
Is AMAT a hidden gem or a dangerous trap? In this episode of Am I Catching a Falling Knife?, we break down the recent 10% plunge in Applied Materials stock and uncover the real story behind its cautious Q4 outlook. From China’s geopolitical headwinds to the AI-driven future of semiconductors, we analyze AMAT’s fundamentals, revenue breakdown, and valuation models to help you decide: is this the moment to buy?📉 Topics Covered:AMAT Q4 earnings impactSemiconductor demand trendsChina’s role in AMAT’s revenueDCF vs PEG valuation modelsCustom buy levels for investors⚠️ Not financial advice. Always do your own research.🔔 Subscribe for more deep dives into market movers and investing narratives.