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Applied Materials, Inc. (AMAT)

NasdaqGS - NasdaqGS Real Time Price. Currency in USD
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110.38+4.85 (+4.60%)
At close: 04:00PM EDT
110.32 -0.06 (-0.05%)
After hours: 07:57PM EDT
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  • S
    Slim
    global foundries up 12.5 %, should bode well for amat
    Bullish
  • W
    WILCOTT
    I just got a tip about AMAT from (http://traderspot.club). What do you guys think
  • S
    Slim
    chips act signed, nice
    Bullish
  • J
    JustSayin
    Help me to understand:
    AMAT’s P/E is 13 and all we ever hear is of chip shortages. If AMAT is, as most perceive, a leading producer of chip making equipment, then how can it be that the price will remain relatively low? Isn’t it more or less inevitable that demand for it’s chip-making equipment will rise for many years to come? This, of course, hinges on it keeping it’s positioning as a leading producer, which I don’t see as at risk. Thanks for your thoughts.
  • p
    phil
    I've never been good about figuring out stock prices in the short term. But I do know this. In 2020, a lot of buyers of chips put a hold on their orders wondering what was going to happen in the pandemic. A few months later, chip orders returned and there was a chip shortage -- that's lasted for about 2 years. Its likely it'd still be going on if not for the recession (which is sort of an echo from the pandemic + the war in Ukraine driving energy prices way up).

    The slowdown in spending will impact AMAT et al in the short term. My guess, a few years down the road this will look like a blip.

    Why?

    The major trends driving chip consumption are enormous and they aren't abating. There may be a pause in some segments (gaming, PC) and the cost of the Ukraine war is hurting spending all over Europe (gotta buy energy, which means less $$ to buy the next phone). But autonomous driving is just getting started. Computational medicine, just getting started. Smart grids, just getting started. Remote surgeries, just getting started. And other markets, from phones to communications infrastructure to military will all grow from here.

    The demand snapshot is soft, the longer term outlook is massive. There is, though, one major risk: China/Taiwan. If that blows up, a whole lotta things will go very badly, very quickly.
  • G
    Gerry
    Earnings next week will push this thru $120.
  • M
    Mark
    What a demoralising day - so frustrating after a good month. I still have huge optimism - it’s a long term outlook with this one
  • G
    Gerry
    Earnings (on 8/18 I think) will push this thru $120. Especially when they give their forward guidance.
  • S
    Slim
    global foundries beat earnings, should bode well for amat
    Bullish
  • S
    Slim
    who else bought under 99 yesterday's low or did you sell
  • S
    Slim
    and amat fell 10 % in one day. glad I loaded up
  • J
    J. Ro
    almost at 110. I believe 125 is not but a couple of weeks away. I am holding for now. glta
    Bullish
  • C
    Capdub
    U.S. Chips Act grows to $280 Billion:

    The bill, popularly known as the CHIPS-Plus package, has three major incentives for chipmakers: $52 billion of assistance in setting up fabs and manufacturing units, which also includes $2 billion for legacy chipmaking essential to the auto and defense industry; 25% in tax relief for investment in local semiconductor manufacturing at roughly $24 billion; and $200 billion grant for research in the area.
  • V
    ValueGuy
    Great business to hold for the long-term. At this point, I'm not sure I'll ever sell my shares. Happy shareholder
  • V
    ValueGuy
    Onward to $200 !!
  • j
    john
    I believe this is going back to 120s or 130s where it actually should be. I have been holding long for over 2 years and will continue to. There is a great future here and we should see 200 by end of next year (if not earlier). GLTA!
    Bullish
  • J
    J. Ro
    just a great stock to own! we can easily see 120's in the next few weeks. glta
    Bullish
  • j
    john
    Definitely a great investment here for long term. With the chips act, there will be a need and high demand over the next several years for chip making equipment, specifically from AMAT. Also the demand for chips from all the EVs that are starting to be manufactured. Future really does look good here. I'm long on 1600 shares.
    Bullish
  • G
    Gerry
    If China attacks Taiwan (which is increasingly likely), the chip equipment stocks will jump 25-30% overnight. Just saying.
  • C
    Corey
    Why is this down?
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