Applied Materials. Every tracked FinTwit mention of $AMAT, newest first. 52 mentions since the first on Jun 19, 2025. See the price chart.
June 2026 · 2 mentions
Jun 4
Michael | Hypermarkets — TIER 2 — OPTICAL & NETWORKING BOTTLENECKS (The New Hottest Layer)
#6 $COHR (Coherent Corp.) — Nvidia invested $2 billion in Coherent in March 2026 alongside a multiyear purchase c…↗
Jun 1
Trade Whisperer — @JeffBro52400644 Solid names. I like $LRCX $AMAT $MRVL LFG https://t.co/I4RxFAtg2z↗
May 2026 · 21 mentions
May 31
InvestmentGuru — Computex 2026 kicks off June 2nd.
Theme: “AI Together.”
$NVDA $AMD $INTC all expected on stage. But the real alpha isn’t on the mainstage — it’s in the supply chain sitting behin…↗
May 30
TheValueist — Lack of clean room space is a comment I’ve heard multiple times in this season’s earnings calls. To the detriment of WFE manufacturers. $LRCX $AMAT $KLAC $AMSL↗
May 27
Daave “3 and 30” Tepper — $tsm has been the sphincter of the ai market; holding capacity nice and tight
raising price is a precursor to bringing capacity online
Jensen ain’t playing with cc price hikes w…↗
Serenity — I am now long MSSCorps (6830) ~$1.4B MC
This appears to be a functional monopoly in CPO for inspection.
But markets might have conflated that with Material/Failure Analysis with…↗
Apr 27
Michael | Hypermarkets — CHEATSHEAT and price targets for PHOTONICS STOCKS:
Here’s the full stack + WHY each matters + price targets 1 year from now:
1. MATERIALS & WAFERS
$AXTI — Enables indium phosp…↗
Apr 26
Serenity — TLDR of recent news + bottlenecks that go brr:
1. CPU bottleneck - $INTC CEO said AI inference pushed CPU Ratio From 1:8 to 1:1.
CPUs go brr ( $AMD, Intel, $ARM) -> $AMAT / $TSM…↗
The Future Investors — $BESI $AMAT $LRCX BE Semiconductor has attracted takeover interest from Lam Research and Applied Materials 👀
The interest highlights the growing importance of advanced chip packa…↗
Mar 11
The Future Investors — Applied Materials is partnering with Micron and SK Hynix to develop next-generation AI memory chips at its new EPIC research center 💾 🤖
The project could involve up to $5B in s…↗
Mar 10
Ray Wang — CJ: But I'm hearing upgrades of tools, whether it's even a $MU adding an extra layer of EUV to clear up clean room space, replacing KrF tools for higher throughput
$AMAT: We have…↗
Tech Fund — UBS bull thesis on Semicap for '26 - $LRCX $AMAT https://t.co/bROFlpS14q↗
November 2025 · 5 mentions
Nov 14
Ray Wang — Think about $AMAT's peers in China... https://t.co/XnlHBOmn7k↗
Nov 14
Ray Wang — $AMAT: "running at the same level for 2025 minus that extra shipment at the end of that year"
"And so that business was not as strong in '25 as it was the previous year"
"pretty…↗
Nov 14
Ray Wang — Analyst: "You did mention outside of restrictions, you are not losing share but your U.S. peer the closest one, reported much stronger China revenue growth this year, I think they'…↗
Nov 14
Ray Wang — $AMAT: "And then on the WFE per gigawatt, we spent some time thinking about this. We think the best way to think about this is about 15% of leading-edge wafer starts and DRAM wafer…
October 2025 · 8 mentions
Oct 16
Ray Wang — 3) WFE companies are rather familiar (including Deposition (CVD/PVD), Lithography, Etch, Implantation, CMP/Polishing).
Companies includes: TEL, $AMAT, $LRCX, $ASML, Canon, Sumito…↗
Oct 10
Ray Wang — I did a pretty cool analysis unpacking $AMAT's new Kinex platform (co-developed with $BESI) as well as the future of HBM and Hybrid Bonding.
You can download the report here.
A…↗
Oct 7
Ray Wang — $AMAT will offer integrated solutions for front end and integrated hybrid bonder from $BESI.
Essentially, the goal is to minimize wafer queue time across each process step.↗
Oct 7
Ray Wang — $AMAT launches Kinex™ Bonding System, an integrated hybrid bonding platform co-developed with $BESI — advancing next-gen 3D packaging. https://t.co/Z51Okeduam
September 2025 · 1 mention
Sep 22
Ray Wang — Promise this is my last self-promotion on this piece (should be a good Monday read tho).
$INTC $ALAB $NVDA $ARM $LRCX $SNPS $AMAT $TSM↗
July 2025 · 1 mention
Jul 18
Tech Fund — A bull case for Semicap in 2 charts - $ASML $LRCX $AMAT $KLAC Tokyo Electron etc:
1) TSMC is planning a wave of capex in the coming years with the buildout of leading edge fab clu…↗
June 2025 · 1 mention
Jun 19
Nancy Pelosi Stock Tracker ♟ — BREAKING 🚨:
Marjorie Taylor Greene just bought more stocks
~ $15K of Netflix $NFLX
~ $15K of Service Now $NOW
~ $15K Snowflake $SNOW
~ $15K of Applied Materials $AMAT
and more…↗
— $NVDA is now worth more than $AVGO, $AMD, $MU, $QCOM, $TXN, $INTC, $AMAT, $LRCX and $KLAC combined.
