Applied Materials A Buy On Moore's Law Semi Equipment Inflection

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About: Applied Materials, Inc. (AMAT)
by: William Meyers
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William Meyers
Long only, tech, biotech, research analyst
Summary

Applied Materials stock price has recovered from a slump.

The short-term story is the semiconductor equipment cycle.

The long-term story is materials technology that is not dependent on Moore's Law.

Applied Materials (AMAT) stock has been in comeback mode in the fall of 2019. For those okay with collecting dividends, that is a bonus. For those seeking Alpha in the market, it is