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ACM Research: Significantly Undervalued With Robust Strategy
ACMAECOM(ACM) Seeking Alpha·2024-11-27 03:19

In this analysis, I reiterate my Strong Buy rating for ACM Research (NASDAQ: ACMR ), even after the 24% decline since my last article on the company—this drop is purely short-term and sentiment-based, with a valuation reratingOliver Rodzianko is an investment analyst specializing in the technology sector, grounded in timeless value principles. His expertise spans AI, semiconductors, software, and renewable energy, with a focus on companies that demonstrate resilient management and lasting competitive advant ...