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PLXS: $4.3B revenue but only a $6.9B market cap. Is this the most discounted AI infrastructure play on the board?
Pre-Market Gainers and Losers for Today (May 22, 2026) 📈 📉
TTMI - Advanced PCB Manufacturer & RF Supplier
Mentions
ALAB - BE - CRDO - TTMI Only 4 AI stocks I could find above their support levels and with little resistance above
Heads up, TTMI is gathering momentum.
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
Fundamentals wise AVGP leaps are okay. Technicals wise, I would buy stuff that is either breaking out or showing technical support. TTMI, SOXX, ASML, SITM, AAOI etc.
Honestly, I don't know and don't think that way. I just buy and hold stuff that has good macro tailwinds and has good valuation. One thing Peter Lynch talked about is that good companies stay good companies. I usually buy stuff with low or no debt, macro tailwinds, and with high ROIC. Anything interesting I find I usually post in here, but I'm never looking for a 10X thing, just looking for a good company at a great price. Like something like this from a year ago: [https://www.reddit.com/r/stocks/comments/1lm20gb/comment/n047so6/?utm\_source=share&utm\_medium=web3x&utm\_name=web3xcss&utm\_term=1&utm\_content=share\_button](https://www.reddit.com/r/stocks/comments/1lm20gb/comment/n047so6/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button) Like I don't hold it anymore, but TTMI is up like 400% from that post. AGX is up like 200% from that post. I think the worst performing name on that list is up like 50%.
TTMI is a strong add. PCB/backplane/electronics infrastructure bucket. Grade: **B+ hidden shovel** — not sexy, but AI servers still need complex boards, backplanes, and high-speed electronics.
TTMI - They have had solid growth with past leadership and new leadership is already excelling in their current roles ( previous leaders retired not fired ). They are projected to have 20 % YOY growth. They work in space and defense with customers such as Raytheon, Lockheed Martin and many more. They are involved in not only military contracts ( examples include Javelin missiles , fighter jets, radar systems , and the golden dome ) but other projects such as the Artemis program alongside various other space programs . They are a leader in PCB fabs with a new plant that just opened in the USA. Most of the work is done in America coinciding with plants in China and Malaysia, 23 plants in total . The commercial side of the business is involved with everything from automotive to medical equipment and robotics. They are also an essential supplier for many AI businesses. The list goes on and the charts speak for themselves.
TTMI - you will thank me later
loading up on more TTMI before the investor conference
Always appreciate your insights! Went in on STRL, IESC, and TTMI because of your previous posts. Got in on KN, CTS, ESI, and MPTI lately. Thanks for always providing valuable insights
If you missed out, TTMI is the next big bottleneck after memory.
Thinking of going with the wsb/new DD of HPQ and TTMI.
TTMI is a clean thesis, ngl. Cheap-ish US PCB name tied to AI capex is exactly the kind of boomer stock that quietly 3x’s while everyone chases weekly NVDA lottos. Only thing I’d watch is how much of that incremental PCB spend actually flows to them vs the Taiwan guys, but if Blackwell / Rubin demand stays anywhere near projections this has serious sleeper potential.
AVGO/GOOGL/TTMI becoming public exposure for Anthropic sounds good to me lol, $200B is a good chunk of change
TTMI is going bonkers. Lucky i bought a few days ago
TTMI and BE yes!!! VIAV doing good too. This why I dont play the mag 7! APH will start running now.
