ACM Research Stock Discussion

The Real Wojak OP :

The Real Wojak OP : This clown shit won’t last long. Earnings reports don’t lie. I know it will go back above my average just simply based on earnings. Crazy asf that it went so low for no reason. Analysts also seem to hate this stock for no reason

The Real Wojak OP : There is no explanation for such an extreme change in valuation. They have grown revenue and earnings beyond expectations. This is a profitable company with negligible exposure to the US economy. Tariffs don’t matter, revenue is growing, it’s profitable. Fuck you I’m not cutting the loss this is worth way more  

The Real Wojak OP : Fuckin PE ratio is 10

The Real Wojak : PE ratio is 11 I’m buying more

103998930 OP : the focus is... when China tariffs come in, your E in the PE will drop by a % which will make the PE more while P remains or reduce

The Real Wojak 103998930 OP : They expect $2B revenue next year. Earnings will be higher regardless of Trump. Don’t you realize that over 96% of this companies revenue is from China not the US? Tariffs will have zero impact.

The Real Wojak : They aren’t reliant on the United States for any revenue. It’s a bullshit reason to sell off the stock.

The Real Wojak OP : Bought 400 more at $15.02 got my average down to $15.60

TVBS NEWS The Real Wojak OP : They will. But you won't. hah

The Real Wojak OP TVBS NEWS : I’ll make a lot of money when this is back over $20

The Real Wojak OP : Average $16.35

Shane Gleaves :

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

The Real Wojak OP : Average $16.60

The Real Wojak OP : Plan is to buy more until it stops dropping. This share price is insulting to the company. They do nearly a billion dollars in revenue and market cap now under 1 billion.

SWEJNC : what do you mean