AMAT – The Pick & Shovel AI Play Nobody’s Talking About📈 In this video, I break down why Applied Materials (
AMAT) is one of the smartest plays in the AI infrastructure race — and why hedge funds are quietly building positions while everyone else chases hype.🔍 Key Takeaways:
AMAT makes the machines that MAKE the chips powering AI.Profitable, undervalued, and essential to every major fab worldwide.
Benefiting directly from the CHIPS Act, global fab expansion, and multi-trillion dollar AI growth.
High margins, strong free cash flow, and consistent buybacks.
A compounder play disguised as an industrial.
🧠 Forget the hype. This is the real AI backbone play — and the market hasn’t fully priced it in yet.
👇 Drop your thoughts in the comments. Are you sleeping on AMAT, or loading up before the crowd?
📺 Watch now and subscribe for more deep-dive plays Wall Street doesn’t want you to notice.
#AMAT #AIStocks #Semiconductors #AppliedMaterials #NVIDIA #TechStocks #TradingViewIdeas #AIInvesting #SmartMoneyMoves
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The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.
Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.