Tag: Applied

Utilized Supplies (AMAT): Thesis Performed Out As Anticipated, Valuation Appears A Bit Punchy Now

This text was written byComply withSkilled fairness portfolio supervisor for a boutique buy-side asset supervisor.My focus is on discovering high-quality corporations, making use of a disciplined method to valuation and figuring out underappreciated...

Utilized Supplies Earnings Preview: Beat Probably Amid New Commerce Secret Litigation?

, a pacesetter in semiconductor gear, reported Q2 FY2025 non‑GAAP EPS of $2.39 that beat estimates, whereas income of $7.1B barely missed. With robust margins, 21 years of dividends, aggressive buybacks, and management...

SolarEdge Utilized sciences, Inc. 2025 Q1 – Outcomes – Earnings Title Presentation (NASDAQ:SEDG)

Trying to find Alpha’s transcripts crew is liable for the occasion of all of our transcript-related duties. We for the time being publish tons of of quarterly earnings calls per quarter on our...

Utilized Supplies: Purchase And Maintain This Inventory For A Lengthy Time (NASDAQ:AMAT)

This text was written byObserveTo comply with me click on the "Observe" button! (Straightforward proper?) Hello there, thanks for coming to my profile web page! My identify is Kumquat Analysis (however you'll be...

Amnon Shashua’s AI startup AA-I Utilized sciences revealed

Prof. Amnon Shashua has based mostly an artificial frequent intelligence (AGI) startup, which continues to be in stealth. AGI develops the flexibleness to exceed human capabilities in performing sophisticated duties in a short...

Utilized Supplies: A Purchase Pushed By Elementary And Technical Power (NASDAQ:AMAT)

Market ThreatThe semiconductor {industry} is notoriously cyclical, and regardless of Utilized Supplies’ diversified portfolio, downturns within the sector can negatively affect demand for his or her merchandise. World financial fluctuations akin to...

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