AMAT
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Mar 30, 2026 by Tae Kim · across every show →
Everything said about AMAT, oldest first
Mar 30, 2026 bearish
Kim: ASML and Applied Materials lack capacity for Elon Musk's TerraFab
“TerraFab, I'm not that optimistic. I mean, it's so hard to do with that. Because TSMC is so short that, you know, Elon needs to find, but even then, like, how are they going to buy, like, semi-cap equipment from ESML and AMAT? Like, there, there's just no capa…”