The analyst took a long position in Wafer Works (6182) at a market cap of $550M, calling the bottom and highlighting the company's cheap valuation and growth potential due to capacity expansions in silicon wafers, epi wafers, and SOI substrates.
The company is at an inflection point with huge capacity expansions in silicon wafers, epitaxial wafers, and SOI substrates, driving recovering financials and making the stock look very cheap at the time of entry.
Another 3x / 200%... Wafer Works (6182): From $550M MC -> $1.66B Got kinda lucky calling the exact bottom on this. But they did look very cheap. Due to inflection point with huge capacity expansions for: - Silicon wafers - Epi wafers - SOI substrates All driving recovering financials.
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