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$AMKR โ 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 โ $93 (+560%)
$FORM โ 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 8โ12 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 โ $159 (+700%+)
$RMBS โ 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 โ $174 (+350โ400%)
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
โป๏ธRESHARE 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.
@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.
$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
โป๏ธ RESHARE this post and write 1 comment, I'll DM you right now my favorite 1000% call option to get for $TE.
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
โป๏ธRESHARE 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.
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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.
โป๏ธ RESHARE this post and write 1 comment, I'll DM you 2 more plays that hasn't exploded under $10 still.