Still can't believe I sold TTMI in like the 40s. About to be another 10xer soon :(
**TTM Technologies (NASDAQ: TTMI)** reported Q1 2026 results: **net sales $846.0M** (+30% YoY) and an all-time quarterly record **non-GAAP net income $80.1M** ($0.75/share). GAAP net income was **$50.0M** ($0.47/share). Adjusted EBITDA was **$132.9M** (15.7% of sales). Cash from operations was **$21.7M** (2.6% of sales); book-to-bill 1.41; backlog **$1.6B**. A&D = 40% of sales; Data Center & Networking = 36% of sales. Q2 2026 guidance: **net sales $930M–$970M**, non-GAAP EPS $0.82–$0.88 per share. “Our delivery of record high quarterly net sales and non-GAAP EPS reflected both the strength of the markets’ demand for our advanced technology and the high level of execution from our employees. Revenues grew 30% year on year, driven by continued robust demand in the Data Center and Networking end market supporting AI and data center buildouts. Our Medical, Industrial and Instrumentation end market also experienced strong double-digit year on year revenue growth, and our Aerospace and Defense end market grew in the double-digits year on year, which was above our expectations,” said Edwin Roks, President & CEO of TTM Technologies, Inc. “Adjusted EBITDA margin was a healthy 15.7% and cash from operations was $21.7 million, enabling the company to maintain a solid balance sheet with a net leverage ratio of 1.0x.” concluded Dr. Roks.
Loaded up on TTMI before earnings. Let’s go boys.
# CoreWeave (CRWV) -9% today !!! Does CoreWeave signal the end of fun and games with friends and junk debt at exorbitant rates? It would seem that it's the first to fall. Next on the list: $POET $MXL $AAOI $TTMI $COHR
CRDO has been in mine since trading at 127 on April 13. Have you looked into QCOM and TTMI especially with upcoming earnings next week?
It’s not bad taking profits sometimes. I posted about TTMI here when it was like 15 bucks and sold at like 40. That sucks lol. However, it’s all new learnings. For me, it’s best way to learn in the market is by doing.
SNDK highest price target is $1200-$1400 but I think you'd make more money chasing TTMI at this level it's in the same sector as SNDK.
Thank you for putting me onto IESC, STRL, and TTMI. Have you ever looked at ULS?
I bought MU and TTMI this morning. Pure plays.
So important to watch what insiders do on expensive stocks : TTM Technologies Insider TTMI Sold Shares Worth $2,118,800, According to a Recent SEC Filing 2026-02-23 14:37:16 GMT (MT Newswires) Catherine A Gridley, Executive Vice President, A&D Sector President, on February 20, 2026, sold 20,000 shares in Ttm Technologies (TTMI) for $2,118,800. Following the Form 4 filing with the SEC, Gridley has control over a total of 78,645 common shares
I mean there's a lot of names I bring up here too that are killing it. TTI - 150% IESC - 161% JBL - 63% NXT - 146% TTMI - 321% There's so many great companies that people can find, if you put in the work to look. Almost anytime I bring up a name, it hardly gets any traction or engagement. Of recently, it just gets downvoted, which basically is just making me not even want to engage in this sub anymore.
Drones, parts that go into drones, and materials those parts are made of. I hold ONDA and TTMI 🤷
I like it for brainstorming. When screening, I see like the same 100ish companies all the time. It’s fun to see what it finds. Like that’s how I found TTMI back when it was like 15 dollars. I just like to prompt something like, I’m a GARPy investor who likes niche industrials. Can you find me any under the radar names. I like stock like <insert name>. Also find it useful for DFC analysis
**TTM Technologies (NASDAQ: TTMI)** reported fourth-quarter 2025 net sales of **$774.3M**, up 19% YoY, GAAP net income of **$50.7M** ($0.48/share), adjusted EBITDA of **$126.2M** (16.3% margin), and record non-GAAP net income of **$74.8M** ($0.70/share). Cash from operations was **$62.9M** (8.1% of sales). Book-to-bill was **1.35** and A&D program backlog totaled **$1.6B**. Full-year 2025 net sales were **$2.9B** (+19%), GAAP net income **$177.4M** ($1.68/share), and non-GAAP net income **$259.0M** ($2.46/share). Data Center Computing & Networking represented **36%** of revenues, driven by generative AI demand. Q1 2026 sales guidance: **$770M–$810M**; FY26 sales growth guidance: **15%–20%**. “We delivered another strong quarter with both revenues and non-GAAP EPS at or above the high end of the guided range. Revenues grew 19% reflecting continued demand strength in the Data Center Computing and Networking end markets supporting AI and data center buildouts. Our Medical, Industrial and Instrumentation end market experienced healthy double-digit revenue growth while Aerospace and Defense experienced higher than market growth,” said Edwin Roks, President & CEO of TTM Technologies Inc. “Adjusted EBITDA margins were 16.3%, reflecting continued solid execution,” concluded Dr. Roks.
