AMAT Applied Materials, Inc.

AMAT Applied Materials, Inc.

Technology · Semiconductor Equipment & Materials

Desk view

Watchingmedium conviction · entry WAIT: close above $489.46 (20-day average); Reclaim/flag plus current orders, customer spending and export-exposure review; dip volume was not light. Price alone cannot authorize BUY. — not entered
Basis Open desk call ·Logged decision
Updated

Market read

Scan convergence 3 scans as of 2026-10-16 3 neutral converging

POC $236.92 · VWAP $411.36 · -0.5% vs 12m avg buyer

pullback vol: normalgaps: stablechurn: quiet as of

Insiders quiet 0 buy / 0 sell · Form 4, 90d

Coverage

8 related campaigns

Watchlists @ai-bottlenecks@monster-discoveries@semis@thebuildout-advanced-packaging-2d3d-leaders@thebuildout-advanced-packaging-equipment@thebuildout-china-ai-semiconductor-stack@thebuildout-cmp-slurries-consumables@thebuildout-co-packaged-optics-cpo@thebuildout-custom-ai-silicon-hyperscaler-asics@thebuildout-deposition-equipment +7

AMAT Price Structure

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Peers

Every watchlist AMAT belongs to, members best 30-day change first — AMAT highlighted in place. Each pill: 30d change, 1d/7d, and a close spark over the last 30 calendar days (~21 sessions); hover for price, RSI, and the full chart.

