Reddit Posts
Why is Amkor (AMKR) up ~12% today? Nvidia just wrote it a $1.5B check
Korea just announced $1.3T into semis. I went back and redid my equipment names
TSMC's CoPoS packaging tech could lock in AI chip dominance through 2030, anyone else paying attention?
AMKR earnings on Monday. Shits probably gonna dump
Sen. Mullin bought semiconductor stocks while on the Armed Services Committee. 62 days to disclose. 7 STOCK Act violations. All legal.
AMKR gains. Plz pump another 59 cents so I can be ITM.
Amkor Surges on Strong Q3 2025 Earnings and U.S. Manufacturing Momentum
Nvidia orders suppliers to halt work on China-focussed H20 AI chip, The Information says
TSM - I was right, kind of, and i think there's still more value here.
AMKR(Amkor) may be a sleeper hit for the coming years
After a Bit of DD whether to buy ASE Tech (ASX on NYSE- 3711 on TWSE) or Amkor (AMKR)???
$AMKR heavily shorted despite positive news. On sale right now.
AMKR - Did You Miss Amkor Technology's (NASDAQ:AMKR) Whopping 350% Share Price Gain?
Amkor Technology ($AMKR) is a semiconductor business that sure looks undervalued to me.
Mentions
**BanBet Lost** — /u/drizzyjake7447 (0W - 2L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **AMKR** ▲ | $52.91 → $58.20 | +10.0% | 1d | Lost |
I’m still in AMKR, doesn’t have the movement I was hoping for, so I sold a bunch of Jan 60c on it around 6.5 avg
**BanBet Created** ▲ | **Record:** 0W - 1L | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **AMKR** | $58.20 (above) | $52.91 | +10.0% | 23h 60m |
Intetesting. I'm thinking the same and have built a position in AMKR. Figure it's the only US based semi testing biz. Why do you think AEHR is better positioned?
I’ve sold options on AMKR, CRDO, SKHY various strategies. I had QQQ calls but sold half on Monday and sold the other half at open yesterday, so missed out on max profit. Then I sold some calls yesterday evening
I would like a better entry on AMKR to sell some calls please and thanks :happy: :pepeuwu:
AMKR headed back to highs
AMKR, SKHY and CRDO… mainly selling theta :happy: :happy:
There is still time for AMKR if semis are truly gonna run. It's really like bottom of the barrel rn
My AMKR position is down though :kekh:
Not recently :hmmm:, I was in SKHY and AMKR shares, I sold my SKHY and bought more AMKR at a bad price. And now I’ve sold a bunch of calls on SKHY and AMKR :happy:
Was long SKHY and AMKR, now I’m short SKHY with the profits, so ask me next week :hmmm:
Damn my only green is AMKR and ASX
u/Federal-Watch good AMKR call
I just finished DD on AMKR. Have some GTC orders in (on call LEAPS, too.)
Their guidance was flat, but think they nerfed it. They’re partnered with NVDA so any increase in NVDA guidance has to benefit AMKR
Yoloing AMKR :chad: … or stopping me? :hmmm:
Gonna yolo AMKR next week, I like where it’s at, don’t try to stop me :hmmm:
Nope DELL :chad: but then also some CRDO, AMKR and memory names :jpow:
AMKR is so undervalued.
So AMKR gets a buy upgrade from BofA this morning and it’s down -4.6%? I just want to get out of this shit at my 52 cost basis 😭😭
I like AMKR, Q, PENG. Smaller AI companies with potential are likely to be 10 baggers
LOL....AMKR pumping pre-market for no reason (jk, it's coz of NVDA of coz).
NVDA partnerships will prolly pump this week, more than NVDA anyway :kek: Things like LITE, COHR, AMKR, memory :hmmm:
Thinking about AMKR for next week. It’s beaten down after Q2 earnings, but it beat. And it’s partnered with NVDA for packaging, so thinking a NVDA earnings bump :hmmm:
Seeing SMCI down only -2.82% on a day when old-school semiconductor stocks like ON/GFS/AMKR and similar are down -6%, is weird.
AMKR been flying since earnings sell off 😎
anyone buying AMKR? PE of 26x only
Gotta go after the testers and Packers etc. AMKR, ASX
TSM and AMKR. Wild to me that they aren't.
