AMAT 2X Long ETF

AMA

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AMAT 2X Long ETF

AMA

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E
Equity researchJul 19 at 09:02 AM
Needham: WFE Spending
> Estimates Raised: Needham has increased its adjusted WFE spending estimates for the years 2026, 2027, and 2028;
2026: Adjusted WFE is now estimated at $145.3B (up from $130.1B).
2027: Adjusted WFE is now estimated at $201.0B (up from $149.6B).
2028: New CY28 WFE forecast introduced at $191.6B. Growth Drivers: The upgrades are primarily driven by accelerating DRAM and NAND spending, alongside faster-than-expected growth in leading-edge foundry/logic.
> CY28 Outlook: The forecast for 2028 reflects a "pause in growth" following two years of expansion, with memory spending—specifically DRAM—expected to moderate.
Key Segment Insights
> Foundry/Logic: Spending has strengthened, particularly at leading-edge nodes. For 2027, Needham expects leading-edge growth of approximately 30% year-over-year.
> DRAM: Described as "the true AI bottleneck," DRAM WFE for 2027 is now modeled at $84.1B, a 72% increase from the previous estimate of $49.0B.
> NAND: While pricing has been volatile, long-term bit growth driven by AI is expected to remain in the mid-20s to 30% range.
$KLA(KLAC.US) $Lam Research(LRCX.US) $Applied Materials(AMAT.US)
E
Equity researchJul 14 at 08:42 PM
HSBC: WFE Forecasts
Terafab Impact
> WFE Outlook: Wafer Fab Equipment (WFE) investments from Terafab might be limited in 2026 and 2027 as they initially focus on building the physical shell of the fab. However, HSBC now models Terafab capex at USD 3bn / 10bn / 20bn for 2026e / 2027e / 2028e respectively, with spending starting to flow into their WFE estimates in 2027.
Upgraded WFE Forecasts for 2028
> Rising Visibility: Customers of semiconductor capital equipment companies are showing rising visibility into 2028, signaling worries about ongoing supply constraints and pointing to another strong year of growth.
> Higher Growth Targets: Bottom-up capex analysis suggests semiconductor company capex will grow by 14% in 2028.
> Upgraded WFE Growth: HSBC has significantly raised its 2028 WFE growth forecast to 20% YoY (up from their previous May 2026 estimate of just 5.3% YoY). This outperformance is expected to be driven by direct spending on equipment rather than just clean room shells.
$ASML(ASML.US) $Applied Materials(AMAT.US) $Lam Research(LRCX.US)
M
Minerva CapitalJul 14 at 08:55 AM
Entered $SK Hynix(SKHY.US) vs. LOD. Some of my other "AI" stocks that managed to survive the recent chop and are up today: $Applied Materials(AMAT.US) $Micron Tech(MU.US) $Arista Networks(ANET.US) $Solaris Energy Infrastructure(SEI.US) $NetApp(NTAP.US). Let's see how the day progresses. NFA
A
AI GossipJul 12 at 08:22 PM
Nanya Technology plans to spend NT$200 billion (US$6.2 billion) on 2027 capex, up from this year’s NT$50B+, media report. Nanya is aiming for 30,000 wafers per month (wpm) capacity by 2028 at its new fab, which will ultimately reach 45Kwpm. Around NT$100B has already been spent on the total NT$480B fab project. Nanya is the biggest Taiwan DRAM maker. $Applied Materials(AMAT.US) $ASML(ASML.US) $Lam Research(LRCX.US) $KLA(KLAC.US)
Source: Dan Nystedt
H
Hardik ShahJul 10 at 06:22 AM
$Applied Materials(AMAT.US) | Stifel maintains 𝐁𝐮𝐲 on 𝐀𝐩𝐩𝐥𝐢𝐞𝐝 𝐌𝐚𝐭𝐞𝐫𝐢𝐚𝐥𝐬, 𝐫𝐚𝐢𝐬𝐞𝐬 𝐏𝐓 𝐭𝐨 $𝟔𝟓𝟎 𝐟𝐫𝐨𝐦 $𝟓𝟑𝟎
Analyst sees AMAT as a high-quality holding with a broad product arsenal, positioning it for market expansion and higher peak profitability.
