Group 1: Market Trends and Trading Strategies - The current market environment is characterized by all-time highs across various asset classes, making it difficult for investors to adhere to their original plans [1] - Investors often face the temptation to hold onto stocks for additional gains, even when their initial objectives have been met [1][2] - A proactive approach to trading, such as preparing for volatility in advance, can help capitalize on short-term opportunities [3] Group 2: Company-Specific Insights - SoundHound AI (NASDAQ:SOUN) has experienced over 250% stock growth in the past year, driven by its focus on Voice AI systems, but remains unprofitable with a larger EPS loss than expected in Q2 2025 [4][6] - Micron Technology (NASDAQ:MU) has seen significant revenue growth, reporting $11.3 billion in Q4, the largest in its history, but technical indicators suggest a potential profit-taking opportunity after a 50% gain in just over a month [7][9] - Dlocal (NASDAQ:DLO) is a profitable fintech startup with consistent sales growth, but faces challenges due to currency devaluation in Argentina, indicating a potential exit point for investors [10][13] - ACM Research (NASDAQ:ACMR) has shown strong performance with an 11% jump recently and annual sales exceeding $780 million, but earnings surprises are slowing, and revenue missed expectations in Q3 for the first time since 2023 [14][16] - Axcelis Technologies (NASDAQ:ACLS) reported over $1 billion in sales last year, but its revenue has declined recently, with Q2 2025 showing a YOY decline of over 20%, suggesting a potential pullback despite a 30% stock increase over the last three months [18][20]

Core Viewpoint - ACM Research, Inc. reported a significant increase in backlog for its subsidiary ACM Research (Shanghai), indicating strong demand for its semiconductor processing solutions [1][2]. Backlog Information - As of September 29, 2025, ACM Shanghai's total backlog reached RMB 9,071.5 million (approximately USD $1,271.6 million), reflecting a 34.1% year-over-year increase compared to the previous year's backlog [2]. - The backlog includes orders for tools that have been shipped but not yet recognized as revenue under Chinese GAAP, as well as orders for tools expected to be shipped in the future [2][3]. Financial Reporting Dates - ACM Shanghai is scheduled to release its full financial results for the nine months ending September 30, 2025, on October 29, 2025, after the market closes in China [5]. - ACM will also report preliminary financial results for the same period before the market opens in the U.S. on the same day [5]. - The company plans to release its full financial results for the third quarter of 2025 and conduct a conference call in early November 2025, with specific details to be announced later [6]. Company Overview - ACM develops, manufactures, and sells semiconductor process equipment, including cleaning, electroplating, and packaging tools, aimed at enhancing productivity and product yield in semiconductor manufacturing [8].

Core Viewpoint - ACM Research, Inc. reported a significant increase in backlog for its subsidiary ACM Research (Shanghai), indicating strong demand for its semiconductor processing solutions [1][2]. Backlog Information - As of September 29, 2025, ACM Shanghai's total backlog reached RMB 9,071.5 million (approximately USD $1,271.6 million), reflecting a 34.1% year-over-year increase compared to the previous year's backlog [2]. - The backlog includes orders for tools that have been shipped but not yet recognized as revenue under Chinese GAAP, as well as orders for tools expected to be shipped in the future [2][3]. Financial Reporting Dates - ACM Shanghai is scheduled to release its full financial results for the nine months ending September 30, 2025, on October 29, 2025, after the market closes in China [5]. - ACM will also report preliminary financial results for the same period before the market opens in the U.S. on the same day [5]. - A full financial results release for the third quarter of 2025 will occur in early November 2025, with details of a corresponding conference call to be announced later [6]. Company Overview - ACM Research, Inc. specializes in developing, manufacturing, and selling semiconductor process equipment, including cleaning, electroplating, and packaging tools, aimed at enhancing productivity and product yield in semiconductor manufacturing [8].

Core Viewpoint - The content emphasizes the importance of conducting personal due diligence and consulting competent advisors before making any financial decisions, particularly in the context of investments and trading activities [1]. Group 1 - The website provides general news, personal analysis, and third-party content intended for educational and research purposes [1]. - It explicitly states that the information does not constitute any recommendation or advice for investment actions [1]. - Users are advised to perform their own research and consider their financial situation before making decisions [1]. Group 2 - The website includes information about complex financial instruments such as cryptocurrencies and contracts for difference (CFDs), which carry a high risk of losing money [1]. - It encourages users to understand how these instruments work and the associated risks before investing [1].

Core Viewpoint - ACM Research, Inc. has successfully completed a private offering of ordinary shares through its subsidiary ACM Research (Shanghai), Inc., raising approximately RMB 4.5 billion (around US$630 million) to support its growth initiatives in research and development, capital expenditures, and working capital [2][4]. Group 1: Private Offering Details - ACM Shanghai issued 38,601,326 ordinary shares at a price of RMB 116.11 per share, resulting in gross proceeds of RMB 4.5 billion (approx. US$630 million) and net proceeds of RMB 4.4 billion (approx. US$624 million) after expenses [2]. - The offering was allocated to 17 qualified investors, all of whom subscribed entirely in cash, and the shares will be subject to a six-month lock-up period before trading on the STAR Market [3]. Group 2: Ownership Structure - Following the private offering, ACM's equity interest in ACM Shanghai is expected to decrease to approximately 74.5% from 81.1%, while ACM will continue to be the controlling shareholder [4]. Group 3: Company Overview - ACM Research, Inc. specializes in developing, manufacturing, and selling semiconductor process equipment, including cleaning, electroplating, and packaging tools, aimed at enhancing productivity and product yield in semiconductor manufacturing [6].

