• Axcelis Technologies Inc. (ACLS)
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Q: What are your thoughts on 3-5 years for this stock? Henry

Upvote 1

Read Answer Asked by henry on October 21, 2024

• Axcelis Technologies Inc. (ACLS)
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• Super Micro Computer Inc. (SMCI)
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• ADF Group Inc. Subordinate Voting Shares (DRX)
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• Vertiv Holdings LLC Class A (VRT)
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Q: Hello 5i,

We have a small position of ACLS to sell and add to VRT or SMCI, or open a new position of DRX.

Which stock has your highest conviction today?

Thank you
D&J

Upvote 12

Read Answer Asked by Jerry on June 17, 2024

• Axcelis Technologies Inc. (ACLS)
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Q: Thoughts on the ACLS quarter? Revenues in decline, but margins increased. But they are forecasting for lower revenues in the next quarter as well. But the market seems to like that the company beat most estimates, popping the stock today. I'm worried about the long term decline in ACLS sales. Is this merited?

Upvote 1

Read Answer Asked by Thomas on May 03, 2024