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