Reddit Posts
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
Balls deep in ASYS AMKR POET calls all for mid year.
What can you tell me about AMKR
It could be a while before it recovers enough to sell. Me, I'd cut it for better short term risk:reward, but you do stand a chance of missing a sudden burst to the upside. But other commenters are right: Nvidia is played out. What you want is to find stocks that are beaten down way too far and are likely to strongly reverse at some point (META, NFLX), or companies that are still in the early stages of market pricing (AMKR, LEU), or companies at the bleeding edge of new markets (BE, UUUU). Nvidia is a great company, but their stock isn't super likely to beat the market.
If you’re wanting to pay someone for a membership that focuses on growth, check out @stocktalkweekly on x. His portfolio was up 500% last year. I didn’t buy his membership but bought a stock he promoted (AMKR) when he went on Amit’s channel and it’s treated me well. He doesn’t trade off of hype, tries to find undervalued growth opportunities. Might check him out if you’re just wanting to use someone else’s research
straight semi(shit)cos. ACMR, SNDK, AMKR
I’ll put some tickers on here that not many are mentioning: PATH, SG, AMBA, SKYT, FRPT, and AMKR. Good luck.
$AMKR going to pop back up tomorrow
Stocks I’m in this year…. UUUU since $15.50. AMKR since $30 (not well known)… AMZN seems like it’s going to catch up this year… keep hearing that narrative. NBIS since $33. $100 is a big resistance level now. If it can stay over $100 that can swap to support. People have gotten frustrated with that one and moved on which is when stocks often start to move and then FOMO kicks in and drives it higher. Been in ONDS since $4.20. Wish position was larger. That one moves fast both ways. I’d watch for a pullback and maybe try for a swing. My bad plays were galaxy (in at $40) and TTD ($59 average). Eyeing NKE and SBUX to start positions in. Also INTC
AMKR — a play on the American on-shoring of AI thesis. They do semiconductor packaging and testing and have a seeming monopoly in terms of domestic players at the moment.
Nebius, ASTS , AMKR and ZETA
Sorry not trying to pick **the** winner, definitely trying to pick winners lol, just not concentrating into a singular 'AI' winner. Just want to benefit nicely from AI generally winning overall. For instance my two biggest single stock positions are Googl and MSFT (although I think LEU will be competitive to overtake this year). Same with ANET / ALAB, hell my long-term is AMKR, just saying they provide solid opportunity near here.
Going with AMKR. As a packaging/testing co they benefit from several of the above.
Any thoughts on Amkor (AMKR)? I only heard of them a few days ago, so I'm not sure how important their services are to the industry.
\- Everyone is crazy or speculating until it’s true well that's what high-risk speculation and investing is all about sometimes I'm still trying to figure out what you don't like about Buffet's investing style or the idea that it's usually a bad enough to buy something overvalued AMKR is a good company, just stupid valuation right now Moderate Risk 36% undervalued in April 77% overvalued in December Target -38% ASX another good company 17% undervalued in April 55% overvalued in December This one has a -26% target Here you picked good stocks and hopefully you bought them at those April lows and they're ridiculously expensive and you should sell em off before prices normalize to reality again I still think you're picking a lot of risky companies and not taking valuation seriously enough, but you do pick some good ones. it's good timing with the risky ones \- AMKR, another one sorta but you would’ve had to buy it like EXACTLY when it hit a specific price fast definately //////// SMCI, excellent company in theory, but it could be a value trap at the moment, and it'll recover 65% from it's undervalued thing in a year, but it has a very good trajectory for growth the problem is, how screwy is the valuation right now. It's not a buy at the moment but it's cheap, but it'll take time to see if the problems improve ........ Well SMCI have their problems with the financials In October 2024, Supermicro's auditors, Ernst & Young resigned after raising significant concerns over the company's internal controls, board independence and accounting practices. The company created an independent special board committee comprising board members and external counsel to evaluate issues raised by Ernst & Young, which would later find no evidence of misconduct. On February 25th, 2025, the company filed its annual report, just before the end of its extended deadline. Supermicro included an additional note in its filing, saying "it had identified material weaknesses in internal controls over financial reporting", and in response to those issues, "plans to hire additional accounting and audit employees, and to upgrade IT systems."
This was me with AMKR today. Sold for a nice 22% profit, bam it just dropped almost 2% AH.
Anyone in AMKR? Only monthly options so I’m in shares only. Has been a beast since thanksgiving.
