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The Universe is sending signs ($FOUR DD)
$NVDA Going forward, we see a favorable setup for NVDA in 2H25 as Blackwell Ultra ramps and networking strength continues (NVLink and Spectrum-X),” the analysts said.
$ACLS - Pick Axe of the Semi's
In Today’s short, the stocks I’m keeping an eye on for the rest of the week are $ACLS $GL $AQUA, check video for my analysis in 58 seconds.
Opinions on these stocks? WIRE, LPX, ACLS, KLIC, ATKR, MATX
Opinions on these stocks? WIRE, LPX, ACLS, KLIC, ATKR, MATX
ACLS call option paid off but should I have held it longer?
Mentions
Here is my general exposure to this space. RKLB (acquired a robotics company) ON (sensors, semiconductors) QCOM (sensors, semiconductors) ACLS (produce semiconductor manufacturing equipment used in high voltage applications)
At the end of the day, all bull and bear cases are based on future assumptions. You are also making loads of assumptions but that's how it should be cause the market is always forward looking. You may very well be right and I hope it turns out that way for your sake. I did enter into OUST believing just about the same things you mentioned but I need to sleep well at night too. The points I outlined are just some of the points on why I chose to exit and look for opportunities that would allow me to sleep well at night. I could be very wrong and that's okay. Just because I don't believe in a particular stock doesn't mean I have no say in a particular industry. Some of my biggest winners are within the chip industry like AEHR, ALGM and ACLS. You must be comfortable with the risks, and I'm just outlining them out.
I invested in MU, MP, PLTR, ASML, ALB, and ACLS and they all outperformed the Mag7. I have also invested in the Mag7 but I understand why some people want to do better than just the Mag7. Of course I also have losses like PYPL and AREC.
QCOM, TSMC, ASML, ACLS? This graphic is junk.
VECO and ACLS blood red and you know what that means?
Psyched myself out of ACLS puts last minute, had orders all day but bid never hit
Get in ACLS before earnings.
Why is no one talking about ACLS? Best stock to own in 2026
Semiconductor plays. AMAT and ACLS.
ACLS gaining momentum. Next stop $100. 🚀
AMAT IS 35%. LRCX is 43%. They all have high exposure. Plus their systems are more advanced for data center chips, more likely to have issues with exports. ACLS is ICAPS equipment.
Every semi cap player has China exposure. AMAT probably has the least but it’s still close to 35% of sales. ACLS at 46% is comparable to LRCX. Also ACLS is an ICAPS play, no leading edge. I don’t think they have an issue filling China orders.
Semi equipment plays are the new NVDA. ACLS, AMAT and LRCX. Let’s go.
Time to rotate to cheaper semi plays. ACLS has lowest PE and is seeing 2026 as a growth year.
ACLS is the cheapest stock in the SOXX. PE is 19. Until just recently it has been left out of the semi rally. Criminally undervalued.
ACLS is beginning a strong rally. PE of 19. Cheapest stock in the SOXX.
ACLS still rallying. Must be the cheapest play in the SOXX and its comps are going to improve over the next 6 months.
ACLS is an undervalued semi cap play. Still a lot of upside .
ACLS up 4% and still has a PE of only 20. Cheapest semi equipment play out there.
AMAT. ACLS. undervalued semi equipment plays.
ACLS cannot stay green more than a day. Lowest PE in the semi cap industry.
ACLS is finally catching a bid. Very undervalued in semi space at only a PE of 19.
WFE speeding increase of 20% in 2026 should help all semi cap plays. ACLS by far the cheapest in the space at 19 PE. My top pick next 3 months.
ACLS cheapest WFE equipment okay at only 19x PE. It’s going to run.
ACLS another beneficiary of WFE spending increase. Trades at a low PE of only 19
Psht; totally expect White House grunts to be ACLS certified.
