u/Newbie-Investor-SC

Reddit r/wallstreetbets

· tracked since Sep 2026

Calls

Win Rate

0.0%

return

-3.3%

Calls 1 1 Posts tracked · 1.0/day

Calls

7d 1

30d 1

90d 1

Win Rate 0% Long 1 Short 0

Win Rate

7d —

30d —

90d —

Average Return -3.3% Long Return -3.3% Short Return -

Average Return

7d —

30d —

90d —

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Ticker

Side

Mentions

First Call

Call Price

P&L

Thesis

Theme

Source

AMAT 1ST Applied ... Applied Materials, Inc.

Long

Sep 17

$431.11

-3.3%

Undervalued AI infrastructure play with strong growth and capital returns.

AMAT is a critical infrastructure provider for AI chip manufacturing, currently trading at a significant discount to its peak despite record revenue and EPS growth. The company maintains strong market leadership in logic and DRAM, with aggressive capital return programs through buybacks. The primary risks include potential slowdowns in AI capital expenditure, geopolitical exposure to China, and high stock volatility.

Foundry Equipment

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u/Newbie-Investor-SC has 1 trade ideas tracked on Buzzberg across 1 tickers since September 2026. Most covered: AMAT.

Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology