Uncovering two under-the-radar small-mid caps hidden gems
ASM and ASML got me for a bit but interesting read!
Thanks! Yeah, they are both cyclical businesses riding secular tailwinds within the semi industry. Need to have a strong stomach to endure volatility and ride the downcycles (like the one they are in currently)
ASM and ASML got me for a bit but interesting read!
Thanks! Yeah, they are both cyclical businesses riding secular tailwinds within the semi industry. Need to have a strong stomach to endure volatility and ride the downcycles (like the one they are in currently)