@thebuildout-deposition-equipment
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KLAC-1.0% -5.0%1d -15.3%7d AMAT-1.5% -4.8%1d -19.3%7d LRCX-2.0% -4.9%1d -17.2%7d
@thebuildout-cmp-slurries-consumables
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ENTG+6.6% -5.5%1d -16.3%7d MMME+1.3% -0.3%1d +3.0%7d Q+0.4% -3.5%1d -8.9%7d AMAT-1.5% -4.8%1d -19.3%7d
@thebuildout-advanced-packaging-equipment
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NDSN+4.3% -2.0%1d -1.8%7d KLAC-1.0% -5.0%1d -15.3%7d AMAT-1.5% -4.8%1d -19.3%7d LRCX-2.0% -4.9%1d -17.2%7d MKSI-8.7% -6.0%1d -18.8%7d ONTO-9.4% -4.8%1d -25.1%7d
@thebuildout-etch-equipment
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ENTG+6.6% -5.5%1d -16.3%7d KLAC-1.0% -5.0%1d -15.3%7d AMAT-1.5% -4.8%1d -19.3%7d LRCX-2.0% -4.9%1d -17.2%7d AEIS-5.6% -5.6%1d -17.5%7d MKSI-8.7% -6.0%1d -18.8%7d
@thebuildout-lithography-equipment
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SNPS+20.1% -2.9%1d -10.9%7d ASML+2.5% -1.0%1d -7.8%7d KLAC-1.0% -5.0%1d -15.3%7d AMAT-1.5% -4.8%1d -19.3%7d ONTO-9.4% -4.8%1d -25.1%7d COHR-19.7% -7.1%1d -25.5%7d
@thebuildout-metrology-inspection
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TMO+6.4% -0.9%1d +4.9%7d NDSN+4.3% -2.0%1d -1.8%7d ASML+2.5% -1.0%1d -7.8%7d KLAC-1.0% -5.0%1d -15.3%7d AMAT-1.5% -4.8%1d -19.3%7d NVMI-5.3% -2.5%1d -9.0%7d ONTO-9.4% -4.8%1d -25.1%7d
@thebuildout-glass-core-panel-level-packaging
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ASX+4.2% -5.6%1d -14.9%7d KLAC-1.0% -5.0%1d -15.3%7d TSM-1.2% -2.3%1d -9.0%7d AMAT-1.5% -4.8%1d -19.3%7d GLW-8.4% -4.6%1d -15.8%7d ONTO-9.4% -4.8%1d -25.1%7d AMKR-9.6% -5.1%1d -14.9%7d INTC-11.1% -5.8%1d -14.2%7d
@wfe-test-metrology
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ENTG+6.6% -5.5%1d -16.3%7d ACLS+4.4% -5.9%1d -19.6%7d ASML+2.5% -1.0%1d -7.8%7d FORM+0.2% -7.3%1d -24.8%7d KLAC-1.0% -5.0%1d -15.3%7d KLIC-1.2% -5.3%1d -14.5%7d AMAT-1.5% -4.8%1d -19.3%7d LRCX-2.0% -4.9%1d -17.2%7d TER-4.7% -5.3%1d -19.3%7d CAMT-6.6% -1.4%1d -15.3%7d MKSI-8.7% -6.0%1d -18.8%7d ONTO-9.4% -4.8%1d -25.1%7d AMKR-9.6% -5.1%1d -14.9%7d
@thebuildout-china-ai-semiconductor-stack
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SNPS+20.1% -2.9%1d -10.9%7d CDNS+14.2% -1.5%1d -9.4%7d ASX+4.2% -5.6%1d -14.9%7d ASML+2.5% -1.0%1d -7.8%7d BABA+1.7% -1.8%1d -2.0%7d NVDA+0.1% -1.4%1d -6.6%7d KLAC-1.0% -5.0%1d -15.3%7d TSM-1.2% -2.3%1d -9.0%7d AMAT-1.5% -4.8%1d -19.3%7d LRCX-2.0% -4.9%1d -17.2%7d MU-5.2% -5.6%1d -14.6%7d ARM-6.6% -6.9%1d -14.4%7d BIDU-9.5% -2.9%1d -6.1%7d SKHY-21.9% -6.6%1d -19.3%7d
@thebuildout-hbm-memory
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SNPS+20.1% -2.9%1d -10.9%7d CDNS+14.2% -1.5%1d -9.4%7d RMBS+7.2% -6.0%1d -18.8%7d ASX+4.2% -5.6%1d -14.9%7d FORM+0.2% -7.3%1d -24.8%7d KLAC-1.0% -5.0%1d -15.3%7d TSM-1.2% -2.3%1d -9.0%7d AMAT-1.5% -4.8%1d -19.3%7d LRCX-2.0% -4.9%1d -17.2%7d TER-4.7% -5.3%1d -19.3%7d MU-5.2% -5.6%1d -14.6%7d QCOM-6.9% -3.5%1d -1.9%7d ONTO-9.4% -4.8%1d -25.1%7d AMKR-9.6% -5.1%1d -14.9%7d SKHY-21.9% -6.6%1d -19.3%7d
@thebuildout-package-substrate-interposer-ecosystem
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SNPS+20.1% -2.9%1d -10.9%7d CDNS+14.2% -1.5%1d -9.4%7d ASX+4.2% -5.6%1d -14.9%7d MMME+1.3% -0.3%1d +3.0%7d Q+0.4% -3.5%1d -8.9%7d KLAC-1.0% -5.0%1d -15.3%7d TSM-1.2% -2.3%1d -9.0%7d AMAT-1.5% -4.8%1d -19.3%7d LRCX-2.0% -4.9%1d -17.2%7d GLW-8.4% -4.6%1d -15.8%7d ONTO-9.4% -4.8%1d -25.1%7d AMKR-9.6% -5.1%1d -14.9%7d INTC-11.1% -5.8%1d -14.2%7d UMC-12.0% -5.3%1d -13.7%7d TTMI-17.6% -7.4%1d -22.4%7d
