Applied Materials: Pembersihan Posisi di Bulan Juli, Bukan Perubahan Tesis (NASDAQ:AMAT)
· seekingalpha.com
Applied Materials melampaui ekspektasi Q2 FY2026: rekor pendapatan, pertumbuhan EPS, dan menaikkan prospek peralatan tahun 2026.
Buyside analyst covering global stocks on Seeking Alpha since 2018. I've been investing personally and professionally across major equity markets for about a de...