ATI
Allegheny Technologies Incorporated
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Which of these 10 stocks do you think has the most potential? I'd love to hear your suggestions...
On 27 Jun 2022, BioHorizons (of Henry Schein) announced a marketing and manufacturing deal with Orthocell of Australia
Bio Horizons (Henry Schein) partnered and Johnson and Johnson trial collaborator, Orthocell begins new comparator trial for FDA approval
Orthcell's (OCC.AX) collagen matrix is front and centre of Global top 5 Dental Pharma, Bio Horizon's website
Enterprise Group Subsidiary Awarded Project to Support Coastal Gas Link Construction (TSX: E) (OTCQB: ETOLF)
$ZIM REGARD IS BACK WITH HIS YTD PERFORMANCE AND HIS PLAYS FOR Q1/Q2 2023 $VOO will become my new $ZIM
$ZIM REGARD IS BACK WITH HIS YTD PERFORMANCE AND HIS PLAYS FOR Q1/Q2 2023
Johnson and Johnson about to move into autologous stem-cell therapies?
BioHorizons of Henry Schein, Inc. (HSIC) signs deal with FDA approved Aussie bio-tech
BioHorizons of Henry Schein, Inc. (HSIC) signs licensing and manufacturing agreement with Australian breakthrough bio-tech company
BioHorizons of Henry Schein, Inc. (HSIC) strikes licensing and manufacturing deal with breakthrough Australian company Orthocell
J&J sponsored trial in rotator-cuff repair injectable in intra-substance tears sees 95% successful reduction in pain and return to function
$APLIF - A Covid 19 Pill in Phase 3 - Clinical Readouts this month before possible FDA approval.
Thoughts on broader SPAC market conditions and three names to consider (GENI, DEH, JBI)
Johnson and Johnson trial collaboration
Way to acquire AMD stocks at 25% discount!
ATIP – Management sets de-spacing dumpster fire. Buying Calls.
ATIP – Management sets dumpster fire. Buy Cheap Calls Now.
$ATIP - A SPAC Earnings Disaster Leaves Advent Facing $800 Million Loss
ATI Physical Therapy, Inc. BALLSDEEP OPPORTUNITY
MarketBeat Ranks Stocks with Most Insider Buying in June 2021. ($ATIP, $FTCV, $ARYA, $HEC)
ingles markets investors (repo participants) found to be linked to 200+ cayman accounts
$ATIP - Just The Tip: Getting Torqued on this Secular Winner
Just De-Spacd Thursday; new ticker $ATIP
Well, the new TICKER is ready, now it is listed as ATIP, What will ATI Physical Theray have ready for us now that the merger is over ??? will it take us to the moon ???
ATI Physical Therapy to go public via merger with SPAC Fortress Value Acquisition in $2.5 bln deal FAII :money_face:
June is a big month for De-SPACs. Which ones will fly and which ones will 💩 the bed
$APLIF - Appili Therapeutics - On track to be one of the first covid treatment pills approved in North America. Will be paid royalties.
Mentions
ATI (american trump intelligence)
ATI and AMGN leaps $120 and 360 Jan 2028, CRS, MU Oct calls. GGLL covered calls, MRAM covered calls as well. Lots of other shit.
**2000:** **+39.61%** (Initial growth during the tech boom, despite the wider market crash) **2001:** **+308.36%** (NVIDIA's best-performing year of the decade, fueled by the release of the GeForce 3 series and Xbox graphics contracts) **2002:** **-82.80%** (Massive correction due to accounting reviews and stiff competition from ATI) **2003:** **+101.56%** (Strong recovery and rebound in the semiconductor sector) **2004:** **+1.55%** (A flat, consolidating year) **2005:** **+55.18%** (Growth driven by mobile graphics chips and preparation for next-gen consoles like the PS3) **2006:** **+102.46%** (Strong performance following the launch of the breakthrough CUDA architecture) **2007:** **+37.88%** (Continued steady gains in PC and enterprise markets) **2008:** **-76.28%** (Severe crash caused by the Global Financial Crisis and laptop chip defect issues) **2009:** **+131.47%** (Sharp economic recovery bounce-back) No, it didn’t. I’m guessing you’re either just looking at the all time chart and eye balling it, you’re bad at math, or you were still shitting in diapers in the 2000s. It’s probably all of the above
dang, I saw the ticker ATI and thought "Didn't AMD bought this 20 years ago?"