True. TTMI and ISSC are still going strong. I sold WWD back in mid-May when it recovered back to ATH and I wanted to free up some cash. Btw, new odd lots on power supply overbuild. Gonna listen when I can this week.
Missed that MOG.A announced earnings this morning. * Q1 Non-GAAP EPS of $2.63 beats by $0.42. * Revenue of $1.1B (+21.1% Y/Y) beats by $112.7M. * Adjusted operating margin in the first quarter of 2026 increased 90 basis points to 13.0%, compared to the first quarter of 2025. * Bookings totaled $2.3 billion, driven primarily by future growth in Commercial Aircraft and new awards in Space and Defense. * Twelve-month backlog increased 30% to a record $3.3 billion, reflecting continued demand across all of our markets. * Capital expenditures totaled $34 million, as the company continued to invest to support future growth. * Free cash flow in the first quarter was a use of $79 million. 30% backlog increase is so sick. >Sales in the first quarter of 2026 increased 21% to $1.1 billion. Space and Defense sales increased 31% to $324 million, driven by broad-based defense demand, with particular strength in missile controls and satellite components. Commercial Aircraft sales increased 23% to $268 million, driven by higher volume on major production programs, increased aftermarket activity associated with strong fleet utilization, and pricing. Military Aircraft sales increased 16% to $247 million, driven by a significant V-22 spares order and continued ramp-up activity on the MV-75 program. Industrial sales increased 14% to $261 million, driven by strong Probably why TTMI is up as well.
MU is not done yet, but you cam check SNDK. And the companys that provide service for data center, for example NBIS, TTMI
Biggest disappointments of my life are my son and not investing in TTMI
TTMI rocketed today 🚀 I'm think we do the same to CLS tomorrow
I bookmarked PL TTMI KTOS and CMBT for the beginning of 2026, but didn’t buy and all went to the moon. Serious question. Would yall buy them after they went up a lot? Or just on to the next ones? I feel like I missed the boat but am pissed bc I was too much of a regard to buy them. I am doing good recently, but still
That's not me lol. I do have a stocktwits, but I don't really post anything on it. I use it for news and my watchlist. Yeah, TTMI I actually found withing LLM's. Since I was looking for more niche defense names, since I did well with a lot of smaller ones, especially ones that work with modernization. Since, it doesn't have a lot of analyst coverage, there was no PEG, so it didn't screen well. That's the downside of screening only, since you can miss stuff like that. However, my friend way to use LLM's when searching for new stocks is to use ones I like and tell them I'm a GARPy investor and like niche. I own so many of these smaller niche industrial names. Mainly just share my ideas here, but hardly anyone ever actually engages with me lol.
@seekingyield1 on Stocktwits predicted that $TTMI would get re-rated similar to $CLS. There are some similarities between the two. Obviously $CLS makes a lot more revenue though.
Still kicking myself for selling TTMI. Thing is up about 20% today. Posted about here when it was like 15 a share. Wild how some names just move. Also same with CMCO, posted about it like a month ago about a value play and thing is like 15% since then.
