Ichor's Asymmetric Setup: Why a Tactical Long Makes Sense Into the Capex Cycle
Ichor Holdings (ICHR) is a small-cap supplier of fluid delivery subsystems to semiconductor capital equipment OEMs. After a volatile 12 months and a pullback from $113 to the high‑$50s, the stock offers an asymmetric risk/reward: revenue momentum and guidance point to better top‑line trends, valuation sits at low single‑digit EV/Sales and leverage …