# ATI Announces Second Quarter 2026 Results Thu, August 6, 2026 at 4:30 AM PDT ***ATI Exceeds the High End of Q2 Guidance and Raises Full-Year Outlook*** ***GAAP diluted EPS up 56% year-over-year*** ***Net income attributable to ATI increased 50%, adjusted EBITDA rose 37% year-over-year*** ***Adjusted EBITDA margin expanded 440 basis points to 22.6% year-over-year*** **Second Quarter 2026 GAAP Financial Results** * Sales of $1.26 billion, up 11% year-over-year, driven by a 13% aerospace & defense increase * Net income attributable to ATI of $151 million, up 50% year-over-year * Earnings per share of $1.09 compared to $0.70 per share in second quarter 2025 **Second Quarter 2026 Non-GAAP Financial Information(a)** * Adjusted net income attributable to ATI(a) of $170 million, up 60% year-over-year * Adjusted earnings per share(a) of $1.23, compared to $0.74 per share in second quarter 2025 * Adjusted EBITDA(a) of $284 million, an increase of 37% year-over-year * Adjusted EBITDA(a) as a percentage of sales of 22.6%, compared to 18.2% in second quarter 2025 **Guidance** The Company is providing third quarter and updated full-year 2026 guidance in the table below. ||Current Guidance|Prior Guidance| |:-|:-|:-| ||Q3 2026|Full Year 2026|Full Year 2026| |Adjusted EBITDA(b)|$305M - $315M|$1,135M - $1,185M|$1,010M - $1,060M| ||||| |Adjusted Earnings Per Share(b)|$1.31 - $1.37|$4.90 - $5.18|$4.20 - $4.48| ||||| |Adjusted Free Cash Flow(b)||$550M - $600M|$465M - $525M|
Great day for CDRE, ATI, ALNT, ITT. Sometimes boring companies rule.
https://preview.redd.it/weczn4z3bghh1.png?width=474&format=png&auto=webp&s=7e9363f622b5243069f26a16a4bb544ba002acb8 Red is only for ATI/graphics.
Man I remember when AMD/ATI cards were actually better than Nvidia.
Just to be clear, NVDA was not a penny stock 20 years ago. Nvidia and ATI were the two biggest graphics card makers in the world and the two companies were like the Coke and Pepsi of graphics companies. And this was after a couple years of very intense competition where many other competitor companies went bankrupt or were bought out. ATI ended up being bought out by AMD. And Nvidia went on to become what it has become. So, just to clear, Nvidia was already a company which showed a lot of promise, so it wasn't just some penny stock that my brother picked willy nilly. My brother had some knowledge in this area and did quite a bit of research into this area, and had a good idea that it might be successful. My brother worked in Silicon Valley and worked in the computer graphics industry, so he was more knowledgeable than most people. That is why he made his investment, It turns out he was 100% correct. And I agree with you that it is 1 in a 1,000,000. Or possibly less, but it can happen. It doesn't mean anyone can do it. And it doesn't even mean that even many people can do it. But for the few people that can pull this off, they are richly rewarded for their insight and early moves! And putting $5000 into Nvidia is really dumb? Where did you get that take? If Nvidia failed as a company and went to zero? The guy loses $5000. Big deal! But if on the other hand, the company does incredible and the stock takes off and the company becomes the biggest company in the world, the guys investment can take off and go to $25M. An excellent risk-reward situation in my opinion. I'm not sure how anyone can justify that move as dumb! Maybe that person is just extremely jealous that they were not "dumb enough" to also purchased 1000 shares of NVDA 20 years ago? lol.
Whatever happened to ATI.
Don’t forget CRS and ATI
You're just speaking like someone who knows, when they don't. ATI's era of dominance in graphics *ended* with the 2900XT. I wish Maximum PC was still around. 2007, 2008, 2009, 2010. Fucking year after year after year from that point on Radeon was sucking wind and competing on *price* with Nvidia. They chased the performance crown all through Terrascale, GCN, Vega, now we're multiple generations of RDNA and CDNA and they've got absolute bubkus against Nvidia's Lovelace, Hopper and Blackwell architectures. This was *supposed to be* the "ryzen moment". You're waiting for a train that's not coming. I say this as a ryzen fan, long AMD stock myself. You just don't know your history, and you're speaking like someone doomed to repeat it.
> It's like selling when AMD first released their ATI Radeon HD 2900XT in 2007, we still haven't seen how these chips can be made more efficient, powerful. You mean... Right before Nvidia handed ATI their ass with the 8800GT? You don't even realize what the fuck you're saying, dude 😂 Making the argument it's the PERFECT time to sell.
I remember buying shares of ATI back when the internet barely existed.
Sold 117 shares of Dell in 1991 to buy her a wedding gift animated cel in The Little Mermaid auction. Held NVDA many times, always as a graphics card maker trading in the teens (vs ATI…no idea how they ended up).
Raise your hand if you remember when ATI drivers were broken?? AMD is still holding ATI's bags.
Just aerospace and defense in general has been a great place to put capital to work. I own so many boring sensor and material companies that are growing, beating the market and almost no investor has heard of lol. Stuff like MOG.A, KN, HWM, ATI, and FEIM are a few examples.
I guess my ATI calls didn't get the memo that everything should be red today lol
Yep, but had you put money in NVDA at any point instead of AMD, you'd still be massively up I say this as a sad fan of AMD since the ATI days
No idea, i can't see the future, but for earnings tonight, I'm following: IMAX, FLSR, MPWR, AAPL, post a ton of earnings this morning on GTX, FTI, ATI, PWR GTX is up 22% (i'm an idiot who sold it last quarter), and PWR is up 14% (been long for years).
