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Michael Szumielewski
$11.2M
Followers
@caridinacapital
05/20/2022
$AMAT
reported a miss on earnings and revenue due to Covid-related shutdowns in China that delayed $150M of revenue in the quarter. However, management notes that demand remains strong for wafer fab equipment.
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Michael Szumielewski
$11.2M
Followers
@caridinacapital
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