AMAT

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the first stock their strategist says to sell might be one you'd never expect because business is actually booming for these guys right now. What stock is that? Applied materials or AMA is their ticker symbol.

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betting against the hottest names, things like Nvidia, Applied Materials

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Bridgewater sold 50% of their Applied materials

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Tesla and Applied Materials both saw their stocks fall, and Michael Bur has made a decent return betting against them.

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TSMC, Micron, Skhinx, and Broadcom are all trading at lower forward PE ratios than the NASDAQ 100 while being some of the highest growth companies in their parts of the supply chain. And further down the list, Applied Materials, Google, Coherent, and Verdive all trade at 22 to 25 times forward earnings, about the same as the overall NASDAQ 100. Celestico looks cheaper at 18 times, but almost 2/3 of their revenue comes from just three customers. So, there's some extra risk there, and I think they'll keep getting punished for it if the sell-off continues. That's why this is actually the order that I'd personally buy these stocks in as well.

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I want to do a long-term buy because I listened to Gary Dickerson today... But AAT is real good. I think you should stick with it and buy some.

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I think if you did initiate a position now, I don't know when you're going to do it. You buy a little here. I know you already have some. Forget that. You already have some. Think about how to be able to make it so you have a better basis. I would put some on here and then wait till it's down 10%.

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To wrap up, market panics driven by macro noise frequently hand long-term investors their best buying opportunities. SK Hynix, Celestica, and Applied Materials represent world-class businesses with unbeatable fundamentals trading at temporary discounts. Do your due diligence, manage your risk, and buy the dip while Wall Street is looking the other way.

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Let's continue with our second backdoor monopolist, Applied Materials, ticker AMAT.

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our final selection, applied materials, ticker AMAT, is a foundational capitalization play that reflects the exact core of Ed Yardini's broad market productivity thesis.

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To build the advanced chips that power these AI racks, chipmakers rely on specialized tools, bringing us to our fourth stock, Applied Materials, ticker AMAT, the world's largest semiconductor equipment supplier, and the ultimate picks and shovels play, enabling the entire AI hardware boom.

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the second hidden gem BlackRock is quietly accumulating is Applied Materials, ticker symbol AMAT.

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it’s currently flagging Applied Materials AMAT as one of the top picks.

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And two other companies are Apply Materials and Kla Corp.

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So, any weakness in the semiconductor stocks, memory names, or even the equipment makers can be confidently bought.

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So we remain long here, Applied Materials at CSI and some of the other key wafer fab and advanced packaging companies.

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...in a pro portfolio, we own Applied Materials...

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So I I I get very excited about the shares of Applied Materials, which you just mentioned, because it's going to be a beneficiary of that pain point, of that need to bring more chip capacity on stream.

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Think ASML, Applied Materials, Lamb Research

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And then the other one was Applied Materials. Ticker is AMAT.