Leroy Groffier(@LeroyGroffier):AMEC 688012: we survived earnings, always dicey w/ A -Share names. 38% top line gr (vs. LRCX 30%-->50% in Sep q) stable 40% mgns (vs LRCX 52%). News that Sammy & Hynix (China) were testing AMEC machines conveniently dropped on earnings day. Looks good thematically.

Leroy Groffier

@LeroyGroffier

the action is the juice

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Leroy Groffier@LeroyGroffier

2026.08.05 19:03

AMEC 688012: we survived earnings, always dicey w/ A -Share names. 38% top line gr (vs. LRCX 30%-->50% in Sep q) stable 40% mgns (vs LRCX 52%). News that Sammy & Hynix (China) were testing AMEC machines conveniently dropped on earnings day. Looks good thematically.

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