@semis
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ON+8.1% -2.3%1d -7.1%7d TXN+6.1% -0.9%1d -2.6%7d AMD+3.2% -6.0%1d -13.1%7d MXL+2.6% -8.8%1d -25.8%7d ASML+2.5% -1.0%1d -7.8%7d NVDA+0.1% -1.4%1d -6.6%7d MRVL-0.8% -5.6%1d -17.2%7d SMH-1.1% -3.4%1d -10.5%7d TSM-1.2% -2.3%1d -9.0%7d AMAT-1.5% -4.8%1d -19.3%7d SOXX-1.7% -4.1%1d -11.8%7d LSCC-2.5% -3.2%1d -17.8%7d AVGO-3.2% -4.5%1d -9.1%7d ARM-6.6% -6.9%1d -14.4%7d SWKS-6.9% +0.8%1d +4.4%7d QCOM-6.9% -3.5%1d -1.9%7d AMKR-9.6% -5.1%1d -14.9%7d INTC-11.1% -5.8%1d -14.2%7d
@thebuildout-custom-ai-silicon-hyperscaler-asics
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SNPS+20.1% -2.9%1d -10.9%7d CDNS+14.2% -1.5%1d -9.4%7d MSFT+7.9% -1.9%1d -1.1%7d RMBS+7.2% -6.0%1d -18.8%7d META+5.3% -3.7%1d -1.3%7d ASX+4.2% -5.6%1d -14.9%7d ASML+2.5% -1.0%1d -7.8%7d AMZN+1.6% -1.9%1d -4.7%7d FORM+0.2% -7.3%1d -24.8%7d GOOG-0.7% -2.3%1d -3.1%7d MRVL-0.8% -5.6%1d -17.2%7d TSM-1.2% -2.3%1d -9.0%7d AMAT-1.5% -4.8%1d -19.3%7d LRCX-2.0% -4.9%1d -17.2%7d AVGO-3.2% -4.5%1d -9.1%7d MU-5.2% -5.6%1d -14.6%7d ARM-6.6% -6.9%1d -14.4%7d QCOM-6.9% -3.5%1d -1.9%7d AMKR-9.6% -5.1%1d -14.9%7d INTC-11.1% -5.8%1d -14.2%7d SKHY-21.9% -6.6%1d -19.3%7d CBRS-33.2% -10.5%1d -22.5%7d
@thebuildout-advanced-packaging-2d3d-leaders
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SNPS+20.1% -2.9%1d -10.9%7d CDNS+14.2% -1.5%1d -9.4%7d GFS+8.5% -4.3%1d -3.2%7d RMBS+7.2% -6.0%1d -18.8%7d NDSN+4.3% -2.0%1d -1.8%7d ASX+4.2% -5.6%1d -14.9%7d AMD+3.2% -6.0%1d -13.1%7d MMME+1.3% -0.3%1d +3.0%7d Q+0.4% -3.5%1d -8.9%7d FORM+0.2% -7.3%1d -24.8%7d NVDA+0.1% -1.4%1d -6.6%7d DOW-0.5% +0.9%1d +5.3%7d KLAC-1.0% -5.0%1d -15.3%7d TSM-1.2% -2.3%1d -9.0%7d AMAT-1.5% -4.8%1d -19.3%7d LRCX-2.0% -4.9%1d -17.2%7d AVGO-3.2% -4.5%1d -9.1%7d TER-4.7% -5.3%1d -19.3%7d MU-5.2% -5.6%1d -14.6%7d NVMI-5.3% -2.5%1d -9.0%7d QCOM-6.9% -3.5%1d -1.9%7d GLW-8.4% -4.6%1d -15.8%7d ONTO-9.4% -4.8%1d -25.1%7d AMKR-9.6% -5.1%1d -14.9%7d INTC-11.1% -5.8%1d -14.2%7d UMC-12.0% -5.3%1d -13.7%7d SKHY-21.9% -6.6%1d -19.3%7d
@thebuildout-co-packaged-optics-cpo
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SNPS+20.1% -2.9%1d -10.9%7d CDNS+14.2% -1.5%1d -9.4%7d GFS+8.5% -4.3%1d -3.2%7d CRDO+5.1% -4.9%1d -21.6%7d MTSI+4.2% -3.4%1d -20.6%7d ASX+4.2% -5.6%1d -14.9%7d AMD+3.2% -6.0%1d -13.1%7d KEYS+2.9% -3.2%1d -13.5%7d FORM+0.2% -7.3%1d -24.8%7d NVDA+0.1% -1.4%1d -6.6%7d CSCO-0.3% -2.2%1d -9.3%7d MRVL-0.8% -5.6%1d -17.2%7d TSM-1.2% -2.3%1d -9.0%7d AMAT-1.5% -4.8%1d -19.3%7d LRCX-2.0% -4.9%1d -17.2%7d IBM-2.3% -0.8%1d +2.2%7d CIEN-2.3% -6.7%1d -26.0%7d HPE-2.7% -6.0%1d -24.9%7d VIAV-3.2% -9.3%1d -26.6%7d AVGO-3.2% -4.5%1d -9.1%7d TSEM-3.3% -6.8%1d -14.5%7d TER-4.7% -5.3%1d -19.3%7d STM-5.6% -2.6%1d -12.8%7d CLS-6.2% -3.6%1d -16.1%7d JBL-6.4% -3.1%1d -9.2%7d FN-7.4% -5.6%1d -25.3%7d GLW-8.4% -4.6%1d -15.8%7d ONTO-9.4% -4.8%1d -25.1%7d AMKR-9.6% -5.1%1d -14.9%7d LITE-10.4% -5.2%1d -25.3%7d INTC-11.1% -5.8%1d -14.2%7d SMTC-18.4% -5.2%1d -27.0%7d COHR-19.7% -7.1%1d -25.5%7d AAOI-21.9% -9.8%1d -31.1%7d
@ai-bottlenecks
