Been holding $AMAT (+1,67%) for a while, it’s been climbing pretty steadily these past few months, riding the semiconductor momentum.
-Q3 was strong (revenue up ~8% YoY, EPS beat)
-But guidance was weak, especially in China and with export headwinds looming.
But honestly, I’m starting to feel a bit uncertain about where it’s heading next.
Thinking about selling some/all of my position soon. Anyone else feeling the same?