The case for Applied Materials and Lam Research after a reported 125% share surge
The Information argues the chip equipment stocks may still have room to grow despite their gains over the past year.
TLDR
The Information says Applied Materials and Lam Research shares have surged 125% in the past year, but argues their growth may be far from over. Its article suggests there may still be opportunities among chip equipment stocks, even after gains across the AI chip sector.
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