[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

# ![@KerrisdaleCap Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::486139568.png) @KerrisdaleCap Kerrisdale Capital

Kerrisdale Capital posts on X about $acmr, china, ai, maker the most. They currently have XXXXXX followers and XXX posts still getting attention that total XX engagements in the last XX hours.

### Engagements: XX [#](/creator/twitter::486139568/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::486139568/c:line/m:interactions.svg)

- X Week XXXXX +162%
- X Month XXXXXX -XX%
- X Months XXXXXXXXX +167%
- X Year XXXXXXXXX -XX%

### Mentions: X [#](/creator/twitter::486139568/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::486139568/c:line/m:posts_active.svg)

- X Week X -XX%
- X Month XX -XX%
- X Months XX +147%
- X Year XX +83%

### Followers: XXXXXX [#](/creator/twitter::486139568/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::486139568/c:line/m:followers.svg)

- X Week XXXXXX -XXXX%
- X Month XXXXXX -XXXX%
- X Months XXXXXX +4.90%
- X Year XXXXXX +8%

### CreatorRank: undefined [#](/creator/twitter::486139568/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::486139568/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [countries](/list/countries)  [stocks](/list/stocks) 

**Social topic influence**
[$acmr](/topic/$acmr), [china](/topic/china), [ai](/topic/ai), [maker](/topic/maker), [$bzu](/topic/$bzu), [level](/topic/level), [$aixa](/topic/$aixa), [$bmnr](/topic/$bmnr), [playbook](/topic/playbook), [champion](/topic/champion)

**Top assets mentioned**
[BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr)
### Top Social Posts
Top posts by engagements in the last XX hours

"Were long Buzzi SpA the worlds best cement maker trading at one of the lowest valuations. Report at Our fair value of $BZU based on cement comps implies stock px of XX XX% higher than current level 1/9"  
[X Link](https://x.com/KerrisdaleCap/status/1981718868197343280)  2025-10-24T13:46Z 87.3K followers, 100.3K engagements


"Were long $AIXA in report at The dominant provider of equipment to make GaN and SiC semiconductors Aixtron is THE massive beneficiary of Nvidias proposed 800V data center power architecture targeted for 2027. 1/9"  
[X Link](https://x.com/KerrisdaleCap/status/1985357840404418634)  2025-11-03T14:46Z 87.3K followers, 76.7K engagements


"We're short $BMNR. Report at The DAT playbook has become basic & unoriginal: as near-identical copycats overwhelm the market premiums are collapsing and the ability to issue shares well above NAV to boost ETH-per-share is disappearing. RIP DATs🪦🥲 1/8"  
[X Link](https://x.com/KerrisdaleCap/status/1975920998240124934)  2025-10-08T13:47Z 87.2K followers, 941.5K engagements


"Weve written an update on $ACMR available at The story has only gotten better since January with ACMS up 50%+ in China and Chinas semi capex growth being supercharged by the countrys own AI spending wave. 1/7"  
[X Link](https://x.com/KerrisdaleCap/status/1993321385267966181)  2025-11-25T14:10Z 87.3K followers, 26.2K engagements


"Chinese fabs continue to shift to domestically produced equipment as fast as possible with the WFE localization rate expected to almost triple from XX% in 2024 to XX% in 2027. 3/7"  
[X Link](https://x.com/KerrisdaleCap/status/1993322066691400121)  2025-11-25T14:13Z 87.2K followers, 1969 engagements


"New since our January report the emergence of Chinas own AI-fueled capex wave is greatly underappreciated. Billions will be spent on Chinas AI infrastructure and the domestically produced processors and memory will be made with $ACMR tools. 4/7"  
[X Link](https://x.com/KerrisdaleCap/status/1993322284128329933)  2025-11-25T14:14Z 87.2K followers, 2994 engagements


"Product line expansion is going well with new markets such as electroplating thermal processing track and deposition accelerating in 2026. $ACMR remains the national champion in cleaning and the company now believes it can capture XX% of the domestic Chinese market. 5/7"  
[X Link](https://x.com/KerrisdaleCap/status/1993322610206134327)  2025-11-25T14:15Z 87.2K followers, 3564 engagements


"$ACMR trades at just 1.4x 7.3x and 15.3x 2026E revenue EBITDA and GAAP net income respectively representing approximate 50-80% discounts to US European and Japanese WFE peers. In China ACMS trades at 9.5x 25E revenue while $ACMR in the U.S. trades at 1.7x. 6/7"  
[X Link](https://x.com/KerrisdaleCap/status/1993323609838719125)  2025-11-25T14:19Z 87.2K followers, 6177 engagements


"$ACMRs Q3 miss provides an attractive entry for those who missed the stocks run-up earlier this year and we believe shares remain poised for multibagger returns. 7/7"  
[X Link](https://x.com/KerrisdaleCap/status/1993323926492266631)  2025-11-25T14:20Z 87.2K followers, 4997 engagements


"Our $ACMR update on @SeekingAlpha can discuss comments and questions in the Q&A section:"  
[X Link](https://x.com/KerrisdaleCap/status/1995486161741967450)  2025-12-01T13:32Z 87.2K followers, 10.5K engagements