Loading investment pitches...
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.
Daniel Gladiš argues that as artificial intelligence becomes abundant in investing, competitive advantage shifts from information access to sound judgment, original thinking, and temperament. AI commoditizes basic...
— Daniel Gladiš
Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($55/mo) and Pro subscribers.
Already a Research or Pro subscriber? Sign In
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...