ACM Research: Small Cap Chip Equipment Maker With Great Upside

Company/Stock Description =ACMR is a chip cleaning equipment maker. Current Price = $18.70 Number of Earnings Beats in the past 4 Quarters = All Four One Year Return = -4.30% Five Year Return = 207.40% Industry Health and Future = Pick and shovel business for tech rich semi-conductors. Trailing PE Ratio = 14.27 Forward PE Ratio = …

Super Micro Computer, Inc.: From Micro To AI Server Powerhouse

Company/Stock Description = SMCI is an AI server leader. Current Price = $801.61 Number of Earnings Beats in the past 4 Quarters = All Four One Year Return = 182.00% Five Year Return = 4,172.97% Industry Health and Future = Along with Dell dominates the AI server market which is still in its infancy. Trailing …

Lam Research: KOed or a Phoenix?

Company/Stock Description = LRCX makes semiconductor equipment.. Current Price = $967.68 Number of Earnings Beats in the past 4 Quarters = All Four One Year Return = 24.04% Five Year Return = 444.07% Industry Health and Future = .Although politics have hampered the stock price in the short term (fell $108 per share yesterday), the …

AppLovin: Lovin a New Earnings Juggernaut?

Company/Stock Description = APP monetizes mobile advertiser content with their own software platform. Current Price = $84.71 Number of Earnings Beats in the past 4 Quarters = All Four One Year Return = 112.57% Five Year Return = 21.01% Industry Health and Future = .Growing rapidly and handily beating earnings estimate so far, APP is …

Dell: From PC Maker to AI Infrastructure Leader

Company/Stock Description = Servers, PCs and storage devices. Current Price = $145.97 Number of Earnings Beats in the past 4 Quarters = All Four One Year Return = 92.41% Five Year Return = 485.06% Industry Health and Future = .Once a dormant PC market has become energized with the future of AI. Now servers and …

CrowdStrike CRWD: Cyber Security King To Face AI in the Future

Company/Stock Description = Cyber Security Current Price = $392.15 Number of Earnings Beats in the past 4 Quarters = All Four One Year Return = 167% Five Year Return = 474.24% Industry Health and Future = .With AI multiplying cyber security potential problems in the future, Crowdstrike stands as the best to handle that right …

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