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AUTHOR
DATE
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9
member
6/24/24 9:01AM
Re: Re: this a big ole short
8
stock is down 50% since I posted that message, and my thesis was predicated on Aixtron overshipping SiC tools in 2023. They were shipping tools that could handle multiple years of SiC planned build outs... login to read the rest
It has outperformed well this year so maybe not undiscovered but it is grouped in semis which haven't done great given economic sensitivity. It's growth will be much more secular vs cyclical so that is
In the long term, competition will increase but at the end of the day these Niches of semi equipment tend to be winner take most bc of scale advantages for r&d and support / maintenance.... login to read the rest
is there a reason that the current shareholder base might be missing the opportunities here? maybe management is not doing a good job communicating or being conservative, or there has been turnover in the ownership
With you that AIXA's growth drivers remain underappreciated.
Curious how you are thinking about competitive threats other than TEL, where displacement seems like an NT opportunity for AIXA. The ASM buy of LPE does seem to... login to read the rest
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