And I wana clear, I use numbers and revenues aswell. Don’t wana make it like u NEVER look at income statements, balance sheets, cash flows. 100 percent. But it isn’t the end all be all of my investment criteria. Why? I understand they understand. So im putting you on now, nobody else will ever tell you something like this. You have to know that they manipulate and fuck over numbers too, to get shit the way they want it to be. Look at SMCI, that is still if not the biggest prolly top 3, ai chip racking/ data center plays. But they had this massive fraudulent thing going on with there revenues and how they were being reported no? You can’t think they don’t know you know. You gotta know they understand everything you do but to a 100000 percentile. How i see, if you have like 20k or more to your name and you value invest cool. But having 5k under, it’s gonna be a long ride. You’d have to switch your money every couple months to a different equity. if you wanted to see even a x5 of your money within a year from these massive market cap companies. They just don’t always move that way like even Netflix right it was 300 in 2022 before the split. That’s an amazing price, amazing company, amazing return. It still was only a 4-5x in 3 years tho. You see? But someone who bought ONDS this year x9 they money. AMKR, another one sorta but you would’ve had to buy it like EXACTLY when it hit a specific price fast. Personally I own ASX. And will DCA this one. I’m not tryna b dim tho. I just honest with people you can’t say it’s speculative if I understand when and where, society will have a mental change for something and begin to follow it. Everyone is crazy or speculating until it’s true. Then they just were “lucky” or “insider trading”. You guys don’t even know what you’re battling against in the stock market man. There are people who no matter what price a stocks get to, can immediately make it -50percent. And there’s nothing you can do about it
just looking at the thematics, this stock is still incredibly undervalued. especially within American semiconductor sector. I mean, this is the first time intel has outsourced some high level services to a third party. With AMKR being the first of said companies just goes to show its an important and competant player. Also considering its comparable, its still quite behind its peers. This will obviously take some time to play out, im guessing around half a decade, but if you are willing to hold, this stock is a diamond in the rough. Plus, TSMC approached them post Amkor breaking in on their arizona plant.
Thinking of selling MSTR, do tax loss harvesting and buying some $MU, $EWY, $IBIT, $AMKR. What do you think?
How about $AMKR? They’ve run up quite a bit in the last couple weeks, but still aren’t a mainstream name.
Have had a nice run with AMKR. Took out ATH yesterday. Super strong flow last several days. Lots of good news surrounding it. Holding shares. I’m great at giving up gains after big runs. Do I sell and lock in profit or hold longer. RSI is over 70 on 4H, daily and weekly
I never see posts when people open positions in more obscure companies. It's all meta, Tesla, GOOGL, pltr and a few others especially around earnings. Then, gain or loss porn First time I hear of AMKR and this guy yoloes on it
Nvidia just bought $2B of Synopsis (SNPS) and announced a partnership. Probably not a bad stock to look at. Any of the ones with US government involvement, namely AMKR and INTC also worth a look as I doubt the administration will let those stocks falter too much
AMKR - held strong through AI bubble deflate. Domestic chip packager. Good ER. Mentioned by NVDA today.
AMKR gonna pay for my wedding!
so fucking stocked I got into AMKR @ $28 😁 got a couple hundred shares and some leaps that performed very lovely today. My 3/20 35c were up 89% @ close. Gonna hold em till expiration
Iren and AMKR saved me from BMNR crash. Now time for Tom Lee to pump us 😡
AMKR having a good day. Up 15%. Long term beneficiary of US chips. Great ER last week.
Ah word. I've owned NV5 in the past, interesting company. AEHR has been interesting to watch, which another testing name. Keysight is another name I've looked into the past and never bought. I owned AMKR for a minute.
My AMKR and RMBS are burning my portfolio to the ground…. Let’s see what UNH and UPS do…
$AMKR $33 // 2.95 OCT 31 CALLS, thats literally the best set of calls for earnings today at 5pm. I had 200 for this and 200 for wifi, I hope I come out with some gains fr. calls on both. Sofi $28 nov 21 c 2.30
$Sofi Calls and $AMKR calls, $250 each and that'll leave you wit $500 left. thats what I did. I analyzed t very deeply and talked with AI about my decisions for 3 hours before making it if that helps
how are you guys feeling about $AMKR"s earnings
Today I’ll be gambling on AMKR earnings w 41.59c expiring January
I really like AMKR long. Holding my leaps through it either way but wouldn’t be surprised on a pop on more partnerships.
