COMPANY
Applied Materials
AMAT:US
Primary coverage by Pierre Ferragu
Research
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Bible 1Q23 - Semicap: Risk of negative surprises remainMay 30, 2023 — Pierre Ferragu
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AMAT 2FQ23: Shallow & fast cycle priced in – risk of furthernegative surprises remain; Buy only on weakness.May 22, 2023 — Pierre Ferragu
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Semiconductor cycle update: How much played out? Where to be long? Where to be short?April 24, 2023 — Pierre Ferragu
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The recession is materializing: weakness across semis, automotive, telecom equipment and Enterprise IT. Tech Weekly Wrap-UpApril 24, 2023 — Pierre Ferragu
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The Tech Infrastructure Quarterly Bible 4Q22March 14, 2023 — Pierre Ferragu
Events
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May
22 -
May
04 -
Nov
28TechnologyThe Tech Infrastructure Quarterly Bible 3Q18: What we learnt in the quarter and our updated thoughtsNovember 28, 2018Hosted by Pierre FerraguWatch Replay -
Feb
20TechnologyFebruary 20, 2019Hosted by Pierre FerraguWatch Replay -
Jun
06TechnologyJune 6, 2019Hosted by Pierre FerraguWatch Replay -
May
11TechnologyMay 11, 2021Hosted by Pierre FerraguWatch Replay -
Sep
09TechnologySeptember 9, 2021Hosted by Pierre FerraguWatch Replay -
Oct
18TechnologyOctober 18, 2021Hosted by Pierre FerraguWatch Replay -
Nov
05 -
Jun
07 -
Jul
01TechnologyJuly 1, 2022Hosted by Pierre FerraguWatch Replay -
Sep
12TechnologySeptember 12, 2022Hosted by Pierre FerraguWatch Replay -
Sep
20TechnologySeptember 20, 2022Hosted by Pierre FerraguWatch Replay -
Oct
18 -
Oct
25TechnologyOctober 25, 2022Hosted by Pierre FerraguWatch Replay