Applied Materials Inc. (AMAT) Insider, 13F Hedge Fund & Politician Buy/Sell Thermometer

$421.66 +1.36% NASDAQ • Public Delayed / 60s Snapshot

Applied Materials Inc. (AMAT) carries a Roarable Rating of C+ (Hold) with 68/100 RQD Confidence. The underlying business is intact, so current owners don’t need to panic-sell—but mixed big-money flow or rich pricing means new buyers can afford to wait for either a pullback or a B-or-higher upgrade.

ROARABLE C+ • HOLD / WATCH Cap $334.63B

INTERACTIVE SCENARIO DECK:

🛡️ Portfolio Crash X-Ray

RQD QUANT TACHOMETERHOLD / WATCH • C+

2-of-3 JEV AI Jury Bullish

Cash

SEC

Whale

5-PILLAR SNOWFLAKE RADARRw C · Rk B

Each axis scored 0–20

12M PRICE TARGET CONE+4.5% Base Target

WHALE OPTIONS TUG-OF-WAR:53% Call Buyers ($32.2M)

47% PutsMax Pain: $413.00

SEC FORM 4 × 13F HEDGE FUNDS × CONGRESSIONAL STOCK ACT

AMAT Smart-Money Thermometer: BALANCED INSTITUTIONAL POSITIONING

Explore All 13F & Congress Whales →

▲ Disclosed Buys: 0 ($0)▼ Disclosed Sales: 0 ($0)

Wide-Open SEC Form 4, 13F & Congressional Disclosure Ledger (AMAT)

No recent open-market Form 4 cluster sales or emergency dumps flagged on AMAT. Visit the Global 13F & Congressional Whale Ledger for cross-market smart-money filings.

🔴 SUNDAY NIGHT PREP • 7:00 PM ETHosted Live by Perry Belcher & Guest Trading Systems Desk

Today's Top 3 RQD Strong Buys & Whale Accumulation Setups (Live AMAT Tape Review)

✓Live breakdown of today’s highest-scoring RQD Green-Light breakouts
✓1 urgent Red-Light accounting trap to cut from your watchlist immediately
✓Bring any ticker to live Q&A—we run it through the 5-Pillar RQD Radar on screen

RQD INSIDER CLUB UPGRADE$49/YEAR

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AMAT // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -1.12%🛡️ HOLDING TREND SUPPORT

2026-10-30O $396.8H $405.2L $382.6C $390.1VOL 10.28M

RES: $537.8SUP: $367.6SMA50: $457.7SMA200: $444.5

PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

AMAT Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 AMAT Butterfly Map → + Track AMAT →

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)

35.1%/yr Implied 5Y Growth

vs. +4.4% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on AMAT today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

AMAT → TSM Confirmed Filing

Applied Materials supplies epitaxial deposition, PVD/CVD, CMP planarization, and backside power delivery tools as TSMC transitions from FinFET (N3) to Gate-All-Around nanosheet (N2).

AI Analyst Theses, Washington Policy & Company Video 🏛️ ENACTED_FINAL_RULE: BIS Export Administration Regulations: Advanced AI Compute & HBM Semiconductor Controls (Department of Commerce — Bureau of Industry and Security (15 CFR Parts 734, 740, 744)) 🏛️ ENACTED_FINAL_RULE: CHIPS Direct Funding Agreements & Treasury Section 48D 25% Semiconductor Investment Tax Credit (Department of Commerce (CHIPS Program Office) & U.S. Treasury / IRS (26 CFR Part 1))

🎬 No recent verified company-specific video clip queued for AMAT today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

AMAT Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

Are AMAT insiders and hedge funds buying or selling?

Roarable's SEC Form 4 and 13F Whale Thermometer currently classifies AMAT leadership and institutional positioning as: BALANCED INSTITUTIONAL POSITIONING.

Direct Sub-Reports: AMAT RQD Cockpit AMAT 12M Forecast AMAT Earnings & Move AMAT Dividends & DRIP AMAT Insiders & 13F AMAT Whale Options AMAT Profit Sankey AMAT News & Why