AMAT

Looks like Mr. Market is feeling low today.

Technology stocks are taking it on the chin.  WDC, MU, AMAT and NVDA are all down.  It is interesting that once an influential analyst cuts their rating on a company in an industry, the scare becomes rampant.

For those of you who are interested in opportunities to "get a piece of" the evolving AI and big data market, this is a must read article.

Eric Gregg crafts a very persuasive argument for owning AMAT.  I like it and I am on board.