Do you see packaging in the same way? Looking at AMKR which is a smallish cap that has long term deals with TSMC, Nvidia, Apple.
Going heavy into AMKR yesterday paying off already 🥰
It is time for a sofi loan for Soxl, AMKR, dram leaps
Fuck you $AMKR you're going to make me go back to my water diet
**BanBet Won** — /u/ArkanenCastle (1W - 0L, 100%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **AMKR** ▲ | $46.06 → $47.44 | +3.0% | 19h 24m | Won |
Appreciate your words. Yes this market has been difficult I’ve been degrossing a lot, but in times like this having a deep cost basis helps (at least to me). I’ve been an investor in $MU since 90s. My calls have covered the initial investment so I until I see a reason to sell, it’s going to be a long term hold for me. Same with memory adjacent names like $ONTO, $COHU, and even advanced packaging names like $AMKR. Let’s see where we go from here. I am getting a bit frustrated, but it’s part of the game :/
I thought fuck it let's just dump my pay cheque into a stock recommended by a twitch streamer, I learnt I should use my gut instinct when gambling, fuck you $AMKR and twitch streamer
AMKR nuked geez, might have to look at it again
**BanBet Created** ▲ | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **AMKR** | $47.44 (above) | $46.06 | +3.0% | Jul 31, 6:10 PM |
Oooooo AMKR sell-off, thanks for reminding me bros 🤗
Going all in AMKR 2028 calls
Just woke up, how’d my AMKR do last night
There’s egg on my face for going all in on a full position in AMKR yesterday before earnings. Already 25% down. Oof.
AMKR down 23% on zero news, just a full semi rout, hard to believe.
Dear god please bounce that shit I need a comeback from Mu Asml and AMKR, pump them all to towards their ATH and I sell it for a loss Just pump it a bit
So as it turns out this wasn't the best time to sell 60P's on AMKR
Is the AMKR pump in the room with us
Atleast give me 4% so I can sell you without a loss AMKR
Pls AMKR I need a solid 10% from you so that I can cover my intel loss!
Just got a close save with AMKR. Shit dumped right after closing. Then popped a tiny short while, enough to clear. Then now it's dumping again. What a joke.
Bought APLD puts, it pumps. Bought AMKR puts, it pumps. Bought NVTS calls, it dumps. I am literally 0/3 how the fuck is this possible
Amkor Technology (NASDAQ: AMKR) reported second quarter 2026 net sales of $1.90 billion (up 26% year-over-year), operating margin of 10.5% and diluted EPS of $0.70. EBITDA was $400 million, total cash and short-term investments ended at $2.5 billion, and total debt stood at $2.5 billion. According to Amkor, third quarter 2026 guidance calls for net sales of $1.95–$2.05 billion, gross margin of 18.5–19.5% and diluted EPS of $0.72–$0.82. Full-year 2026 guidance was provided for capital expenditures, which are expected to be approximately $2.5–$3.0 billion. "Amkor delivered record second quarter revenue and strong profitability, with record revenue in our Computing and Automotive & Industrial end markets. During the first half of 2026, we expanded strategic partnerships across the semiconductor ecosystem, advanced key customer programs in AI and HPC, and continued the expansion of our Advanced packaging and test capacity. We expect these actions will strengthen our competitive position, increase our earnings power, and create sustainable shareholder value."
Sold AMKR 60P's, I guess I'll be alright...?
