6.35Open6.97Pre Close187 Volume223 Open Interest192.50Strike Price113.22KTurnover74.52%IV3.52%PremiumAug 16, 2024Expiry Date0.00Intrinsic Value100Multiplier4DDays to Expiry6.21Extrinsic Value100Contract SizeAmericanOptions Type-0.4661Delta0.0255Gamma32.87Leverage Ratio-0.7568Theta-0.0106Rho-15.32Eff Leverage0.0833Vega
Applied Materials Stock Discussion
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.
2) Nvidia performance over the last two years has to be one of the best tech stories ever. Incredible how they built their accelerated computing ecosystem for over a decade before the current infrastructure boom
$NVIDIA (NVDA.US)$ $Broadcom (AVGO.US)$ $Advanced Micro Devices (AMD.US)$ $ASML Holding (ASML.US)$ $Qualcomm (QCOM.US)$ $Applied Materials (AMAT.US)$ $Texas Instruments (TXN.US)$ $Intel (INTC.US)$ $Micron Technology (MU.US)$ $Lam Research (LRCX.US)$ $Analog Devices (ADI.US)$ $KLA Corp (KLAC.US)$ $Tokyo Electron (ADR) (TOELY.US)$ $Synopsys (SNPS.US)$ $Cadence Design Systems (CDNS.US)$ $Marvell Technology (MRVL.US)$
What Happened?
The sharp decline in the semico...
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.
Nvidia shares slumped more than 6%, while Arm Holdings, Lam Research, Applied M...
Chip stocks plummeted, with the Philadelphia Semiconductor Index diving nearly 7%, marking the biggest drop for the most popula...
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