Anyone got a list or ideas of the biggest NAV discounts. But independently has AI growth?
Stuff more extreme end like $ACMR and WUS (2316) compared to SK Square.
Have exposure to the ones above, just wanted to research more opportunities.
Seems to be getting noticed recently
The author is seeking investment ideas for stocks that feature significant NAV discounts combined with independent AI growth, noting that this specific theme is starting to gain market attention.
The author mentions holding WUS (2316), viewing it as another extreme example of a company with a significant NAV discount and AI growth. No external data provided to corroborate.
The author holds ACMR, highlighting it as an extreme example of a stock with a large NAV discount and independent AI growth. This bullish perspective is strongly supported by external data, which shows a 14.22% price surge and recent positive catalysts, including Roth Capital raising its price target to $125 amid a sector-wide rally.
关键要点
Seeking new stock ideas that combine large NAV discounts with independent AI growth.
Cites ACMR and WUS (2316) as extreme examples of this thesis, compared to a baseline like SK Square.
The author already holds positions in the mentioned examples and observes that this investment theme is gaining recent market traction.
