11Mon·

What’s your opinion about$AMAT (+1.63%) . Company looks like undervalued. The Q4 is was strong. There is a lot of competition but rest of the companies are overvalued. I will be glad to hear your opinions. I have bought yesterday and today the stock is -5%, which doesn’t concern me. Just curious to add more to my portfolio or to wait.

14.11

Applied Materials

Bought x6 at €175.84

€1,055.04

7 Comments

Ratofomicas@Ratofomicas

11Mon

30% of their revenues comes from China, it´s their bigger market.

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Ratofomicas@Ratofomicas

11Mon

@Ratofomicas With trump as president and being a company in the chips sector, will probably suffer with tensions

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TheWealthInvestor@TheWealthInvestor

11Mon

@Ratofomicas you think that’s a red signal?

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Ratofomicas@Ratofomicas

11Mon

@TheWealthInvestor It´s just something to have in mind. Their China revenue fell 28% from a year ago, to $2.14 billion. And it has also been hurt by the U.S. government’s ongoing demands that chipmaking equipment manufacturers refrain from selling advanced technology to customers in China. This all happen with Biden administration, now imagine what laws could be implemented with trump next year

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TheWealthInvestor@TheWealthInvestor

11Mon

@Ratofomicas Thank you for your answer, I will keep my investment, and see how will go in to the future, anyway it is less than 2% of my portfolio. Hope didn't make a mistake.

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Ratofomicas@Ratofomicas

11Mon

@TheWealthInvestor It´s a great company with great fundamentals and fairly valued but will probably see some volatility in the short term

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