AMAT Applied Materials Inc.

$AMAT I live by an industrial park and this company is building multiple building larger than entire towns. That’s “building 4” of 6

$AMAT my goal is to have 300+ shares when this inevitably hits $800. Now if that takes years so be it I’ll be here ready to unload. Adding.

$AMAT looks like it could be a great entry if it reaches the 430s again. Has long-term support at this diagonal trendline + the 200 DMA there.

$AMAT $CAT but $ASML earnings tonight 😅 $QQQ $AMD is orange tard gonna tweet to save tech wreck today?? like.so many times last week and week before

$AMAT hmmm..is it just me or do you feel like we've seen this play before just a month orctwo ago and how it ended up....rhetorical..just stay calm

Semis are soft pre-open, and $AMAT just lost its 50-day. It finished Tuesday at 464.24 on about 1.7x volume, still above the 200-day near 436 but stuck under a falling 50-day near 489. I want it back above the 50-day before I'd even think about it.

$AMAT NOV20 420C · update Called at $409.29 today at 04:20 CT, now $421.72 (+3.0%). The trade is working, with objectives at $434, then $474.04, and the invalidation at $396.45. P.S. Watch whether buyers hold this gain into the open, because holding above $420 would keep the road toward $434 open.

$AMAT Hot News! Cantor Fitzgerald analyst C.J. Muse just reiterated an ‘Overweight’ rating and $850 price target. From Tuesday’s price, that implies roughly 85% upside

$AMAT | Applied Materials Targets Non-GAAP Gross Margin Of 54%, Operating Margin Of 40% By 2030 - Over 20% Service Revenue Growth Seen In 2026, To Exceed $12 Bln By 2030 - To More Than Double R&D Lab & Manufacturing Capacity By 2030 - To Distribute 80% - 100% Of FCF To Shareholders By 2030 - E-Beam Equipment Portfolio Seen Generating $2 Bln Revenue In 2026

$AMAT Called the bottom over a year ago. Now it's back under the major resistance trendline with a lower high.

$AMAT $LRCX $AMAT I have about a million dolllars in long exposure split between these 3 companies. Not selling UNTIL one of them starts trending here on stocktwits 😂😂 thats my sell signal and it will be perfect

$AMAT nobody seems to be factoring in Elon Musk‘s terrafab and the impact on the Semiconductor industry it will have. His terrafab will basically double the entire semi industry’s TAM for CAPEX. AMAT sits in the sweet spot as all of the Terrafab investment is geared towards advanced nodes which highlights AMAT‘s packaging skills, gate all around, backside power, 3-D stacked architecture, etc  AMAT stock will double in price within two years hopefully sooner. Terafab details: • 50 Times the Current Global AI Compute: The planned annual capacity of Terafab is roughly 50 times (5,000%) the total AI computing power currently generated by the entire global semiconductor industry combined. • 70% of TSMC's Total Output: In terms of physical production volume, the factory aims to ramp up to 1 million wafers per month • Double the Total U.S. Capacity: The output from this single factory would be roughly double the annual chip consumption and capacity of the entire United States

$AMAT Applied Materials Says Kioxia Joins Its EPIC Center As Partner To Develop Next-Generation AI Memory Technologies

$AMAT The weekly 50MA has been a key indicator for shifts between bullish and bearish trends. As long as it remains above this important moving average, a major sell-off is unlikely. That said, it’s sitting uncomfortably close to the major red resistance trendline.

$AMAT my god. I don’t know if I should be happy for the buying opportunities I am about to have or scared of this dump! Company hasn’t changed though and has an important roll in the future

$AMAT NOV20 425C · still actionable Zone: $410.22 to $416.00 Invalidation: close under $396.45 Objectives: $446.63, then $464.24 The math: up 8.1% to the first objective and 12.4% to the second, against 4.0% risk on the invalidation, better than 3 to 1 to the second Dear friend, picture a swing setup where a big chip name fell hard for a week and then finally stopped falling on Monday. Applied Materials closed at $413.11, up 0.9 percent, after buyers held the $412.69 low well above the $407.26 low from Friday, and the stock is still down about 18 percent in five sessions. What that means is the worry is already in the price, the floor sits close below us, and earnings on November 12 will test whether buyers can push price back toward the levels it lost last week. P.S. Watch $427.66 first. It was the high on Monday, and a close over it would show buyers pressing, not just holding the low.

$AMAT | BULLISH SETUP 🐂⭐ Setup Quality Grade: A📌 Grade • Technical Setup: A- Grade Cleanliness (Macro 1W falling trendline breakout retested at $507–$510 spot holding higher low support). • Wall St Target: +28%–75%+ Upside ($650 median target up to $900 high). 🏢 Company Profile: Global leader in semiconductor wafer fabrication equipment & materials engineering driving AI chip manufacturing ($30.8B TTM revenue) 🔎 Options Flow: Institutional whales sweeping massive LEAPS calls: • Jan 2027 $450C (11.6% ITM) ($1.5M sweep) 💸 • Jan 2027 $510C (0.6% OTM) ($1.8M split + $1.8M block) 🐋 • Oct 16 $440C (13.4% ITM) ($1.1M sweep above ask) 🚀 🎯 Key Levels to Watch: • Bulls Want: Hold $500.00 & claim $525.00 ➡️ Targets: $557.50 / $600.00 / $650.00+ 🚀 • Bears Want: Breakdown back under $480.00 trendline support. 🛑 • Wall St Target: $650.00 median target (~28%+ upside). #AMAT #options #trading #hovdid

$AMAT glad I sold that pop. Everything has been getting clipped. Just buy dips this market is not one to chase up at the moment.

$AMAT $LRCX $KLAC everything in the semi supply chain is up except for the companies that make the machines that make the semis. Smh.

$AMAT Applied Materials is up about 1.8% premarket on someone else's earnings. Micron's call last night is the equipment read. The number: Micron disclosed 26 long-term supply agreements, up from 16 in June, with customer financial commitments of 32 billion, up from 22 billion. The vast majority are cash deposits. One level down: those agreements are now worth 150 billion in remaining performance obligations, up from 100 billion last quarter. Some extend into 2031. Together they cover more than 35% of Micron's expected revenue through 2030. The spend follows. Micron guided about 25 billion in capex for the first half of fiscal 2027, 11.5 in the first quarter alone, rising in the second half, mostly toward construction. Micron itself dipped about 1% premarket. Expectations were the problem. Lam Research is up 1.8% alongside. $LRCX