S
SG Visual ResearchJul 10 at 02:23 AM
SK Hynix’s U.S. Listing: Why the AI Memory Chip Chain Is Back in Focus
$SK Hynix(SKHY.US) $Micron Tech(MU.US) $Sandisk(SNDK.US) SK Hynix raised about US$26.5bn in its Nasdaq ADR debut, putting the AI memory chip chain back in focus.The key point is not just another chip listing. It ref...
Memory Supercycle: MU / SNDK / SKHY, Top or Dip?
O
OptionsAlphaJul 9 at 03:41 AM
Options trading can work like this? Using AI to evolve from "flipping through screens" to "typing on a keyboard."
Still switching screens back and forth to trade options? The AI terminal handles the whole flow — viewing chains, analysis, and ordering — in a single window, plus a beginner's guide to getting started with covered calls.
M
Michael Burry TrackerJul 8 at 11:22 AM
Update: It's been 8 days since Michael Burry publicly went bearish on Applied Materials $Applied Materials(AMAT.US)
It's down ~22% since
H
Hardik ShahJul 6 at 07:05 AM
$Applied Materials(AMAT.US) | Morgan Stanley 𝐫𝐚𝐢𝐬𝐞𝐬 𝐏𝐓 on 𝐀𝐩𝐩𝐥𝐢𝐞𝐝 𝐌𝐚𝐭𝐞𝐫𝐢𝐚𝐥𝐬 to $𝟔𝟒𝟕 from $𝟓𝟎𝟐, maintains 𝐄𝐪𝐮𝐚𝐥𝐰𝐞𝐢𝐠𝐡𝐭
H
Hardik ShahJul 3 at 09:35 AM
🏆 TOP 10 WEEKLY ANALYST RATINGS:
$Micron Tech(MU.US) $FuelCell Energy(FCEL.US) $Intel(INTC.US) $Bloom Energy(BE.US) $Astera Labs(ALAB.US) $Sandisk(SNDK.US) $Applied Materials(AMAT.US) $Absci(ABSI.US) $Marvell Tech(MRVL.US) $Hims & Hers Health(HIMS.US)
S
Show_downJul 2 at 12:14 AM
Burry Is Short Nvidia. Here Is What the Positioning Actually Says
Michael Burry disclosed fresh shorts on Nvidia near 198, along with Tesla, Applied Materials and the semiconductor ETF, and called the whole AI rally a bubble. The financial media loves this story bec...
F
FantasticJul 1 at 12:51 AM
Burry Is Short Nvidia. Here Is What the Market Structure Actually Says
Michael Burry just disclosed fresh shorts on Nvidia near 198, Tesla near 416, Applied Materials and the semiconductor ETF, and called the AI rally a bubble. The financial media loves this story. As so...
W
Wisely9Jun 30 at 10:55 PM
Nvda forward PE is less than 21, got bubble ? Amat has accelerated too quick in less than 3 months, hyped up due to Korea AI investment plan, I expect pullback soon. Tsla ridiculous PE against share price cannot use logical thinking, it’s really a gambling stock.
C
Captain's Watch
☕️ [Task Coins Giveaway] Daily Market Talk — Burry Shorts Nvidia, Tesla & Caterpillar
US stocks just wrapped their best quarter since 2020, then Michael Burry crashed the party with fresh shorts on Nvidia, Tesla and Caterpillar, calling it an AI bubble. Back home, S-REITs are recycling...
N
NewUser_oPJWOUJun 26 at 09:24 AM
Our local market finally fell following consecutive days of gains, but managed to recover slightly at the close. Reits remain relatively stable for now, but I expect prices to fall if and when the FED announces rate hikes eventually. Banks cooled off a little but are still in the midst of a bullish run.
C
Captain's Watch
[Task Coins Giveaway] Daily Market Talk — Micron Soars as Apple Sinks
Two memory stories, opposite directions. Micron printed a record quarter and ripped ~15% after hours, lifting the whole chip complex over 3%. Meanwhile Apple had its worst day in over a year, down 6%,...
