Monty Rakusen Investment action Based on my current outlook and analysis of Applied Materials (NASDAQ:AMAT), I recommend a buy rating. I believe the worst of this semi-down cycle is over, and AMAT’s growth should see acceleration ahead in the next industry growth cycle. There are also strong growth catalysts that should further support growth acceleration, like HBM and GAA technology inflection. Basic Information AMAT is a big player in the semiconductor industry with more than 55 years of operating his ...