Applied Materials (AMAT): “The arms dealer of the semiconductor revolution.”
Alpha Wealth Funds, LLC, an investment management firm, released its Q3 2025 letter to the Insiders Fund. A copy of the letter can be downloaded here. The fund returned 4.96% in September, bringing the year-to-date return to 21.37%. This compares to the benchmark, the S&P 500’s September performance of 3.65% and year-to-date performance through September…