I keep hitting the buy button on Applied Materials (NASDAQ:AMAT) because one truth about the AI build-out has become impossible to ignore: NVIDIA (NASDAQ:NVDA), Advanced Micro Devices (NASDAQ:AMD), and custom ASIC designers cannot ship a single next-gen AI chip without advanced wafer fab packaging, and Applied sells the etch, deposition, and CMP tools that make ... One Massive AI Hardware Truth Keeps Me Loading Up On AMAT Ahead of Aug. 13 Earnings Print