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Applied Materials (AMAT) Gained from Increased Demand for AI

Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q4 2025 investor letter for the “Focused Equity Strategy.” A copy of the letter can be downloaded here. In 2025, the strategy returned +13.8% (gross) and 13.2% (net), and a 2.2% gain in the fourth quarter. The market achieved its third consecutive year of positive returns in 2025. Significant capital investments in AI infrastructure pushed the year to reach an all-time high. Market optimism is strong as the new year begins, with macroeconomic surveys showing the best outlook in five...