AMAT
Applied Materials Inc
stock NASDAQ

aMKR and AMAT playing hard to get, bruh. Hold if you like rollercoasters, trim if you prefer calm seas

I will buy the AMAT off you, how much are you selling it for? DM?

Debating maybe trimming amkr a bit and keeping AMAT

AMAT is so high quality, they are a good company. i sold mine off a bit ago and regretted it. if you feel compelled, you could always sell your cost basis + some profit and let the rest ride.

Not sure why AMAT is down today.
I've got no good moves in me. Watching msft a bit but idk if i want to go in, maybe i'll sell a put spread instead.

aMKR and AMAT playing hard to get, bruh. Hold if you like rollercoasters, trim if you prefer calm seas

I will buy the AMAT off you, how much are you selling it for? DM?

Debating maybe trimming amkr a bit and keeping AMAT

AMAT is so high quality, they are a good company. i sold mine off a bit ago and regretted it. if you feel compelled, you could always sell your cost basis + some profit and let the rest ride.

Not sure why AMAT is down today.
I've got no good moves in me. Watching msft a bit but idk if i want to go in, maybe i'll sell a put spread instead.

I agree with hyperscalers are up next at the same time I have 14-15K in MAG7. I would argue that NVIDIA hasn't had their run but will because of the sales on Blackwell, Vera Rubin systems and CPUs (ARM based) later half this year. I should have bought ARM holdings at $160 big mistake from me tbh. If your statement that semi had their run meaning equipments (ASML, LRCX, AMAT, KLA), smaller GPU/CPU player (ARM, AMD, INTEL), Marvell (ASIC) sure.

I bought ASML at $690 around $3000 sold all at $1400+. Technical analysis suggest momentum heading from equipment to hyperscalers toward year end. I think ASML LRCX KLA AMAT are all great stocks but they are trading at higher end premium with almost unattractive risk to reward ratio. ASML might face headwinds from slow adoption of high EUV from TSMC delay to 2029.

It is literally why I bought it. This is my tech port. I don’t want exposure to all of SK when they are fully reliant on middle eastern oil. That’s not moving the goalposts… it’s okay to try and have a meaningful contribution that isn’t actually helpful bud
People want a way to own Samsung and Hynix to capture the memory bottleneck. Why would they want to own Kia, Hyundai, and every other major South Korean Company in a fund where Samsung and Hynix are 50% of it, when they can buy a memory fund that is 50% Samsung and Hynix instead?
—
* Core Compute, Silicon Design & Networking (17%)
* NVDA: 7.0%
* AVGO: 6.0%
* MRVL: 4.0%
* COHR: 4.0%
* Fabrication, Equipment & Testing (21%)
* TSM: 7.0%
* ASML: 6.0%
* AMAT: 4.0%
* TER: 4.0%
* Providers & Dedicated AI Cloud (18%)
* GOOGL: 6.0%
* AMZN: 6.0%
* NBIS: 6.0%
* Power Grid Management, Cooling & Physical Infrastructure (20%)
* VRT: 6.0%
* CEG: 5.0%
* ETN: 5.0%
* MPWR: 4.0%
* The Memory Bottleneck (10%)
* DRAM (ETF): 10%
* Emerging Hardware: Robotics & Quantum (10%)
* SYM: 4.0%
* APH: 4.0%
* IONQ: 2.0%

Love these two. Just added both close to a month ago. INTC WDC and AMAT too.