This is generated by Deepseek after Feeding the financial data for $ENPH with its peers. let me know if it changes your mind. # 🧾 Overall Summary: ENPH vs Peers # 1. Revenue Growth * **ENPH** revenue fell sharply (–42% last year, –3.6% total). * **Top Performer:** **ACMR** with **+201% total growth**. * **ENPH Weakness:** Severe sales contraction and volatility in demand. # 2. Profitability & Margins * **ENPH** net margin dropped from **19% → 8%**, showing pressure on profits. * **Top Performer:** **LRCX** — consistently strong margins (\~29%). * **Notable Gain:** **PDFS** turned profitable from –19% to +2%. * **Risk:** ENPH’s shrinking margin signals tougher competition. # 3. Cash Flow Quality * **ENPH** showed major improvement, OCF margin rose to **39% (best among peers)**. * **ACMR** rebounded from negative to positive cash flow. * **Top Performer:** **ENPH** (strong cash generation). * **Risks:** ACMR’s past negative cash flow; ACLS’s decline. # 4. Balance Sheet Strength * **ONTO** and **PLAB** had the **strongest liquidity** (current ratio \~8–9). * **ENPH** stable but not leading (current ratio \~3.5). * **Weakest:** **ACMR**, liquidity fell 50%. * **Top Performer:** **ONTO** (excellent liquidity, improving trend). # 5. Valuation & Multiples * **ENPH’s P/E volatile** — 169 → 90 → 41 → 90 (market uncertainty). * **ACMR** saw the biggest valuation compression (–79%). * **Most Reasonable:** **PLAB**, steady and low P/E (\~11). * **Risk:** ENPH’s high and unstable valuation signals weak investor confidence. # 📊 Investment Outlook # Short-Term (6–24 months) * **ENPH:** Facing headwinds from revenue decline and squeezed margins. * **ACMR:** Strong growth momentum in semiconductor equipment. * **LRCX:** Defensive pick with stable profits. # Long-Term (3–5 years) * Semiconductor players (ACMR, ONTO, PLAB) benefit from **AI, reshoring, and advanced packaging trends**. * **ENPH** still has **long-term renewable energy potential** but needs stabilization. # 💡 Valuation Verdict * **ENPH:** Fair to slightly overvalued — **Rating: HOLD** * **ACMR & ONTO:** Strong fundamentals and growth — **Rating: BUY** * **Reason:** ENPH’s revenue and margin decline outweigh cash flow strength; ACMR and ONTO show superior growth and financial resilience. **🟩 Winners:** ACMR (growth), ONTO (liquidity), LRCX (profitability). **🟥 Underperformer:** ENPH — declining sales, shrinking margins, high valuation risk.
ACLS has got to be the cheapest semi play out there.
AMAT and ACLS still have a lot of room to run. Way cheaper than the other semi equipment plays.
ACLS and AMAT let’s go!
$ACLS is a strong semi chip company, good balance sheet, decent earnings beat recently. Share price heading north fast and the short float is 24%. I think it’s got the potential to really rampage upwards from here.
ACLS is going to run today
Answer from CHATGPT 🚀 1. **Symbotic Inc. (SYM)** **Sector:** AI + robotics + warehouse automation **Why I’m bullish:5-year thesis:** Symbotic could become the “Nvidia of logistics” as warehouses worldwide automate to keep up with e-commerce growth. # 🧠 2. Recursion Pharmaceuticals (RXRX)Sector: AI + biotechnology5-year thesis: If they succeed, they could shorten drug discovery from 10 years to 3—an industry revolution. # 🔋 3. Fluence Energy (FLNC) or Eos Energy (EOSE) **5-year thesis:** If either company perfects and scales their tech, they could become utility-grade energy giants—like “the next First Solar meets Tesla Energy.” # 🧠 4. SoundHound AI (SOUN)5-year thesis: Could become the “operating system for voice” across real-world environments. If AI proliferates into everything physical (cars, homes, restaurants), SoundHound has a real shot. # 🧪 5. 10x Genomics (TXG)5-year thesis: If precision medicine becomes the norm, 10x’s tech will be in every major research and clinical lab. # Honorable Mentions (Less speculative but high growth potential): * **UiPath (PATH):** Automation + enterprise AI * **Axcelis Technologies (ACLS):** Plays a key role in semiconductor manufacturing * **Global-e Online (GLBE):** E-commerce infrastructure for cross-border sales * **Supermicro (SMCI):** AI server infrastructure—still
I'm planning to buy calls on ACLS and AEHR on Monday, which should be less than Apple
Short ACLS, don’t say I didn’t put anyone on I’ve been saying since $120. They will be bought out by and of year. Internal shit show.
