Applied Materials (AMAT 1.65%) reported its Q1 2023 results on Feb. 16. While the chip equipment giant saw weakness in the memory market, there are still pockets of strength in the logic industry. But how long can it last? Check out the short video to learn what semiconductor investors Jose Najarro, Nicholas Rossolillo, and Billy Duberstein had to say. Also, consider subscribing, and click the special offer link below.

*Stock prices used were the market prices of Feb. 23, 2023. The video was published on Feb. 24, 2023.