Even after a 67% gain in Applied Materials ( AMAT ) since my last article , it continues to be a "Strong Buy". We all know that much of the economy is being driven by AI and therefore by capital expenditures, supply chain, andI’m a Portfolio manager (flexible equity funds and private clients), fundamental equity research, macro and geopolitical strategy.Over 10 years across global markets, managing multi-asset strategies and equity portfolios at a European asset manager.I combine top-down macro, bottom-up s ...