\### Moat Mind 2025 February Portfolio | Company Ticker | Close Price | Currency | Percentage in Portfolio | |---------------|------------|----------|------------------------| | CROX | 99.57 | USD | 19.5% | | [BMW.DE](http://BMW.DE)| 83.90 | EUR | 5.7% | | [MBG.DE](http://MBG.DE)| 59.77 | EUR | 12.1% | | [FLOW.AS](http://FLOW.AS)| 25.48 | EUR | 17.2% | | [CATG.PA](http://CATG.PA)| 5.05 | EUR | 17.1% | | GCT | 16.93 | USD | 17.9% | | ACLS | 54.79 | USD | 2.7% | | [XFAB.PA](http://XFAB.PA)| 4.57 | EUR | 7.7% |
Company Ticker|Company Ticker|Close Price|Currency|Percentage in Portfolio CROX|99.57|USD|19.5 BMW.DE|83.90|EUR|5.7 MBG.DE|59.77|EUR|12.1 FLOW.AS|25.48|EUR|17.2 CATG.PA|5.05|EUR|17.1 GCT|16.93|USD|17.9 ACLS|54.79|USD|2.7 XFAB.PA|4.57|EUR|7.7 Moat Mind Portfolio February 2025
My ACLS shorts quite literally have made me consider early retirement ts too easy. Can’t tell people enough
"Buy on the rumor and sell on the news" seems like awful fucking advice. You see that attitude at play all the time. Stocks going up on rumors of rumors. ACLS for example started to surge last year on comments from the auto industry that a recovery was imminent. Which led to rumors that a recovery in auto chips, and therefore in equipment suppliers for said auto chips, was imminent. And it stayed as rumors the whole time, so whoever bought on the rumor, saw the stock initially go up from $100 to $160 and then down to $60 all in less than a year. So much for that "auto industry recovery", which if materialized, would have sustained the stock for a bit longer than the three months it took for it to surge.
How did I lose on FLNC AMKR ACLS and MITK. I forgot to inverse the inverse....
$ALAB sell order filled at $112 AMA (unless it's about $AMKR or $ACLS, then fuck off)
$ACLS Reports Q4 EPS $1.54, consensus $1.25 Reports Q4 revenue $252.4M, consensus $244.95M. President and CEO Russell Low commented, "Axcelis exited the year on a strong note, with fourth quarter revenue and profitability exceeding our expectations. As we look ahead to 2025, we anticipate a near term cyclical digestion period, as customers absorb the robust investments they've made into mature node capacity over the past few years - particularly in China. We are focused on capturing the long-term growth opportunities that lie ahead by investing in product innovation, managing our costs, and working closely with customers on their technology roadmaps - all of which will put us in an even stronger position for the next upturn."
ACLS don't fuck me tonight
ACLS looks pretty attractive tbh Going to do some ER on them over the next couple of weeks.
ACLS is another one worth looking at. Just hit 52 week lows, down over 50% from highs. Consistently beating earnings estimates. Pe is low, EPS is high. Punished for backlog.
My ACLS puts 🚀 Major layoffs happened last week, clients pissed off due to manufacturing internal problems, and weak C level execs, get in while you can, they can’t keep up. ATL during peak ATHs for their competitors and benchmarks.
Here are the stocks from the high growth list that have better P/E ratios compared to their industry averages: | **Stock** | **Sector** | **Market Cap** | **P/E Ratio** | **Industry Average P/E Ratio** | |——————————|—————————|-—————|—————|-——————————| | NVIDIA Corporation (NVDA) | Technology | Large | 35.2 | 42.4³ | | Tesla Inc. (TSLA) | Consumer Discretionary | Large | 25.1 | 30.0³ | | Lantheus Holdings Inc. (LNTH)| Healthcare | Mid | 18.7 | 21.0¹ | | Enphase Energy Inc. (ENPH) | Energy | Small | 20.5 | 25.0¹ | | Celsius Holdings Inc. (CELH)| Consumer Staples | Small | 22.3 | 25.5¹ | | Axcelis Technologies Inc. (ACLS)| Technology | Small | 28.0 | 32.9³ | These stocks have P/E ratios that are lower than the average for their respective industries, indicating they might be undervalued compared to their peers.