N
Newbee2025OrdersJun 25 at 10:16 PM
easy way, buy a little bit at every 5% drop. The safer way is to buy until seeing the Bullish Reversal Candlestick Patterns
N Newbee2025
The stocks have been rising for so long. This is just a normal pullback. Be cool, wait patiently and buy low. The Vix is not at the peak yet
L
longbridgehksgusBBRRate Of ReturnJun 25 at 10:13 PM
This is the time not to panic if youre holding chinese Internet companies. Hold on for the long term. Another lesson learned is that don't use leverage to trade. Only invest/trade with the money that youre comfortable to lose 100%.
C
Captain's Watch
[Task Coins Giveaway] Daily Market Talk — Micron Soars as Apple Sinks
Two memory stories, opposite directions. Micron printed a record quarter and ripped ~15% after hours, lifting the whole chip complex over 3%. Meanwhile Apple had its worst day in over a year, down 6%,...
H
Hardik ShahJun 25 at 10:05 PM
$Applied Materials(AMAT.US) | Jefferies 𝐫𝐚𝐢𝐬𝐞𝐬 𝐏𝐓 on 𝐀𝐩𝐩𝐥𝐢𝐞𝐝 𝐌𝐚𝐭𝐞𝐫𝐢𝐚𝐥𝐬 to $𝟕𝟕𝟎 from $𝟓𝟏𝟎, maintains 𝐁𝐮𝐲
N
Newbee2025OrdersJun 25 at 10:05 PM
The stocks have been rising for so long. This is just a normal pullback. Be cool, wait patiently and buy low. The Vix is not at the peak yet
C
Captain's Watch
[Task Coins Giveaway] Daily Market Talk — Micron Soars as Apple Sinks
Two memory stories, opposite directions. Micron printed a record quarter and ripped ~15% after hours, lifting the whole chip complex over 3%. Meanwhile Apple had its worst day in over a year, down 6%,...
C
Captain's WatchJun 25 at 09:51 PM
[Task Coins Giveaway] Daily Market Talk — Micron Soars as Apple Sinks
Two memory stories, opposite directions. Micron printed a record quarter and ripped ~15% after hours, lifting the whole chip complex over 3%. Meanwhile Apple had its worst day in over a year, down 6%,...

Share your thoughts

Write something you'd like to share with our community...

E
Equity researchJul 19 at 09:02 AM
Needham: WFE Spending
> Estimates Raised: Needham has increased its adjusted WFE spending estimates for the years 2026, 2027, and 2028;
2026: Adjusted WFE is now estimated at $145.3B (up from $130.1B).
2027: Adjusted WFE is now estimated at $201.0B (up from $149.6B).
2028: New CY28 WFE forecast introduced at $191.6B. Growth Drivers: The upgrades are primarily driven by accelerating DRAM and NAND spending, alongside faster-than-expected growth in leading-edge foundry/logic.
> CY28 Outlook: The forecast for 2028 reflects a "pause in growth" following two years of expansion, with memory spending—specifically DRAM—expected to moderate.
Key Segment Insights
> Foundry/Logic: Spending has strengthened, particularly at leading-edge nodes. For 2027, Needham expects leading-edge growth of approximately 30% year-over-year.
> DRAM: Described as "the true AI bottleneck," DRAM WFE for 2027 is now modeled at $84.1B, a 72% increase from the previous estimate of $49.0B.
> NAND: While pricing has been volatile, long-term bit growth driven by AI is expected to remain in the mid-20s to 30% range.
$KLA(KLAC.US) $Lam Research(LRCX.US) $Applied Materials(AMAT.US)
E
Equity researchJul 14 at 08:42 PM
HSBC: WFE Forecasts
Terafab Impact
> WFE Outlook: Wafer Fab Equipment (WFE) investments from Terafab might be limited in 2026 and 2027 as they initially focus on building the physical shell of the fab. However, HSBC now models Terafab capex at USD 3bn / 10bn / 20bn for 2026e / 2027e / 2028e respectively, with spending starting to flow into their WFE estimates in 2027.
Upgraded WFE Forecasts for 2028
> Rising Visibility: Customers of semiconductor capital equipment companies are showing rising visibility into 2028, signaling worries about ongoing supply constraints and pointing to another strong year of growth.
