The Yanks haven't fully slapped down restrictions on Chinese semiconductors, but equipment stocks are already taking a hit. AMAT's 5.67% drop wasn't retail panic-selling; it's institutions quietly repricing the geopolitical risk. With rates flat at 0 and no extreme long-short bets, it shows this is a one-sided liquidation, not just a panic sell-off. A drop without volume is even more concerning; a slow bleed can accelerate. Current price is 595, stuck below the 600 resistance; I'm eyeing 580 as my support line. If we break 580, I'm going to short with a 10% position to test the waters, setting my stop-loss at 600, ready to catch a wave of inertia downward, no guessing the bottom.

Trading Tag: #TradFi #链上美股 #AMAT

With geopolitical risks rising, how are you handling AMAT?