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Jams O'Donnell
AMAT Q3 earnings analysis
Summary: * Applied Materials reported Q3 earnings on Aug 15th. * Revenue
SWKS Q3 earnings analysis
Summary: * Skyworks, Inc. reported Q3 earnings on July 30th; * Total
LRCX Q4 earnings review
Summary: * Lam Research reported Q4 earnings on July 31st; * recovery
ASML Q2 2024 earnings review
Summary: * No surprises in ASML Q2 earnings; * Management projects 35%
AMAT Q2 2024 earnings review
DISCLAIMER: This note is intended for US recipients only and,
$SWKS Q2 2024 earnings review
DISCLAIMER: This note is intended for US recipients only and,