> Higher Growth Targets: Bottom-up capex analysis suggests semiconductor company capex will grow by 14% in 2028.
> Upgraded WFE Growth: HSBC has significantly raised its 2028 WFE growth forecast to 20% YoY (up from their previous May 2026 estimate of just 5.3% YoY). This outperformance is expected to be driven by direct spending on equipment rather than just clean room shells.
$ASML(ASML.US) $Applied Materials(AMAT.US) $Lam Research(LRCX.US)
M
Minerva CapitalJul 14 at 08:55 AM
Entered $SK Hynix(SKHY.US) vs. LOD. Some of my other "AI" stocks that managed to survive the recent chop and are up today: $Applied Materials(AMAT.US) $Micron Tech(MU.US) $Arista Networks(ANET.US) $Solaris Energy Infrastructure(SEI.US) $NetApp(NTAP.US). Let's see how the day progresses. NFA
A
AI GossipJul 12 at 08:22 PM
Nanya Technology plans to spend NT$200 billion (US$6.2 billion) on 2027 capex, up from this year’s NT$50B+, media report. Nanya is aiming for 30,000 wafers per month (wpm) capacity by 2028 at its new fab, which will ultimately reach 45Kwpm. Around NT$100B has already been spent on the total NT$480B fab project. Nanya is the biggest Taiwan DRAM maker. $Applied Materials(AMAT.US) $ASML(ASML.US) $Lam Research(LRCX.US) $KLA(KLAC.US)
Source: Dan Nystedt
H
Hardik ShahJul 10 at 06:22 AM
$Applied Materials(AMAT.US) | Stifel maintains 𝐁𝐮𝐲 on 𝐀𝐩𝐩𝐥𝐢𝐞𝐝 𝐌𝐚𝐭𝐞𝐫𝐢𝐚𝐥𝐬, 𝐫𝐚𝐢𝐬𝐞𝐬 𝐏𝐓 𝐭𝐨 $𝟔𝟓𝟎 𝐟𝐫𝐨𝐦 $𝟓𝟑𝟎
Analyst sees AMAT as a high-quality holding with a broad product arsenal, positioning it for market expansion and higher peak profitability.
S
SG Visual ResearchJul 10 at 02:23 AM
SK Hynix’s U.S. Listing: Why the AI Memory Chip Chain Is Back in Focus
$SK Hynix(SKHY.US) $Micron Tech(MU.US) $Sandisk(SNDK.US) SK Hynix raised about US$26.5bn in its Nasdaq ADR debut, putting the AI memory chip chain back in focus.The key point is not just another chip listing. It ref...
Memory Supercycle: MU / SNDK / SKHY, Top or Dip?
O
OptionsAlphaJul 9 at 03:41 AM
Options trading can work like this? Using AI to evolve from "flipping through screens" to "typing on a keyboard."
Still switching screens back and forth to trade options? The AI terminal handles the whole flow — viewing chains, analysis, and ordering — in a single window, plus a beginner's guide to getting started with covered calls.
M
Michael Burry TrackerJul 8 at 11:22 AM
Update: It's been 8 days since Michael Burry publicly went bearish on Applied Materials $Applied Materials(AMAT.US)
It's down ~22% since
H
Hardik ShahJul 6 at 07:05 AM
$Applied Materials(AMAT.US) | Morgan Stanley 𝐫𝐚𝐢𝐬𝐞𝐬 𝐏𝐓 on 𝐀𝐩𝐩𝐥𝐢𝐞𝐝 𝐌𝐚𝐭𝐞𝐫𝐢𝐚𝐥𝐬 to $𝟔𝟒𝟕 from $𝟓𝟎𝟐, maintains 𝐄𝐪𝐮𝐚𝐥𝐰𝐞𝐢𝐠𝐡𝐭
H
Hardik ShahJul 3 at 09:35 AM
🏆 TOP 10 WEEKLY ANALYST RATINGS:
$Micron Tech(MU.US) $FuelCell Energy(FCEL.US) $Intel(INTC.US) $Bloom Energy(BE.US) $Astera Labs(ALAB.US) $Sandisk(SNDK.US) $Applied Materials(AMAT.US) $Absci(ABSI.US) $Marvell Tech(MRVL.US) $Hims & Hers Health(HIMS.US)
S
Show_downJul 2 at 12:14 AM
Burry Is Short Nvidia. Here Is What the Positioning Actually Says
Michael Burry disclosed fresh shorts on Nvidia near 198, along with Tesla, Applied Materials and the semiconductor ETF, and called the whole AI rally a bubble. The financial media loves this story bec...
