Garfric

[Garfric @garfric81]

@JP_Money_95630 Hi Jim, i've been a subscriber of yours and asked a few questions but maybe they have not shown up on your feed. how do you define max pofo allocation? since it's 1 unit = 1% of max pofo alloc. also, have u started buying 1 unit of the spy June 2027?

[Garfric @garfric81]

@JP_Money_95630 Thank you Sir!

[Garfric @garfric81]

@itsmichaelluu Awesome list

[Garfric @garfric81]

@DeItaone @grok what is happening around the citic tower, why is police there?

[Garfric @garfric81]

@itsmichaelluu Thanks for all your insights Michael!

[Michael | Hypermarkets @itsmichaelluu]

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.

[Garfric @garfric81]

@itsmichaelluu Thank you for always sharing deep knowledge insights!

[Michael | Hypermarkets @itsmichaelluu]

You don't need to buy $SPCX to 10x your portfolio.

You can buy $NASA ETF which owns:

1. SpaceX $SPCX — 12.70%
Rockets, spacecraft, Starlink satellite internet

2. Rocket Lab $RKLB — 6.99%
Small satellite launches, spacecraft components

3. Lockheed Martin $LMT — 6.66%
Satellites, spacecraft, defense, NASA contractor

4. RTX Corporation $RTX — 6.22%
Satellite systems, sensors, propulsion, defense tech

5. Airbus SE $AIR.PA — 5.08%
Satellites, space modules, launch infrastructure

6. Boeing $BA — 4.81%
Spacecraft, satellites, Starliner program for NASA

7. Maxar Technologies $MAXR — 4.35%
High-res satellite imagery, space infrastructure

8. Northrop Grumman $NOC — 3.92%
Satellites, space vehicles, mission systems

9. L3Harris Technologies $LHX — 3.38%
Comms systems, space hardware, defense tech

10. Planet Labs $PL — 2.93%
Fleet of imaging satellites, daily Earth observation

Remember, $SOXL which owns $NVDA is up 1200% from $22 to $280 so far. $NASA could be the same.

♻️ RESHARE this post and write 1 comment, I'll share my top 3 ETF to add for 10x (and safer).