Incredible Fire Sales:RKLB, INDI, AEHR, NVTS& BEAM

ShayBoloor
09-16

Hello everyone! Today i want to share some trading ideas with you!

1.

There are some incredible fire sales happening in the small-cap world right now -- here are a few on my radar 🧐

• $Rocket Lab USA, Inc.(RKLB)$ is trading ~3x its backlog -- which includes a government purchase order & has transformed it into a full space prime.

• $Indie Semiconductor Inc.(INDI)$ is valued ~$700M, with a backlog of ~$6B & a clear path to $1B in revenue by 2030 w/ 60% gross margins.

• $Aehr Test(AEHR)$ , trading at ~12x earnings, is poised for significant growth in SiC and GaN technologies -- having secured an order from a major data center hyperscaler for its Sonoma Ultra-High Power Systems to support AI processor production testing and burn-in.

• $Navitas Semiconductor Corp(NVTS)$ is valued ~$500M, with a pipeline worth ~$1.5B, and holds a 2% market share in the GaN and SiC power semiconductor market -- which is expected to grow at a 25% CAGR through 2032.

• $Beam Therapeutics, Inc.(BEAM)$ , $Intellia Therapeutics(NTLA)$ , $Prime Medicine, Inc.(PRME)$ , $Ginkgo Bioworks Holdings Inc.(DNA)$ , and $Recursion Pharmaceuticals, Inc.(RXRX)$ , combined, are valued at under $5B, while ARK's 'Big Ideas 2024' summary projects that the precision therapy market will grow at a 30% CAGR to ~$4.5T by 2030.

Follow me to learn more about analysis!!

https://x.com/stocksavvyshay

AI Companies and Industry DIG
AI is a marathon, not a sprint, it's a mega trend. Please share you Insights or comments on companies or technologies of AI industry.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap
Leave a comment
5