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![StockCompil Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1693635995265110016.png) Stock Analysis Compilation [@StockCompil](/creator/twitter/StockCompil) on x 7819 followers
Created: 2025-07-14 13:30:24 UTC

Kathmandu Capital on ACM Research $ACMR US

Thesis: Poised to ride China’s semiconductor self-sufficiency drive, ACM Research offers explosive upside through market share gains, valuation arbitrage, and a protected U.S. listing that unlocks asymmetric growth potential.

(Extract from their Q1'25 letter)

![](https://pbs.twimg.com/media/Gv0lCGmXsAAevlZ.jpg)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1944751334726549611/c:line.svg)

**Related Topics**
[listing](/topic/listing)
[$0981hk](/topic/$0981hk)
[$acmr](/topic/$acmr)

[Post Link](https://x.com/StockCompil/status/1944751334726549611)