$ACLS Q3 EPS $1.49, consensus $1.43 Q3 revenue $256.6M, consensus $255.03M CEO Russell Low commented, "Axcelis executed well in the third quarter with results relatively in-line with our expectations. While we anticipate a near term digestion of mature node capacity through the first half of 2025, customer engagement is strong and our long-term growth opportunity remains squarely intact highlighted by attractive secular growth in silicon carbide, a cyclical recovery in our memory and general mature markets, market share gains in advanced logic and regional penetration of the Japan market". Sees Q4 EPS $1.25, consensus $1.52 Q4 revenue $245M, consensus $262.1M.
I had a reminder to rebalance out of stocks this week because there maybe a sell off next week with election uncertainty and the Fed meeting? Lol…too late. It will probably get worse next week but I’ll diamond hands and keep buying ACLS, AMAT and SOXX on the dips.
a couple mid caps with actual compounding potential: ACLS CELH RMBS One that is nowhere near a small cap but has all the signs of a huge compounder is PDD Holdings. 50% ROE & 28% ROC. Forward revenue and earnings growing beyond 20%. Trading at only 10x forward earnings.
Good opportunity to go long on ACLS & LITE at these levels 
Nibbled some LRCX, valuation seems fine enough, nice -30% drawdown, and should benefit from HBM tailwinds. Like with AMAT and ACLS the china exposure is the elephant in the room for risk though...
5 stocks that are beaten down that will go up big the next 5 years: ACLS NVO DIS ENPH SMCI
ACLS is screening well for me, but I am not going to take the leap of faith with that one.
I'm using Barchart Premier. They have several option screener with tons of filter settings. For my purpose, I'm using Naked Option Screener. Results can be saved in a .csv file for post processing in python. From python I get a list with investable candidates. Example output for my purpose: >! Symbol Price\~ Strike Moneyness Bid Exp Date Delta DTE Return Open Int!< >!0 DPST 104.37 75.0 -28.17% 1.30 2024-09-27 0.086782 14 days 1.733333 33.0!< >!1 MSTR 126.28 95.0 -25.28% 1.24 2024-09-27 0.087207 14 days 1.305263 152.0!< >! Symbol Price\~ Strike Moneyness Bid Exp Date Delta DTE Return Open Int!< >!2 AVGO 154.41 120.0 -22.19% 0.63 2024-10-04 0.056932 21 days 0.525000 10.0!< >!3 MU 90.37 70.0 -22.95% 0.57 2024-10-04 0.078929 21 days 0.814286 114.0!< >! Symbol Price\~ Strike Moneyness Bid Exp Date Delta DTE Return Open Int!< >!4 AVGO 154.41 115.0 -25.43% 0.56 2024-10-11 0.047190 28 days 0.486957 12.0!< >!5 AVGO 154.41 120.0 -22.19% 0.82 2024-10-11 0.065944 28 days 0.683333 4.0!< >! Symbol Price\~ Strike Moneyness Bid Exp Date Delta DTE Return Open Int!< >!6 ACLS 102.33 80.0 -22.15% 0.85 2024-10-18 0.089720 35 days 1.062500 4.0!< >!7 AMAT 185.37 145.0 -21.60% 0.87 2024-10-18 0.062316 35 days 0.600000 134.0!< >!8 AVAV 193.50 155.0 -20.60% 1.50 2024-10-18 0.087876 35 days 0.967742 3.0!< >!9 AVGO 154.41 111.0 -28.02% 0.52 2024-10-18 0.040836 35 days 0.468468 495.0!< Before, I used IBKR API but this is terrible slow. It takes about 11s for each contract, minutes for each ticker.
