2 2025 while every single other company had strong guidance despite economic uncertainty. Revenue has become flat. Stay away. invest in Lam Research or if you have the money, ASML.
AMAT, LRCX, & ASML are all good Co's however all 3 have greater than 30% exposure to China. Some weakned in YOY earnings may strengthen as we get rates lower. All 3 are great companies.
All the other semi conductor stocks reported strong earnings and strong guidance going into 2025... Except for AMAT. Either every other company is lying about 2025 guidance and AMAT is wrong or is it the other way?
-5% after earnings
bullish for the earnings ?
Will this trend continue?
Funny. AMAT sells to China and they need US services; Same with LRCX & ASML.
Applied Materials, (AMAT) get $0.40 dividend buy today
Bueno bueno buy more !! No fomo
No Bueno
Why goin down ?
pro badge
Who knows
going up
pro badge
Hello, $AMAT wondering why the stock is not rising with these good earnings results (according to me). Could someone explain please?
good news baked in. higher CAPEX moving forward. weakness in China. Concern over so many chips.
pro badge
thank you
AMAT $211.83 +5.06% at close! (Earnings)
change your dealer,mate !
sales not doubling but stock doubled... hmph
$151.59 was 7/31/23 close. A double would be $303.
Is anyone trading this before ER ?
Revenue not keeping up with rate of inflation, have to say flat earnings.
Buy
This my first time of saying this out I have never been this happy before because I just got another withdrawal from my last trade I never believed this was real I was so skeptical about this very process but all thanks to God for this great appointment with this great man...is Wsap(+)(3161)(257)(4318). 01010101010101001010001010101010101010000101010101010011010101010101010110010101010101018181818181818181818181818118181811818181818010101001011010010101010010010110100101010110
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