AMKR, SOFI, AMZN & META calls Will be watching RDDT, COIN and UNH Then after IV cools down after earnings will buy leaps of MSFT, GOOGL and some of the others above that are 9-18 months DTE
$AMKR for Monday $SOFI for Tuesday $META for Wednseday $AMZN for Thursday
AMKR is better positioned in this aspect
Co-sign. I took an L on $HYPD but the $BYND more than made up for it on profit. Took those profits and moved it into $AMKR thats up 3% currently.
AMKR Testing and Packaging for NIvidia and AMD
ARM, AMKR, AMZN, ASTS, APH - Figured now I'm investing alphabet style but I'm stuck on the letter Any advise moving to B' ?
CCCX RZLV PENG (earnings) DPRO HOND AMKR
Absolutely, AMKR is a big one in my eyes. Lots of space for GLXY to run too
L why the downvotes? AMKR is going to rip
AMKR baby. Sweeping today got myself some cheap calls
I've been picking up AMKR, cause chatGPT told me too... it's profits are a year or two out, as its basically a fab tied to TSM Arizona, advanced packaging, but if you think the bottleneck persists, it seems like a good play for the long run.
I heavily invested in Amkor ($AMKR) about 2 years ago at $28 and it has finally come back to break even. I’m wondering: should I sell and rotate into other opportunities or keep holding? • If you were in my shoes, what would you do? • If selling makes sense, what stocks would you recommend right now? • If holding is better, how long would you suggest keeping it?
Chat, BB, SOLZ, AMKR, CYN, APLD, with the most in ANGX. These are the things rapidly up and coming in our society today, good companies, all undervalued imo, and have massive-insane potential upswing. Holding all, even when they swing & spike up. Investors sell too soon in spikes in companies like these and lock in losses with dips. These I am Hold hold hold holding. Opendoor Ive had just for a short term gain, for 3 months now, it doubled. Maybe 2-3 more months then will sell. Rode up Robinhood last 3 months, just sold and am taking a break from that. My main focus in angx. Buying the dips. It’s so thin that once news is out about it the price can swing back up very quickly to $20….then $50 & higher with each earnings call. Good ?. I’d like to see what people are investing and and why
$AMKR random pump AH? What happened🚀
I like AMKR and have been in them for a while. Packaging capacity in the US is going to matter with all the fab investment.
What's your point? Just TSMC? Remember things AMKR can do, ASE can.
I just got a few today lmao wish me luck. 40p for CELC , 2p for DRRX, 25p for AMKR and 10p for XPRO..
anybody play AMKR? 8/15 25c's were a 10 bagger today at one point
CLS, RMBS, CDNS, and AMKR all look pretty solid
If you want something different by usual stocks, I'd say AMKR, ANF & AA.
"$AMKR | Amkor Technology Q1 2025 Earnings Highlights EPS: $0.09 Revenue: $1.32B (Est. $1.28B) Guidance Q2 2025 EPS: $0.07–$0.23 (Est. $0.18) Q2 2025 Revenue: $1.375B–$1.475B (Est. $1.332B) FY2025 Capital Expenditures: \~$850M"
$AMKR Q1 EPS 9c, consensus 9c Reports Q1 revenue $1.32B, consensus $1.28B. "Amkor delivered first quarter results in line with expectations, with revenue of $1.32 billion and EPS of $0.09," said Giel Rutten, Amkor's president and chief executive officer. "We are closely monitoring the evolving landscape with tariffs and trade regulations and potential impacts on our customers' supply chains. Our diversified global footprint and long-standing partnerships allow us to help our customers work through complexity and uncertainty. Within this dynamic environment, our focus remains on staying agile and delivering value by executing on our long-term strategy." Sees Q2 EPS 7c-23c, consensus 18c Sees Q2 revenue $1.375B-$1.475B, consensus $1.33B.
These kinds of partnerships are why I said AMKR was well positioned. Very encouraging to see. That said, I still do think they are on the more boring side of potential stocks. Growth will never be explosive and with tech/semis crashing there will be plenty of better options when we come out of the recession.
AMKR is a stinky pile of poo
Interesting, yeah not too sure. Like I think AMKR works with the Intel foundry, but I'm not 100% familiar with INTC's businesses.
