AMKR AMKOR Technology Inc.

$AMKR lol imagine listening to this call and being bearish fucking noob bears. Long and strong.

$AMKR Amkor Q3 sales were basically flat at 1.99 billion dollars, but net income rose to 191 million from 127 million a year ago. EPS was 0.76 dollars, up from 0.51. Gross margin was 18.3%, up from 14.3% a year ago, though just under the low end of its own guide. Computing was a record and is now 26% of sales, up from 19%, while Communications dropped to 37% from 51%. Q4 guide is 1.9 to 2.0 billion dollars of sales and 0.65 to 0.75 dollars of EPS, with full year capex now about 2.5 billion dollars.

$AMKR i need to accumulate a little longer so i’m not complaining. this will be $200 in 3-5 years

$AMKR double miss and it goes up. Could iblt mean that the shorts really sold it deep and are now scrambled to cover.

$AMKR wild that we’re not up 30%+ on this news, this is probably the cheapest ai stock out there

$AMKR hope everyone bought calls at the bell. They've traded a company that's an integral part of the chip production & distribution process down to near single digit pe. Great buying opportunity.

$AMKR Results were OK, guidance even just a touch below consensus. Still good overall. The fact that shares are up so much is simply due to how far beyond fair value this sell-off went. Stocks top when they don't go up on good news, and bottom when they don't go down on bad news (guidance small miss) $50 short term price target

$AMKR hilarious that this was in the 90s and everyone was a bull, now in the 30s we seem to have a ton of bears? Fascinating thing the human mind $CRDO

$AMKR PRE-EARNINGS FLOW 👀 FLOW — Bearish • $625.1K puts vs. $38.4K calls. SHORT-DATED — Weekly put buyers • Oct. 30 $38 puts: $425.2K; $35 puts: $89K. NET PREMIUM — Bullish divergence • +$290.6K, driven mainly by net put selling. EXPECTED MOVE — ±$4 (~10.8%) • Implied range: $32.87–$40.87. REVENUE & EPS — Higher QoQ • Revenue: $2.04B vs. $1.9B (+7.4%). • EPS: $0.79 vs. $0.70 (+12.9%). NOTABLE FLOW — Opening & unusual • Oct. 30 $38 puts: $314.5K sweep above ask. GEX — Negative gamma dominates • Highest: Dec. 18 $45 → −$191.7K. • Dec. 18 $40 → −$185.1K. • Dec. 18 $35 → −$116.4K.

$AMKR AApple is the first and largest customer of this new Amkor/s Arizona facility... customers expanding overall services with Amkor

$AMKR dump to $35 after earnings and you buy that dip for a quick recovery is how I’m playing this

$AMKR quadruple miss with poor guidance, no backlog customers, ai bubble definitely popped on this one... premiums gonna burn. Options flow was too underwhelming 🤫🫡😌

$AMKR I would wait for high teens, low 20's. Remain short until then. Seems like an easy trade.

$AMKR didn’t get the earnings dump I wanted, I guess it had already been beaten down too much the last month. In again this morning at $37.66. I think we get back over $50 within a few months.

$AMKR Ken Griffin telling people AI is a bubble today signals the bottom. He wants to cause the last bit of fear. Squeeze the last bit of juice before the peace is announced.

I'm going to stick my neck out and recommend $AMKR and $UCTT again. These are backbone companies to the AI build out. AMKR is rapidly building out capacity in the US and is a preferred vendor to NVDA: In NVIDIA's 2025 announcement about bringing AI chip manufacturing to the U.S., Jensen Huang stated that NVIDIA would work with TSMC, Foxconn, Wistron, Amkor, and SPIL to build U.S.-based AI infrastructure. Huang said,"The engines of the world's AI infrastructure are being built in the United States for the first time," in the same announcement naming Amkor as a packaging and testing partner for NVIDIA chips. A report discussing NVIDIA's U.S. manufacturing effort notes that NVIDIA is partnering with Amkor and SPIL for packaging and testing operations in Arizona. Another report cites Huang at a CSIS event specifically listing"Foxconn, Wistron, Amkor, SPIL..." among important suppliers helping build the U.S. AI manufacturing ecosystem. PEG 0.5. UCTT is a clean room (more in next post)

$AMKR though slightly missed analyst estimate, company is cash positive...I think that is a strong point for this to reclaim the fifty's....

$AMKR Just way too cheap right here. Remember, this is not just AI ....good read-through from Texas instruments. As long as they're strategic partners with TSMC, they'll get a revenue windfall from all the biggest buyers.

$AMKR this was already dropped below its real value imo, and while it missed, most informed folks aren’t losing sleep over a 2% miss. Two more quarters and this will look cheap.

$AMKR +6.6% to 39.25, bounced off the 36.37 low from yesterday but still far under the 20-day (46.49). Reclaim 40.19 and 41.77 is next 📈