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Applied Materials, Inc. (AMAT)

NasdaqGS - NasdaqGS Echtzeitpreis. Währung in USD
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132,99-6,30 (-4,52%)
Börsenschluss: 04:00PM EST
137,25 +4,26 (+3,20%)
Vorbörslich: 07:30AM EST
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  • p
    phil
    $AMAT conversation
    Every few days, some important figure tells you just how strained the chip supply is and how demand is absolutely bonkers.

    Couple weeks back, the CEO of $TSM said it'd take multiple years to get back to balance. Similar message from the CEO of $ASML, the most important supplier. Followed by the CEO of $INTC talking about their investment which will take 3 years to get up and running, making it clear they think demand will be huge 3 years from now.

    Today, the Commerce Dept updates you on their survey, with commentary from the Sec'y of Commerce.

    "Demand for chips is high. It is getting higher," Raimondo (Sec'y of Commerce) said, adding demand is now about 20% above 2019 levels. "There is not a lot of good news" in this survey, she added.

    Raimondo said the survey did not show evidence of hoarding.

    The department said median inventory for consumers for key chips has fallen from 40 days in 2019 to less than 5 days in 2021.

    "Five days of inventory. No room for error," Raimondo said. "That tells you how fragile this supply chain is."

    Guess what the CEO of $LRCX will say when they report their quarter. And the CEO of $KLAC. Followed by the CEO of $AMAT.

    We are so far away from peak it is ridiculous. Lead times are at historic highs and not copming down. Inventories are at stunning lows. While its tempting to suggest there's hoarding going on, the Commerce Dept didn't find that.

    Play this any way you wish, but the fundamentals (especially long term demand) for AMAT and others in semi capex are extraordinary -- while the share prices are below market averages.
  • n
    nycapitalist
    $AMAT conversation
    Profit taking after sharp run up and market in panic and fear mode. The next important indicator is ASML earnings tomorrow. $lrcx $amat The sector is strong and will remain so regardless of whether interest rates go up or not.
  • n
    nycapitalist
    $AMAT conversation
    TSMC reports tomorrow. We'll see which way the wind is blowing after that. Whispers say it will be positive. $lrcx $amat
  • B
    Bobby
    Taiwan Semiconductor Manufacturing Company Limited
    The semiconductor industry is about to experience the biggest growth years ever. Last year was just the beginning. The amount of new technology pushing this growth, coupled by the supply chain recovery will drastically propel companies like TSM, $ASML, $KLAC, $AMAT, $QCOM, $MRVL, and $NVDA.
  • n
    nycapitalist
    $AMAT conversation
    Today's action had nothing to do with $amat or $lrcx specifically. Market still panicky and frightened over omicron and inflation. The TSMC report tells the story of what is going on in this industry. Any weakness will be bought up in the near future (tomorrow?). JMHO.
  • p
    phil
    $AMAT conversation
    Have to laugh.

    TSMC tells the world they simply can't make enough chips and their capital spending is going up massively in 2022. So what happens to the stocks of the companies who need to supply that capital? They go ... down?!!

    Markets are unpredictable and stocks can do stupid things. Today with $AMAT, $LRCX, $ASML, $KLAC. Just stupid.

    The TSMC report/comments tell the big picture story. The demand for chips is enormous and the capacity can not serve the demand. Not even close. You can book another strong year for all of these eqpt companies. If there is genuine bad news at some point it'll have to wait until at least 2023.

