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Investor Audibles Q2 2025: LVS Advisory, Brasada Capital, Kathmandu Capital

Value Hive Podcast

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Opportunities in Semiconductor Self-Sufficiency and Market Dynamics

This chapter discusses the advantages of the BEAD program's new technological approach and its implications for ACM Research in the semiconductor cleaning industry. It highlights the company's growth prospects amidst China's local supply chain initiatives, noting its undervalued stock as a promising investment opportunity.

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