As usual great article Damnang! Even though AAOI, CRDO and TSEM are all great in their own right and only AAOI and CRDO compete to some extent, if you were looking to add money in the next few weeks, which one of these three would you select and why?
Before I say anything else, I want to be clear that this is not intended as stock picking, a buy or sell recommendation, or investment advice.
With that said, if I had to choose one among the three, I would probably pick TSEM. I think it still has a strong position going forward, and in several areas that I personally consider important, it remains a very interesting company.
Hey Damnang, I appreciate your input and I know that it’s not a stock picking thread. I just wanted to hear your opinion on who you thought was best positioned moving forward. I own all three by the way. Cheers and really looking forward to your RMBS piece.
“AXT has a market cap below $200M, which means volatility is extreme.” Typo?
AXTI has shown extreme volatility because it has rallied so sharply recently. I guess that’s what I intended. Thanks for catching that.
Yeah you probably meant 2b is my guess
As usual great article Damnang! Even though AAOI, CRDO and TSEM are all great in their own right and only AAOI and CRDO compete to some extent, if you were looking to add money in the next few weeks, which one of these three would you select and why?
Before I say anything else, I want to be clear that this is not intended as stock picking, a buy or sell recommendation, or investment advice.
With that said, if I had to choose one among the three, I would probably pick TSEM. I think it still has a strong position going forward, and in several areas that I personally consider important, it remains a very interesting company.
Hey Damnang, I appreciate your input and I know that it’s not a stock picking thread. I just wanted to hear your opinion on who you thought was best positioned moving forward. I own all three by the way. Cheers and really looking forward to your RMBS piece.