Ticker brief
ACMR ACM RESEARCH INC-CLASS A
Technology · Semiconductors
last close
$74.42
1 day
-7.5%
14 days
-7.5%
mkt cap
$6.8B
signals 14d
13
authors 14d
5
crowd 14d
+2.0σ
Options inteloptions-surface reads · latest available day per source
| metric | reading | context |
|---|---|---|
| IV — ATM 30d | 123% rich · 99 pctile own 1y | IV/HV 1.12× (as of 2026-07-31) |
| Skew — 25Δ RR 30d | +0.031 84 pctile own 1y | calls bid vs puts (call skew rich) |
| Net dealer OI (NDOI) | +2.23 normal | 5-session Δ -1.64 (as of 2026-07-16) |
| OI alarm | quiet | last alarm 2026-07-10 (z=2.8) |
Sentiment — last 14 days
daily mean sentiment, 2026-08-15 → 2026-08-27 · now +0.55 (−1 bearish … +1 bullish)
Who spoke5
| author | grade | trader score | signals | mean sent |
|---|---|---|---|---|
| @institLPGP | A | +0.18 | 5 | +0.57 |
| @mathlonning | A | -0.77 | 4 | +0.50 |
| @SandmanMarkets | C | -2.91 | 2 | +0.40 |
| @Trades_with_Jim | C | -1.79 | 1 | +0.65 |
| @KakashiCapital_ | B | -0.15 | 1 | +0.45 |
Recent signals13of 13 in 14d — receipts included
| date (PT) | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|
| 2026-08-27 | @institLPGP | +0.55 | Calling ACMR a sleeper expresses overlooked-upside conviction. | -7.5% | tweet ↗ |
| 2026-08-26 | @KakashiCapital_ | +0.45 | Discloses overnight purchases of ACMR and INTC after a muted semiconductor reaction. | -5.9% | tweet ↗ |
| 2026-08-24 | @mathlonning | +0.50 | Finds several semiconductor names attractive, with TRT nearing a buy level. | -3.8% | tweet ↗ |
| 2026-08-23 | @institLPGP | +0.45 | Links commercial 3D DRAM activity at CXMT to ACMR. | -6.3% | tweet ↗ |
| 2026-08-23 | @institLPGP | +0.80 | Bullish thesis says bonded DRAM is China's EUV workaround and cleaning intensity benefits ACMR. | -6.3% | tweet ↗ |
| 2026-08-18 | @mathlonning | +0.10 | Recaps prior pitch performance and notes TRT and ACMR moved with their sector. | -11.8% | tweet ↗ |
| 2026-08-18 | @SandmanMarkets | +0.80 | Enter at open, add at $80.20 and $72.02, with a stop below $63.53. — Gives a staged long-entry plan with two add levels and a defined stop. | -11.8% | tweet ↗ |
| 2026-08-18 | @SandmanMarkets | +0.00 | Lists four tickers on today's watch list and points to a setup thread. | -11.8% | tweet ↗ |
| 2026-08-18 | @Trades_with_Jim | +0.65 | Calls ACMR a clear long opportunity based on a strong uptrend and failed breakdown. | -11.8% | tweet ↗ |
| 2026-08-17 | @mathlonning | +0.70 | Says ACMR has substantial room remaining and should trade above $90 after its last report. | -13.1% | tweet ↗ |
| 2026-08-17 | @institLPGP | +0.35 | Clarifies a bullish Korean memory-capex thesis and notes ACMR's much smaller valuation versus Lam. | -13.1% | tweet ↗ |
| 2026-08-17 | @institLPGP | +0.70 | Calls ACMR a smaller, cheaper, better-capitalized and faster-growing supplier with equal thematic exposure. | -13.1% | tweet ↗ |
| 2026-08-15 | @mathlonning | +0.70 | Expects ACMR to outperform, citing peers, an expanded sector TAM and a strong balance sheet. | -7.5% | tweet ↗ |
“Since then” = price move from the close on the signal's date (PT) to the latest close — what happened after they said it, not a backtest. A — means no trading session has closed since the signal yet. Sentiment is our extracted per-tweet score, −1…+1.