Joshua Martin

$AMAT is still one of the strongest players in the semiconductor equipment space. 🚨📊 The 15-minute chart tells a pretty clear story. Applied Materials went from around 462, broke through 480, reclaimed 491, pushed past 500, and hit a short-term high near 508.31. That was the momentum phase. Now it's pulled back and sitting around 499–500, so we're seeing if buyers can hold that breakout line. This isn't a bearish breakdown yet. It's more of a high-level retest after a solid move up. The first level I'm watching is 500. If $AMAT can get back above and hold 500, the short-term setup stays healthy. Key support is 495. As long as it stays above 495, the bullish structure remains intact. But if it loses 495, I'd get more cautious since the pullback could go down to 491–492. The bigger picture isn't just $AMAT. When Applied Materials moves, the market usually starts looking at the whole semiconductor equipment and AI chip supply chain: $ASML — EUV lithography $LRCX — etch and deposition tools $KLAC — inspection and process control $TSM — advanced chip manufacturing $INTC — foundry expansion $NVDA — AI GPU demand $AMD — AI accelerators $AVGO — custom AI chips and networking $MRVL — AI networking and custom silicon $MU — AI memory and HBM $SMH $SOXX — semiconductor ETFs My take is simple: AI demand isn't just about GPUs. It spreads into fabs, wafers, tools, advanced processes, memory, networking, and the whole semiconductor infrastructure layer. That's why $AMAT matters. Solid chart. Strong sector signal. Clear AI supply-chain read-through. But after a fast run, entry price still matters. I want support confirmation, not emotional chasing. 📊🔥 Not financial advice.

$CRWD isn't flashing a simple "breakout" right now. It's showing a recovery signal after a sharp drop. 🚨📊 CrowdStrike had a solid run from the 670 area up to 785. That was the big momentum move. But after hitting 785, it pulled back hard toward 745, meaning the first leg already triggered some profit-taking. Now here's the key part: $CRWD has bounced back to around 769 and is trying to build up strength again. The first level I'm watching is 766. If $CRWD stays above 766, the short-term recovery is still on track. The main support is 757–758. If price loses that zone, the recovery picture weakens and I'd get more cautious. On the upside, 771 is the first level bulls need to take back. If $CRWD can hold above 771, the next area to watch is 777–786. But this isn't just about CrowdStrike. When $CRWD moves, the market usually starts eyeing the whole cybersecurity and AI security group: $PANW — enterprise cybersecurity $ZS — zero trust security $FTNT — network security $S — endpoint security $OKTA — identity security $NET — cloud security and edge network $DDOG — cloud monitoring and security $CYBR — privileged access security $QLYS — vulnerability management $MSFT — enterprise security and AI security platform My take is simple: Cybersecurity isn't just an IT budget line anymore. It's becoming a critical piece of the AI economy. More AI agents. More cloud workloads. More data moving around. More attack surfaces. That means security demand won't disappear. $CRWD is still a core player here. The chart is recovering. The sector story is strong. But I need confirmation. I want to see 766 hold and 771 reclaimed before calling this a clean continuation. 📊🔥 Not financial advice.