I posted about TTMI here before it basically doubled, great company. It's up to you, I'm long on the idea of the grid is old and needing to be modernized. However, they are still kind of viewed as AI plays. Like for example, I've owned a lot of those names before the AI stuff was happening, so I have really low cost basis on some of those names. Part of why I hold and I'm still bullish on them outside of AI/Data Centers. Just pointing out, that if you hold some stuff, it's going to suck the day that one of the hyperscale announced a cutback on capex. If you look at my post history, I shared a lot of those names years ago. Like example with CLS: [https://www.reddit.com/r/stocks/comments/1ccnn8j/comment/l1783yk/?utm\_source=share&utm\_medium=web3x&utm\_name=web3xcss&utm\_term=1&utm\_content=share\_button](https://www.reddit.com/r/stocks/comments/1ccnn8j/comment/l1783yk/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button) That's up around 600% from that post.
No idea, could be the way you prompted it? It's always iffy when I use AI. I prefer it to do things like DCF for me. I've had good experience with giving it my screener and then having it look based off what I'm looking for. Found a few names like that, like TTMI.
The AI trade has decisively split recently. The Google compute complex, including AVGO, LITE, CLS, and TTMI, has soared. The OpenAI compute complex, including ORCL, AMD, CRWV, MSFT, and NVDA, has crashed. Of course, underlining this split has been: 1) the growing popularity of Google’s TPUs for AI compute, 2) fears about Nvidia GPU market share erosion, 3) concerns about a lot of the circular financing deals from OpenAI and Nvidia, and 4) a huge breakthrough from Google with Gemini 3.0.
why is SNDK option so god damn expensive? is TTMI and VRT worth buying? Hmmm
What's your background? I do software engineering. Honestly, that's not an uncommon thing. Happens with me. Part of why I stopped caring as much, is just I've owned things that continue to go up, even when it's gone up a ton. Like I've own GILT in the past, before it ran. That's usually my problem, no even patience. Owned like TTMI before it double, but sold before that happened lol For me, I just focus on the PEG and ROIC more than anything else. Try to stick with getting things with PEG's under 2 and ROIC over 10%.
$TTMI Q3 * Net sales +22% year-over-year to $752.7M * Non-GAAP net income a quarterly record of $71.0M ($0.67) * Adjusted EBITDA $120.9M, 16.1% of net sales * Cash flow from operations $141.8M (18.8% of sales) * No GAAP reconciliation provided for Q4 2025 non-GAAP guidance * Company notes reconciling items could materially affect GAAP results “We delivered another strong quarter with revenues and non-GAAP EPS above the high end of the guided range. Revenues grew 22% year on year reflecting continued demand strength in our Data Center Computing and Networking end markets, driven primarily by the requirements of generative AI. Our Medical, Industrial and Instrumentation and Aerospace and Defense end markets also experienced double-digit year on year revenue growth,” said Edwin Roks, President & CEO of TTM Technologies Inc. “Adjusted EBITDA margins were a healthy 16.1%, reflecting continued solid execution. In addition, cash flow from operations was a solid 18.8% of revenues, enabling the company to maintain its measured investment in facilities expansion to support our projected continued growth,” concluded Dr. Roks.
Depends on the company, some of the smaller names have been fine. ISSC is up 7% on the 1M. OPXS is up 20%. TTMI is up 12%.
Everyone is sleeping on TTMI do your DD see you at $100 per share
My TTMI calls gunna be IV crushed tomorrow
Sure. But more some than others. A lot of the smaller names like OPXS, ESP, TTMI are way out performing. Most of those have like doubled this year.
Pretty wild how well some small defense companies have been doing. TTMI is insane. One of the smaller market cap companies I've bought is now up like 100% and still doesn't have the worst valuation. One thing I love about investing is researching and finding some of these gems.
Not sure if I follow. For me, just finding anything with little no analyst coverage will give you an edge, if that's what you are looking for. Here's a post about TTMI I did in the daily, mainly post there: [https://www.reddit.com/r/stocks/comments/1jznm5k/comment/mn8jbyv/?utm\_source=share&utm\_medium=web3x&utm\_name=web3xcss&utm\_term=1&utm\_content=share\_button](https://www.reddit.com/r/stocks/comments/1jznm5k/comment/mn8jbyv/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button) Stock is now up over like 100% since that post. I found it through asking ChatGPT to use my screener and look for under the radar defense names.
