Are y'all selling/buying anything before the long weekend?

I added these gems this week along with Centrus Energy.
I'm starting to like small to mid caps with little attention and lots of upside.

Looking to add ACMR next week:

THE SEMICONDUCTOR CLEANING BOTTLENECK
The "Hard-Tech" Thesis for a $2.6B Infrastructure Powerhouse

1. THE MOAT:
Proprietary SAPS and TEBO megasonic cleaning. As chips shrink to 2nm and 3D-GAA structures, standard cleaning destroys the wafer.
ACMR’s tech is the only way to remove microscopic particles without breaking the "fingers" of the chip.
The Stickiness:
Once a foundry (SMIC, SK Hynix, or Intel) integrates ACMR’s cleaning sequence into their multi-billion dollar production line, they cannot swap it out without risking a total collapse in yield.

2. THE CATALYST:
H2 2026 launch of the Oregon, USA facility.
The Rerating:
Currently, the market prices ACMR at a "China Discount." By producing tools in the U.S., they de-risk the geopolitical narrative and open the door to massive Tier-1 U.S. foundry contracts (Intel, Micron, TI) that were previously politically sensitive.

3. THE CASH SHIELD:
"A Fortress Balance Sheet"
$1.13 Billion+ in cash and equivalents.
The Comparison:
With a market cap of ~$2.6B, nearly 43% of the company is just pure cash. This provides an absolute floor for the stock and allows them to self-fund the $200M Oregon expansion without dilution.

Conclusion
1. Value Play: You are buying a company where nearly half the value is cash and the PEG is under 0.5.
2. Growth Play: You are betting on the physical necessity of chip cleaning in the AI era, with a specific H2 2026 catalyst (Oregon) that could double the valuation multiple.

I really like the companies getting paid for the AI boom. I added PWR and MYRG in Dec and am up 30% YTD.

ACMR is intriguing as well. Thanks!

did you make this image with an AI model?