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I took a "nibble" as well on SKYT... super analysis, there is no better objective semi-conductor analysis online, thank you for your content and format 😊
Great listen you two. As a shareholder of $SKYT at similar cost basis to you both, really appreciated the operational update. Likewise, as someone who has been watching $ACMR from afar, you’ve really opened my eyes up to the china exposure and complex company subsidiary setup.
Just took my first look at ACMR this A.M. and it certainly fits in my basket of no invest in China stocks. Like you advice about Skywater - came to my attention a month ago. Great story, Interesting business model, but share price bloating seems to be based on sentiment and contagion only.
Yeah! Stay away from Chinese stocks because you can’t own anything in China, especially as an outsider. Those Chinese companies that are listed are basically shell companies that usually listed in places like Cayman Islands.
Have either of you heard of ASM International and BE Semiconductor ? Two Dutch companies that have absolutely ripped, would love your opinion on them !!
Thanks for the video. Applied Materials said "Applied today introduced the Sym3 Y Magnum etch system, which combines deposition and etch technology in the same chamber." (Feb 26) Does putting processes in the same chamber reduce the need for cleaning, and would that be significant for ACM Research?
Join the party in our private Discord channel, where you can geek out with fellow fans, chat directly with us, and forge epic friendships. Plus, unlock access to downloadable PDFs of every show's notes. Don't just watch, become part of the community. Join the Membership today and unlock a world of exclusive fun!
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I took a "nibble" as well on SKYT... super analysis, there is no better objective semi-conductor analysis online, thank you for your content and format 😊
Good info!
Great listen you two. As a shareholder of $SKYT at similar cost basis to you both, really appreciated the operational update. Likewise, as someone who has been watching $ACMR from afar, you’ve really opened my eyes up to the china exposure and complex company subsidiary setup.
Thanks Ed, we're rooting for SKYT! Very strange goings on at ACMR. Hoping it all works out for them too!
Just took my first look at ACMR this A.M. and it certainly fits in my basket of no invest in China stocks. Like you advice about Skywater - came to my attention a month ago. Great story, Interesting business model, but share price bloating seems to be based on sentiment and contagion only.
Yeah! Stay away from Chinese stocks because you can’t own anything in China, especially as an outsider. Those Chinese companies that are listed are basically shell companies that usually listed in places like Cayman Islands.
I’m in on SKYT. I missed AMD in the $20s. Time will tell
Thanks for sharing, have been watching skyt.
fell like you missed out on a lot of opportunity for acmr, which said they were diversifying massively.
Thank you guys!
Oh hell yes another video, thanks as always!!!
You bet!
Appreciated y covered Skywater
You're welcome!
Bought VB and IMCG ETFs today a small and mid cap. Nice video 👍
Update?
On my birthday a video about SKYT? Thank you ;)
Would love to hear your thoughts on TSMC for 4/18 earnings
Just bought SKYT last week with confidence but you have risen a lot of doubts about it . Let's see
We hope it's helpful, but just taking a measured approach
how abt PLAB vs ACMR?
Thank you for sharing 🎉
Thanks you!👍
Have either of you heard of ASM International and BE Semiconductor ? Two Dutch companies that have absolutely ripped, would love your opinion on them !!
Thanks for the video. Applied Materials said "Applied today introduced the Sym3 Y Magnum etch system, which combines deposition and etch technology in the same chamber." (Feb 26) Does putting processes in the same chamber reduce the need for cleaning, and would that be significant for ACM Research?
great video
Guys you are doing well , can you please talk about $lcid ?
That's not one we cover, it isn't a business that meets our criteria. Do you have a specific question about it?
After they ripped? Didn’t you say you were unsure of SKYT when it was 6 when I was buying and saying it was a buy lol
You must not have watched this video, not the one we did last on SKYT here: ua-cam.com/video/TK46dFRTG2I/v-deo.html
SKYT very low volume, not much movement 😢
For now, that’s why it’s called a sleeper stock
Smci
Stop promoting SCAMS
Explain yourself, ding dong. 😅
@@brianh9014 get lost stupid