Don’t really follow $VOYG, but they don’t make money yet, so it’s something I normally wouldn’t buy KTOS is more of a trading tool than one I want to invest in. Fundamentals are too expensive for me, if you want to hold long term, I’d rather buy stuff like AMTM, LDOS or CACI. If you want just pure defense, ESP, TTMI or OPXS.
Aerospace still looks to be a solid place. Kicking myself for selling out of TTMI too early. What a run. Even DCO has been a solid run this year.
RKLB - my home speculative plays CRS/HWM - Aerospace names. There is a big back log of planes and jets. OPXS/EPS/MOG.A/TTMI - Defense Names FIX/IESC/STRL - AI/Data Center/Electrification plays AGX/NXT - Solar/Utility plays. These companies should have some good tail winds for the next 3-5 years.
Yeah, TATT is more just aerospace company, but seeing a lot of growth because of the demand/backlog of planes and jets. It's something not talk about too much, but there is a high demand for jets/planes. A few months ago, went pretty heavy into some of the names in the space and defense area. Found a lot of really cool small defense names. However, a ton of them when on runs, but stuff like ATI/CRS are fantastic companies that don't get talked about much. ERJ is a Brazilian jet company that has been killing it. HWM is another amazing company. On the space/defense stuff. MOG.A is another really interesting name in the space. TTMI and OSIS are some other interesting names. Always do your DD before buying anything, but man, aerospace has been a great sector of recent.
I'm buying TTMI, solid space and defense company with a commercial division as well. They have been reaching ATH's with more room to grow.
look into space and defense companies , i recently discovered TTMI , it looks promising IMO
Also bought some ESP recently. They do like power modules for aerospace and navy. Small market cap and even pays a dividend. Wild to me you can find small companies like that paying dividends. OPXS and TTMI have been running like crazy.
FEIM doesn't pay a dividend. Not sure if you are looking at the right place? I own both for that. A few other names to look into: $TTMI Actually both a data center and aerospace play. They went on a run where it's now up like 40% since when I first called them out. They were really cheap then. $ITT They aren't really a pure play., but they acquire a lot of businesses. Mainly focus on pumps, but they do things with aerospace/satellites. $ESE Becoming more of a naval company, but they have a line of business in test. They are kind of like ITT, they also acquire a lot of companies, which some of them are satellite suppliers. I own all of these names besides TTMI. Ended up just selling it since it went on that wild run the past month.
I use them. Actually found a names through it like TTMI. I just use it as a jumping off point. Normally start out with a company I like and look for companies that operate in the space. My screeners only catch so much, especially since I screen for PEGs, which those can be blank sometimes. Again, it's just really a way to get some more companies to research. I think it's also helpful with asking questions with like why did x company miss EPS this past quarter. However, I always double check anything it outputs, since they can be getting data from bad sources.
+1 I'm glad I decided to hold through that giant dip a couple months back..didn't expect it to pop this hard but it's paying off. These aerospace names are doing great (thanks again for your TTMI recommendation). I still need to digest the MPTI report and see what's going on there.
TTMI has also been on a crazy run.
Great timing on the time. I'm up over 20% on my TTMI buy. LMB was still one of the better buys the past month.
Understandable with the margins, but a lot of hardware companies have those lower margins. Like compare them to CLS or HPE [https://quickfs.net/company/TTMI:US](https://quickfs.net/company/TTMI:US) [https://quickfs.net/company/CLS:US](https://quickfs.net/company/CLS:US) [https://quickfs.net/company/HPE:US](https://quickfs.net/company/HPE:US) It's all like low single digit stuff. I agree though, I tend to not like companies with those margins, but that's just the business landscape for hardware and part of why stuff like NVDA is so impressive. Thesis is just still investing in places that should have tailwinds due to macro trends. Defense/Aerospace is still really strong right now, with a ton of companies reporting great quarters. With TTMI you get exposure both those markets and data centers, that's around 70% of their revenue. I also like companies with low floats to begin with, so TTMI has only like 99M available shares. That's so interesting. Yeah CRS and even ATI, which is a similar company, are both just really interesting. Still the same thesis around aerospace/defense spending.
