#AMAT Applied Materials and SK hynix Announce Long-Term R&D Partnership to Accelerate AI Memory Innovation at EPIC Center in Silicon Valley
www.stocktitan.net/news/AMAT/applied-materi...
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#AMAT
Latest posts tagged with #AMAT on Bluesky
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Posts tagged #AMAT
Remember: Going into the war, AI hardware stocks like #TSM #MU #ASML #LRCX #AMAT #KLAC #ADI #MPWR #GLW #SNDK #WDC #ANET #STX were all soaring, while software stocks like #CRM #NOW #INTU #ADBE #ADSK #APP were getting crushed.
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Sen. John Boozman (R-AR) disclosed 2 trades:
Traded: Feb 27 | Disclosed: Mar 6
Bought: $NTAP ($1K-$15K)
Sold: $AMAT ($1K-$15K)
https://integrityindex.us/candidate/john-boozman
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Sen. John Boozman (R-AR) disclosed 2 trades:
Traded: Feb 27 | Disclosed: Mar 6
Bought: $NTAP ($1K-$15K)
Sold: $AMAT ($1K-$15K)
https://integrityindex.us/candidate/john-boozman
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Risks remain. But, for now, they also remain contained as it relates to the AI infrastructure buildout. And this week's strong AI earnings report are sustaining my bullishness on these stocks.
#ASML #AMAT #LRCX #NVDA #MU #AMD #KLAC #TER #TSM #INTC #QCOM #ARM #CRDO #ALAB #LASR
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#KLAC #TSM #DELL #SMCI #ASML #CLS #LRCX #ARM #AMAT #NVMI and more all down 5%+.
Yes, ALL those AI infrastructure stocks are down more than 5%, as of this post. It is a bloody, bloody day in the AI world.
Why? South Korea (though, ultimately, Iran).
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Look at what happened to memory stocks after Huang signaled memory was a bottleneck. #SNDK #MU #WDC #STX are all up >40% YTD.
Photonics stocks could be next. #LITE #COHR #AAOI #FN #AMAT could all be potential winners.
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So the readthrough for the broader AI sector is insanely bullish. This report is absolutely a reason to buy #SMH #SOXX #SNDK #LITE #GLW #TER #WDC #ENTG #MKSI #KLAC #AMAT #STX #CIEN #MU #MTSI #LRCX etc.
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#SNDK #LITE #GLW #TER #WDC #ENTG #TTMI #MKSI #CIEN #AMAT #STX #KEYS #MU #MTSI #LRCS #COHR #ASML #ONTO
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And physical AI supply chain stocks are currently presenting a very compelling opportunity b/c the buildout is just getting started.
#NVDA #MSFT #AMZN #MU #ORCL #AMD #SNDK #GOOGL #META #NBIS #IREN #AVGO #TSM #ANET #GEV #AMAT #KLAC
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🚀 Institutions taking big swings on #UnusualOptionsActivity with short expirations! Weekly Top Unu
🚀 Institutions taking big swings on #UnusualOptionsActivity with short expirations!
Weekly Top Unusual Activity from 🔥 INSIDERFINANCE.COM 🔥
1. #CLSK 74% OTM
2. #GME 48% OTM
3. #AMAT 47% OTM
4. #BMNR 47% OTM
5. #BBBY 47% OTM
#OptionFlow #OptionsTrading #Trading
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🚀 Institutions taking big swings on #UnusualOptionsActivity with short expirations! PM Top Unusual
🚀 Institutions taking big swings on #UnusualOptionsActivity with short expirations!
PM Top Unusual Activity from 🔥 INSIDERFINANCE.COM 🔥
1. #AMAT 47% OTM
2. #CRCL 45% OTM
3. #OKLO 44% OTM
4. #IONQ 40% OTM
5. #B 39% OTM
#OptionFlow #OptionsTrading #Trading
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🎯 #UnusualOptionsActivity trade ideas! Strong census from institutions on #options with short expir
🎯 #UnusualOptionsActivity trade ideas! Strong census from institutions on #options with short expirations.
PM Algo #TradeIdea from 🔥 INSIDERFINANCE.COM 🔥
#AMAT, #B, #HYMC, #VST, #SOC
#OptionFlow #OptionsTrading #Trading
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🎯 #UnusualOptionsActivity trade ideas! Strong census from institutions on #options with short expir
🎯 #UnusualOptionsActivity trade ideas! Strong census from institutions on #options with short expirations.
AM Algo #TradeIdea from 🔥 INSIDERFINANCE.COM 🔥
#AMAT, #AVGO, #SMCI, #FLNC, #B
#OptionFlow #OptionsTrading #Trading
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What a fantastic time we had at todays bingo!
Well done to all of our winners 🏆👏 and a huge thank you to everyone who joined us, you’re what makes these events so much fun!
#bingo #charity #amat #support
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🚀 Institutions taking big swings on #UnusualOptionsActivity with short expirations! AM Top Unusual
🚀 Institutions taking big swings on #UnusualOptionsActivity with short expirations!
AM Top Unusual Activity from 🔥 INSIDERFINANCE.COM 🔥
1. #CRWV 47% OTM
2. #AMAT 47% OTM
3. #AVGO 45% OTM
4. #MSTR 40% OTM
5. #FLNC 40% OTM
#OptionFlow #OptionsTrading #Trading
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#APLD #AMAT #502ed40e-136b-488a-8d46-cb320ff9dbf1 #investing #Technology #and #Telecom
Origin | Interest | Match
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🎯 Momentum #Options Activity trade ideas! Heavy institutional #optionsvolume far above daily averag
🎯 Momentum #Options Activity trade ideas! Heavy institutional #optionsvolume far above daily average with strong consensus on direction.
PM Algo #TradeIdea from 🔥 INSIDERFINANCE.COM 🔥
#DHT, #SSRM, #AMAT, #RTX, #JBLU
#OptionFlow #OptionsTrading #Trading
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#NVDA #TSM #AMAT #f8c3a414-1bb9-4b55-8350-414489d5494a #investing #Technology #and #Telecom
Origin | Interest | Match
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We've been celebrating Chinese New Year today with some tasty food. Stir fried noodles, sweet and sour chicken balls and duck spring rolls! 🍜🥠
#chinesenewyear #Chinese #food #charity #amat
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Nasdaq logs fifth straight weekly loss; Datadog, T-Mobile lead weekly movers
#ceg #exc #ctsh #amat #tmus #rop #wday #team #dash #ddog
Origin | Interest | Match
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#AMAT reports strong Q1 earnings, exceeding estimates with $2.38 EPS and $7.01B revenue
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This validates the inference acceleration thesis. Strengthens the case for custom silicon plays like #AVGO, #MRVL, #AMAT, #SNPS, #CDNS, #KLAC, etc. The compute stack is diversifying, and the supply chain enabling that diversification looks attractive.
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Which means that the indiscriminate selling on Wall Street this week is probably creating some pretty good opportunities in AI supply chain stocks.
#AMAT #ANET #NVDA #AMD #AVGO #VRT #KLAC
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Results underscore growing strength of AI-driven chip demand... #AMAT #UKinvestors #USshares #Nasdaq #Semiconductors #AI
sharesify.com/ai-splurge-s...
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#AMAT APPLIED MATERIALS
1Q ADJ EPS $2.38, EST. $2.21
1Q NET SALES $7.01B, EST. $6.86B
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#NationalPizzaDay & we are celebrating with plenty of pizza at The Hive!
It's not too late to pop in and grab yourselfe a slice. 🍕❤️
#NationalPizzaDay #pizza #support #hive #amat #charity
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