F
FantasticJul 1 at 12:51 AM
Burry Is Short Nvidia. Here Is What the Market Structure Actually Says
Michael Burry just disclosed fresh shorts on Nvidia near 198, Tesla near 416, Applied Materials and the semiconductor ETF, and called the AI rally a bubble. The financial media loves this story. As so...
W
Wisely9Jun 30 at 10:55 PM
Nvda forward PE is less than 21, got bubble ? Amat has accelerated too quick in less than 3 months, hyped up due to Korea AI investment plan, I expect pullback soon. Tsla ridiculous PE against share price cannot use logical thinking, it’s really a gambling stock.
C
Captain's Watch
☕️ [Task Coins Giveaway] Daily Market Talk — Burry Shorts Nvidia, Tesla & Caterpillar
US stocks just wrapped their best quarter since 2020, then Michael Burry crashed the party with fresh shorts on Nvidia, Tesla and Caterpillar, calling it an AI bubble. Back home, S-REITs are recycling...
N
NewUser_oPJWOUJun 26 at 09:24 AM
Our local market finally fell following consecutive days of gains, but managed to recover slightly at the close. Reits remain relatively stable for now, but I expect prices to fall if and when the FED announces rate hikes eventually. Banks cooled off a little but are still in the midst of a bullish run.
C
Captain's Watch
[Task Coins Giveaway] Daily Market Talk — Micron Soars as Apple Sinks
Two memory stories, opposite directions. Micron printed a record quarter and ripped ~15% after hours, lifting the whole chip complex over 3%. Meanwhile Apple had its worst day in over a year, down 6%,...
N
Newbee2025OrdersJun 25 at 10:16 PM
easy way, buy a little bit at every 5% drop. The safer way is to buy until seeing the Bullish Reversal Candlestick Patterns
N Newbee2025
The stocks have been rising for so long. This is just a normal pullback. Be cool, wait patiently and buy low. The Vix is not at the peak yet
L
longbridgehksgusBBRRate Of ReturnJun 25 at 10:13 PM
This is the time not to panic if youre holding chinese Internet companies. Hold on for the long term. Another lesson learned is that don't use leverage to trade. Only invest/trade with the money that youre comfortable to lose 100%.
C
Captain's Watch
[Task Coins Giveaway] Daily Market Talk — Micron Soars as Apple Sinks
Two memory stories, opposite directions. Micron printed a record quarter and ripped ~15% after hours, lifting the whole chip complex over 3%. Meanwhile Apple had its worst day in over a year, down 6%,...
H
Hardik ShahJun 25 at 10:05 PM
$Applied Materials(AMAT.US) | Jefferies 𝐫𝐚𝐢𝐬𝐞𝐬 𝐏𝐓 on 𝐀𝐩𝐩𝐥𝐢𝐞𝐝 𝐌𝐚𝐭𝐞𝐫𝐢𝐚𝐥𝐬 to $𝟕𝟕𝟎 from $𝟓𝟏𝟎, maintains 𝐁𝐮𝐲
N
Newbee2025OrdersJun 25 at 10:05 PM
The stocks have been rising for so long. This is just a normal pullback. Be cool, wait patiently and buy low. The Vix is not at the peak yet
C
Captain's Watch
[Task Coins Giveaway] Daily Market Talk — Micron Soars as Apple Sinks
Two memory stories, opposite directions. Micron printed a record quarter and ripped ~15% after hours, lifting the whole chip complex over 3%. Meanwhile Apple had its worst day in over a year, down 6%,...
C
Captain's WatchJun 25 at 09:51 PM
[Task Coins Giveaway] Daily Market Talk — Micron Soars as Apple Sinks
Two memory stories, opposite directions. Micron printed a record quarter and ripped ~15% after hours, lifting the whole chip complex over 3%. Meanwhile Apple had its worst day in over a year, down 6%,...