$AMKR 𝐀𝐦𝐤𝐨𝐫 𝐓𝐞𝐜𝐡𝐧𝐨𝐥𝐨𝐠𝐲: 𝐑𝐞𝐜𝐨𝐫𝐝 𝐐𝟐 𝐑𝐞𝐯𝐞𝐧𝐮𝐞, 𝐀𝐈 𝐚𝐧𝐝 𝐇𝐏𝐂 𝐃𝐫𝐢𝐯𝐞 𝐒𝐭𝐫𝐨𝐧𝐠 𝐆𝐫𝐨𝐰𝐭𝐡 📊 𝐑𝐞𝐬𝐮𝐥𝐭𝐬 \* EPS: $0.70 (Est. $0.48) ✅ \* Revenue: $1.90B (Est. $1.82B) ✅ \* Gross margin: 16.8% vs. 12.0% YoY \* Operating income: $200M vs. $92M YoY \* EBITDA: $400M vs. $259M YoY ⠀ 🎯 𝐆𝐮𝐢𝐝𝐚𝐧𝐜𝐞 \* Q3 2026 EPS: $0.72–$0.82 (Midpoint: $0.77 vs. Est. $0.65) ✅ \* Q3 2026 Revenue: $1.95B–$2.05B (Midpoint: $2.00B vs. Est. $2.12B) ❌ \* FY2026 CapEx: $2.5B–$3.0B ⠀ 📌 𝐊𝐞𝐲 𝐓𝐚𝐤𝐞𝐚𝐰𝐚𝐲𝐬 \* Record Q2 revenue was driven by Computing and Automotive & Industrial, with continued AI and HPC demand. \* Gross margin expanded to 16.8% as profitability improved across the business. \* Ended the quarter with $2.5B in cash and short-term investments and $2.5B in total debt.
Interesting price action on AMKR since the announcement with TSMC at AZ fab. It’s lower than it was before the agreement. Thinking about buying calls
Anyone buying my weekly AMKR $55Ps?
Feel good about dumping my AMKR in the overnight market. Feel less good about buying it back at open.
To start: APLD, AMKR, NUE, CLS, CDNS and GLW. You’re welcome
Calls on RMBS, AMKR, and SNDK for sympathy play from STX earnings on Monday
I still think AMKR is a cool story and worth looking into. They do packaging, but the big thing is they are building out more factories in AZ. Layers nicely with TSMC since they are doing some of the advanced packings for them in AZ. Same with Apple. [https://ir.amkor.com/news-releases/news-release-details/amkor-and-tsmc-expand-partnership-and-collaborate-advanced](https://ir.amkor.com/news-releases/news-release-details/amkor-and-tsmc-expand-partnership-and-collaborate-advanced) Fundamentals aren't bad by any means. Just fits nicely if you are bullish on TMSC.
Yeah, I was going back and forth with AMKR and ISRG this morning. Still hoping for ISRG to sell off a bit more, but just like the fundamentals a bit more on AMKR. I'm there with you though!
Bought some AMKR today. Still think packaging is an interesting area outside of the AI stuff.
Can I get an AMKR, do you want more
I see your point, but AAOI volatility is based on future expecteatiosn that they will execute one the demand. Honestly it probably can and will run up for earnings. BUUUTT I can see the stock running up for earnings, but I can also see more sell off Last I checked they werent yet profitable and went back to the well for more debt. And the market has been shitting on companies who even slightly mention the word "Capex" In last AAOI earnings doc - Strong demand, investing capital to meet demand “We made tangible progress during the quarter on expanding our manufacturing capacity, which is a critical step as we prepare for higher-volume production of our next generation datacenter products. We believe we are well positioned for sustained growth and the capital investments underway are expected to fundamentally strengthen the company as we execute on the strong demand we see. I wont doubt that you guys have looked into this already, but beyone Photonics, when any company talks about bringing in mroe debnt aint been looking too good, I.e CRWV, AMKR, ORCL AAOI does not have NVIDIA backing to make them look better than they do on paper like COHR and MRVL do I dont know man, i lose money all the time, aint the best at this any way
AMKR is beginning to take moves like SIMO.
Anyone have any good semiconductor packaging plays? I have AMKR which has been on a tear. Packagjng could be the next semi bottleneck.
AMKR 10 yr deal with TSM is a structural catalyst
Today was bullish AF with all the gains being well digested right on the all time hig For this next leg up I'm going smaller market cap satellites ALAB-TTMI-AMKR-HPE Core positions in AVGO as it climbs back and MRVL as it has its Micron moment later this year
Still short term, imo. Sometimes stocks just move quickly and go through periods like that. Like some of the names I sold out early, like AMKR, which is a semi packing company, did nothing for years, but now up like 320%. That is 100% narrative driven, but the way I see investing is that you'll hit some home runs, some tripples, etc. However, if you continue to buy things that grow FCF and trade a relatively good fundamentals, it should take time. Even Buffet/Munger saw like BirkB down like 30-50% in multiple times in their lifetimes.
