$AMAT

4 theses

bullish 100%neutral 0%bearish 0%

Avg return (3m)

+23.5%

Win rate (3m)

100% (3 resolved)

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

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

Recent theses

Prices as of Sep 8, 4:30 PM ET

$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 →

$AMATr/wallstreetbetsYOLObullish

u/CherryBlossom_Cox · 117d ago2 prior · 33% at 3mo

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.

At post $440.01Now $472.79+7.5% since postedas of Sep 8, 4:30 PM ET

1d-0.9%

3d-0.9%

1w-2.9%

1m+28.9%

3m+24.6%

6m—

1y—

original post →

$AMATr/wallstreetbetsYOLObullish

u/sempeotoa · 117d ago3 prior · 50% at 3mo

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.

At post $440.01Now $472.79+7.5% since postedas of Sep 8, 4:30 PM ET

1d-0.9%

3d-0.9%

1w-2.9%

1m+28.9%

3m+24.6%

6m—

1y—

original post →

$AMATr/wallstreetbetsNewsbullish

u/Miramarmechanic · 119d ago4 prior · 40% at 3mo

“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.

At post $430.66Now $472.79+9.8% since postedas of Sep 8, 4:30 PM ET

1d+1.3%

3d+1.3%

1w-5.6%

1m+28.3%

3m+21.2%

6m—

1y—

original post →

End of results.