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Applied Materials Stock Discussion

Mack_2848

1 hour ago

$Applied Materials (AMAT.US)$ rgr r r rbrbrbvbrrbr f rbr rb r r r r rrg. r r r r r r r.ebr b to r rbr e f rr g

BagHolder23

Aug 1 09:20

Taiwan' silicon shield and AMAT

$Applied Materials (AMAT.US)$
Is the recent dip because the large funds are trying to reduce their liabilty if Taiwans Silicon shield fails and the PRC decides to do something?
As a supplier of chip manufacturing equipment AMAT stands to benefit from chip manufacturing moving to other countries as supply chains seek to establish redundancy.
The repercussion to the global economy would be immense if there is a blockade or invasion in Taiwan.

10baggerbamm : you better pray that China doesn't go into Taiwan because the US will protect Taiwan they're in Ally and you know what that means...

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BagHolder23 OP 10baggerbamm : We're an ecosystem rather than independent nations so conflict is never good.
Recent downturn for semiconductors started the same week Biden announced new export restrictions and Trump said that if elected he would prevent US military intervention between PRC and ROC.
This is also why supply chains are looking to diversify their production base.
But this doesn't fully explain the sell off, the demand for these products still exists, the businesses fundamentals have not changed, and they are all still announcing record profits.
Which is why I ask, is this just an anxiety driven downturn and for an equipment manufacturer like AMAT isn't new manufacturing hubs being established a good thing?

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10baggerbamm BagHolder23 OP : the market's not rational that's number one number two you have massive Short selling taking place that's my opinion these hedge funds are bloodthirsty and they seize momentum opportunities they see the support lines just like everything else and they break them and it creates a cascading effect snowball downhill and after hours we'll just hit the bids they'll just keep selling naked shorting and slam the shit out of stocks. companies are still making money employees are still going to work it's an absence of buyers and when people start getting margin calls which I think started last week it accelerates the sell-off I listen to the CEO of interactive brokers and he was bragging about how much money they're making through margin interest people are getting wiped out right now liquidations are 330% if you sell stock versus bring in cash. and don't think for a moment well it's good for AMD because the same philosophy was oh it's good for Intel when I ran up to 37.. hello manufacturer chips in the US yeah and a foundry that doesn't even exist in California that won't be completed till late 28 29 maybe. everything is being sold as a basket it'll stop I don't know when it will I thought yesterday was a reversal but when one company moves a whole sector down it's not done

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Ultratechman

Jul 31 19:45

$Applied Materials (AMAT.US)$

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Jul 25 09:25

Global Chip Equipment Makers’ China Revenue Share Doubles Post Export Controls

Bank of America analysts report that since the U.S. imposed tighter export controls in October 2022, the China revenue share for major semiconductor equipment manufacturers, including $ASML Holding (ASML.US)$ , more than doubled from 17% to 41% by Q1 2024. The companies analyzed include $Lam Research (LRCX.US)$ , $ASML Holding (ASML.US)$ , $KLA Corp (KLAC.US)$ ., and $Applied Materials (AMAT.US)$. This surge is attributed to China accel...

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$NVIDIA (NVDA.US)$ $Broadcom (AVGO.US)$ $Advanced Micro Devices (AMD.US)$ $ASML Holding (ASML.US)$ $Qualcomm (QCOM.US)$ $Applied Materials (AMAT.US)$ $Texas Instruments (TXN.US)$ $Intel (INTC.US)$ $Micron Technology (MU.US)$ $Lam Research (LRCX.US)$ $Analog Devices (ADI.US)$ $KLA Corp (KLAC.US)$ $Tokyo Electron (ADR) (TOELY.US)$ $Synopsys (SNPS.US)$ $Cadence Design Systems (CDNS.US)$ $Marvell Technology (MRVL.US)$

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$Applied Materials (AMAT.US)$ time to run

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Semiconductor stocks suffered a brutal sell-off on Wednesday, with the $PHLX Semiconductor Index (.SOX.US)$ dropping nearly 7%, marking its worst performance since 2020. $ASML Holding (ASML.US)$ plunged more than 12%, while $Applied Materials (AMAT.US)$, $Advanced Micro Devices (AMD.US)$, $Marvell Technology (MRVL.US)$, and $Lam Research (LRCX.US)$ all fell more than 10%, and $NVIDIA (NVDA.US)$ dropped 6.6%.
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What you need to know today

Chip tensions
Global chip stocks tumbled amid potentially tighter restrictions on U.S. exports to China and escalating geopolitical tensions. U.S.-listed shares of ASML and Taiwan Semiconductor Manufacturing Co plunged 12% and 8%, respectively. The declines followed a Bloomberg report that the Biden administration is weighing tougher restrictions on companies exporting technology to China.
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$Nasdaq Composite Index (.IXIC.US)$plunged 2.8%, its worst performance in a year and a half, while $Dow Jones Industrial Average (.DJI.US)$hit a new high. $Russell 2000 Index (.RUT.US)$fell over 1%, marking its first drop in six days. Notably, this was the first time since 2001 that the Nasdaq dropped over 2.5% while the Dow gained, indicating ongoing capital rotation.
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