$Applied Materials(AMAT)$ $KLA-Tencor(KLAC)$ $Lam Research(LRCX)$
📉🚨 $AMAT is crashing after hours despite a Q4 double beat, revenue $6.8B and EPS $2.17 📉🔥. Semi equipment sentiment remains brutal with China export pressure 🇨🇳, demand softness, and clear lag versus $KLAC and $LRCX ⚠️. Q1 guide was slightly better, but not enough to pull in momentum buyers or reverse the slide 🚫📊💥!
Earnings PK: Nvidia Plays, Rocket, Chips, SaaS, or China Stocks — Who Will Win?
Earnings season is heating up, and investors are watching closely as AI chip giants, SaaS leaders, and China tech stocks take the stage.
After months of rotation across sectors, the market is searching for the next breakout theme — will it be Nvidia-related plays riding the AI boom, semiconductors powering the hardware cycle, software-as-a-service names regaining momentum, or a surprise comeback from Chinese tech?
💬 Which sector do you think will deliver the biggest upside this earnings season?
📈 Are you betting on AI, SaaS, or a China rebound? Let’s discuss!
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