Buy AMAT by Nov 11, 2026.

Bought AMAT earlier this year, given its really strong fundamental story. When it dipped this past month, bought some more. It's now down over 5% in after hours, despite beating earnings and raising guidance for its semiconductor systems, and expects AGS revenue growth above 20% and advanced-packaging revenue growth above 70% in 2026. I guess this is probably due to failing to meet some arbitrary, sky high analyst expectation. Definitely think I'll be adding more.