Richardson Electronics ($RELL)

The investment thesis is based on a V-shaped recovery in the high-margin semiconductor wafer business, with projected 100% revenue growth from $20M to $40M. The Green Energy Solutions (GES) segment is also a key driver, with double-digit growth expected from secular trends like grid modernization and wind energy. The recent divestiture of the unprofitable Healthcare unit is seen as a positive catalyst, removing a margin drag. The stock is considered undervalued, trading at less than 1x sales and tangible book value.