1Sem.·

Kerrisdale Capital is long in Aixtron

The research describes Aixtron as the leading supplier for the production of GaN and SiC semiconductors - and a clear beneficiary of Nvidia's planned 800V data center architecture, which is targeted for 2027.

Share price +15 %.

5 Commentaires

Tenbagger2024@Tenbagger2024

1Sem.

I continue to be patient with Aixtron and remain invested

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MP333@MP333

@Tenbagger2024 So where do you see the exit price for you?

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Tenbagger2024@Tenbagger2024

@MP333
Next year is still a transition year. And after that, growth is expected to reach 38 %. That's why I'm staying invested for the time being

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MP333@MP333

@Tenbagger2024 I invested this morning and intend to stay invested for a long time. For me, it is a clear buy and hold company.

If things continue to go downhill, I'll buy more. 👍

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Tenbagger2024@Tenbagger2024

@MP333
I have held Aixtron almost since the IPO. In the meantime, however, I made a partial sale

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