on a tv show called "final trades", people talked about 3 big companies: home depot, amazon, and applied materials. home depot did okay but not great in selling things, but amazon is doing really good for the long term. applied materials, which makes special machines, did better than expected too. these people shared their thoughts and opinions on these companies so other people can make decisions about buying or selling their stocks in these companies. Read from source...

In the article `Home Depot, Amazon, Applied Materials On CNBC's 'Final Trades'`, there are several points that seem irrational or emotionally driven. For example, Stephanie Link of Hightower says Home Depot reported better-than-expected gross margins for the latest quarter, however, she also mentions that Home Depot posted soft top-line results. This inconsistency seems irrational as one positive aspect does not make up for the negative one. Joshua Brown of Ritholtz Wealth Management is staying long on Amazon, citing the recent selloff in the stock after earnings didn't make sense. This argument seems emotionally driven, as it is based on a feeling rather than concrete evidence. Lastly, Jim Lebenthal of Cerity Partners named Applied Materials as his final trade, which seems to be an arbitrary choice. Overall, the article lacks critical analysis and logical reasoning in its points.

Bullish

Reason: Positive comments and outlooks provided by analysts for Home Depot, Amazon, and Applied Materials. Even though Home Depot had soft top-line results, the better-than-expected gross margins are a positive sign. Joshua Brown staying long on Amazon and the potential partnerships with TikTok and Pinterest could provide significant growth. Applied Materials exceeded expectations for their third-quarter revenue and earnings.

Based on the article titled `Home Depot, Amazon, Applied Materials On CNBC's 'Final Trades'`, here are the investment recommendations:

1. Home Depot (HD): The stock has shown promising growth, with better-than-expected gross margins. However, top-line results seem soft, which can be a risk factor.

2. Amazon (AMZN): Despite the recent selloff in the stock, it is recommended to stay long-term on Amazon due to its integration of digital commerce and partnerships with social media giants like TikTok and Pinterest.

3. Applied Materials (AMAT): With better-than-expected results in its latest quarter, AMAT shows potential for investment. However, be cautious of the 1.9% fall in the stock during the latest session.