@ARKK Investment Tracker:ARKK Investment Tracker position change: Decreased position in Pacific Biosciences of California by 295,434 shares, the number of shares held decreased 1.44% compared to the previous period and now represents 0.48% of the total position.
@Barcode:$Applied Materials(AMAT)$$KLA-Tencor(KLAC)$$Lam Research(LRCX)$ ๐๐จ $AMAT is crashing after hours despite a Q4 double beat, revenue $6.8B and EPS $2.17 ๐๐ฅ. Semi equipment sentiment remains brutal with China export pressure ๐จ๐ณ, demand softness, and clear lag versus $KLAC and $LRCX โ ๏ธ. Q1 guide was slightly better, but not enough to pull in momentum buyers or reverse the slide ๐ซ๐๐ฅ!
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