Voices on Applied Materials
Why people invest, in their words, next to the SEC numbers.
Voices · third-party opinions, not SEC data
Not investment advice. They could be wrong or outdated. See the original source and date; the view may have changed.
2 of 56 Voices · Deutsch
AMATMichael BurryInvestorAug 4, 2026Skeptical
Our summary: In a Substack post Burry said a major market top and possibly a 1987-type fall are possible, and that he still holds short positions including Applied Materials.
“I continue to believe it is possible we are near a major top”
Substack post, via CNBC ›
Details ⓘ
- Speaker
- Michael Burry, Cassandra Unchained
- Role
- Investor
- Source
- CNBC
- Format
- Newsletter
- Date
- Aug 4, 2026
- Checked
- Oct 15, 2026
Voice details · not SEC data. As stated on Aug 4, 2026; the view may have changed.
AMATLRCXPhilippe LaffontInvestorJun 23, 2026Invests
Our summary: Laffont said Coatue prefers owning semiconductor-equipment suppliers because every AI chip, whether from Nvidia, Amazon or Google, needs the same fab machines, so he need not pick the winner.
“That's sort of the reasons why we own the semi caps”
CNBC article ›
Details ⓘ
- Speaker
- Philippe Laffont, Coatue Management
- Role
- Investor
- Source
- CNBC
- Format
- News article
- Date
- Jun 23, 2026
- Checked
- Oct 15, 2026
Voice details · not SEC data. As stated on Jun 23, 2026; the view may have changed.
Correction or removal request: hello@hollsteen.com · never used for numbers or citations.