About to dump NVDA for this
$ACM Research (ACMR.US)$ ACMR is worth twice whats its trading at now and i cant say the same for Nvidia at a $3.5T market cap.
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The Real Wojak OP : If I had to chose which of the 2 will double first it would have to be ACMR
The Real Wojak OP : Bought more at $15.60
73966792 : I really don't understand the valuation here. Its subsidiary in Shanghai trades at ~$7B market cap on the Shanghai exchange. What am I missing?
73966792 : Today's news of the US putting export restrictions on ACMR does not help either.
https://www.cnbc.com/2024/12/02/latest-us-strike-on-chinas-chips-hits-semiconductor-toolmakers-reuters-reports.html