Both LTXX and CMOS are, I believe, way undervalued in this space.
LTXX has $4 per share CASH! And it's trading at $6!
CMOS has a book value of $9 and it's trading at $7.50.
Everyone over-values the big guys like AMAT and NVLS.
Maybe I am missing something here, but it seems these two stocks got thrown out with the bath water during this semi sell-off!
"The very existence of flame-throwers proves that some time, somewhere, someone said to themselves, You know, I want to set those people over there on fire, but I'm just not close enough to get the job done."