Don't know how accurate it is, but Intel might already be a customer: [https://csimarket.com/stocks/markets\_glance.php?code=AMKR](https://csimarket.com/stocks/markets_glance.php?code=AMKR) They've won an award it seems from them as well: [https://ir.amkor.com/news-releases/news-release-details/amkor-technology-inc-wins-intels-preferred-quality-supplier](https://ir.amkor.com/news-releases/news-release-details/amkor-technology-inc-wins-intels-preferred-quality-supplier)
Surprised AMKR isnt down on that TSM news, if us government forces them to work with intc for adv packaging seems terrible for AMKR's deal
I've followed AMKR consistently for the last 2 years and you're right that this is an overreaction. That said, it'll be solid but unexciting returns. There are better opportunities if you're chasing upside but a good add as portfolio filler. Probably somewhere around 15%/yr over the next 3 years. They have been trending down off of negative growth that's likely to continue the next 2 quarters (traditionally weak quarters). But P/E is very reasonable and for what it's worth their price to book isn't bad. The next year isn't likely to have significant upside but on a longer horizon they are well positioned to benefit from increased focus on domestic semi production.
Here's my DD on AMKR: [AMKR 1-year chart](https://imgur.com/a/skLrYoe) What direction is that stock going, even before today's 11% selloff on 4x volume? Down. Or look at the 5-year and find that it's the same price it was 4 years ago. It's fine if you like the company, or 'believe' in it or whatever, but wait for a reversal if you're looking to buy to hold it for several months or more. If you're looking to buy it because it "has" to bounce back, I've been burned too many times by that. My 2c. Cheers.
AMKR should not be down on those earnings
AMKR can you stop having a fucking meltdown the one time I have calls 🙃
How did I lose on FLNC AMKR ACLS and MITK. I forgot to inverse the inverse....
AMKR 🖕🏻
AMKR beat but dies of course
$ALAB sell order filled at $112 AMA (unless it's about $AMKR or $ACLS, then fuck off)
$AMKR Reports Q4 EPS 43c, consensus 38c Reports Q4 revenue $1.63B, consensus $1.66B. "In 2024, weakness in the automotive and industrial and communications end markets contributed to a full year decline. In contrast, we achieved record revenue in our computing end market with growth in ARM-based PCs and AI devices," said Giel Rutten, Amkor's president and chief executive officer. "During the year, we also successfully ramped our new facility in Vietnam, secured CHIPS funding to bolster U.S. manufacturing, and set a new record for Advanced SiP revenue. We remain confident in our long-term strategy and continue to invest in technology for advanced packaging and our broad geographic footprint with a focus on industry megatrends." Sees Q1 EPS 1c-17c, consensus 31c Sees Q1 revenue $1.225B-$1.325B, consensus $1.46B.
AMKR calls? earnings after hours today
!banbet AMKR +5% 2d
I got into Palantir a couple of weeks ago. That's been my best recent play. I don't have any other big plays lined up for now. But there are a few recent big dips that I'm planning to research before getting into them some time soon: TMDX, CPRI, ASML, CROX, and AMKR
Semiconductor stocks were priced to perfection and i think today's basket of reports is a signal to get out . AMD guidance was horrible and AMKR failed to impress I just dont think you want to own any chip stock right now
Couldn’t stay away from this juicy $AMKR dip, opened a position in the 24s
That Tank on AMKR on premarket damn The overreaction on Q3 is real Looks like a juicy opportunity
My TMDX put gonna print, too bad AMKR and RMBS calls failed
Haven't seen the numbers yet, but $AMKR is getting crushed in the After Hours, that sucks lol.
Positions in screenshot NOV 1 expiry $80P PYPL $150C CROX $25P AMKR
Is anyone doing AMKR calls today?
I've posted about RLKB being my lotto ticket stock. I don't really like trying to find the next "so and so", but rather just buy good businesses at good prices. Always do your DD, but I think $AMKR is still really cheap at it's currents levels. What makes excited about the company is that they do advanced packaging for microchips and are currently building out a factory in AZ to help support Apple. [https://www.apple.com/newsroom/2023/11/apple-announces-expanded-partnership-with-amkor-for-silicon-packaging/](https://www.apple.com/newsroom/2023/11/apple-announces-expanded-partnership-with-amkor-for-silicon-packaging/) This ties into the the fact that TSMC just announced the yield for their chips in the AZ plant is 4% higher, which could mean that TSMC will continue to want to build out more in AZ/US. Also TMSC announced they will be working with them as well: [https://pr.tsmc.com/english/news/3174](https://pr.tsmc.com/english/news/3174) The other thing to note is that there isn't a ton of companies that do that in the US.
Everyone is piling on NVDA and big names… I’m buying other companies like LRCX, SNPS, KLAC, AMKR, AMAT, ASML, etc IMO, more money to be made on smaller companies that are still hanging around the <100B market cap in the long term if they can continue to perform well versus buying a 3T company hoping that it can double again in a few years.
AMD AMKR AMATMU
NVDA, APP, AMKR are creating generational wealth