Coach Jim

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[Michael | Hypermarkets @itsmichaelluu]

$AMKR — Amkor Technology

What it does: $MU builds the HBM memory. Amkor makes it usable. It packages, stacks, bonds, and tests HBM beside GPUs where AI performance is won or lost.

The world's best memory is worthless if it can't be packaged into working HBM fast enough. Amkor isn't just a supplier anymore it's a critical bottleneck co-designing next-generation AI packages years before launch.

2-year move: $14 → $93 (+560%)

$FORM — FormFactor

What it does: Every Micron memory die is tested before shipping. FormFactor's probe cards verify each HBM layer at the wafer level before it becomes part of a multi-layer stack.

One defective die can ruin an entire 8–12 layer HBM stack. As AI memory becomes more complex, testing becomes exponentially more valuable. No testing. No yield. No HBM shipments.

2-year move: ~$20 → $159 (+700%+)

$RMBS — Rambus

What it does: Rambus supplies the IP and controller technology that allows Micron's memory to communicate with AI processors. Nearly every major memory company licenses its technology.

HBM is useless without a controller directing data traffic. Rambus is effectively the toll booth every AI memory transaction passes through and collects royalties while doing it.

2-year move: ~$40 → $174 (+350–400%)

Most investors only watch who makes AI memory. The biggest winners are often the companies making sure it actually works.

Yes, these 3 are still relatively cheap compared to $MU

♻️RESHARE this post and write 1 comment, I'll DM you call options for these so you can just buy and hold!

Look at the chart they just go up with $MU.

[Coach Jim @JumpStartJim]

@itsmichaelluu Yeah, have to look into $FORM, had an eye on the others. Thank you

[Coach Jim @JumpStartJim]

@DollarCostAvg Picked up some yesterday at a different brokerage.

[Coach Jim @JumpStartJim]

@itsmichaelluu Back in with shares, but really need to take a great, long options position to make up for a one day too early sale I made... right before the kid fund manager posted his holdings.

[Coach Jim @JumpStartJim]

$TE, a Love hate relationship for me. Bought in the winter, it sank, sold a few CCs, sold, then the Leopold thing hit...the day after I sold!

[Michael | Hypermarkets @itsmichaelluu]

$BE was losing $200,000,000 every year before spiking 3200% from $10.

Right now, there's 4 stocks setting up exactly the same:

1. $TE target $110+
AI power buildout burning cash now, margins inflect once Austin G2 scales output

2. $KEEL target $70+
pivoting bitcoin power into AI compute leases, re-rating from miner to infrastructure play

3. $POET target $50+
near-zero revenue today, but $500M+ optical AI supply deal could flip that fast

4. $APLD target $400+
AI data center buildout burning cash now, contracted leases could flip it profitable

♻️ RESHARE this post and write 1 comment, I'll DM you right now my favorite 1000% call option to get for $TE.

[Coach Jim @JumpStartJim]

@itsmichaelluu I was fortunate to find $RAM today, got a few shares below $25.

[Coach Jim @JumpStartJim]

One of those "shoulda" moments. I started buying $RAM today below $25, but didn't commit. Was hoping for some downside to build a full position.

[Michael | Hypermarkets @itsmichaelluu]

This stock is $RAM is the 2x leveraged ETF version of $DRAM.

Look at the chart today at $20. It's already at $30.

$DRAM is most likely going to break $100+ soon and on its way to $200. $RAM can quickly break out too.

Remember, $MU had massive earnings and $DRAM holds $MU $WDC $STX $SNDK $KRW SK hynix

♻️RESHARE this post and write 1 comment, I'll share my $MU price target by end of 2026 for you.

The strategy now is to buy the dip as much as possible since we know $MU guidance for earnings in Sept 2026 will be massive.

[Coach Jim @JumpStartJim]

@KizzyInvests Same thought process here.

[Coach Jim @JumpStartJim]

More Fun with Phones.

[Made by Google @madebygoogle]

Create anything from everything. ✨

With Gemini Omni, you can transform characters, environments, lighting, angles, and styles right from your Pixel.
#GeminiOmni #PixelDrop https://t.co/fj0XOUuAum

[Coach Jim @JumpStartJim]

@itsmichaelluu I started watching this two weeks ago, but it jumped up too fast on me. Looking more seriously now.

[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.

[Coach Jim @JumpStartJim]

Seriously @roundhill , Can you explain why?

[Coach Jim @JumpStartJim]

Hey @roundhill , Why don't you pay Fidelity a Platform fee? It's costing me an extra $3.49/share to go long $DRAM!

[Coach Jim @JumpStartJim]

@PhotonBull "If" is a big word when trying to predict FOMC thinking.

[Coach Jim @JumpStartJim]

@BillBrooklyn10 Stocks

[Coach Jim @JumpStartJim]

@BlackPantherCap Just started following you several weeks ago. I appreciate your take on the market.

[Coach Jim @JumpStartJim]

@TheValueTrade Nice, I checked it out, I like it! Smart move.

[Coach Jim @JumpStartJim]

Hey @roundhill , Why don't you pay Fidelity a Platform fee? It's costing me an extra $3.49/share to go long $DRAM!

[Gunther Eagleman™ @GuntherEagleman]

I trust the guy who earned his $1 TRILLION over the 535 idiots who put us in debt $39 TRILLION.

[Coach Jim @JumpStartJim]

@retail_mourinho I am in $ASTS, but I never considered that much of a move.
Now you got me going back and trying to research more..