ATI (NYSE: ATI) reported Q1 2026 results: sales $1.15B, GAAP net income attributable to ATI $118.2M (EPS $0.85), and adjusted EPS $1.00. Adjusted EBITDA was $231.7M (20.1% of sales), up 310 bps year-over-year. Operating cash flow improved by about $221M. The company raised full‑year adjusted EBITDA, EPS, and adjusted free cash flow guidance and announced an additional $500M share repurchase authorization.
they’ve always been a well-known and hyped-important company for anyone who can name the components of a computer, although back then were simple times when they were only in a tug-of-war with AMD (ATI) and not 50% of the entire world’s economy. also Crysis came out at the end of 2007.
AMD started when they were producing Intel chips. Then they started copying Intel’s architecture and selling it as their own. Then they started producing graphics card by acquiring ATI technologies(Radeon was started by ATI). Now they are producing AI chips by copying NVDA. My point is they are always one or two steps behind and have no innovation in house. AI companies have started producing their own chips for cheap and NVDA delivers very high performance and efficiency at premium. Who the fuck would want AMD chips.
Thank you for sharing; this perspective is very insightful. Repositioning IONQ as the “TSMC of the quantum era” rather than simply a quantum computing company could indeed shift its valuation framework. However, I’d like to ask a practical question: Are there any historical examples of fabless companies that successfully integrated manufacturing operations and subsequently maintained a sustained valuation premium without having turned a profit? The example that comes to mind is the integration growing pains AMD experienced after acquiring ATI early on I’m not sure if that’s a valid comparison.
I also put $200 down, being a RedTeam fanboy but when they bought ATI i sold it!
The 8800GTX was untouchable, they ran away from ATI immediately with that one and never really looked back. I don't remember it getting 'roasted' at all, that point was basically the end of ATI contesting the high end market seriously except for some oddball dual GPU cards.
And specifically the ATI cards were the real game changers back in the day. 3dfx were a fixed function pipeline. There were a few years where we had programmable Shader model 1 and 2 cards both by ATI and nvidia, and then the ATI Radeon 9800 came out. Most stuff since then (23 freaking years ago) has been incremental.
Nvidia created 3D chips. We had these already with 3dfx and later ATI were nvidias main competition. If not for Nvidia it would have just been someone else dominating the market but the advances in 3D compute would have happened anyway. Alongside all this the advances in game design itself was not reliant on Nvidia either so it's a definite over exaggeration in my view.
Look at who supplies the defense contractors. I bought a significant holding in RPM and ATI.
In another sign of SPAC economics are accruing to the sponsor...FVAV IPO'd today and is trading up despite (1) no warrants/no rights (2) 24 months w/ an auto three month extension with an LOI (not a DA) (3) working capital withdrawals from trust to pay expenses...and this is the sixth SPAC from a sponsor which liquidated it's last *three* SPACs. It's first SPAC was MP (win) and its second was ATI Physical Therapy (-100%).
I'm making bank on BELFB and ATI thanks to your suggestion.
And ATI. Damn you AMD.
Matrox - 1976 ATI - 1985 Nvidia - 1993 3dfx - 1994 3dfx came late brother
Closed Today: Took profits on PYPL puts, and ATI • BALL calls Opened Today: - Calls: FLEX • NVO • SIMO • VVV - Puts: CDW • GEHC • SWKS *Disclaimer: This is not investment advice despite the fact I look good in a vest.*
ATI was the play and boy did it pay
Shoutout to u/fatuousfatwa bringing my attention to ATI at 6:00 this AM!
Buying calls in ATI for earnings this morning. Industrial metals.
ATI finna announce some big beats tomorrow
I think ATI is a good play for calls considering their order book with GE Vernova, GE Aero, Rolls, among other aero/gas turbine/ nuclear players
Opened today: - Calls: ATI • BALL • NXPI • RMBS - Puts: MRK • PEP • PLTR • PYPL (Also holding a position in RMBS) Re: PLTR, might make it a strangle by eod. Kinda on the fence here, but it's below the 200 day MA for the first time since it was $7 with earnings decelerating. *Disclaimer: don't do what I do, but if you do, I mostly work with strikes around delta 25 ish*...
CCO.TO BHP GEV BWXT ATI (they supply turbine parts to GEV, Rolls Royce, and the other major players) And others
that's not even the half of it, intel had the ability to buy ATI 20 years ago but let AMD snag it.
hmmm interesting. any new govt contracts for ATI?
Great company, don’t own. Solid run this year so far. There’s some other names in the space sector that are profitable and a bit under the radar. GHM, ITT, FEIM, CW, ATI, CRS, BELFB/BELFA, LDOS, AMTM, MOG.A are few other names to play space/defense with companies that are profitable.
