ACMR - Why ACM Research Is More Vulnerable Than It Looks
- Q2 was another record-setting quarter for ACMR, resulting in guidance being raised, and there is reason to believe growth is far from peaking.
- The stock has not been able to hold on to gains for over a year and it comes with major risks, yet multiples still trade at a premium.
- U.S.-China trade tensions are a major concern for ACMR and there is little reason to think it will go away anytime soon.
- ACMR has its strong points, but the threat of having it all taken away is a risk that many will find difficult to ignore.
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Why ACM Research Is More Vulnerable Than It Looks