Applied Materials Stock (AMAT): Beating The Market And Ready For Even More Growth!
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- Опубликовано: 31 май 2024
- This video from Chip Stock Investor updates our viewers on some news from Applied Materials. The company has been making some strategic maneuvers in the semiconductor industry, paring back some expenses, raising its quarterly dividend by 25%, and gearing up for the next chip manufacturing bull market.
Nick and Kasey discuss the company's consistent growth, notable for outpacing peers despite a sluggish industry downturn the last couple years. Applied Materials' equipment plays an absolutely critical role in chipmaking, across all process steps and chip types - including for AI and data center systems.
Additionally, the video explains Applied Materials' shareholder returns, accentuated by dividend increases and stock buybacks, and why it remains a core holding for Chip Stock Investor.
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Chapters:
00:00 Applied Materials: A Beacon of Consistent Performance
01:54 Forecasting the Future: Wafer Fab and Chip Packaging Equipment
02:47 Exploring Applied Materials' Revenue and Strategic Pivots
05:23 Innovations and Investments: Shaping the Future of Chip Making
11:02 Dividends, Buybacks, and Shareholder Value Enhancement
15:21 Valuation Insights and Investment Perspectives
Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.
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Nick and Kasey own shares of Applied Materials
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I’ve been buying AMAT since 2017 and STILL buying today
AMAT, my favorite in the semi !
It’s down like 3% today. Nice.
Your fair value is reasonable
Amazing video again! Thnx and enjoy your weekend
Besides NVDA, Applied Materials is my biggest holding…..
Do you own ASML?
@@michaelbrown-nz4on not yet….been keeping an eye on it.
@@michaelbrown-nz4on it’s like being a kid in a candy store with some of these….wish I had more $$$$$
ASML and ARM are really really good to trade…obviously if that’s your thing💰
Thank you! Love your videos!
Thanks you!💯
Love AMAT as a dividend growth company. But I have large positions in LRCX and ASML and building positions in AEHR and ACLS. When do you hold too many in one sector (in this case wafer equipment)? Or do you just go with winners and therefore AMAT could be another one to add at the right price?
Hey Geordie, good question. We look at it as a sector allocation % overall of the portfolio, rather than an individual stock% of portfolio. But yes, great winners keep rewarding their shareholders, so we're learning to just leave them alone to do their thing!
What about chaina market? Is there risk to sell them?
My top stock in my personnel portfolio is AMAT
That's a solid pick!
Casey is gorgeous…in the UK, we would refer to her as “…thinking man’s tottie”…in essence, a beautiful woman with high intelligence!
I ❤ AMAT!
Can you guys give an entry price for AMAT in another of my accounts ... if the stock market retreats 5-10 per cent from here...I already own at 180 in one of my accounts
no one knows. just DCA and sleep at night
What the heck happened to Arista? I was gaining and had to sell at a break even.