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P+27.1% -7.0%1d -19.7%7d TLN+23.4% +0.3%1d -6.3%7d 8046.TW+22.6% +0.7%1d -8.1%7d PENG+18.4% -7.7%1d -25.1%7d 6920.T+15.2% +5.0%1d -15.2%7d 3037.TW+13.4% +1.4%1d -14.2%7d 4958.TW+12.9% +7.3%1d -5.9%7d 7729.T+10.2% +1.7%1d -12.4%7d GNRC+10.0% -2.9%1d -14.3%7d TT+8.8% +0.3%1d -3.8%7d 2802.T+8.6% +0.8%1d -2.2%7d AMS.SW+8.5% -2.3%1d -15.5%7d RSW.L+8.5% +1.5%1d -4.1%7d GFS+8.5% -4.3%1d -3.2%7d 6103.T+8.5% +1.1%1d -0.5%7d VST+8.3% -1.4%1d -5.9%7d ON+8.1% -2.3%1d -7.1%7d 6501.T+8.0% +3.1%1d +1.8%7d LIN+7.9% +1.1%1d +3.0%7d NG.L+7.4% +2.0%1d +6.2%7d 6861.T+6.8% +2.3%1d +0.3%7d ENTG+6.6% -5.5%1d -16.3%7d NTAP+6.4% -5.1%1d -14.1%7d ALAB+6.2% -5.3%1d -16.5%7d TXN+6.1% -0.9%1d -2.6%7d 3105.TWO+6.0% -0.2%1d -13.8%7d 6146.T+5.9% +1.3%1d -12.4%7d MPWR+5.5% -3.1%1d -12.7%7d 2449.TW+5.2% +1.1%1d -9.7%7d TEL+5.2% -0.2%1d -2.6%7d WEC+5.2% +2.5%1d +4.8%7d SHLS+5.1% -7.6%1d -18.0%7d CRDO+5.1% -4.9%1d -21.6%7d HUBB+5.0% -0.8%1d -2.7%7d SONY+4.8% +0.8%1d +3.1%7d NXPI+4.7% -0.8%1d +0.8%7d CEG+4.6% -1.3%1d -9.0%7d MTSI+4.2% -3.4%1d -20.6%7d VECO+4.2% -5.3%1d -18.2%7d ASX+4.2% -5.6%1d -14.9%7d VICRE+4.1% -12.9%1d -28.0%7d AI.PA+4.0% +0.1%1d +2.0%7d SIE.DE+3.9% 0.0%1d -0.5%7d WRT1V.HE+3.9% -3.3%1d -1.9%7d JCI+3.6% -1.5%1d -7.6%7d RRX+3.2% -1.4%1d -6.7%7d AMD+3.2% -6.0%1d -13.1%7d 6762.T+3.1% +1.3%1d -10.0%7d 4186.T+3.0% +2.5%1d -10.8%7d PRLB+2.9% -2.0%1d -8.7%7d ROK+2.7% +1.0%1d -1.5%7d APH+2.7% -2.6%1d -9.0%7d MXL+2.6% -8.8%1d -25.8%7d NXT+2.6% -4.1%1d -7.0%7d 6954.T+2.5% +1.4%1d -1.9%7d ASML+2.5% -1.0%1d -7.8%7d 6481.T+2.1% +1.3%1d -6.9%7d PWR+2.0% -1.6%1d -10.5%7d 7011.T+1.9% +5.4%1d +3.5%7d 2383.TW+1.6% +0.9%1d -13.9%7d SOLS+1.3% -1.1%1d -3.4%7d 6315.T+1.2% +2.2%1d -18.3%7d 3665.TW+1.0% 0.0%1d -14.6%7d CMI+0.7% -0.3%1d +1.5%7d Q+0.4% -3.5%1d -8.9%7d FCX+0.4% -0.7%1d -5.6%7d 6506.T+0.4% +2.4%1d -8.5%7d BAM+0.3% -1.4%1d -1.2%7d FORM+0.2% -7.3%1d -24.8%7d NVDA+0.1% -1.4%1d -6.6%7d D+0.1% +1.1%1d +3.1%7d CLFE-0.3% -0.3%1d -6.6%7d SHECY-0.3% -2.8%1d -3.6%7d CSCO-0.3% -2.2%1d -9.3%7d 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-19.3%7d IFX.DE-4.8% -0.1%1d -11.0%7d 4979.TWO-4.9% -4.1%1d -8.0%7d 601689.SS-5.1% +4.9%1d -7.5%7d MU-5.2% -5.6%1d -14.6%7d STM-5.6% -2.6%1d -12.8%7d WAF.DE-5.7% +1.1%1d -16.8%7d BWXT-5.9% -0.1%1d -4.7%7d 2049.TW-6.2% 0.0%1d -6.5%7d CLS-6.2% -3.6%1d -16.1%7d JBL-6.4% -3.1%1d -9.2%7d NKT.CO-6.4% 0.0%1d -1.1%7d 002472.SZ-6.5% +1.3%1d -11.5%7d 002050.SZ-6.5% +2.9%1d -6.4%7d CAMT-6.6% -1.4%1d -15.3%7d 5803.T-6.6% -0.8%1d -16.8%7d ARM-6.6% -6.9%1d -14.4%7d CAT-6.6% -0.7%1d -8.7%7d QCOM-6.9% -3.5%1d -1.9%7d 603728.SS-6.9% +0.5%1d -10.7%7d POWL-7.1% -3.3%1d -14.0%7d NEX.PA-7.3% -0.4%1d -2.0%7d FN-7.4% -5.6%1d -25.3%7d 8358.TWO-7.5% +2.3%1d -11.8%7d AMSC-7.7% -4.5%1d -15.9%7d SOI.PA-7.8% -1.0%1d -19.6%7d 6830.TW-8.0% -0.3%1d -8.2%7d GLW-8.4% -4.6%1d -15.8%7d MKSI-8.7% -6.0%1d -18.8%7d FPS-9.1% -2.1%1d -20.9%7d 3436.T-9.2% +1.9%1d -21.1%7d 6981.T-9.2% +2.2%1d -13.4%7d FIX-9.3% -2.9%1d -16.1%7d SU.PA-9.3% -1.8%1d -4.9%7d ONTO-9.4% -4.8%1d -25.1%7d AMKR-9.6% -5.1%1d -14.9%7d FSLR-9.7% -3.5%1d 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-17.8%7d NTNX-2.6% -4.3%1d -10.3%7d MRX-2.6% -2.5%1d -2.0%7d ENLT-2.7% -0.5%1d +3.4%7d FDX-2.7% -0.7%1d +0.6%7d HPE-2.7% -6.0%1d -24.9%7d NSIT-2.9% +1.0%1d -1.9%7d MGY-2.9% +3.4%1d +5.2%7d NRIX-2.9% -2.1%1d +9.3%7d AVT-2.9% -3.1%1d -9.4%7d HCC-3.0% +0.5%1d -3.4%7d EAT-3.1% -0.4%1d +5.3%7d AEM-3.1% +1.1%1d +0.3%7d DK-3.3% -0.4%1d +2.8%7d DAN-3.3% +1.7%1d -1.3%7d KALU-3.4% -0.8%1d -2.8%7d DVA-3.4% -1.0%1d +4.5%7d NPE-3.8% -0.3%1d +2.2%7d JHX-3.8% -0.3%1d +2.8%7d ESE-3.8% -1.4%1d -3.4%7d CNR-3.9% +1.5%1d +2.1%7d ARMK-4.0% +0.4%1d +0.6%7d HLIT-4.1% +1.0%1d -2.7%7d DXPE-4.2% -1.1%1d -2.8%7d ALGM-4.2% -2.3%1d -11.1%7d FTI-4.3% +2.1%1d +0.1%7d ARIS-4.3% +0.5%1d +0.6%7d BHE-4.4% -3.5%1d -13.3%7d CRGY-4.4% +10.1%1d +8.8%7d DHC-4.4% -0.3%1d +1.2%7d BWLP-4.4% +0.9%1d -5.0%7d KN-4.5% -3.1%1d -10.8%7d KSPI-4.7% -1.8%1d +0.2%7d AROC-4.8% +1.1%1d -2.4%7d NMM-4.9% -1.3%1d -5.4%7d BFH-4.9% +1.2%1d +2.0%7d CHYM-5.1% -1.0%1d -1.4%7d BEN-5.3% -1.3%1d -3.2%7d LION-5.4% -2.9%1d -3.9%7d FIVN-5.4% -8.2%1d -11.5%7d AEIS-5.6% -5.6%1d -17.5%7d DBX-5.8% -2.6%1d +3.5%7d ALSN-5.8% -0.7%1d +1.8%7d KRYS-6.0% -4.1%1d -4.5%7d OII-6.0% +1.7%1d -2.3%7d KRMN-6.1% +2.3%1d +6.4%7d CEF-6.2% -0.3%1d -2.9%7d FIVE-6.3% -0.2%1d +3.7%7d DAR-6.4% +0.8%1d +1.8%7d CAMT-6.6% -1.4%1d -15.3%7d BWA-6.7% -0.9%1d -5.2%7d BIO-6.7% -3.0%1d -3.4%7d AGI-6.8% +0.4%1d -2.4%7d CALY-6.9% -1.2%1d +1.0%7d CLBKE-6.9% -1.4%1d -1.2%7d NGL-6.9% +2.6%1d +3.1%7d AU-6.9% +1.4%1d -1.4%7d IAG-7.1% +1.9%1d -3.8%7d ATRO-7.2% -0.1%1d -4.2%7d MBIN-7.3% -0.4%1d -0.3%7d DIOD-7.4% -2.9%1d -12.7%7d LPG-7.4% -0.1%1d -7.0%7d FN-7.4% -5.6%1d -25.3%7d IRDM-7.5% -2.7%1d -7.8%7d AGM-7.6% -1.1%1d 0.0%7d IPGP-7.7% -3.7%1d -9.3%7d BVN-8.0% -2.3%1d -6.3%7d AVAL-8.1% -1.0%1d -0.8%7d LFST-8.2% -5.1%1d -5.5%7d HPQ-8.2% -2.7%1d -0.6%7d CRS-8.4% -0.9%1d -2.3%7d CF-8.4% +0.9%1d +8.3%7d GEO-8.8% -2.3%1d -7.9%7d FROG-9.0% -10.8%1d -17.5%7d ANDE-9.1% -1.1%1d +1.6%7d GRND-9.3% -6.7%1d -6.3%7d COGT-9.3% 0.0%1d -4.8%7d KMX-9.3% +1.4%1d +1.4%7d BG-9.4% -0.8%1d +3.3%7d NOK-9.9% -4.5%1d -11.8%7d KYMR-9.9% -3.1%1d -6.8%7d AIP-10.1% -5.8%1d -16.4%7d GLNG-10.1% +0.7%1d -5.5%7d HP-10.2% -0.7%1d -6.1%7d CGNX-10.2% -3.0%1d -14.2%7d BHVN-10.3% -5.7%1d -10.8%7d AA-10.4% +2.5%1d -1.8%7d ALKS-10.5% +2.8%1d +1.5%7d KAROE-10.6% -3.5%1d -1.1%7d FA-11.0% -4.5%1d +0.7%7d BAND-11.4% -12.6%1d -18.6%7d BELFB-11.5% -5.2%1d -15.0%7d COMP-11.6% -5.1%1d -2.8%7d CC-11.7% -1.3%1d -6.4%7d DY-11.8% -1.6%1d -5.8%7d BBAR-11.9% -1.2%1d +1.0%7d CENX-12.0% +2.4%1d -4.7%7d AMR-12.0% -1.8%1d -8.2%7d NEO-12.1% -3.5%1d +1.8%7d ASST-12.1% -6.1%1d -13.3%7d CXW-12.2% -1.8%1d -6.9%7d DNLI-12.2% -4.0%1d -9.5%7d AGX-12.2% -5.9%1d -12.0%7d CMBT-12.3% -3.7%1d -16.3%7d BELFA-12.6% -4.9%1d -13.9%7d BTU-12.7% -0.5%1d -4.9%7d LASR-12.7% -5.1%1d -12.5%7d ALB-12.8% -2.8%1d -5.7%7d AG-12.8% -0.7%1d -7.5%7d ERAS-12.8% -9.9%1d -16.5%7d NOPMF-12.9% -2.7%1d -3.9%7d LAD-13.0% -0.1%1d +1.7%7d ADPT-13.2% -6.1%1d -9.3%7d AVAH-13.5% -2.4%1d +0.7%7d BKD-13.5% 0.0%1d -0.3%7d AGRO-13.7% -0.2%1d -2.0%7d JAZZ-13.7% -1.9%1d -3.8%7d ABVX-13.8% -4.6%1d 0.0%7d LBRT-13.8% -0.6%1d -12.6%7d PGEN-14.1% -11.3%1d -18.2%7d HYMC-14.4% -1.4%1d -10.5%7d ARWR-15.0% -4.4%1d -10.9%7d GRDN-15.2% -0.5%1d -4.4%7d DFTX-15.2% -6.3%1d -13.0%7d AMPX-15.3% -8.2%1d -18.3%7d MTZ-15.3% -0.3%1d -10.2%7d AIR-15.7% +0.9%1d -1.6%7d AXON-16.7% -6.5%1d -7.7%7d ESTA-16.8% -3.5%1d -4.0%7d DYN-17.7% -6.8%1d -14.4%7d GSHD-17.8% +1.8%1d +6.6%7d ACMR-18.1% -8.6%1d -25.6%7d EWTX-18.2% -2.6%1d -4.8%7d ADEA-18.2% -6.1%1d -14.5%7d CECO-18.3% -6.3%1d -13.8%7d CHRN-19.1% -6.0%1d -18.9%7d DNN-19.1% -3.4%1d -6.2%7d KGS-19.2% -1.3%1d -11.7%7d CGON-19.3% -3.3%1d -6.2%7d AMLX-19.3% -4.7%1d -6.4%7d MBX-19.4% -2.2%1d -6.8%7d COHR-19.7% -7.1%1d -25.5%7d AXTI-19.9% -11.1%1d -24.8%7d BULL-21.1% -3.6%1d -3.8%7d AAOI-21.9% -9.8%1d -31.1%7d MMED-21.9% -2.8%1d -11.3%7d CMPS-22.1% -7.5%1d -10.4%7d LUNR-22.3% -6.8%1d -18.3%7d IESC-22.5% -4.0%1d -15.3%7d ALMS-22.9% -3.0%1d -14.5%7d ORKA-23.1% -2.6%1d -12.4%7d AXGN-23.8% -2.8%1d -4.2%7d ELVN-24.0% -5.1%1d -8.9%7d AXSM-25.9% -2.9%1d -6.7%7d IMVT-26.5% -2.8%1d -12.3%7d ALM-27.0% -2.7%1d -17.2%7d AEHR-28.1% -12.4%1d -28.4%7d MAN-28.4% -5.1%1d -21.4%7d MAAS-28.6% -4.7%1d +4.0%7d CLDX-28.9% -4.8%1d -7.9%7d DNTH-29.7% -3.3%1d -12.5%7d IMNM-29.8% -5.3%1d -15.8%7d USAR-30.2% -5.0%1d -16.1%7d ASTS-31.4% -8.6%1d -20.2%7d CELC-31.5% -6.2%1d -16.7%7d BW-32.0% -6.8%1d -15.4%7d GHRS-34.6% -3.5%1d -14.0%7d NBTX-38.1% -4.2%1d -10.1%7d NESR-40.5% -2.0%1d -17.8%7d NKTR-46.9% -5.1%1d -13.1%7d LQDA-49.8% -1.2%1d +25.5%7d

