AMAT Trade Ideas
CommonQuant has published 7 trade ideas mentioning AMAT.
Recent trade ideas mentioning AMAT
Nvidia's AI rack is delayed a year but memory chips are printing money — buy the dip on Samsung and chip-equipment makers
LONG · 2026-07-08Nvidia's next big AI system is delayed by over a year, which means companies will keep buying today's AI chips for longer than expected. Meanwhile Samsung just posted a 19x profit jump on memory demand — yet its stock fell because investors are spooked about the AI narrative. That gap between massive earnings and fear is the opportunity.
Big tech is dumping $84B into AI infrastructure — buy the chip equipment makers they're forced to buy from
LONG · 2026-06-29The big tech companies are panicking to get their hands on enough AI chips, with Google's parent company Alphabet raising a record $84.75 billion to fund the buildout. At the same time, the equipment makers who actually build the chip factories are seeing massive order growth — making them a smarter way to play the AI boom than the overvalued tech giants themselves.
Chip stocks hammered last week now rebounding — dip buy on Lam Research
LONG · 2026-06-29Tech and chip stocks took a beating last week but are starting to rebound. Meanwhile, Wall Street analysts are upgrading chip equipment makers like Lam Research, citing massive long-term investment booms from countries like South Korea.
Chip gear stocks hit record highs while the broader market tanks — buy the AI momentum
LONG · 2026-06-18Companies that make the machines used to manufacture computer chips saw their stock prices hit all-time highs today. This happened even as the broader stock market fell after the Federal Reserve's latest update.
Market tanks on Fed news but chip gear stocks hit record highs — buy the strength
LONG · 2026-06-17The stock market overall tanked on the Fed's rate news, with the S&P 500 having its worst reaction to a new Fed Chair since 1994. But the companies that make the machines building computer chips actually hit all-time highs, completely ignoring the broader market panic.
AI chip demand is insatiable — ride the momentum in the companies making the factory equipment
LONG · 2026-06-17Companies that make the machines manufacturing microchips just hit their highest prices ever, fueled by a massive surge in AI-related demand.
AI chip gear makers are breaking records — ride the momentum on ASML and Applied Materials
LONG · 2026-06-17Companies that make the essential machinery for computer chips just hit all-time highs. This comes as the artificial intelligence boom is driving massive demand for advanced chips, and SpaceX's huge market debut is adding fuel to the tech rally.