Thomez @Jnomad826 - Twitter Profile

In 1 year, $AMKR spiked from $18 to $90 so 500% but it can easily hit $300-$500. Here's 8 reasons why it hasn't ran like $AVGO $AMD $NVDA $MRVL $GOOG $AMZN: 1. Advanced packaging sits directly on the critical path of AI infrastructure growth and is becoming more important as Moore's Law slows. 2. Management expects revenue to grow from $6.7B in 2025 to approximately $11B+ by 2030. 3. EPS is projected to increase from $1.50 to roughly $5.00+, implying more than 3x earnings growth. 4. AI servers, GPUs, ASICs, HBM memory, and chiplets all require increasingly complex packaging solutions. 5. $AMKR has 18 active 2.5D engagements and multiple HDFO programs already entering production. 6. The Arizona facility creates a strategic U.S. packaging monopoly-like position among scaled OSAT providers. 7. Deep relationships with $NVDA, $AAPL, $AMD, $AVGO, $QCOM, $TSM and other semiconductor leaders reduce customer risk. Higher-value advanced packaging should drive gross margins from 14% toward 22%+ by 2030. ♻️ RESHARE this post and write 1 comment, I'll DM you 2 more plays that hasn't exploded under $10 still.

itsmichaelluu's tweet photo. In 1 year, $AMKR spiked from $18 to $90 so 500% but it can easily hit $300-$500.

Here's 8 reasons why it hasn't ran like $AVGO $AMD $NVDA $MRVL $GOOG $AMZN:

1. Advanced packaging sits directly on the critical path of AI infrastructure growth and is becoming more important as Moore's Law slows.

2. Management expects revenue to grow from $6.7B in 2025 to approximately $11B+ by 2030.

3. EPS is projected to increase from $1.50 to roughly $5.00+, implying more than 3x earnings growth.

4. AI servers, GPUs, ASICs, HBM memory, and chiplets all require increasingly complex packaging solutions.

5. $AMKR has 18 active 2.5D engagements and multiple HDFO programs already entering production.

6. The Arizona facility creates a strategic U.S. packaging monopoly-like position among scaled OSAT providers.

7. Deep relationships with $NVDA, $AAPL, $AMD, $AVGO, $QCOM, $TSM and other semiconductor leaders reduce customer risk.

Higher-value advanced packaging should drive gross margins from 14% toward 22%+ by 2030.

♻️ RESHARE this post and write 1 comment, I'll DM you 2 more plays that hasn't exploded under $10 still.

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