> Considering they are not even in the top 10 foundries by revenue in the world they strike me as a warm fuzzy play. Intel didn’t make chips for external customers like TSMC/Samsung/GlobalFoundries until they announced IFS back in 2021. > price surge on a company that hadnt been profitable in 20 years What? They have been more than profitable, it is only recency bias. In 2020 they made $20b net profit. Go back further and you can see they’ve been profitable. They’ve only not been as profitable in the last 3-4 years. > Operation of a foundry is cost intensive. It’s why Nvidia doesn't operate one and outsources production and why AMD sold off globalfoundries to the Arab Emirates and became fabless as well. AMD sold off GlobalFoundries in 2009 because they were struggling after the ATI acquisition. They took on $2.5bn of debt to finance the deal. They sold off one share in 2009 and used the funds to clear down the debt as a lifeline. Then they followed up with Bulldozer which flopped harder and had to sell the rest of their ownership in 2012. > GF is the third largest in the world by revenue and has better fundamentals than Intel but is now trading at a lower price than Intel. GF is third largest in the world because they make commodity chips, not the leading edge. They don’t use EUV, they make chips for customers on a legacy process node. Non-performance critical chips in the automotive, defence, and other industries don’t need the latest node. They just need a chip. As such, there’s little to no expenditure that they have to do because the capacity is already there and the expertise is already there. They tried to use EUV in 2019 but gave up because there was more money in older nodes. > Now you can't make money selling these things without manufacturing them so the cost of the foundry is worked into the prices so there is some discrepancy in pricing between the shares of fabless companies and the ones who are into the entire process. Again, Intel did make money. They were profitable. Just look up the numbers. The fact that they were making and selling leading edge chips up until ~2021 entirely in house is a benefit and not a problem. The huge point is that this discussion around TSMC is coded in recency bias. Intel, Samsung and TSMC were all competing for the top spot prior to 2017. In fact, at 14nm, TSMC were behind Intel and just barely above Samsung in terms of performance. It was primarily at 10nm when TSMC took the lead because Intel and Samsung’s 10nm node faced huge challenges. Combine that with Intel’s late adoption of EUV and you can see exactly why what has happened, has happened. The fact that they were competitive with TSMC for a leading edge node up until 10nm is an incredible feat, considering they weren’t even selling fab capacity and using it solely for their products. That isn’t to say Intel didn’t fuck up. They did, severely. The cancellation of 20A was a huge blow that led everyone to believe they were going to be left behind, but the announcement and production of 18A has shown that they are still competitive despite the time it has taken. You also have to understand that Intel is the _only_ company who can fabricate leading edge chips in the USA. TSMC isn’t bringing their latest nodes to the Arizona fab. As such there’s a political aspect at play. The long term prospects really depends if Intel manages to secure customers for 14A. If they fail to secure any, then I can see Apple or Nvidia taking a stake in the fab side of the business. Apple and Nvidia both are considering Intel for their chips. Nvidia even took a stake.
I pick an area or product that I like, Specialty Medals Fabrication. Top 10 leaders in this industry. Current contracts, with whom and for what. Do they have government orders, Will there be a larger demand for their products in the future and are they expanding. Who supplies them with materials. Past stock performance, projected growth. Debt, cash, stock buy backs, investors and collaborations. How many employees, where are they located ( Google satellite images) When they were founded. Employee work conditions ratings and social media posts can be helpful to hear about how management treats its workers and conditions of equipment and safety conditions. Are there any current lawsuits against the company and for what. My method is unconventional but, trying to crunch all the numbers and statistics of a stock doesn't help me. It might as well be written in Ancient Arabic. Allegany technologies (ATI) is a solid company with cash, contracts, a new Union Labor contract with its employees, their products will be needed for decades to come and their particular field of manufactured specialty metals for engines, turbines, medical devices and satellites is a no brainer to me. There aren't many companies in US manufacturing that do what they do.
Here is a list of names that have space exposure that are generating profits and should benefit from any space boom: ITT, GHM, FEIM, OSIS, MOG.A, LDOS, AMTM, CRS, ATI, CW I post more in the daily and have been posting about these names for years, including RKLB.
OSIS, GHM, ITT, FEIM, ATI, BELFB, MOG.A I own all these, haven't look at the current fundamentals, but basically all these are actually generating FCF.
