Applied Materials(AMAT) Seeking Alpha·2024-12-23 15:12Company Overview - The account is managed by Noah's Arc Capital Management, which aims to provide Wall Street-level insights to main street investors [1] - The research focus is primarily on 20th-century stocks (old economy) undergoing a 21st-century transformation, with occasional coverage of companies that facilitate such transformations [1] - The firm seeks innovations in business models that can lead to significant stock price changes [1] Analyst Position - The analyst holds a beneficial long position in AMAT through stock ownership, options, or other derivatives [2] - The article expresses the analyst's own opinions and is not influenced by compensation or business relationships with mentioned companies [2] Author Information - Noah Cox, the managing partner of Noah's Arc Capital Management, is the main account author [3] - The views expressed in the article are not necessarily reflective of the firm's views [3] - The content is for informational purposes only and not intended as investment advice [3] Platform Disclosure - Seeking Alpha's disclosure emphasizes that past performance is not indicative of future results [4] - The platform does not provide investment recommendations or advice regarding the suitability of investments [4] - Views expressed may not reflect those of Seeking Alpha as a whole, and analysts are third-party authors, including both professional and individual investors [4]