$Applied Materials(AMAT)$ $KLA

$Applied Materials(AMAT)$ $KLA-Tencor(KLAC)$ $Lam Research(LRCX)$

📉🚨 $AMAT is crashing after hours despite a Q4 double beat, revenue $6.8B and EPS $2.17 📉🔥. Semi equipment sentiment remains brutal with China export pressure 🇨🇳, demand softness, and clear lag versus $KLAC and $LRCX ⚠️. Q1 guide was slightly better, but not enough to pull in momentum buyers or reverse the slide 🚫📊💥!

# Earnings PK: Nvidia Plays, Rocket, Chips, SaaS, or China Stocks — Who Will Win?

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Queengirlypops
·11-14
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wild move for real. the beat was clean and buyers did not show up. total mood shift. semi gear is acting like a quiet rocket that flipped upside down today. watching the way $LRCX holds up because that tells you where confidence is flowing. this setup is intense 🧃
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  Q, your read on confidence rotation is on point. The LRCX comparison tells the real story about where institutional weight is shifting.
  11-15
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  🚀 🅷🅰🅿🅿🆈 🆃🆁🅰🅳🅸🅽🅶 🅰🅷🅴🅰🅳! 🅲🅷🅴🅴🆁🆂, 🅱🅲🍀🍀🍀
  11-15
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  🩵 May your skies be blue and your trades green 🟢
  11-15
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Kiwi Tigress
·11-15
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honestly this reaction surprised me because the numbers were good but the mood is rough right now. you can see how fast anything tied to China gets hit 🇨🇳. kinda feels like the market is tired of semi equipment names for the moment. I’m looking at $KLAC just to compare the tone
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- Queengirlypops:
  Sis you nailed it. the whole vibe flipped in seconds. AMAT looked steady then China headlines smashed the mood 🇨🇳. this is the type of move that hits you mid scroll. KLAC really is holding cleaner and that tells the story. wild setup and I’m here for the chaos 🧃
  11-15
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  🚀 🅷🅰🅿🅿🆈 🆃🆁🅰🅳🅸🅽🅶 🅰🅷🅴🅰🅳! 🅲🅷🅴🅴🆁🆂, 🅱🅲🍀🍀🍀
  11-15
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  🩵 May your skies be blue and your trades green 🟢
  11-15
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Hen Solo
·11-15
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I’m reading the tape and the breakdown lines up with the broader equipment weakness. The relative underperformance versus $KLAC sends a strong message about where institutional confidence sits. I’m checking how $AMAT behaves around its recent support zones because the reaction could establish a new short term structure.
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  🚀 🅷🅰🅿🅿🆈 🆃🆁🅰🅳🅸🅽🅶 🅰🅷🅴🅰🅳! 🅲🅷🅴🅴🆁🆂, 🅱🅲🍀🍀🍀
  11-15
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  🩵 May your skies be blue and your trades green 🟢
  11-15
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  😎💰 Candle out, coffee up, spirits high; cheers to the Weekend ahead!
  11-15
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Cool Cat Winston
·11-15
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I’m looking at this setup and the reaction feels mechanical. The beat was real, but the market is signalling that export controls and cycle risk remain the dominant variables. When I compare it with $LRCX, I see a clear preference for tools with stronger China diversification. I want to see how pricing trends evolve before leaning toward any recovery scenarios. TJ🔥📉TJ, the crash here tells me sentiment is stretched. The numbers were fine, but the market wants a cleaner runway on geopolitics and that is not happening yet. I’m mapping this against $SOX trends to understand how deep the equipment reset might go. I will watch the next few sessions to see if volume spikes confirm exhaustion or continuation.
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  🚀 🅷🅰🅿🅿🆈 🆃🆁🅰🅳🅸🅽🅶 🅰🅷🅴🅰🅳! 🅲🅷🅴🅴🆁🆂, 🅱🅲🍀🍀🍀
  11-15
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  🩵 May your skies be blue and your trades green 🟢
  11-15
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  💼☀️😎 Profit booked, charts parked and vibes charged. Enjoy the weekend!
  11-15
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Tui Jude
·11-15
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The crash here tells me sentiment is stretched. The numbers were fine, but the market wants a cleaner runway on geopolitics and that is not happening yet. I’m mapping this against $SOX trends to understand how deep the equipment reset might go. I will watch the next few sessions to see if volume spikes confirm exhaustion or continuation.
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  TJ, you nailed the geopolitical overhang. The fundamentals were solid, but buyers need clarity on export policy before shifting tone.