Decision history

3 scored calls · newest first · projection

How to read this: Positive 30-day excess supports an enter call. For pass, avoid, sell, or exit calls, a positive number means the name kept rising after the call.

Jul 2 enter high Margin turn -15.8% complete
Jun 26 sell n/a Momentum recovery exit -18.9% complete
May 11 sell n/a Profit target +14.1% complete

Next earnings AMAT reports in 26 days Nov 12

Last report May 14

Reported the quarter ending 2026-04-26: revenue $7.91B, diluted EPS $3.51, net income $2.81B (SEC filing, corroborated by the desk's provider cache). Across the print the stock moved +0.0% (close before → first close after).

full note →

Against street estimates

How AMAT's reported EPS compared with analyst consensus. Street estimates are single-source vendor consensus (yfinance). Actuals are vendor consensus-basis EPS (often non-GAAP); edgarEps is GAAP diluted from filings — disputed flags large disagreement only. EPS only.

8 most recent of 10 quarters · newest report Aug 13 · projection Oct 16

Result
Aug 13 3.393.50+3.1%Beat
May 14 2.692.86+6.5%Beat
Feb 12 2.212.38+7.9%Beat
Nov 13 '25 2.092.17+3.6%Beat
Aug 14 '25 2.362.48+5.1%Beat
May 15 '25 2.312.39+3.5%Beat
Feb 13 '25 2.302.38 GAAP ≠ +3.7%Beat
Nov 14 '24 2.192.32+5.7%Beat

Recent news

Headlines about AMAT from the desk's news pull — links go to the publisher. Not a desk read: the market read above is the desk's own.

pulled 1 day ago · Oct 16

AMAT research tape

152 dated scans, research, and events, newest first — the full record. Desk commentary and scheduled prints sit in their own panes.

