Deutsche Märkte schließen in 8 Stunden 6 Minuten

Applied Materials, Inc. (AMAT)

NasdaqGS - NasdaqGS Echtzeitpreis. Währung in USD
Zur Watchlist hinzufügen
141,92+0,81 (+0,57%)
Börsenschluss: 4:00PM EDT
Melden Sie sich an, um eine Nachricht zu posten.
  • p
    phil
    $AMAT conversation
    The downgrade is exactly the sort of thing some analysts have been sitting on. They are all trying to catch the inflection point, when the chip mfg biz goes from under-capacity to meeting capacity to over-capacity. So some will jump to downgrades once they perceive we hit peak under-capacity. The first one to jump is the Susquehanna guy. But here's the thing. Even if he is right that we're around the peak under-capacity, it is not at all obvious we'll get to meeting capacity anytime soon. Let alone go too far and have the chip biz hit over-capacity, which is the point equipment orders will slow/delay.

    Today we have chip shortages in plenty of places. Many are forecasting it'll take a year to fully catch up. And by then, we'll have 5G phones hitting their major growth window, as 5G becomes more useful. Autonomous driving is a few more years out, but after the 5G cycle peaks, these new vehicles will suck up chips at double the rate of most of today's vehicles. And the trend towards digitization isn't slowing down even a little bit. Indeed, its now the ante for most businesses -- if you don't digitize much of your operation, no one will invest in it. And yeah, computational medicine will soak up chips like nothing else in history because biology is really complicated and the computing horsepower needed to solve things like cancers and autoimmune diseases is staggering.

    All this isn't to suggest that there will never be another cloudy day for AMAT. But they'll be few and far between. And they won't last long either. Because ship consumption is going to grow enormously and for a long time. And they need $AMAT, $LRCX, $KLAC, $ASML, etc to do this.

    As for AMAT, you can this set-up for a below market multiple!! Geez ...
  • B
    Bobby
    Taiwan Semiconductor Manufacturing Company Limited
    The entire semiconductor sector appears to be under fire from so called "analysts" that are actually jack-of-all-trades but masters of NONE. Their archaic thinking in traditional cyclical rotations of the semiconductor industry is forcing stocks prices lower. Even when most chip and equipment companies are crushing earnings, are producing at max capacity, increasing prices, and raising guidance. Global demand would be high regardless of any shortage. 5G, AI, EV, crypto, data centers, cloud tech, gaming, eSports were already ensuring this growth and demand. Now add the new infrastructure spending and the global "arms race" that's taking place. We are in the beginning of a super cycle like never seen, likely lasting many years. Semiconductors are the new #1 global resource....the new oil.
    (Fabless) companies like $NVDA, $AMD, $MRVL, $AVGO, $QCOM design the most advanced and sought after semiconductors in the world. (Fab-owning) companies like $TSM, $TXN, $ADI, $QRVO manufacture the chips. Companies like $AMAT, $ASML, $LRCX, $KLAC, $UCTT, $ICHR make all the equipment and materials used by those chip manufacturers. High tide raises all boats! .....and many of these companies are already currently undervalued. GLTA
  • k
    kent
    WiMi Hologram Cloud Inc.
    $AMAT $NFLX $WIMI What are your expectations? Are you willing to share with a fellow investor. Appreciate your willingness to do so🌈🌈🌈
  • p
    phil
    $AMAT conversation
    Once again, AMAT hits the $140 area and gets rejected. Happened in April, in early June, in late June and now again in August.

    Still think the prospects are terrific, but what could they possibly say in their earnings which would get this thing to breakout?

    Even the Micron story (memory pricing softening) doesn't really add up. Micron just reported their order filling time is at a record high, 20 weeks, meaning they aren't keeping up with demand. How does 'not keeping up with demand' = 'weakness ahead'?

    I get a sense the market is wanting to pounce on bad news for $LRCX, $KLAC, $AMAT and others -- as if they want to get ahead of some big downward spiral. But that isn't coming, demand is explosive and huge new markets are still early. 5G phones have barely begun to sell. Autonomous driving is a few years from adding massive new demand. Computational medicine is bigger than almost any chip market ever -- and that's coming, too.