Core Viewpoint - ACM Research, Inc. has successfully completed a private offering of ordinary shares through its subsidiary ACM Research (Shanghai), Inc., raising approximately RMB 4.5 billion (around US$630 million) for various strategic purposes [1][2]. Group 1: Private Offering Details - ACM Shanghai issued 38,601,326 ordinary shares at a price of RMB 116.11 per share, resulting in gross proceeds of RMB 4.5 billion (approx. US$630 million) and net proceeds of RMB 4.4 billion (approx. US$624 million) after expenses [2]. - The offering was allocated to 17 qualified investors, all of whom subscribed entirely in cash, and the shares will be subject to a six-month lock-up period before trading on the STAR Market [3]. Group 2: Ownership Structure - Following the private offering, ACM's equity interest in ACM Shanghai is expected to decrease to approximately 74.5% from 81.1%, while ACM will remain the controlling shareholder [4]. Group 3: Company Overview - ACM Research, Inc. specializes in developing, manufacturing, and selling semiconductor process equipment, including cleaning, electroplating, and packaging tools, aimed at enhancing productivity and yield in semiconductor manufacturing [6].

Group 1 - ACM Research, Inc. (NASDAQ:ACMR) has launched its first Ultra ECDP Electrochemical Deplating tool aimed at the wide bandgap compound semiconductor manufacturing market [1][4] - The Ultra ECDP tool is designed for electrochemical wafer-level gold etching, providing benefits such as smaller undercut, enhanced uniformity, and improved gold line appearance [2][3] - The tool features specialized processes for removing Au bumps, etching thin Au films, and deep-hole Au deplating, along with integrated pre-wet and cleaning chambers [3][5] Group 2 - The compound semiconductor market is experiencing growth driven by demand from sectors such as electric vehicles, 5G/6G communication, RF, and AI applications [4] - ACM Research, Inc. develops and sells a range of semiconductor process equipment, including cleaning, electroplating, and wafer-level packaging tools, supporting advanced semiconductor device manufacturing [6]

Group 1: Market Overview - The Nasdaq reached an all-time intraday high and closed at 22,788.98, indicating strong performance in the tech sector [1][8] - Investors are encouraged to monitor Nasdaq-listed companies that show strong returns after considering both operating and non-operating expenses [1] Group 2: Profitability Assessment - The net income ratio is a key metric for evaluating a company's profitability, reflecting the percentage of net income to total sales revenues [3] - A higher net income ratio suggests a company's effectiveness in managing revenues and expenses [3] Group 3: Stock Screening Criteria - A screening process narrowed down over 7,685 stocks to 74 based on profitability and growth metrics, including Zacks Rank, trailing sales and net income growth, and net income ratio [4][8] - Stocks with a Zacks Rank of 3 or lower, trailing 12-month sales and net income growth higher than the industry, and a strong buy percentage greater than 70 were included in the screening [4][5] Group 4: Featured Companies - NVIDIA Corporation (NVDA) has a 12-month net profit margin of 52.4% and is recognized for its investment of $100 billion in OpenAI, enhancing its position in the AI sector [6][5] - Broadcom Inc. (AVGO) has a 12-month net profit margin of 31.6% and is involved in developing a wide range of semiconductor devices and infrastructure software solutions [9] - ACM Research, Inc. (ACMR) has a 12-month net profit margin of 13.8% and focuses on capital equipment manufacturing and sales globally [10]

Group 1 - ACM Research Inc. (NASD: ACMR) will be added to the S&P SmallCap 600 index effective September 26, 2025, replacing WK Kellogg Co. (NYSE: KLG) [1] - The acquisition of WK Kellogg by the Ferrero Group is expected to close soon, pending final closing conditions [1] - The changes will take effect prior to the opening of trading on the specified date [1]

Core Points - ACM Research, Inc. will participate in the 17th Annual CEO Investor Summit 2025 on October 7 in Phoenix, Arizona [1] - The presentation materials will be available on the company's website [2] - The CEO Investor Summit is held annually during the SEMICON West industry trade show, with this year's event taking place for the first time in downtown Phoenix [3] Event Details - The event will be held at The Arrogant Butcher restaurant, with an agenda that includes registration, a networking luncheon, CEO summit meeting sessions, and a cocktail reception [3] - The summit will feature 12 management teams from various companies, including ACM Research, Aehr Test Systems, and others [4] - Attendance is by invitation only for accredited investors and research analysts, with a registration deadline of September 26, 2025 [5] Company Overview - ACM Research develops, manufactures, and sells semiconductor process equipment, focusing on various processes such as cleaning, electroplating, and wafer-level packaging [7] - The company aims to provide customized, high-performance, and cost-effective solutions to improve productivity and product yield for semiconductor manufacturers [7]