Was taking another look at the key players in the semiconductor equipment space. In recent years,$ASML Holding (ASML.US)$has been the fastest growing while $KLAC has been the most profitable.$Applied Materials (AMAT.US)$currently trades at the cheapest valuation and$Lam Research (LRCX.US)$has highest exposure to memory.
Morning Movers Gapping up $Texas Instruments (TXN.US)$stock increased by 1.3% following the signing of a preliminary memorandum with the U.S. Department of Commerce, which could lead to up to $1.6 billion in direct funding. $The Kroger (KR.US)$stock went up by 1.8% as the grocery chain revealed a plan to cut grocery prices by $1 billion after its anticipated $25 billion merger with Albertsons. $NVIDIA (NVDA.US)$stock gained ...
$Applied Materials (AMAT.US)$not that I want to see it fall but I want to see it fall because I sold calls against a lot of tech stocks a lot of Chip stocks and I needed this to happen so I can keep my stock come tomorrow close.. throw stones at me yell at me holler at me I don't care I don't feel like starting at zero on money trying to figure out what the hell to buy cuz I sold calls against chips that have all taken off like a rocket this week
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10baggerbamm
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no you don't get it I had an enormous position of tech prior to the sell-off . I sold a crazy amount of naked puts last Monday Tuesday Wednesday several million dollars worth they all expired worthless I made over 180,000 last week on my naked put position and then I started buying late last week and this week the companies that I sold out of and I was buying them back at higher prices and by Wednesday I didn't think the market was going to continue to rally I figured we're guaranteed to get a bad print from an economic standpoint it didn't happen it was off to the races well I had sold calls against my long positions so that's why I kind of like them to trade down a little bit not a lot just below the price of the contract
$Applied Materials (AMAT.US)$shares fell 1.4% in extended trading after the semiconductor company reported fiscal third quarter adjusted earnings and revenue that slightly beat estimates, while providing outlook that matched Wall Street's forecast. In the three months ended July 28, adjusted earnings rose 12% to $2.12 a share, exceeding Bloomberg consensus that called for $2.03. Net revenue rose 5% to $6.778 billion, beatin...
Gapping up
$Texas Instruments (TXN.US)$ stock increased by 1.3% following the signing of a preliminary memorandum with the U.S. Department of Commerce, which could lead to up to $1.6 billion in direct funding.
$The Kroger (KR.US)$ stock went up by 1.8% as the grocery chain revealed a plan to cut grocery prices by $1 billion after its anticipated $25 billion merger with Albertsons.
$NVIDIA (NVDA.US)$ stock gained ...
Applied Materials Q3 Earnings Report
Total Revenue: $6.78 billion, up 5.5% year-over-year, exceeding expectations.
Key Financial Highlights:
Earnings Per Share (EPS):
GAAP: $2.05, an 11% increase year-over-year.
Non-GAAP: $2.12, a 12% increase year-over-year.
Operating Margin:
GAAP: 28.7%, Non-GAAP: 28.8%. Improvement driven by effective cost management and increased sales of high-value products.
Semiconductor Equipment Demand:
The demand for semicon...
In the three months ended July 28, adjusted earnings rose 12% to $2.12 a share, exceeding Bloomberg consensus that called for $2.03. Net revenue rose 5% to $6.778 billion, beatin...
What time is the earning release?
tsm opens at 176
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