Applied Materials just posted its best quarter ever. The stock fell 6%. Record revenue. Record profit. A clean beat.. and it dropped anyway. The results were never the story. The guide was. China is still about a quarter of sales, and the market wanted the read on next year.. not the numbers it already knew. A great quarter and a falling share price is not a contradiction. It is the market pricing what comes next. #appliedmaterials #stocks #earnings #semiconductor #ai
2:56
Applied Materials just posted its best quarter ever. The stock fell 6%. Record revenue. Record profit. A clean beat.. and it dropped anyway. The results were never the story. The guide was. China is still about a quarter of sales, and the market wanted the read on next year.. not the numbers it already knew. A great quarter and a falling share price is not a contradiction. It is the market pricing what comes next. #appliedmaterials #stocks #earnings #semiconductor #ai
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