The New Year New You Top 5

[mrmarket]

Here are my 5 favorite stocks from the most recent data dump:

ACMR B BAP NMR SCGLY

[BlueWolf]

ACMR: Excellent revenue growth and strong cash flow. Multiples make it a little pricey based on comps, but not too bad. Chart looks strong and it’s starting to form a little base at the high, which is a tradable pattern for me because it gives me a tight stop. Overall, I like it.

B: Good revenue stream over the last few years, but choppy cash flow. Can’t find fault with that bullish chart, but mining companies always make me a little nervous. I still rather invest directly in the commodity, so this is a no for me.

BAP: Solid financials across the board and a very bullish chart. Overall, I like it.

NMR: Still have the same reservations I had before on this one. Financials are solid for most part, but quarterly revenue is a little erratic. Chart is very strong, but it’s an ADR representing a foreign stock, so it’s trading on foreign exchanges. That makes it prone to gaps, which makes me nervous. This one’s not for me.

SCGLY: Financials, particularly the cash flow, are a little too volatile for my tastes. Chart’s strong, though. I might be tempted on this one, but I like others better.

I liked ACMR and BAP the most. If I had to choose one, it would probably be BAP, but honestly it’s a toss up.

[jiesen]

Here's my take on these...

Even though NMR is up 6% and SCGLY is up 10% now from when they were in the last top 5, I still like them both over B

BAP looks decent, and the Financials are incredible. Probably will get us that 15% in 1-2 months, as long as the current market remains in bull mode.

However, Gemini has this to say about ACMR :

It's got a Backlog of $1.27B. Forecasted 14.5% annual EPS growth. Profitable 4/4 years, and Rising price channel with higher-lows; avoids the "penny stock" volatility of its peers. (I asked it to screen these for EPS growth and for price momentum)

It also says this:
Key Catalyst: Mark your calendar for January 22, 2026. ACMR is scheduled to release its preliminary 2025 revenue and, more importantly, its initial 2026 outlook. This will likely determine if the stock can break through to new all-time highs or if it needs to pull back to support. 1. Ultra ECP Tool: The Growth Engine


While ACMR started in cleaning, the Ultra ECP (Electrochemical Plating) line is what transforms them from a niche player into a broad-platform supplier.

• Technology Edge: Their patented Multi-Anode Partial Plating allows for extreme precision in copper deposition. In 2026, this is critical for the 14nm and 7nm nodes where even a tiny thickness variation can ruin a batch of chips.
• The "G-III" Breakthrough: The newer Ultra ECP GIII specifically targets Compound Semiconductors (SiC, GaN). This is a massive tailwind because these chips power Electric Vehicles (EVs) and 5G infrastructure—two areas where China is spending aggressively.
• Expansion into Deplating: As of late 2025, ACMR launched the Ultra ECDP (Deplating) tool. This allows them to own more of the gold-etching process in advanced chip manufacturing, further squeezing out traditional competitors.

2. ACMR vs. Lam Research (LRCX)


This is a classic "David vs. Goliath" scenario. Lam Research is the global powerhouse, but ACMR is "eating their lunch" in the Chinese market.

Core Advantage: SAPS™ & TEBO™ tech (Cleaning without damaging fragile 3D structures).

The Takeaway: Lam Research is facing $700M+ in lost sales due to U.S. export restrictions on China. ACMR, being primarily based in China through its subsidiary (ACMS), is stepping into that vacuum. While Lam still leads in the absolute "leading edge" (like 3nm chips for Apple), ACMR is dominating the high-volume 14nm–28nm "mainstream" market.

It says a lot more, but basically, it beats BAP in my mind, in that semiconductor sector.

So, if I were to go with the most likely to hit 15% this month, it'd be ACMR (revenue projections come out 1/22, so we'll have a clue in 2 weeks if this worked out or not). For the safest play, I'd go with NMR.

#3=SCGLY
#4=BAP
#5=B