Sold both on Tues/Weds along with AMKR. Saved about 200k in gains. Still for fucking wrecked Bravo!
AMKR gonna rip this week and I will be several thousand dollars richer. Good night
Selling all but Reddit, NBIS, AMKR and HOOD
advanced packaging next up, AMKR and ASX are ripping
no love for AMKR after the AMD announcement. i need to speak with the manager
please mr jen hsun huang mention how great AMKR is and how everyone should be buying it
"Greetings, this is a text made with Gemini, but the stocks and the strategy are my choice. To show you how I would structure this, let's assume a hypothetical starting capital of €100,000 to make the weightings clear. Here is my final breakdown of your 8-Stock Market-Beating Portfolio:" The Heavyweights (Core / Center) – €20,000 (20k) Each Nvidia (NVDA) – 20%: The undisputed king of AI hardware infrastructure. Aggressive and dominant, but essential for driving massive outperformance. Google (GOOGL) – 20%: Your rock in the surf. Enormous cash flow, AI software leadership, and the defensive anchor that shields the portfolio from extreme tech volatility. The Growth & Speculative Flanks – €10,000 (10k) Each: Micron (MU) – 10%: Profiting massively from the high-bandwidth memory (HBM) explosion. Highly cyclical, but offers massive upward leverage. Advanced Energy Industries (AEIS) – 10%: High-precision power conversion for semiconductor manufacturing. A highly specialized "pick-and-shovel" play in the tech boom. First Solar (FSLR) – 10%: The green infrastructure hedge. Captures the immense clean energy demand coming from the mega-cap tech giants. Freeport-McMoRan (FCX) – 10%: The physical commodity hedge (Copper). Essential for AI data centers and global electrification, acting as an inflation and infrastructure shield. Amkor Technology (AMKR) – 10%: Advanced Packaging. A high-growth, speculative partner responsible for stacking and packaging modern high-end chips. Arm Holdings (ARM) – 10%: The intellectual property monopoly for ultra-efficient chip architectures. Tremendous growth potential, but a highly speculative bet due to its premium valuation. High risk and high reward. For the next 5 years. A big benefit is the massive Investition in KI. AMAT is also a choise.
I am considering half port AMKR and quarter Sony port. Do you still own any?
any tips for other plays besides AMD and ARM for getting in on the ground floor of a potential CPU supercycle? I was thinking perhaps advanced packaging companies such as AMKR or ASX.
I am fkn tired of working in human resources so I asked ChatGPT and Perplexity to both give me lists of their top companies when thinking about current and future AI bottlenecks, and then I ran their answers through Claude to give me a high-level of where they overlapped, + if anything was missing and I got **MU, SK Hynix, SanDisk, Broadcom, Marvell, AMAT, AMKR.** **Coherent Technologies**, **Vertiv, Eaton** I will buy these and I hope to fucking jesus they go high enough that I can hole away in my apartment and Doordash expensive meals and play roguelikes all fucking day and never have to hear 'synergy' or 'north star' or 'kumbayah' or 'hold hands' or 'realignment' and the 800 other buzzwords I hear in my dogshit occupation Plz God Let me escape
AMKR hitting $100 this week according to my wife’s boyfriend, who works at GameStop. He must have checked the website.
can't predict broader market volatility in the short term, but i'm very confident AMKR has a ton of growth ahead. easily see it doubling from here, which is why im not selling
Would I benefit from buying 1k of AMKR stock today?
AMKR, chip packaging overlooked and bottlenecked, 10 bagger
AMKR is an absolute money printer. WOW
I bought some AMKR puts as a hedge last week. Puts are incredibly depressing to hold long. (Prefer short calls/spreads.)
half my port atm. started with 80k last year - 40k from a settlement that fell into my lap. went into AMKR with 34k and already cashed out 50k so this is all house money. definitely torn on whether i should have been swing trading this over the past year. would have made a lot more with the 10-50k swings it's had, today included. guess it's easier for me to hold and protect my super low entry than worry about it going in the red. no matter what, im selling in Oct for long term cap gains.