$M7U / Nynomic
Plenty of great info to work with in that report.
It also emphasized the shift in their business model from pure epitaxy metrology to a broadband etching metrology platform, opening doors with Oxford Instruments - who supplies $TSM, $INTC, and Samsung $SSNLF. That’s a huge fundamental driver.
And that's just one of their subsidiaries. Over a dozen innovative businesses under one ticker. 1 home-run is all I need really. That's the kind of asymmetry I like.
Not financial advice.