    Alas, certain idiots keep predicting a glut (gotta hear both sides, right?) is comng. So far, they've been wrong 11 times in row, but hey, they might be right one day. Some day. But not in 2022 And likely not in 2023, either. Just too many big time demand drivers
  • n
    nycapitalist
    $AMAT conversation
    That TSMC report is something to behold. It is also going to embolden and necessitate other chipmakers to raise capex as well. $lrcx $amat
  • a
    amini
    Applied Materials, Inc.
    It's good to get through it safely $AMAT $GPCO
  • B
    Biden PUMPS Oil Prices!
    $^FTSE conversation
    NASDAQ Composite Ponzi Scheme was 4800 in 2016 with much better fundamentals and better economy.
    How that Fraudulent NASDAQ Composite index got PUMPED from 4800 to 15000 in no time, Despite Collapsing Economy, Tanking Corporate Revenues, Record high corporate Loss, Record Number of Bankruptcies, Astronomical Record High Debt levels, increasing international competition for each $1 revenue, Skyrocketing Inflation, Spreading Pandemic, Political Polarization, Limited Real Resources and most importantly Insane Overvaluation in the US Stock Market?!!!
    Dow Jones Industrial Average (^DJI) was 17,000 in 2016, with better economic fundamentals and higher corporate earnings. However, thanks to the Collapsing Economy, Coronavirus Pandemic, Tanking Corporate revenues and earnings, Skyrocketing unemployment, Trade Wars, Record INFLATION levels, and Heavy Stock Dilutions, Dow Jones Industrial Average (^DJI) PONZI SCHEME has almost Doubled!
    S&P 500 (^GSPC) was at 1600.00 with better fundamentals and higher corporate earnings in 2016. Now it is sitting at ABSURD 4300.00 with TERRIBLE Fundamentals, Collapsing Economy, HEAVIER Corporate and National Debt and way lower corporate revenues and earnings!
    The World Economy is Collapsing, people are starving, but the US Government is too busy in printing money and PUMPING the Stock prices Artificially to make insiders trillionaire without working!
    ENJOY ABSURD COMPANY VALUATIONS, While the Economy is COLLAPSING and Corporate Revenues are TANKING!
    Enjoy Free Capital Gains in the US Stock Market while the Corporate Revenues are tanking and the Economy is Collapsing! US Stock Market is a “GET QUICK RICH” Scheme!
    The World Countries are refusing to accept the US Dollar as international reserve currency due to the HEAVY Dollar PRINTING!
    US Stocks are INSANELY OVERVALUED and OVERBOUGHT! US Stock Market is a MEGA PYRAMID SCHEME right now!!!

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  • d
    dick
    Applied Materials, Inc.
    I will need to add more shares as time goes on $AMAT $WIMI
  • r
    rooney
    Applied Materials, Inc.
    You know it’s exciting when both sides spend all night on this board $AMAT $VENA
  • C
    Cassic
    Golden Path Acquisition Corporation
    $SNOW $AMAT $GPCO YES YES YES CLOSE THE AFTER MARKET GREEN
  • b
    boedi
    Applied Materials, Inc.
    chances are brought by Metaverse $AMAT $WIMI
  • r
    rooney
    Applied Materials, Inc.
    No worries because been here before and unless I fold will be here again. $AMAT $VENA
  • r
    rooney
    Applied Materials, Inc.
    LOAD UP BEFORE TAKE OFF..... $AMAT $VENA
  • r
    rooney
    Applied Materials, Inc.
    I’ll wait for a really good pr, rather than rushing it $AMAT $VENA
  • C
    Cassic
    WiMi Hologram Cloud Inc.
    $AMAT $WIMI $TSLA we're setting up for upcoming days. There will be a run!!! just taking a little breather. Don’t be shocked if this ends up green!❤️
  • l
    luther
    WiMi Hologram Cloud Inc.
    $AMAT $WIMI $QCOM we could bounce here as It has bottomed around tht àrea more t'han once, but If It doesnt, we Will be feeling the pain💥
  • n
    nycapitalist
    $AMAT conversation
    Wow. $amat and $lrcx quite resilient during all the turmoil this week. Got some more PT increases as well.
  • G
    Green
    WiMi Hologram Cloud Inc.
    $CSCO $WIMI $AMAT What a crazy time to be alive. I’m so grateful. shows a very strong growth in Revenue. The Revenue has grown🌈