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
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
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.
All earnings on my watchlist reacting bad. All big red like -10% * ACMR * AMKR * CLS * RMBS * GLW * SPOT * GLXY
Revenue growth slowing. To be clear. Not Revenue decreases. I already bought the AMKR dip. Ill wait until Wednesday for the rest.
AMKR price targets raised to 85, 85, 90. Stock down 11% to 66.
RMBS and AMKR on yday Earnings call send clear message ‘ Management flagged supply constraints on advanced silicon/substrates and rising material costs from geopolitical pressure’
AMKR didn't have great number, but it's a long-term hold. Easily. Especially with this administation, some recent INTC success, and more. I bought the dip.
AMKR overall not super impressive.
RMBS AMKR took a shit in AH because earnings
what the hell was said on AMKR earnings that caused it to drop 10% immediately then immediately recover it all lmfao
Opened Monday April 27 - Calls: GLW • AMKR • SANM • RMBS • INCY • CLS • CNC - Puts: ITRI • UHS *Disclaimer: Some of these are sketchy. Also, this is not investment advice.*
Swing into the AMKR earnings call with 2028 calls
AMKR ENS POWL PLPC AOSL GLW currently my biggest plays for the next 5 yrs. Up over 100% on AMKR and POWL. Opened positions back in November
AMKR, STX+BE, SNDK, WDC calls
How’d you find AMKR and what made you so convinced in it?
Any thoughts on AMKR? Earnings Monday
$AMKR $MXL $ASX $POET $SIVE Watch these stocks.
https://preview.redd.it/4tmbass98vwg1.jpeg?width=1179&format=pjpg&auto=webp&s=47944bdf8b47fb688ec32a5555908b3de328cdcb AMKR is holding up my entire port right now. Paper handed 20 contracts at $13 on the war dip and trimmed another 10 on the way up to $30. This shit has to be overbought tho right? No idea what to do now with earnings on Monday. What's your move?
CEIN, AMKR, CRDO They are all big potential 10x baggers
Wrong way to look at it, granted, not my areas of interest generally. Should they have good forward guidance, offer competitive business services, and have increasing margins and growing ARR, yeah, they’ll be a great name. Take SOFI or AMKR, for example. They’re businesses like this.
i agree that PLAB is definitely value territory, i might just stick to AMKR and not bother with the latter until it gets more traction
I owned PLAB share. I think it's a value stock. AMKR is more of a growth stock. If it get back to the $35-$40 level I will buy some. That can happen tomorrow.
PLAB is essentially the printing press of chips, they make the photomasks that are essential for a lot of major chip makers in the world; it’s kinda like a stencil if you think about it in that way. i’ve thought about buying it but i haven’t fully decided yet. they have had a little bit of inside selling recently but no huge red flags besides seemingly normal share sells by the company for profits. i’d look into this one if you want a more stable company that provides framework needed for chips. AMKR is in the advanced packaging business. once the chips are printed, AMKR takes the raw chips and puts them in a ceramic/plastic case and wires them to be able to plug into a device. when compared to PLAB though, they raise a huge red flag with the inside sales. the family that created the company recently sold 10 million shares totaling around $480 million worth. i indulged and bought a few shares of AMKR at like a ~$39 average, i may have pulled the trigger a bit early but i see potential in the business and it’ll be a long term hold so i’m not exactly concerned unless i see another 20% drop
i'm interested to hear about PLAB & AMKR. They're on my watchlist.
funnily enough i was just researching to find out which would be best to buy between AEHR AMKR and PLAB, it seems AMKR is at the top but the insider selling does raise a bit of concern for me
Watching AEHR and AMKR, one for testing bottleneck and the other for US onshoring
AMKR and LEU might be regarded — adding here
Have 25% position on AMKR. Let's gooo
I have my eyes on PLAB and AMKR
Being invested in a foreign currency is the best thing you can do at the moment, I don't get how people are so emotionally reactive and quick to dismiss a very serious problem of poverty increasing, and a real threat of civil war. Personally, I'm in Poland ETF EPOL, for two reasons. One, is that they are positioned beside Ukraine, and when it begins the rebuilding process, many companies listed on the Warsaw Exchange will benefit from contracts, which will flow through the ETFs largest holding PKO bank. Second, the currency is gaining strength as their economy explodes. Even the Canadian dollar is losing value against the Polish Zloty. U.S. tech is still going higher, but you need to be extremely selective, like AMKR, ENS . Good luck!
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