Oh I see, I don’t have anything on Small/Mid tech on my radar. I am looking at ACLS thats it. Ill look into it though thanks.
MSFT, GOOGL, AMZN, TSM, and ACLS (ik it’s all tech)
ASTS price run + ACLS earnings call @ 830am ET.
ACLS 🫡 discounted imo w earnings next week
Anyone buying ACLS ?? I’m about to tear my ACLS how fast I’m running to buy
ACLS buy the dip you dips
Imagine not being invested in ACLS… there is a reason most of you don’t hit a mil by 30 lmao…
The fact ACLS isn’t trending here yet shows it’s gonna run a lot more..
ACLS is the next big semi play!
Rotate into ACLS it’s gonna double in 6 months ez
This stock is CHRONICALLY sleeping on ACLS.
Get in ACLS before it moons 2x in 6 months again.. it’s a semi play that is valued at 15x p/e and growing quickly!
If you don’t know what ACLS is you better find out soon if you like not being poot
ACLS is up 22% on the month
Feel like ACLS is overshadowed by AMAT, but has looked attractive this year with stellar numbers
HON, TGT, or DXCM? I want to reduce the number of stocks I currently hold in my portfolio for long-term investing. Current thought: Buy HON, Hold TGT, and Sell DXCM. My other holdings (VTI 20%, MSFT 10%, GOOG, TSM, V, DAL, KO, and ACLS).
What happened to ACLS today? I can't find any news explaining it.
Serious question why is ACLS up 15% on the day?
Go SOXX! Go ACLS!
The few names I've been looking at are ACLS and STM really. Possibly ON, but I already own NXPI because they offer a little dividend and they are really great with inventory management. Both NVDA and QCOM are really pushing for auto, which makes sense, since cars are basically computers now. Just a lot of the autos and industrial names have been seeing a lot of slowness, part is because these companies are more geared towards EVs, which have seen a slowdown. Another great name that has seen some slowness is AMKR. They do more testing, but they are building a new facility near the TSMC plant for work for apple. [https://www.apple.com/newsroom/2023/11/apple-announces-expanded-partnership-with-amkor-for-silicon-packaging/](https://www.apple.com/newsroom/2023/11/apple-announces-expanded-partnership-with-amkor-for-silicon-packaging/) I'd imagine business should be picking up within the next few quarters. Should hopefully see PCs rebounding and some devices, plus if AI pcs/phones pick up, could cause a new device refresh cycle. AMKR fundamentally is pretty good. Has a higher float than I would normally like, but still have 54% insider ownership. TTM PE is 21, Forward PE is 17. PS is 1.2 and PB is 2 while having a PEG of 1.87, so basically this is a great price for a long term hold.
ACLS up 11% on high vol. and still 40% off its high. Lots of room to run with this semi.
ACLS woke up like the sleeping giant that it is. Chip manufacturing equipment is on a huge run. Who supplies Doritos factories?!
Calls on ACLS the buying is non stop and order book is going crazy
Holy balls my chip stocks are RIPPING NVDA +2.87% AMD +4.13% ACLS +10.11% SOXX (index) +2.98% What a good day to be me!
ACLS breaking out. Yes!
At least with TXN, they do dumber chips and more exposure to industrials and autos, which has seen a ton of slowness for like the past 2 or 3 quarters. NXPI has done a great job of managing inventory levels, but some other names in the space have been doing pretty bad like ON, STM, ACLS
You are correct. Many WSB players and rejects on this sub. Sometimes there is a good value pick but more times than not people pump their bag holding position, trying to convince others to follow their lead. With that said I have been buying the following: NKE, ACLS, SQ, PMT and UNH. UNH is probably outside the value range after recent rally but all the others are good value plays.
ACLS is the way. Pretty cheap for a semi play and good growth.
What is next short squeeze? ACLS? Over 2MM shares short vs Ave volume of 500,000. And it’s a cheap stock at 3x revenue.
I’ve just been waiting. Like no one can time a bottom, but the slowness in autos have to at some point. I’ve been watching ACLS since it was at like 140 and it keeps getting cheaper. Might pull the trigger soon.