allenlow

now is super overvalued..

goliong

Reply to @allenlow : The market is pricing in the mgmt guidance given in qr. And it is definitely not fully valued yet based on the guidance. AEM HDMT is something with moat, probably ppl in semiconductor know more...

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Ambrosia

study the company a bit more. look at some research reports

Ambrosia

I think it will be too late

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