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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Ironvine Capital Partners reduced semiconductor exposure during Q2 2026 as stock prices increasingly require 2027-2028 AI spending levels to serve as a sustainable baseline, selling portions of Applied Materials, Analog Devices, and Amphenol. The firm initiated...
— The Ironvine Investment Team
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Other investors who've written on Applied Materials, Inc.
Applied Materials was added to expand Information Technology exposure, leveraging its dominant scale in wafer fabrication equipment. The managers project...
Applied Materials, Inc. reported a strong fiscal Q3 2026 with revenue of $9.12 billion, up 25% year-over-year, and non-GAAP EPS of $3.50, up 41% year-over-year. The ...
Applied Materials, Inc. reported a strong fiscal Q3 2026, with record revenue, non-GAAP EPS, operating income, and cash from operations. The company achieved...