$Applied Materials(AMAT)$ $KLA-Tencor(KLAC)$ $Lam Research(LRCX)$
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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