  11-15
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  TJ, you nailed the geopolitical overhang. The fundamentals were solid, but buyers need clarity on export policy before shifting tone.
  11-15
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  TJ, you nailed the geopolitical overhang. The fundamentals were solid, but buyers need clarity on export policy before shifting tone.
  11-15
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PetS
·11-15
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I see what you mean about the mismatch between the beat and the price action. This is a classic example of fundamentals being overshadowed by macro risk. The China exposure is front and centre, and when I compare it with $ASML, the sentiment gap becomes clearer. I plan to track the balance between retail volume and institutional flows.
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  🚀 🅷🅰🅿🅿🆈 🆃🆁🅰🅳🅸🅽🅶 🅰🅷🅴🅰🅳! 🅲🅷🅴🅴🆁🆂, 🅱🅲🍀🍀🍀
  11-15
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  🩵 May your skies be blue and your trades green 🟢
  11-15
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  😎💰 Charts done, coffee on and profits parked; have a brilliant weekend ahead!
  11-15
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icycrystal
·11-16
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thanks for sharing
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  🚀 🅷🅰🅿🅿🆈 🆃🆁🅰🅳🅸🅽🅶 🅰🅷🅴🅰🅳! 🅲🅷🅴🅴🆁🆂, 🅱🅲🍀🍀🍀
  11-16
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  🩵 May your skies be blue and your trades green 🟢
  11-16
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  It’s great to see you active on Tiger 🐅 again [Heart][Strong]
  11-16
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zeeling
·11-17
Hgfh
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zeeling
·11-17
Hvch
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  🩵 May your skies be blue and your trades green 🟢
  11-17
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  I appreciate your enthusiasm and energy! [ShakeHands][Salute]
  11-17
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  🙏🏼 Thanks for your ongoing support zeeling 💪🦾🍀
  11-17
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Airwrecka
·11-16
Great article, would you like to share it?
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  🚀 🅷🅰🅿🅿🆈 🆃🆁🅰🅳🅸🅽🅶 🅰🅷🅴🅰🅳! 🅲🅷🅴🅴🆁🆂, 🅱🅲🍀🍀🍀
  11-16
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  I appreciate the interest, Airwrecka. The analysis was built from a mix of macro trends, sector fundamentals, and real time market structure. I’m always open to discussing the data in more depth, so thank you for the thoughtful note.
  11-16
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  🩵 May your skies be blue and your trades green 🟢
  11-16
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zeeling
·11-16
Bvcg
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  🚀 🅷🅰🅿🅿🆈 🆃🆁🅰🅳🅸🅽🅶 🅰🅷🅴🅰🅳! 🅲🅷🅴🅴🆁🆂, 🅱🅲🍀🍀🍀
  11-16
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  zeeling, thanks for dropping by. If you are reviewing the sector, keep an eye on liquidity pockets and how they shift around key levels. That is where the market is revealing its true intention right now.
  11-16
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  🩵 May your skies be blue and your trades green 🟢
  11-16
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zeeling
·11-16
Bvcg
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  🚀 🅷🅰🅿🅿🆈 🆃🆁🅰🅳🅸🅽🅶 🅰🅷🅴🅰🅳! 🅲🅷🅴🅴🆁🆂, 🅱🅲🍀🍀🍀
  11-16
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  🩵 May your skies be blue and your trades green 🟢
  11-16
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  zeeling, noted. If you are mapping scenarios, the interplay between volume behaviour and risk appetite across the board is worth watching. It is often the earliest tell in volatile periods.
  11-16
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nchls
·11-15
k
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  🙏🏼 Thanks for reading nchls
  11-15
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  🚀 🅷🅰🅿🅿🆈 🆃🆁🅰🅳🅸🅽🅶 🅰🅷🅴🅰🅳! 🅲🅷🅴🅴🆁🆂, 🅱🅲🍀🍀🍀
  11-15
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  🩵 May your skies be blue and your trades green 🟢
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Queengirlypops
·11-15
Great article, would you like to share it?
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  🙏🏼 Love your energy Q, you always amplify the message perfectly and keep the room buzzing.
  11-15
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  🚀 🅷🅰🅿🅿🆈 🆃🆁🅰🅳🅸🅽🅶 🅰🅷🅴🅰🅳! 🅲🅷🅴🅴🆁🆂, 🅱🅲🍀🍀🍀
  11-15
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  🩵 May your skies be blue and your trades green 🟢
  11-15
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