AMAT just crushed earnings.Applied Materials sees Q3 $3.16-3.56 vs $2.89 FactSet Consensus; sees revs $8.45-9.45 bln vs $8.14 bln FactSet Consensus I mentioned this before and I will double down again. The memory shortage will be fixed and those people frantic about MU, SNDK and WDC will soon be feverish about LRCX, AMAT and KLAC. The...Read More