- 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.
The Applied Materials Super-Cycle Is In Full Swing
November 28th, 2017 · No Comments