AMAT Applied Materials Inc.

🎯 Bullseye Strong Sell Alert: $AMAT $LRCX $ASML $TSM $INTC 🎯 Before we get flooded with hate messages: the last time we initiated a mass strong sell call was July 1st. We went 15 for 15, and it ended up being our most profitable month in 30 years of trading. Full details are in the pinned post on our profile. Elon Musk, Sam Altman, and Dario Amodei have spent years publicly clashing, but this weekend they agreed on one message: slow the pace of AI development. OpenAI postponed its IPO over safety concerns yesterday, and we strongly feel Anthropic will follow suit. We think this is a black swan moment for the AI trade. Sentiment sets the multiple, not next quarter's EPS. When the people building these models lead with risk instead of roadmap, the re-rate comes first and the numbers catch up later. The tickers above represent a forward bet on capacity through equipment and foundry orders. A slower buildout hits new order flow first, before it ever shows up in an earnings print. Follow and subscribe to our posts so you don't miss any future alerts. 🎯

$AMAT Do not be fooled; no one will slow down AI development. Neither USA nor China. Very bullish until 2030. It is a strategic race. Confirmed orders until 2030 will triple Semiconductor chips from the current level. I am working in SF bay area and I know what I am talking about. This will be another trillion dollar company guaranteed.

$AMAT is there a reason behind why $AMAT price action is so bad today and since August? So exhausted of this.

$AMAT if there’s one thing i can count on is that this garbage will be down 11 out of 12 weeks red. doesn’t get worse than that

$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 here we go again.. please let this hard ceiling finally accept its promotion to a concrete floor…

$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

🟢 $AMAT 530C Oct 16 💰 $560,300 premium 💵 $17.4/contract 📊 0.7x Vol/OI 📍 Spot $508.12 💰 Large premium | 🚨 Repeat sweep 🌊 Dark Flow | Options Flow

$AMAT Stock # 9 / 100 [ Marathon TA ] AMAT completed the 4th wave in September and is ready to march higher into the 900 - 1200 area before topping in Wave 5. 930 is the 2.0 x Wave A extension, 1120~ is the 1.272 Extension of Wave 3 within C. All dips are buyable. Calls out to Feb - March 2027 are also a good idea if you can stomach the additional volatility for higher gains.

$AMAT 5.34 million volume in last 15 minute candle close. Huge buys. get teady for 500 before er

$AMAT this is getting really ridiculous now, this is not trading under any sane market fundamentals

$AMAT about to face resistance at the shaded zone around $560. Up nicely overnight and looks like we will see this level be tested this week.

$AMAT - Applied Materials continues to climb off its lows... 1 of our stock picks for members coming into the week along with $LRCX. Both charts are similar. Buy low : sell high technical analysis really is a thing.

$AMAT Market Snapshot 📊 💰 $512.01 | 📈 Uptrend 📊 RSI 63.0 (Bullish) 〽️ MACD Bullish | Vol 1.1x 📏 MA20 $455.75 | MA50 $489.11 📏 MA200 $423.70 🛡️ S $411.51 | R $629.98 🏢 Cap $406.33B 📐 P/E 42.0 | Fwd 27.7 🤖 📈 Moderate Outlook | 🎯 $501.39 (-2.1%) ⚠️ Educational only — not financial advice.

$AMAT so glad i sold that put this week for just a 40% gain. Looking strong now. Wish i had flipped the trade but still holding shares.