The Analysts

@unclestocknotes

@unclestocknotes · Wed, Sep 2

Unclestocknotes@Unclestocknotes
應用材料公司 $AMAT 2026 財年第三季度財報分析 $AMAT 同時卡位 Leading-edge Foundry/Logic、DRAM/HBM 與 Advanced Packaging 三個目前 WFE 最重要的成長方向，而且這一輪成長並不是只有營收放大。 Non-GAAP 毛利率已經連續 13 季 YoY 改善，Semiconductor Systems 利益率也從 33% → 35% →
3d agoview on X ↗media on X

tweeted Wed, Sep 2 · counted from Thu, Sep 3 close

Read as

Long AMAT · Medium confidence

Confidence

Medium0.87

Counted from

Thu, Sep 3 · market close

Rank since this call

—

Sep 3

Leaderboard position per scored day — never a price chart. Other calls were active in this window; no single call is credited.

Active call · day 1 · counts fully until Sep 16 · fades out by Oct 14