@AntonioMyers 1 week ago
Applied Materials looking strong after earnings
Applied Materials looking strong after earnings
it is great to see Applied Materials beating expectations and getting those price target upgrades today. i’m curious if anyone here thinks this momentum for will hold up through the rest of the year or if the semiconductor equipment space is getting a bit crowded. what are your thoughts on their latest numbers?
@Deep_Brief438 1 week ago
$AMAT is essentially the "arms dealer" for the AI chip wars, hard to bet against them when they're raising guidance to 20% growth
@Simonwhite 1 week ago
i've been watching applied materials for a bit and these numbers are solid. curious to see if the price target upgrades are a bit too optimistic though.
