AMAT - Applied Materials, Inc. 0 WATCHERS

FSLR and AMAT recently

Google, Intel and AMAT have all pretty much doubled for me this year.

If you want to get ahead of this… AMAT, LRCX, ASML (in that order) Once the memory players lock up long term agreements they will then announce higher CapEx budgets and WFE (wafer fabrication equipment) spend goes brrrr.

ABBV AMAT CSU GD GOOG H IAG IPCO RY XOM VIDY Just kinda picked whatever looked okay. 33-33-33.

$AMAT and $TXN

Not sure how much longer I can hold ASML and AMAT, geez those are nice gainers

AMAT. ACLS. undervalued semi equipment plays.

lRCX - Lam research AMAT - Applied Materials ASML IBM AMZN AMD MELI (I’d consider tech adjacent - similar to AMZN’s marketplace but for South America) SN - SharkNinja (consumer durables, but I’m looking at it to benefit from the robotics/AI advancements) HON - Honeywell

AMAT ACLS and QCOM will continue to benefit from the TSMC/NVDA boom. But the long long would be TTWO w its GTA6 releasing next year for the gaming addicts and the recommended HW requirements...

How many positions are you carrying in your port? At what rate are you taking losses? Two of those stocks $SND and $AMAT recently achieved 52-week highs.

What dogs have you sold this year with more than 15% loss I barely sell, but for some tickers that basically have no sign of coming back or turning around, I sold them with losses. The dogs I sold this year with more than 15% loss are: 1. PFE 20% …

AMAT 52 week high and still has the lowest PE of any semi cap equipment company.

AMAT upgraded by UBS today on improving WFE DRAM foundry spend in coming quarters. It’s been a relative under-performer.

What I don’t understand about people going so ham on neoclouds is that you can get great exposure to cloud through any of the hyperscalers coupled with incredible other businesses. You can even get more traditional datacenter exposure with established players like Equinix etc. Or you can go in at …

CSCO, AMAT

Asked AI, What stocks to buy for maximum growth when AI bubble burst? 15+ years time horizon Planning ahead if AI bubble bursts. Got cash on sidelines. Planning to stock pick when stocks crash. Currently 50% in Stock 50% in cash. Trying to be greedy when others are fearful. Chime …

I never thought but today was a great opportunity. By the way I also added some that I think are worth no matter what for a long term. MU, TSM, SMCI, VST, AMAT, few other non AI related.

What’s on Your Watchlist? Hey everyone, I’ve been learning about investing for about a year now, and I’m currently building my watchlist, I’m not buying any of these at the moment, just observing and researching. Here’s what I’m tracking: AI / Tech Exposure: AMZN, GOOGL, MSFT, ANET, VRT, ASML, AMAT, …

I sold my AMAT and some AVGO to buy cheaper stocks (IREN, WULF, CIFR) for calls and profit taking.