Top 10 Stocks for 2026 (Steven Cress, Seeking Alpha Quant List) Cress selected the following tickers as his highest-conviction Quant-rated picks for 2026: � Seeking Alpha Celestica (CLS) � Seeking Alpha Micron Technology (MU) � Seeking Alpha Advanced Micro Devices (AMD) � Seeking Alpha Ciena (CIEN) � Seeking Alpha Coherent Corp. (COHR) � Seeking Alpha Allstate Corp (ALL) � Seeking Alpha Incyte (INCY) � Seeking Alpha Barnes Group (B) � Seeking Alpha Willdan Group (WLDN) � Seeking Alpha Allegheny Technologies (ATI) �
Way way back, Nvidia was in my coverage universe. They had video cards. They competed against outfits like 3dfx and ATI and Hercules. I feel like “Riva” was a product or competitor name? As I recall, nvidia’s product was lesser than the other big two. These guys all sold their products around $100-200, which in those days was significant chunk of change. Then intel developed a circuit that did about 80% of the same thing, but it was just a $3 add-on to the chipset. At that time I pondered if that was the peak for these guys. And for almost all of them, it was. Nvidia emerged though. Huang pushed them to the next battle, raytracing. Then something else? Then into console wars. When that peaked, the smart money would have said Nvidia is going to join Research In Motion in the happy hunting grounds. But Huang won that and moved on to 3D acceleration, and physics. And instead of drying up after that, he discovered and/or invented markets from crypto, and then for data centers, and then for AI. You could have reasonably bet against him 9 times. Somehow he keeps coming up with new and bigger markets for whatever he has the monopoly on. It’s uncanny. At some point he will run out of string. But we don’t know if that’s 2026 or 2046. I dip in and out of NVDA. But I sure wouldn’t bet against him, even with all of this fairly transparent circular financing.
Is this a sign of AMD + ATI happening all over again? But in reverse...
Because you prioritized macro headlines over metallurgical scarcity, you missed the structural breakout. These aren't commodity plays; they’re the gatekeepers of the aerospace supply chain. The 1990s consolidation ensured that players like ATI hold immense pricing power. It’s the same dynamic seen during the Volcker era—scarcity beats volatility every time. Don't let short-term noise obscure a generational industrial cycle.
What do you guys think about long puts on ATI?
Things have changed pretty drastically in the computer chip world. Intel used to be king, AMD could never get it together, Nvidia was just graphics cards, ATI was their direct competitor, Apple's chips were built by Motorola and IBM, and TSMC wasn't one of the big players yet.
Interesting. Funny enough, bought some GTX like a week or two ago. Yeah, I'm really excited for the spin offs. I really want to see the material and the aerospace business. Been investing in a lot of those type of companies. Stuff like CRS and ATI have been awesome to hold and great businesses. Same with a lot of aerospace names like MOG.A.
What's interesting is how well stuff like ERJ and Airbus has been doing. Aerospace suppliers have also been a nice pocket of the market. Done well with HWM, CRS, ATI, TATT.
Not sure if you're too young or have forgotten. Nvidia failed many times with overheating (literally) and poorly performing GPUs in those days. ATI fought hard and gained market share. And yes AMD handed Nvidia victory because AMD after absorbing ATI ran out of money due to CPU loses. They even had to sell their fab i.e. now Global Foundries. What part of history are you missing? So what if Snowflake existed whilst hyperscalers existed? Exists doesn't mean they care or invest heavily to compete. It was widely reported and by numbers that Google Cloud did nothing during the years of Snowflake growth. No 1 really used Azure those days either. Nebius only announced Microsoft in September. Meta happened in November. It's been barely a thing for its lifetime. It's also not where the data centers are but who are the customers. Earlier a provider in Australia was caught being a front for Chinese customers. They ship hard disks, do the inference and take it back. Do you really think Nebius is the expert in data center building or they're just the poor guys taking on the debt. Why Microsoft, Meta, Shopify etc using Nebius? So they take the debt out of their books and can cancel any time. Renting GPUs without being a hyperscaler is a very poor business as the value has crashed and will continue to. A new generation GB300 whilst you have GB200s and those are now worth nothing. Equinix, Digital Realty etc have been doing this for decades. Out beaten by some randoms? Data centers are like building homes. You don't just rush it.
Have we lost history? Nvidia did NOT enter a market dominated by Intel and AMD. Not at all. Nvidia was up against ATI and some others when they started. Intel focused more on laptops, servers and desktops non-gaming. Nvidia and ATI were competing pretty hard until AMD acquired ATI and then AMD suffered huge defeats to Intel on the CPU front. This literally gave Nvidia a free pass for a long time. Snowflake and AWS and Google? Google barely cared about its cloud until quite recently when Google cloud changed executives. AWS were like Intel and was too comfortable so no Snowflake didn't "steal" the pie either. As to Nebius - their real moat is an EU company acting as a hosting front for Nvidia to EU and US sanctioned companies. Will this last? Probably not. Nebius tank all the risk for little gain.
I'm long on Intel, thesis is about Intel - I did mention that I bought puts on AMD and rolled them, and yes. I do believe that AMD is extremely overvalued and I personally don't care about some analysts opinion. Most analysts update their PTs right after a big jump or a big dump - and a lot of these analysts cover multiple sectors - they don't specialize on one single sector and they don't analyze that sector from a broad macroeconomic perspective. If they would, they would know that INTC is a key player that is about to breakout. While I bought into INTC the moment Lip-Bu Tan rumors surfaced, doubled down before NVDA investment and doubled down further during the bear market after I researched Lip-Bu Tan's connections. Guess when the analysts updated their price targets? After INTC doubled, before that most of them were hold/sell with PT 18. But be my guest and listen to analysts. It's not AMZN not being able to rent out... there is no demand from current lead engineers/researchers. Everyone is used to NVIDIA/CUDA. Even I had to work with CUDA (and I tried working with ATI cards btw) when I was studying. If you're counting on AMD being saved by OpenAI then good luck, considering the last leaked memo showed how well "OpenAI" is doing. Be my guest, bet on AMD.
