u/SnowSilent7695

1 thesis · first seen Sep 4, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d1100%-7.6%-7.6%
3d1100%-7.6%-7.6%
1w1100%-9.6%-9.6%
1m000
3m000
6m000
1y000

Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$AMATr/ValueInvestingDiscussionbullish
u/SnowSilent7695 · 26d agono track record yet
Long AMAT

AMAT is down ~5% after hours, after another really strong quarter

AMAT beat earnings and raised guidance with expected AGS revenue growth above 20% and advanced-packaging revenue growth above 70% in 2026. The after-hours decline appears driven by unmet analyst expectations rather than fundamentals, presenting a buying opportunity for a company with a strong fundamental story.

At post $548.80Now $472.79-13.8% since postedas of Sep 8, 4:30 PM ET
1d-7.6%
3d-7.6%
1w-9.6%
1m
3m
6m
1y
original post →

End of results.