Monty Rakusen Investment Thesis ACM Research, Inc. (NASDAQ:ACMR) presents an intriguing investment opportunity that is often overlooked in the broader semiconductor landscape. I believe ACMR's unique technology, expanding market presence, and strong growth trajectory make it a compelling buy. While it trades slightly above its intrinsic value, the company's potential to capitalize on the booming semiconductor industry, particularly through its innovative cleaning technologies, could drive significant upside ...