Thread regarding Applied Materials (AMAT)

AMAT is a bit of a rollercoaster

On one hand, they’re still paying dividends and getting involved in US chip manufacturing, which is nice. On the other hand, the whole China thing worries me - export restrictions, tariffs, fewer sales. It’s like half their market could vanish overnight. Stock’s been jumpy because of that. I’m not a pro, but it feels like risks are high, headwinds real, and who knows what it means long term. Makes me wonder if holding on is smart or just hoping for the best.

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