I remember this narrative since 1998. BTW, where is the company called ATI?
thanks for the inspiration again - HWM, ATI, and CRS are monsters. if you leave out fundamentals, earnings etc what are your main screener settings for these growth stocks? i have tried to keep my settings quite simple with price above key moving averages accordingly and return 5y-10y +200% and market cap more than 20b
Just focus on buying good companies at good prices and you’ll done. It’s simple advice, but it really works. A ton of people investing do almost zero research on the stuff they buy. For example, aerospace has been in a really good place since Covid, due to a lot of back up demand. Almost no one you know would have said to buy things like HWM, ATI, or CRS. However these companies are killing it. For me, learning how to screen years ago changed the way I invest and research companies.
ATI is just another in a long list of Canadian market leaders that lost the game in the end. WordPerfect, Nortel, Candu, RIM...All we have left is Pornhub and Shopify.
They discontinued the ATI lineup.
What is interesting is a lot of supplier in the aerospace market have been such great investments. ATI, CRS, and HWM have all been killing it.
There’s a lot of sectors doing well too. Some of the names in Aerospace and defense. RTX +53% ATI +83% CRS +89% HWN +85% WWD +64%
There's a lot of great names in that space. I like PH, but personally, I think it trades at a higher valuation than I normally like. Like $CRS and $ATI are great names to get out of tech and also are seeing booms in aerospace. $BELFB makes fuses and is blowing almost every stock I've ever seen out of the water in terms of returns.
$ATI Q3 * **Sales** \+7% YoY to $1.13B * **Aerospace & defense** sales $793M (70% of Q3 sales) * **Adjusted EBITDA** $225.1M (20.0% of sales) * Adjusted EPS raised to **$3.15–3.21** for FY2025 * **YTD operating cash flow** $299M (improvement of $273M YoY) * Q3 share repurchases of **$150M** (2.0M shares) * Sequential **sales** down 1% vs Q2 2025 * HPMC revenue reduced by **$10M** from forging contract change * Disposition of certain European operations reduced HPMC sales by **$9M** * Third‑quarter pre‑tax special items of **$12.9M** >"We exceeded our guidance in the third quarter, delivering strong adjusted earnings and operating cash flow performance. We continue to see positive demand signals in our core markets, as our customers ramp to achieve their growth targets. We are well-positioned to grow our defense-related business through an expanding mix of highly differentiated products critical to the U.S. and our allies," said Kimberly A. Fields, President and CEO. "Our outstanding performance, contractual positions and steady demand give us the confidence to raise the full-year ranges of our adjusted earnings and cash flow guidance. >"We continue to drive efficiencies in working capital with the goal of maximizing free cash flow," said Fields. "Our year-to-date operating cash flow of $299 million reflects an improvement of $273 million compared to last year. This performance enabled us to support our growth while continuing to return capital to shareholders. During the third quarter, we repurchased $150 million of our stock, bringing our total 2025 share repurchases to $470 million." said Fields.
I grew up buying ATI and NVDA cards. I went to university in the 2010’s for computer science and used CUDA myself and did training on a 900 and 1000 series. So I knew AI was for real before any of you even knew what NVDA - let alone a LLM was. Loaded up on the stock and I’m still holding. So while my example is a bit of an edge case, you can’t call it an outlier. People get involved one way or another with industry or a company and hold individual shares. My NVDA gains, if I cash out and diversify, cannot be matched by whatever you’ve done. So there’s some proof. I beat the market and I beat you.
That could be interesting...check out IMP and PNG if you want a cheap defense stock with good long term upward growth potential...funny enough both companies do 1 thing the same but one for land and one for underwater lol And then you got the standards like KRMN,ATI, shit like that, my regret was not buying more Kratos at 16 a share same with HWM when it was in the 40s lol CW as well and BWXT....i bought sooo many military stocks when the war in Ukraine started and all have done amazing...i made my own market cap weighted "ETF" if youll call it that of Aerospace and Defense stocks i like and think have major upside and so far ive been right, ive avoided some of those stagnant behemoths and went for fast moving growers
As a software engineer who was doing some parallel computing since uni years. I would say yes, ride the monday open and then sell high. What NVIDIA has that AMD doesn't isn't just money (bare in mind that this deal is financed via warrants). But also actual high quality RnD that went into it. For a long time you couldn't really do proper parallel computing on any other card other than cards from NVIDIA. AMD (ATI) was so god damn unstable, that you didn't even know if you've done the correct computation or not. NVIDIA was the only graphics card producer heavily investing into the idea of performing parallel computations on their cards. And it shows. To this day, their chips are the gold standard and for a long time it will still be the gold standard. I'm really sad to say this but they will not catch up to NVIDIA in the short term. Not only that but OpenAI is a bubble. They are giving unreasonable promises that are just technologically out of our reach (but AI Fanboys disagree). The moment the hard numbers start hitting the business that went into AI is the moment OpenAI goes down under. Unless they reevaluate their current model and start developing something else than chatbots.
