$AMAT

3 theses

bullish 100%neutral 0%bearish 0%

Avg return (6m)

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Win rate (6m)

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1d 3d 1w 1m 3m 6m 1y

Recent theses

$AMATYOLObullish

u/CherryBlossom_Cox · 15d ago

Long AMAT calls · 17 contracts

Bought 17 AMAT calls. Now just waiting for the lottery results

Author holds 17 AMAT call options, betting on upside movement in Applied Materials stock. The casual tone suggests speculative positioning with an expectation of price appreciation.

1d-0.9%

3d-0.9%

1w-2.9%

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1y—

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$AMATYOLObullish

u/sempeotoa · 15d ago

Putting the profits I made from SPY yesterday into AMAT and UMAC!!

Author is putting profits from SPY gains into AMAT, indicating conviction to hold long-term or capture additional upside.

1d-0.9%

3d-0.9%

1w-2.9%

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3m—

6m—

1y—

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$AMATNewsbullish

u/Miramarmechanic · 17d ago

“25k in AMAT stock to hold through its earnings season”

OpenAI expects over half of all internet users will be active on its platform by 2030.

Applied Materials will benefit from elevated semiconductor capex driven by AI infrastructure buildout, despite energy and cost headwinds. Author holding 25k shares through earnings season.

1d+1.3%

3d+1.3%

1w-5.6%

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End of results.