Applied Materials went up huge this year. Jim Cramer loves it, analysts point to AI-driven demand, and the CEO is hinting this could stretch into 2027. It all sounds great. Yet, insiders have sold millions in shares recently with no buying. And now the US just ordered chip equipment makers to halt some shipments to China's biggest chipmaker, which is never good for business. Great company, huge AI exposure, but how much of this is already priced in?
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