scan WFE / Test & Metrology Scan — October 16, 2026 scan NVDA Ecosystem Scan — October 16, 2026 scan Monster Scan — 2026-10-16 sell AMAT — core70-slice3-ex30-v1 sell scan Monster Scan — 2026-10-15
Types
Oct 16 Scan WFE / Test & Metrology Scan
FORMTERCAMTONTOENTGACLSKLACAMAT +4 more
Oct 16 Scan NVDA Ecosystem Scan
EOSEFSLRENPHNEESWKSAMKRINTCARM +4 more
Oct 16 Scan Monster Scan
005930.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T3037.TW +4 more
Oct 15 Desk Move AMAT — core70-slice3-ex30-v1 sell
AMAT
Oct 15 Scan Monster Scan
005930.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T3037.TW +4 more
Oct 14 Scan Monster Scan
005930.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T3037.TW +4 more
Oct 13 Scan Monster Scan
005930.KS009150.KS1888.HK2802.T4186.T5803.T6103.T6146.T +4 more
Oct 12 Market Brief AI's Suppliers Sold Twice While Its Buyers Rose
APHARQQAVAX-USDCASYCECOCHATFIGSCBRS +4 more
Oct 12 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T +4 more
Oct 9 Scan WFE / Test & Metrology Scan
FORMTERCAMTONTOENTGACLSKLACAMAT +4 more
Oct 9 Scan NVDA Ecosystem Scan
EOSEFSLRENPHNEESWKSAMKRINTCARM +4 more
Oct 9 Market Brief Software and Power Took the AI Bid From the Chips; Starlink Knocked 10% Off the Carriers
AAPLACNADPTALSNAPDATRONVAXQSI +4 more
Oct 9 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T +4 more
Oct 8 Market Brief OpenAI's Smaller Number Hits Every Layer of AI Hardware; SpaceX Hits the Carriers After the Bell
ABBNYABCLABSIAPLEATH.TOGCTPBFHAE +4 more
Oct 8 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T +4 more
Oct 7 Market Brief The Index Barely Moved; Crypto, Neoclouds and Quantum Sold as One
ACGLAI.PAAIQALOYPAYCBULLPENGFCEL +4 more
Oct 7 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2049.TW2308.TW2383.TW2449.TW +4 more
Oct 6 Market Brief Reactors and Fiber Carry the Record; Genomics Comes Undone
AAOIAMPARASMLBELFABLKTWSTTXG +4 more
Oct 6 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2049.TW2308.TW2383.TW2449.TW +4 more
Oct 5 Market Brief Megacaps Carry the Nasdaq to a Record While the Compute Landlords Sell
ADMAMCEAPAARGXAVAX-USDPCVXDNARXRX +4 more
Oct 5 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2049.TW2308.TW2383.TW2449.TW +4 more
Oct 2 Market Brief Soft Jobs, Higher Yields, Chips Keep Running
ABSIADIARWBKRBRZEBWETMXLWOLF +4 more
Oct 2 Scan WFE / Test & Metrology Scan
FORMTERCAMTONTOENTGACLSKLACAMAT +4 more
Oct 2 Scan NVDA Ecosystem Scan
NEEFSLREOSECEGENPHAVGOAMZNXOP +4 more
Oct 2 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T +4 more
Oct 1 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T +4 more
Sep 30 Market Brief Neoclouds Sell as One, Then Micron Says Memory Stays Short Through 2028
AKAMAPAAYABDRYBGBTDRMNDYLQDA +4 more
Sep 30 Scan Monster Scan
AAAMIAAOIAAPLABCLABNBABSIACMR +4 more
Sep 29 Market Brief Chip Tools Rally Together as Oil Slides and the Long Bond Hits a 2002 High
ACLSAGMALSNATRCAWKBAHIOVADNA +4 more
Sep 29 Scan Monster Scan
AAAMIAAOIABCLABSIACMRADIADM +4 more
Sep 28 Scan Monster Scan
AAAMIAAOIAAPLABCLABSIACMRADI +4 more
Sep 25 Scan WFE / Test & Metrology Scan
FORMTERCAMTONTOENTGACLSKLACAMAT +4 more
Sep 25 Scan NVDA Ecosystem Scan
NVDAAMDINTCTSMAVGOMRVLARMQCOM +4 more
Sep 25 Scan Monster Scan
AAAMIAAOIAAPLABCLABSIACMRADI +4 more
Sep 24 Scan Monster Scan
AAAMIAAOIAAPLABCLABSIACMRADI +4 more
Sep 23 Scan WFE / Test & Metrology Scan
FORMTERCAMTONTOENTGACLSKLACAMAT +4 more
Sep 23 Scan NVDA Ecosystem Scan
NVDAAMDINTCTSMAVGOMRVLARMQCOM +4 more
Sep 23 Scan Monster Scan
AAAMIAAOIAAPLABCLABSIACMRADI +4 more
Sep 22 Scan Monster Scan
AAAMIAAOIAAPLABCLABSIACMRADI +4 more
Sep 21 Scan Monster Scan
AAMIAAOIAAPLABCLABNBABSIACMRADI +4 more
Sep 18 Scan WFE / Test & Metrology Scan
FORMTERCAMTONTOENTGACLSKLACAMAT +4 more
Sep 18 Scan NVDA Ecosystem Scan
NVDAAMDINTCTSMAVGOMRVLARMQCOM +4 more
Sep 18 Scan Monster Scan
AAMIAAOIAAPLABCLABNBABSIACMRADI +4 more
Sep 16 Scan Monster Scan
AAMIAAOIAAPLABCLABNBABSIACMRADI +4 more
Sep 15 Scan Monster Scan
AAOIAAPLABCLABNBABSIACMRADIADM +4 more
Sep 14 Desk Move AMAT — gottheimer-trades sell
AMAT
Sep 14 Scan Monster Scan
AAMIAAOIAAPLABCLABNBABSIACMRADI +4 more
Sep 11 Scan NVDA Ecosystem Scan
NVDAAMDINTCTSMAVGOMRVLARMQCOM +4 more
Sep 11 Scan WFE / Test & Metrology Scan
FORMTERCAMTONTOENTGACLSKLACAMAT +4 more
Sep 11 Scan Monster Scan
AAMIAAOIAAPLABCLABNBABSIACMRADI +4 more
Sep 10 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Sep 8 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Sep 6 Article Micron Is Buyable on a Held Breakout; Most of the Rebound Still Waits
MUNBISIRENSNDKGEVCEGTSMSOXX +4 more
Sep 5 Article The Names With the Best Structure Have the Worst Entries
LRCXAMATGLWWDCMRVLCOHRVRTGOOGL +4 more
Sep 4 Scan NVDA Ecosystem Scan
NVDAAMDINTCTSMAVGOMRVLARMQCOM +4 more
Sep 4 Scan WFE / Test & Metrology Scan
FORMTERCAMTONTOENTGACLSKLACAMAT +4 more
Sep 4 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Sep 3 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Sep 2 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Sep 1 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 31 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 28 Scan NVDA Ecosystem Scan
NVDAAMDINTCTSMAVGOMRVLARMQCOM +4 more
Aug 28 Scan WFE / Test Metrology Scan
FORMTERCAMTONTOENTGACLSKLACAMAT +4 more
Aug 28 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 27 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 26 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 25 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 24 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 23 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 22 Scan NVDA Ecosystem Scan
NVDAAMDINTCTSMAVGOMRVLARMQCOM +4 more
Aug 22 tweet SemiAnalysis — 3D NAND is switching word lines from tungsten to molybdenum above ~300 layers
MUSNDKAMATLRCX#memory-supercycle#nearline-storage
Aug 22 Scan WFE / Test Metrology Scan
FORMTERCAMTONTOENTGACLSKLACAMAT +4 more
Aug 22 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 21 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 20 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 18 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 14 Scan NVDA Ecosystem Scan