Thats what happens when one company sits at the platform layer of AI and captur…
Daave “3 and 30” Tepper — ACMR “ECP” segment includes equipment for panel-level packaging and grew 204% YoY (!!) to represent 36% (!!) of company revenue. That’s the kind of growth and materiality that shif…↗
May 15
Dillon Valdez — $AMAT — Applied Materials
Revenue was $7.9B, +11.4% YoY, and beat expectations of ~$7.7B by 3.0%. EPS was $2.86 vs $2.68 expected. Stock rose 0.9% on report day and is down 0.6% t…↗
May 15
Ophir Gottlieb — $AMAT beats across the board.
Quarter (Q2)
• EPS*: $2.86 vs $2.68 est
• Revenue: $7.91B vs $7.68B est
Guidance
• EPS*: $3.36 vs $2.89 Est;
• Revenue: $8.95B vs $8.14B Est
* Non-…↗
May 15
TheValueist — $AMAT KEY READ-THROUGHS FROM APPLIED MATERIALS Q2 FY2026 EARNINGS CALL
Applied Materials’ Q2 FY2026 call was a materially bullish signal for AI-driven semiconductor capital intens…↗
May 14
Serenity — Why is our president stock trading like a FinX influencer... Going long on semi supply chains like $JBL to $AMAT?
Looks more like a self-made ETF rather than picking individual lo…↗
May 14
Jason's Chips — $AMAT LMAO what happened here
The earnings middle finger of doom https://t.co/yB1ZcrIEjk↗
May 14
TheValueist — $AMAT $LRCX $KLAC Peas in a pod, almost. https://t.co/GgpmRrkY05↗
May 14
TheValueist — $AMAT (Bloomberg) -- Applied Materials forecast net sales for the third quarter; the guidance beat the average analyst estimate.
THIRD QUARTER FORECAST
•Sees net sales $8.45 billio…↗
May 14
unusual_whales — $AMAT earnings:
- EPS: $2.86, est: $2.68
- Rev: $7.9 billion, est: $7.69 billion↗
May 12
InvestmentGuru — The 2026 Memory Market May Extend the Supercycle
AI training, inference, and data center buildout are keeping memory demand structurally elevated — and the full stack is worth watc…↗
Shay Boloor — SEMICONDUCTOR STOCKS BY PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Here’s how they stack up:
• $INTC ~2.8x
• $LRCX ~2.0x
• $KLAC…↗
May 9
InvestmentGuru — The Complete Semiconductor Playbook — AI Supercycle 2026
🤖 EDGE AI
$QUIK · $CEVA · $SYNA · $QCOM · $INDI · $VLN · $SMTC
→ AI leaves the data center. Devices. Cars. Factories…↗
May 9
InvestmentGuru — The Complete Semiconductor Playbook — AI Supercycle 2026
The AI trade is no longer one ticker. It’s a full stack. Here’s every layer:
💾 MEMORY
$MU · $WDC · $STX · $SNDK · $AM…↗
May 7
Serenity — @StockStormX $AMAT is a $340B company, you're not getting much direct exposure to it.↗
May 1
Serenity — As for 3x brrrs these levels:
1. $SIVE
2. MSSCORP (6830)
3. Auros (322310)
Are my best guesses. Here's my thought process:
1. $SIVE: I genuinely do see them being $10B+ next y…↗
Serenity — @northyvt I feel like $TSM and OSAT/advanced packaging partners are the main beneficiaries apart from $AMD?
Maybe like $AMAT, $LRCX, $KLAC, $ASML and others too?
$INTC also have…↗
Apr 1
Black Panther Capital — THE AI SUPPLY CHAIN — COMPLETE MAP
I've spent a few hours mapping the entire AI supply chain. Hyperscalers are spending $750 billion. These are the 42 companies building, powering…↗
— I have written a full article on the AI chip supply chain.
The supply chain is structured into 4 different phases with 13 layers:
1. Raw Materials: $SHECY, $SUOPY, GlobalWafers,…
Ray Wang — 4) One should not forget other issue that concerns $AMAT in last Q and important to note that $AMAT's stock hs soared >40% past month, likely driven by more chip demand in logic…↗
Oct 2
Ray Wang — 2) Q2 Comment on the China issue.
$AMAT CEO Gary Dickerson: "However, as you will see in our guidance, we expect revenue and earnings to be sequentially lower in our fourth qua…↗
Oct 2
Ray Wang — 1) The WSJ report explains $AMAT's management concerns and why they trimmed the Q4 guide in the last earnings call, and now it also makes so much sense why management flagged that…↗
Oct 2
Ray Wang — $AMAT expects a $710 million hit to its revenue from new export restrictions published by U.S. government.
Applied Materials said the new rule would restrict its ability to expo…↗