That is crazy. I looked at those tickets over the weekend. TTMI’s margins were smaller than I usually like. Was curious about your thesis there? Carpenter is a funny one for me, and interesting at the right price. I used to do pocket knife reviews on YouTube, so I’m familiar with some of their specialty products like CTS-204P steel. They do great work. I’m stoked that you caught the rip on TTMI!
TTMI is now up like 16% from their earnings. It's crazy how some names came move sometimes.
TTMI is now up like 16% on their earnings lol. I swear, I just get really lucky sometimes.
$TTMI * Revenue grew 14% YoY to $648.7M in Q1 2025 * Record high non-GAAP EPS of $0.50 per share in Q1 * Non-GAAP operating margins improved to 10.5%, up 340 basis points YoY * Strong book-to-bill ratio of 1.10 * Substantial A&D program backlog of $1.55B * GAAP net income tripled to $32.2M vs $10.5M in Q1 2024 * Q2 2025 guidance shows continued growth with revenue forecast of $650M-$690M * Cash usage from operations of $10.7M due to working capital increase “We delivered a strong quarter with revenues and non-GAAP EPS above the high end of the guided range. Revenues grew 14% year on year due to demand strength in our Aerospace and Defense, Data Center Computing and Networking end markets, the latter two being driven by generative AI,” said Tom Edman, CEO of TTM. “Non-GAAP operating margins were 10.5%, up 340 basis points year on year, and were double digit for the third consecutive quarter, reflecting continued solid execution, particularly in a normally challenging first quarter. Finally, non-GAAP EPS was a record high for a first quarter at $0.50 per diluted share,” concluded Mr. Edman. Still love how you can play both data center and aerospace/defense with this name.
Yeah, before today, but a few other things, mainly in the defense space. TTMI is an interesting company, they do print circuits with most their revenue coming from Defense sector and Data Center. CRS just reported great numbers, they are an interesting name along with ATI. I also bought some ISSC recently as well. Last quarter was bad, but management was saying it's because they acquired some business from honeywell, so part of it was just ramping that up.
I recently bought some ISSC. Sold off a lot last quarter, but it seems like management was saying it la because of the on ramping of the Honeywell stuff they bought. They bought a line of business around upgrading and repairing Honeywell stuff. Sounds like things should be better later this year. Should also be a revenue growth driver. TTMI is so interesting. Get to invest in data center and missiles lol. I also got some MOG.A recently. There’s so many interesting names out there. Like I own CRS, they just crushed it. They do like custom metal for aerospace and energy names. ATI is another company like that. Not my style of buying but stuff like KRMN and KTOS are also interesting. I’ve owned MPTI, which has been killing it. Same with FEIM, just opened a position in them. Both are small caps, but both deal with components in satellites. Amazon just reported they need to like triple or quadruple their production of satellites in hopes of building out constellation. So many names out there lol.
Right? I figured the DOGE fears would end up overblown, although I didn't position myself **that** heavily toward those names (a regret - but still happy I got some...those AMTM leaps are doing quite well). I also sold out of a good amount of electrification/datacenter names a few weeks before liberation day. And then started buying them back post-Liberation. I still have a lot of cash to deploy (40%), so looking to double-down on what I have or get some new names. I do think we'll see another higher low soon, so I'm going slow, but I feel like the bottom is in **for now** (barring any crazy new shenanigans). I saw some of your other comments about aerospace names. I've owned ISSC for a while, used to own LOAR, and got into HEI recently. I bought TTMI after learning about it from you! And I need to see why TATT fell post-earnings (will do tomorrow morning).
