Applied Materials, Inc. (AMAT) News

US screen check for Sep 15 Revenue Growth Leaders $AAPL $ABBNY $ABNB $ADBE $ADI $AEM $AEP $AFL $AJG $AMAT AAPL +16% to $109.4B. ABBNY +18%, EBITA margin 23.5%. ABNB +17% to $3.6B. ADBE double-digit Q3 growth. ADI EPS $2.74. AMAT gross margin 50.3%.

$AAPL Supply Chain — Key Names Semiconductors & RF: $AAPL — Apple $AVGO — Broadcom $QCOM — Qualcomm $SWKS — Skyworks Solutions $QRVO — Qorvo $CRUS — Cirrus Logic $TXN — Texas Instruments $ADI — Analog Devices $NXPI — NXP Semiconductors $MU — Micron Technology $INTC — Intel $GFS — GlobalFoundries $ON — ON Semiconductor Materials, Equipment & Components: $GLW — Corning $COHR — Coherent $AMAT — Applied Materials $MP — MP Materials $APH — Amphenol Manufacturing & Packaging: $AMKR — Amkor Technology $TSM — Taiwan Semiconductor $ASML — ASML The device is the story. The supply chain is the trade.

⛏️ I don't try to pick the winning AI model. I own the tollbooths. $AMAT $LRCX $KLAC $FORM $TER $MKSI If AI capex holds, equipment and test names get paid regardless of who wins. All sitting 13–33% under my entries. Adding or waiting?

Rest of the top 10, US$M: $CBRS 4,240 · $INTC 1,706 · $AMAT 1,439 · $NBIS 1,315 · $HD 1,276 · $STX 1,270 · $CCL 1,244 · $HUT 1,239 · $FPS 1,238 Free tools that track this straight from SEC filings:

If you hold the following stocks, be sure to follow him: $AMAT $FLR $AFRM He turned $2,200 into $47,000 in three months. He says making money is as easy as breathing. For more information, follow