The analyst took long positions in Wafer Works and Episil-Precision, which have both tripled in value, highlighting a successful call on undervalued stocks with significant capacity expansions.
Stocks were very cheap at the bottom, with inflection points due to huge capacity expansions in silicon wafers, epi wafers, and SOI substrates driving growth.
Just had a look on X: No one else knew / wrote about Wafer Works? Same as Episil-Precision. So that's two positions which have run ~3x with 0 Retail knowledge and 0 institutions trading from my posts. I'd say that's pretty damn good?
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