    The markets can't drive it down too much while the results are stellar. But forward P/E in the mid-teens makes zero sense. Not when the upside is so large. So I expect continued aggressive buybacks and stellar results. And perhaps some day, the fearful will realize that chips are essential to the future, and stop the downward pressure on these excellent companies.
  • N
    Nat
    WiMi Hologram Cloud Inc.
    $HOOD $AMAT $WIMI scoop up the shares before it’s too late.💎💎💎
  • B
    Bobby
    Taiwan Semiconductor Manufacturing Company Limited
    TSM is undervalued here, been consolidating since March, and is due for a breakout. It's the most advanced semiconductor company that all the big boys utilize ($NVDA, $AMD, $QCOM, $APPL, $AVGO, ARM, $INTC) and have all given very positive future outlooks. It is rapidly growing and expanding it's operations in an attempt to try and meet extreme demand. It's unrivaled 3nm process is fully booked for the next two years and production on the 2nm process is set to begin in 2023. The chip shortage has greatly contributed to a super cycle with semiconductors. The global expansion will ensure massive semiconductor growth for years and technologies like 5G, IoT, AI, and EV only reemphasizes their long term importance. Semiconductor equipment manufacturers like $ASML, $AMAT, $KLAC, and $UCTT all stand to greatly benefit from this global growth and expansion by all semiconductor manufacturers like TSM.
  • e
    eason
    WiMi Hologram Cloud Inc.
    $WIMI $AMAT $NVDA Go Long here If you dont know where to park big money this it.✊✊
  • p
    pazzini
    WiMi Hologram Cloud Inc.
    $CSCO $AMAT $WIMI This is the only time I have ever voted for something in my life. This is the only vote that ever mattered to me.
  • B
    Bobby
    Lam Research Corporation
    Just take a step back and take a look at what is going on....fabless companies $NVDA $AMD and now $QCOM all reporting incredible ER's with tremendous growth WITH very positive guidance going forward. Semi manufactures like $TSM $TXN all reporting beats with significant growth and constantly guiding upwards with positive outlooks going forward. Other manufacturers like $QRVO and $SWKS will likely reports similar strong ER's this week. Semi equipment companies like $ASML (destroyed earnings) $LRCX $AMAT are and will likely continue reporting even more significant earnings and growth due to unprecedented demand. The semiconductor industry is looking outstanding right now and has an even brighter future. ER's are reflecting this nicely. I'm severely bullish on this industry right now and many of the stocks, particularly semi equipment stocks are looking like value plays ($AMAT and $LRCX especially undervalued).
  • G
    GARY
    $AMAT conversation
    Took big profits in $AMAT along the way this year. Letting my current position ride. This is headed to 200 in time.
  • M
    Maximilian
    WiMi Hologram Cloud Inc.
    $INTC $AMAT Pretty sure he's ready for the upside. It's going to be very exciting. 😉😉 $WIMI
  • G
    Gary A
    $NVDA conversation
    If it looks, feel, tastes and smells like mid-summer market churn, it is mid-summer market churn which has the appearance in many sectors and price consolidation which is a price correction against time. Most semiconductor and semiconductor equipment stocks are range bound and have been for a trading range since late April/Early May 2021 with $TXN, $ADI, $AMAT, $LRCX, $AMD, $KLAC and many others as examples. Enjoy your summer and seek buying opportunities near the lower end of the price range bound from early May onward. There is nothing new here just typical summer market action. The demand for semiconductors will only increase with time and that demand curve doesn't appear linear but rather more exponential.
  • p
    pazzini
    WiMi Hologram Cloud Inc.
    $AMAT $NKLA $WIMI The sun is shining, summer is here and American stock exchange is opening in a few hours and my bag is full of these stocks. No complaints🍀
  • n
    nycapitalist
    $AMAT conversation
    Look at $amat and $lrcx grind up and spit out that downgrade. A silly downgrade at that.
  • c
    cartt
    Venus Acquisition Corporation
    im way up but im still gonna add more to my position $AMAT $VENA $PYPL
  • d
    dick
    WiMi Hologram Cloud Inc.
    Make sure to give your best each and every day - on the long run, it will certainly pay off! $WIMI $INTC $AMAT
  • k
    kenneth
    Venus Acquisition Corporation
    $AMAT $VENAHave you seen your spending habits affected by inflation
  • B
    Bobby
    Taiwan Semiconductor Manufacturing Company Limited
    TSMC is an absolute beast of a company. The market will eventually wake up to realize this and not let US/Chinese political worries interfere. The stock deserves so much more love than what it has gotten this year. No bigger better positioned semiconductor company in the industry right now. Well except $ASML and maybe $AMAT.
  • D
    Dodi
    WiMi Hologram Cloud Inc.
    $IBM $WIMI $AMAT rumor has it, this sees 20s next week...
  • a
    amini
    Applied Materials, Inc.
    can walk away from the market forever. higher and I can retire. $AMAT $VENA