Lol just found out ATI went bankrupt
Oh. I want to hear this. Please explain how ATI has made this Treasury auction irrelevant, considering it's a 20 Year auction.
https://youtu.be/LQCU36pkH7c?si=CaL68nSzg96b6ATI
https://youtu.be/LQCU36pkH7c?si=CaL68nSzg96b6ATI
Think of Nvidia as the Usain Bolt of the market and it'll make sense. Honestly I can't ever see amd doing this well even if Nvidia didn't exist. I knew amd was hot garbage since 2006 when they bought ATI and somehow couldn't compete with Nvidia in the gaming gpu sector even though they had significantly more resources.
I know u/creemeeseason follows both names. BMI always been kind of too expensive in terms of valuation for me. I think ITRI is a bit cheaper and kind of the name thing BMI does, with smart meters. I always try to buy names with their PEG under 2. I saw your post from the other day, but not it's kind of late to the game now, but aerospace might be another space to look into. Like you said something about Rolls Royce, if I remember correctly. Their growth has been from their jet program. I picked up some ATI after it sold off from the last earnings. I also own CRS, which are both specialty metal companies. Didn't really post them, because they are still secular, which I couldn't think of names that fit what you are looking into.
ATI has definitely been showing some solid momentum. Interestingly enough, I just sold ERJ last week, took a quick bite out of the recent dip. Given the economic uncertainty, I'm not sure if the commercial aviation recovery continues to keep pace. Are you thinking short-term swing or more of a long hold if you move the money over?
ATI was one of them, which I just opened the position in. I have no position, but been eyeing ERJ. Might move the money over there.
Haven't dug too much in the report yet, but market doesn't seem to happy about it. I know last quarter they had an issue with FCF, since they were building up more inventory levels, but this is kind of odd. As far as dilution goes, I don't think that's a big concern, at least to me. The float for the company is 12.9M, so it's a pretty small float to begin with. However, it's not great they keep diluting. I might sale my position, since I think there are some better/interesting names in the aerospace area. Recently opened a position in ATI, after the sell off.
> AMD spent 20 years trying to catch up to Intel, and only succeeded because Intel fucked themselves, multiple times. This is like saying NVidia only succeeded because Intel and AMD dropped the ball.. > AMD had spent 30 years (back to the ATI days) trying to catch Nvidia, and had still failed to do so. Yes, but under Lisa the budget went to server CPU, with GPU kept on life support. NVidia faced well capitalised competition from Intel, but not AMD. > Nvidia has about 10,000x more liquid cash than AMD. They could hire 15 parallel engineering teams, poach and pay all of AMD’s top people 100x their salaries, and still have more cash. Would crash their margins hard, so while it could happen, it won't because it doesn't maximise shareholder returns. > Nvidia’s future roadmap may not suck, and the 400 series may not be competitive with future products. NVidia roadmap doesn't suck, but the gap has been closing, and there's no reason to suppose that will reverse (doesn't mean it will reach parity either, that's not required to make bank). > AVGO is also competing in inference, and has way more capital than AMD. So did Intel. I'm sure AVGO will do well, I don't think everyone developing in house chips is going to succeed (Amazon..), which means there's part of the market AVGO won't be serving.
Well thought out trade, unless you consider the fact that: 1.) AMD spent 20 years trying to catch up to Intel, and only failed because Intel fucked themselves. 2.) AMD had spent 30 years (back to the ATI days) trying to catch Nvidia, and had still failed to do so. 3.) Nvidia has about 10,000x more liquid cash than AMD. They could hire 15 teams, and pay all of AMD’s top people 100x their salaries, and still have more cash. 4.) Nvidia’s future roadmap sucks, and the 400 series will be competitive with future products. See the previous 30 years of GPU ass kicking, as a reference.
Worked for ATI and bought a few hundred shares, avg $16. Held it for 15 years while it was bought by AMD and did not do well at all. When it passed the $36 mark I decided to sell all of them…..so sad thinking about it now.
Just saw the drop on $ATI—was there anything in the earnings call that triggered this?
I’ve been fully AMD/ATI since 2019, and that Pc still runs smooth.
