Dashboard / Ticker

ACMR · ACM Research, Inc.ACM Research, Inc.

dormantmedium

📋 Bullish on SIDU (vertically integrated LEO satellite with MDA/NASA contracts), ACMR (becoming China's semi equipment substitute due to bans), and AIRO (drone company expanding into kamikaze and bullet drones with battle-tested credentials)

medium convictionFirst mentioned Jan 13, 2026

Bullish on SIDU (vertically integrated LEO satellite with MDA/NASA contracts), ACMR (becoming China's semi equipment substitute due to bans), and AIRO (drone company expanding into kamikaze and bullet drones with battle-tested credentials).

Chart

Post Timeline · 0 posts

No posts found
Current Price
$92.86
via cornerstones
Return from entry
—
entry Jan 13, 2026
Sources
Signal post on X ↗@aleabitoreddit on X ↗
Thesis Lifecycle
🟢
openedJan 13, 2026

Bullish on SIDU (vertically integrated LEO satellite with MDA/NASA contracts), ACMR (becoming China's semi equipment substitute due to bans), and AIRO (drone company expanding into kamikaze and bullet drones with battle-tested credentials).

source ↗
💤
dormantMay 29, 2026

No qualifying thesis event for 45+ days.