There are few companies that will get you some exposure. For a smaller name ITT has some business in the aerospace market. [https://www.itt.com/our-solutions/aerospace](https://www.itt.com/our-solutions/aerospace) Since I can't list the names, here are two small cap companies that are extremely interesting: [https://ir.freqelec.com/static-files/4ae8baee-4fc6-4eb8-8acf-1cb274e0ebd7](https://ir.freqelec.com/static-files/4ae8baee-4fc6-4eb8-8acf-1cb274e0ebd7) [https://s201.q4cdn.com/767782554/files/doc\_presentations/2025/Mar/20/MPTI-Sidoti-Investor-Presentation-March-2025-FINAL.pdf](https://s201.q4cdn.com/767782554/files/doc_presentations/2025/Mar/20/MPTI-Sidoti-Investor-Presentation-March-2025-FINAL.pdf) \^both those companies will get your components in satellites and other industries. Not satellite, but some aerospace/defense names: CRS [https://www.carpentertechnology.com/aerospace](https://www.carpentertechnology.com/aerospace) AMTM/LDOS both are defense names, but have exposure to NASA contracts. [https://www.amentum.com/our-capabilities/space-systems/](https://www.amentum.com/our-capabilities/space-systems/) [https://www.leidos.com/markets/space](https://www.leidos.com/markets/space) If you really want to get more expensive speculative names KRMN just went IPO, they do like hypersonic missiles and other systems, kind of like RKLB [https://karman-sd.com/hypersonics-smd/](https://karman-sd.com/hypersonics-smd/) TTMI is a small company that does circuits for missiles and data centers, those are like 70% of their total revenues now. [https://www.ttm.com/en/markets-we-serve/aerospace-and-defense](https://www.ttm.com/en/markets-we-serve/aerospace-and-defense) I can keep going on and on. Been really nerding out on some of these names, since I just find the companies really interesting.
No position in the company, but been eyeing it recently. Did some digging into smaller aerospace and defense names and one that looks really interesting is TTMI. Low margin business, since they do like printed circuits, but seeing a lot of growth in data centers and aerospace and defense. Here's the latest investor presentation: [https://d1io3yog0oux5.cloudfront.net/\_d949036d8e1149ac24da396e1bc36e79/ttm/db/2227/21171/pdf/Investor+Presentation+February+2025+v1.pdf](https://d1io3yog0oux5.cloudfront.net/_d949036d8e1149ac24da396e1bc36e79/ttm/db/2227/21171/pdf/Investor+Presentation+February+2025+v1.pdf) Slide 8 shows they are looking at 46% of their sales coming from defense. Slide 12 breaks down all revenue by segments, where 67% of their total business is data centers and defense. It's an interesting company to say the least.
That's the tough part, a lot of had solid runs. TATT is interesting. ISSC is much smaller, but another interesting name in the space. I like CRS, which is more of a metal play with other sectors, like they also do customer things for healthcare. ATI is more of a pure metal play ERJ has seen a crazy run, but the fundamentals aren't bad if you think they can keep up the growth. For more military defense stuff, DRS, CW, MOG.A are really interesting. I like a lot more of the mid cap/smaller companies. That should be a little list to dig into some stuff. Been doing a bit more digging in the last few days, just find it really interesting. So many small niche companies. Like TTMI does missiles and data centers circuits. Low margin business, but interesting how like these little niche companies exist.
Was looking into some aerospace names last night. Some really interesting names in the sector, but some have been on crazy runs. LOAR has been on a run since IPO. KRMN just went ipo. ESLT another wild run. One that seems kind of interesting is TTMI. Not sure if anyone follows them? Seems like this one still have some better fundamentals than some of the other names. Kind of an interesting play on data center and defense.