[ATI Physical Therapy Goes Private](https://www.prnewswire.com/news-releases/ati-physical-therapy-goes-private-302519673.html) \- OTC Pink: ATIP ATIPW -> Private Company Anyone who was holding ATIP got a surprise today. ATIP, without holding a shareholder meeting or even a board meeting, has been taken private. ATIP closed around 68 cents last time it traded, those shares will be exchanged for $2.85. From the ATIP 10-K filed in March: "As of the Fourth Amendment Closing Date, certain funds managed by and affiliated with Knighthead Capital Management, LLC (collectively, “Knighthead”), Marathon Asset Management, L.P. (collectively, ”Marathon”), Advent International, L.P. (collectively “Advent”), Caspian Capital LP (collectively, “Caspian”), and Onex Corporation (collectively, “Onex” and together with Knighthead, Marathon, Advent, and Caspian, the “Significant Stockholders”) collectively hold, on an as converted basis and not including outstanding warrants, 128,372,300 shares of Common Stock, representing approximately 98.6% of the issued and outstanding shares of Common Stock. The Significant Stockholders (other than Advent) also collectively hold 100% in voting power of the Company’s outstanding Series B Preferred Stock. **Such holdings, if aggregated by the Significant Stockholders, may enable such stockholders to consummate a “short-form merger” pursuant to Sections 253 or 267 of the Delaware General Corporation Law (the “DGCL”) without any action by the Company’s board of directors or by the Company’s other stockholders**. While the Significant Stockholders have not determined that they will (and there is no agreement or understanding among them to) consummate a short-form merger, the Significant Stockholders (other than Advent) have each agreed, for a period of 12 months following the Fourth Amendment Closing Date, not to consent to, participate in or consummate any short-form merger of the Company or any of its affiliates pursuant to Sections 253 or 267 of the DGCL **unless such short-form merger is at a price per share of Common Stock no lower than $2.85 per share**, except as may otherwise be approved by the Company’s board of directors."
$ATI is getting hammered after their report. Will need to dig into it. Could be a good entry for the company.
Im still holding onto ATI Technologies
I've often wondered this myself, since AMD (ATI) was always seen as the Pepsi to Nvidia's Coke in the Video Card world. I guess AMD just haven't been able to keep pace outside of the commercial GPU market.
I was just building my second PC, and to my view, Nvidia was becoming the only game in town for graphics cards. Sure, 3DFX was still around, and ATI kept competing for market share and fastest card, but Nvidia was growing increasingly dominant. Keep in mind, in those cave man days I had to call a stockbroker to make a trade (yes eTrade existed, but I didn't have an account), so the ease of buying and selling on a whim was very limited, even if I'd been so inclined. I took the HODL mentality with stock ownership from the start, which I realize is the antithesis of this sub, but the idea that stocks were to be held long term was ingrained in me since I was young (clearly). I had largely forgotten about my investment account during college. When I finally rolled it over from that brokerage to a company that had an easily accessible online portal around 2010, NVDA was doing great, but had still dropped like 50% since it's 52 week high, so it made sense to me to just keep holding. By the time crypto rolled around and Nvidia had its first big pop, I felt even more confident in the HODL philosophy, especially given the recovery and meteoric rise after losing 50% of its value the first time. That's also why I wasn't too stressed when the stock dropped again in between the first crypto boom and the rise (and inevitable, predictable, and hilarious, fall) of NFTs. I figured something new would come along to keep Nvidia profitable, and saw their continued use in self driving vehicle tech as a good sign. When AI started to get buzz and Nvidia began to skyrocket, I saw the same pattern repeating itself, so when the stock lost 40% of its value at the beginning of the year, I shrugged and waited for its next recovery, and here we are. Even once companies stop needing to buy every piece of silicon under the sun for model training, I expect Nvidia will find a new way to expand or capitalize on changes in the market; the noises they've made about robotics and other news about the growth of the robotics segment feel like promising signs. The most likely cause of a serious hit to the stock is a Chinese invasion of Taiwan, and I don't expect that to happen before 2027 (if it happens at all, which, obviously, I hope it never does). I'll be watching much more closely for Chinese military movements around that time, and would potentially sell most or all of my NVDA holdings in advance of an invasion. If that war does come, it'll probably decimate the entire global economy, not just the semiconductor sector, so it'll probably be a bad time to own ANY stocks, but it'll be a great time to buy some deals. Defense stocks are especially attractive with an eye to that pessimistic future.
nope dont forget ATI
AMD would be dead if they never bought ATI. Prior to recent years the last time they had a competitive CPU was Athlon. There was a time when ATI and Nvidia were on par with GPUs and your choice was based on cost and whoever's software drivers you liked... Or which frustrated you to change sides.
> Now I licked blood and can't go back. This is how I feel about: * CUDA for big compute/AI * DLSS * Frame Gen (yes, I'm a slut) It's apparently socially *important* (and of course fashionable) to berate NVidia, but I'm very happy with their recent products, and after the shit I've gone through trying to love AMD, I don't see myself buying anything else from AMD for the next few generations. If I'm being honest, it's been a downhill slope since AMD bought out ATI, and as consumers we were all better off with ATI in the mix.
if you dont remember the ATI 9800 Pro then you aint black!