Portfolio Update - Position Increase (ACLS)
I've increased the ACLS (Axcelis Technologies) position by 200%, effective with today's close (October 23th).
I had a tiny position, now it is promoted to a small position thanks to recent price drop. Total position of ACLS is now will be around 4.6% of the portfolio according to live price quotes.
Here is the initial post:
Portfolio Update - New Position
Axcelis (ACLS) is a leading manufacturer of ion implantation equipment, a critical process for creating cutting-edge chips that meet the performance, efficiency, and miniaturization demands of modern technology. Operating in an oligopolistic market, ACLS stands to benefit from the expanding total addressable market (TAM). Growth in areas like 5G, electr…
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