Kerrisdale Capital (TradFi)@KerrisdaleCap

1 year ago

Happy to answer $ACMR diligence questions on reddit: https://t.co/ZQ4yKdgQiB

I may have a chip on my shoulder, but $ACMR is the cleanest way to play Chinese semi localization. Upside is pretty fab and lots moore to come https://t.co/XUaetNhlGG

Kerrisdale Capital (TradFi)@KerrisdaleCap

1 year ago

$ACMR: Follow this account and scroll through his historical posts & replies if you're doing diligence on $ACMR. Plenty of good datapoints and commentary on $ACMR over the past year (not to mention some amazing puns!) https://t.co/Iz7Wsc5B0b