Sundry Photography The semiconductor stocks as a group have been hammered in the past few weeks. Even leaders like NVIDIA (NVDA) lost massive portions of their value into the early-August low, but the group has surged once again since then. Whether this is a bounce or the start of a new, sustained rally remains to be seen. In this article, we’ll take a fresh look at Applied Materials (NASDAQ:AMAT), which reported third quarter earnings on the 15th. The last time I covered AMAT I came to the conclusion t ...