5/29/24 - $asmc - sidelines, too much risk in this tape into EPS5/29/24 - vrockstar - $asmc - just added to my energy watchlist b/c the growth here L12 months q by q has been pretty impressive. stock has reacted to a lot of this, however, obviously. so $500-$600 mm valuation on $150 of sales is 3.5-4x sales (b/c profitability still scaling), which a. for this ca