GOOG PLTR MSTR MSTY NVDA NVDY TTMI I’m very bitcoin and tech focused. I don’t mind the volatility. I ride it out and buy the dip I give zero fucks about the days I bleed like today for example.
Thank you! And certainly: TTM Technologies Inc (TTMI) has shown resilience with a recent close at $18.58, supported by the introduction of new ultra-compact broadband transformers, which could boost its market presence in key sectors like 5G and aerospace. The stock’s technical indicators are mixed; the 10-day SMA at $18.28 and 20-day EMA at $18.40 suggest near-term support, while the RSI around 51 indicates neutral momentum. The MACD histogram turning positive hints at potential bullish momentum. Given the broader market’s mixed sentiment and TTMI’s innovation news, a cautious long position is advisable. Enter at $18.60, targeting $19.00 (first target) and $19.30 (second target), with a stop loss at $18.30. Confidence in the first target is high due to recent product news and technical support, while the second target holds moderate confidence given broader market volatility.
This is really cool! Thank you for sharing. Would you please do TTMI?
The earning report above is for $TTMI, not $TTI
$TTMI TTM Technologies Net sales for the second quarter of 2024 were $605.1 million, compared to $546.5 million in the second quarter of 2023. GAAP operating income for the second quarter of 2024 was $39.0 million compared to GAAP operating income for the second quarter of 2023 of $21.4 million. GAAP net income for the second quarter of 2024 was $26.4 million, or $0.25 per diluted share, compared to GAAP net income of $6.8 million, or $0.07 per diluted share in the second quarter of 2023. “TTM reported Non-GAAP EPS that was above the guided range and demonstrated solid year on year growth due to higher revenues and improved operational execution. Revenues were above the guided range, representing the second consecutive quarter of year on year growth due to demand strength in our Aerospace and Defense and Data Center Computing end markets, the latter being driven by generative AI,” said Tom Edman, CEO of TTM. +8% premarket
For those trying to catch a value play, TTMI (TTM Technologies) seems to fit the bill. First Quarter 2024 Highlights Net sales were $570.1 million GAAP net income of $10.5 million, or $0.10 per diluted share Non-GAAP net income was $32.8 million, or $0.31 per diluted share Cash flow from operations was $43.9 million Repurchased 600,000 shares of common stock for $9.3 million at an average price of $15.56 per share Market cap of 2.28B TTM Technologies, Inc., together with its subsidiaries, manufactures and sells mission systems, radio frequency (RF) components and RF microwave/microelectronic assemblies, and printed circuit boards (PCB) worldwide.
TTMI boutta pop off on the open
For fun I'll call some entry points. Check up on me in a week or 2. AAL 20.7 CX mixing up da mud in Mexico. So close a few more pennies FLR leave it alone or pray 17 holds IRWD 10.7 low confidence MCFT it might bounce off 25 but not looking good after that TTMI 14.6 that one is so boring it's hard to read the chart. It has traded in the last year hasn't it? VIRT lots of downside yet WH 73.3 boring ZIM gambling Hopefully you took this all in good humor. But I give my honest opinion.
I'm looking for a cheaper alternative to Yahoo Finance Premium, any suggestions? Broker websites are all kind of shitty in this country, so I input my holdings into Yahoo Finance to track them and get better and quicker information about them. What I really like about Yahoo Finance is the "insights" about my portfolio. Mostly from Argus, it has recommended stock picks for my portfolio, and information about my current holdings (for example, "KLIC: BULLISH trend, outlook Long term, increased" and "TTMI: NEUTRAL trend, outlook Lon term, increased") - but I can't see it all without premium, and $35/month seems a bit steep. Is there anything else like that? I want to be able to input my holdings and see my portfolio and insights about it. I'm happy to pay, but I think $10-$20 a month is really all I'd want to spend.
If you had to pick one semiconductor stock and one clean energy stock to back 100%, which of the following would you pick? AMKR, TTMI, FLEX ICLN, NXE, CCJ, FCEL