NVDAAMDINTCTSMAVGOMRVLARMQCOM +4 more
Aug 14 Scan WFE / Test Metrology Scan
FORMTERCAMTONTOENTGACLSKLACAMAT +4 more
Aug 14 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 13 Market Brief Software Surges While AI Infrastructure Fractures
AAPLARWASMLAXGNBANB.SWBEPATRCAVAH +4 more
Aug 13 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 13 Catalyst AMAT earnings
AMAT
Aug 12 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 8 Scan NVDA Ecosystem Scan
NVDAAMDINTCTSMAVGOMRVLARMQCOM +4 more
Aug 8 Scan WFE / Test Metrology Scan
FORMTERCAMTONTOENTGACLSKLACAMAT +4 more
Aug 8 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAALAAMIAAOIABBNY +4 more
Aug 5 Desk Move AMAT — gottheimer-trades buy
AMAT
Jul 31 Scan NVDA Ecosystem Scan
NVDAAMDINTCTSMAVGOMRVLARMQCOM +4 more
Jul 31 Scan WFE / Test Metrology Scan
FORMTERCAMTONTOENTGACLSKLACAMAT +4 more
Jul 31 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABSI +4 more
Jul 28 Article Fifteen of twenty broke together
NVDAAVGOAMKRAMDASMLAMATTERKLAC#ai-capex-digestion#ai-power-bottleneck#ai-power-delivery#optical-supercycle +4 more
Jul 28 Scan NVDA Ecosystem Scan
NVDAAMDINTCTSMAVGOMRVLARMQCOM +4 more
Jul 28 Scan WFE / Test Metrology Scan
FORMTERCAMTONTOENTGACLSKLACAMAT +4 more
Jul 28 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABSI +4 more
Jul 25 Scan NVDA Ecosystem Scan
NVDAAMDINTCTSMAVGOMRVLARMQCOM +4 more
Jul 25 Scan WFE / Test Metrology Scan
FORMTERCAMTONTOENTGACLSKLACAMAT +4 more
Jul 25 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABSI +4 more
Jul 17 Scan NVDA Ecosystem Scan
NVDAAMDINTCTSMAVGOMRVLARMQCOM +4 more
Jul 17 Scan WFE / Test Metrology Scan
FORMTERCAMTONTOENTGACLSKLACAMAT +4 more
Jul 17 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Jul 17 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Jul 11 Scan NVDA Ecosystem Scan
NVDAAMDAVGOMRVLTSMASMLAMATARM +4 more
Jul 11 Scan WFE / Test Metrology Scan
FORMTERCAMTONTOENTGACLSKLACAMAT +4 more
Jul 11 Scan Monster Scan
005930.KS298040.KS5991.T6324.T6779.TAAMIAAOIABCL +4 more
Jul 7 Scan NVDA Ecosystem Scan
NVDAAMDAVGOMRVLTSMASMLAMATARM +4 more
Jul 7 Scan WFE / Test Metrology Scan
FORMTERCAMTONTOENTGACLSKLACAMAT +4 more
Jul 7 Scan Monster Scan
ABSIMXLIBIDFMVLLDFTXSNDKHY9H.FBB +4 more
Jun 26 Scan NVDA Ecosystem Scan
NVDAAMDAVGOMRVLTSMASMLAMATARM +4 more
Jun 26 Scan WFE / Test / Metrology Scan
FORMTERCAMTONTOENTGACLSKLACAMAT +4 more
Jun 26 Article Week in Review — The Rotation Gets a Name
SPYQQQDIAIWMRSPMUSNDKAMAT#ai-capex-digestion#memory-supercycle#ai-power-bottleneck +4 more
Jun 26 Article The Rotation Map — What Held, What Got Whacked, and the RSI-20 Trap
SNDKMUALABAMATUNHABBVILMNCAT +4 more
Jun 26 Scan Monster Scan
005930.KS6779.TAEHRAEISAIXA.DEALABALKSAMRX +4 more
Jun 26 Update NVDA — candidate.roundup
NVDAAVGOMRVLALABCRDOAMDASMLAMAT +3 more
Jun 25 Update NVDA — candidate.roundup
NVDAAVGOMRVLALABCRDOAMDASMLAMAT +3 more
Jun 25 Scan WFE / Test / Metrology Scan
FORMTERCAMTONTOENTGACLSKLACAMAT +4 more
Jun 25 Scan Monster Scan
005930.KS5991.T6779.TAAAALAAONAAUCABCL +4 more
Jun 25 Scan NVDA Ecosystem (Composite)
NVDAAMDARMAVGOMRVLTSMASMLAMAT +4 more
Jun 22 Article Status — R33 Full-Scan Wrap-Up (2026-06-18 anchor)
SPYQQQSMHBEGEVMUAMATNVDA +4 more
Jun 22 Article Daily Actions — R33 Full Scan (2026-06-18 anchor)
AMATKLACLRCXMUWDCSTXGEVBE +4 more
Jun 22 Article Week in Review — The Rotation Down-Stack
BEGEVMUAMATMRVLKLACLRCXVST#ai-power-bottleneck#spacex-ipo-liquidity-event#memory-supercycle +4 more
Jun 20 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAONABSI +4 more
Jun 20 Scan WFE / Test / Metrology Scan
FORMTERCAMTONTOENTGACLSKLACAMAT +4 more
Jun 20 Scan NVDA Ecosystem Scan
NVDAAMDINTCTSMAVGOMRVLARMASML +4 more
Jun 16 Scan Monster Scan
005930.KS6779.TAAOIAEHRAIXA.DEALABALRIB.PAAMKR +4 more
Jun 16 Scan NVDA Ecosystem Scan
NVDAAMDINTCTSMAVGOMRVLARMQCOM +4 more
Jun 3 Investigation Nearline HDD storage chokepoint — demand corroborated, supply chain mapped, durable vs bubble and coverage decision
STXWDCMUSNDKAMATLRCXKLACTER#memory-supercycle#ai-power-bottleneck +3 more
Jun 3 Investigation Following the money up Dell's supply chain — where the alpha moved and what's durable vs cyclical bubble
DELLMUSNDKSTXWDCAMDINTCNVDA#memory-supercycle#ai-power-bottleneck#ai-power-delivery +4 more
May 29 Scan NVDA Ecosystem Scan
AMATAMDAMKRAMZNARMASMLAVGOBE +4 more
May 29 Scan Monster Scan
005930.KS6779.TAAAAOIACLSACLXAEHRAGX +4 more
May 28 Catalyst NVDA Q1 FY27 Earnings (superseded cadence date — 2026-05-28)
NVDAAMZNGOOGLMSFTTSMEWYEWTMPWR#ai-power-bottleneck#ai-power-delivery#war-ends-playbook +4 more
May 14 Catalyst AMAT earnings
AMAT
May 1 Scan NVDA Ecosystem Scan
AMATAMDAMKRARMASMLAVGOBECEG +4 more
Apr 26 Scan NVDA Ecosystem Scan
AMATAMDAMKRANETARMASMLAVGOBE +4 more
Apr 26 Scan Monster Scan
AAAAOIAAUCACHCACLSACLXADEAAEHR +4 more
Apr 13 Scan 5 — NVDA ECOSYSTEM
AMATAMDAMKRAMZNARMASMLAVGOINTC +4 more
Apr 13 Scan Monster Scan
AMATAMDAMKRATEYYAXTIBECIENCRS +4 more
Apr 10 Scan NVDA Ecosystem Scan
AMATAMDAMKRARMASMLAVGOINTCMRVL +4 more
Apr 10 Scan Monster Scan
AAOIAMATAMKRAXTIBEBWCIENDAWN +4 more
Apr 3 Scan NVDA Ecosystem Scan
AMATARMASMLAVGOMRVLMUNVDAQCOM +3 more
Apr 3 Scan Monster Scan
AAOIAGROAMATAXTICIENDARDAWNDNTH +4 more
Mar 31 Scan NVDA Ecosystem Scan
AMATAMDAMKRARMASMLAVGOINTCMRVL +4 more
Mar 26 Scan NVDA Ecosystem — Supply Chain Health
AMATARMASMLAVGOMRVLNVDAQCOMTSM
Mar 26 Scan Monster Scan
AAOIACLXADEAAEISAEMAGIAGXAHG +4 more
Mar 12 Scan NVDA Ecosystem Scan
AMATARMASMLAVGOCEGGEVMRVLMU +4 more
Mar 12 Scan Monster Scan
AAAAOIAAUCACLXADEAAEISAEMAG +4 more
Mar 10 Scan NVDA Ecosystem Scan
AMATARMASMLAVGOMRVLMUNVDASMCI +2 more
Mar 3 Scan NVDA Ecosystem Scan
AMATAMDARMASMLAVGODELLHPEMRVL +4 more
Mar 3 Scan AI Infrastructure Scan
AMATANETARMASMLAVGOCEGCSCODLR +4 more
Feb 26 Scan NVDA Ecosystem Scan
AMATAMDARMASMLAVGOMRVLMUNVDA +2 more
Feb 26 Scan AI Scan
AMATAMZNARMASMLAVGOGOOGLMETAMRVL +4 more
Feb 22 Scan NVDA Ecosystem Scan
AMATARMASMLAVGOMRVLMUNVDATSM
Feb 3 Scan NVDA Ecosystem (Supply Chain & Adjacent)
AMATAMDAMKRANETASMLAVGOGOOGLINTC +4 more