Missed Nvidia Stock? Check Out THIS Semiconductor Stock Before Its Next Bull Run

In this video, we break down Applied Materials' (AMAT) latest earnings and why we're STILL bullish on this semiconductor manufacturing giant. Learn why they're essential for everything from memory chips to advanced GPUs to AI data center systems, and how they're positioning themselves for major growth over the next few years. Plus, we'll share our insights on other promising chip equipment companies and the exciting future of the semiconductor industry. Subscribe for more!

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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.

Chapters:
00:00 The Semiconductor Industry's Oligopoly and Applied Materials' Role
04:20 Analyzing Applied Materials' Financial Performance
08:41 Forecasting the Future: Applied Materials' Growth Prospects
13:16 Valuation and Investment Strategy for Applied Materials
15:48 Exploring Other Investment Opportunities in Semiconductor Manufacturing
16:46 Closing Thoughts and Invitation to Subscribe

#appliedmaterials #amat #centura #wafermanufacturing #hbm3e #nvidia #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks

Nick and Kasey own shares of Applied Materials

[chipstockinvestor]

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[caffeinej]

Best channel. Special because of also covering smaller semi stocks.

[mdo]

CONGRATS for over 50k subs....I started with you less than a year ago when you were under 10k...5 fold👍excellente

[draganArrow]

Great presentation, as always. Thanks.

[aba]

I used to watch your videos when you had almost no followers lol. Crazy to see how popular you’ve both become. Well deserved!!!

[cxns]

Another banger from this duo. Keep it up!

[RegiOLobo]

Congratulations for the 50K i started watching from your collabs with Jose. And thanks to you i was able to jump on nvidia when it was like ~$200 and it was my first stock ever. Been following since then. Now looking to susbscribe to your premium. 🎉🎉🎉🎉🎉🎉🎉

[hunterphung]

Last month people said NVIDIA was too high at $900. Now people say NVIDIA should be $1, 200. People will have to adjust to NVIDIA new high over and over again. It is not too late for NVIDIA.

[jeffrose]

NVIDIA hit $1, 114 on Robin Hood this evening. Investors (both retail and Institutional) have finally figured out that NVIDIA is the future of technology and that the runway is years ahead and that no one is going to catch them. I think NVIDIA should be a minimum of $1, 500 by EOY and possibly more.

[vistahawk]

Great analysis on AMAT. I agree AMAT has been a winner for a long time.

[khoi]

what is the cheapest one to get into now, i kinda missed the boat

[amandapham]

i love your hat! your show … your way!

[mw]

What do you think of Teradyne? I thought it is part of that semiconductor manufacturing group.

[shannonoliver]

This is a very fair analysis. If you’re just starting out in this space, I think establishing a core position in AMAT is timely. Would I love a better entry point? Yes. Will I get a better entry point before the run up in the 2nd half? Not likely. There’s an opportunity cost for sitting on the sidelines. I’ve made worse decisions in my life. Y’all are the best on YT!! Thanks for the Video!!. Kasey, You should get a Pure Storage trucker hat 😍.

[abidingdude]

Great video. This is a great company !!!

[reggie]

AMAT are one of my semi stocks includes LRCX and ASML on hold for the long term

[zyqnncy]

While AMAT makes the tools, they likely earn ~$1 for every ~$6-8 a fab makes. But the real profit jumps to ~$12-15 for fabless companies . Hexascalers go big, but spend big too!
Now, hexascalers might make even more, like ~$30-40 per $1 AMAT earns. However, they gotta refresh their servers every 5 years, which eats into profits.

[ElodieLue]

hi Guys. I like your cassie hat ^^. Thanks

[CallmeMasta]

On running is one of my biggest positions 🤪

[Ronnieleec]

Why is TSM not Fab Five? Without them, we would find ourselves very far behind in chip development and electronics advancement.