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The Applied Materials Super-Cycle Is In Full Swing

November 28th, 2017 · No Comments

  • We believe the company is in the midst of a super-cycle, fueled by a secular increase in the demand for memory and compute from many more sources.
  • That growth is leveraged by a host of other factors for Applied Materials as discussed in the article below.
  • This leads not only to improving revenues and EPS, but also to a re-evaluation of investors and a multiple expansion.

Source: The Applied Materials Super-Cycle Is In Full Swing – Applied Materials, Inc. (NASDAQ:AMAT) | Seeking Alpha

Tags: AMAT