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Safari - 13 Mar 2021 at 20:28
Safari - 13 Mar 2021 at 20:28
A pick-and-shovel play in
semiconductors
ACM Research is a small-cap stock that's been
mostly ignored by the financial press despite
jumping more than 300% last year. The company is
based in the U.S., but does nearly all of its business
in China, giving it exposure to a fast-growing market
but with the protection of a U.S. domicile.
An ad-tech debutante
Recent ad-tech IPO PubMatic is far from a
household name and is currently only covered by a
handful of Wall Street analysts. Nonetheless,
PubMatic has made a strong debut at a time when
the ad tech industry has been on fire. Since listing
its IPO at $20/share in December, the stock has
more than doubled, and its fourth-quarter earnings
report -- its first one as a publicly traded company -
- shows why.
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