The YouTuber suggests Acuray as a short-term trade for a bounce-back, not a long-term investment. The stock plunged 40% after withdrawing guidance due to Middle East disruptions, particularly delayed product shipments. As the Middle East conflict resolves, these delayed shipments are expected to materialize, potentially leading to a significant rebound in the stock price, especially given the company's high exposure to the region.
“I want to say that if we if we do see this uh this deal with Iran come through into a lasting piece at least for the next couple of quarters, those uh those shipments are going to go through for this 40% down when they announced that uh that revenue guidance or the withdrew revenue guidance could be 40% back up when it uh when it comes back.”