AMKR · Amkor Technology, Inc.Amkor Technology, Inc.

Author presents a comprehensive trading plan for rate cut week, recommending longs in neocloud, semiconductors, and select other stocks while selling overvalued quantum, space, and crypto assets. Key macro view: market fear is an ideal entry point ahead of expected rate cut.

Google TPU v7 Ironwood buildout benefits supply chain including CLS, JBL, and AMKR as packaging and assembly beneficiaries.

Bullish updates for LITE (benefits from NVDA Blackwell and GOOGL TPU rampup), AMKR (benefits from US fab policy with TSM), and SMCI (strong revenue growth, recent drop unwarranted).

Post-Fed rate cut analysis provides stock ratings with explanations: Strong Buy on stablecoin, semi, and growth plays; Buy on AI infrastructure and select recovery plays; Avoid on overvalued or fundamental-less stocks.

A comprehensive set of stock ratings for 2026, focusing on recovery plays from tax-loss harvesting and sector tailwinds in AI, semiconductors, data centers, and defense, while avoiding overvalued quantum and retail names.

Greenland tariff dispute with Europe creates panic selling in US defense and semiconductor stocks, but these sectors are resilient and benefit from US national security and supply chain sovereignty, making them good dip-buying opportunities.

Memory supercycle supply chain beneficiaries: US sleeper HBM4/Memory alpha picks benefiting from MU and SK Hynix/Samsung.

Personal stock ratings with detailed commentary: Strong Buy on 14 stocks (SNAP, META, MU, TSM, etc.) citing catalysts like memory supercycle, bottlenecks, and AI tailwinds. Buy on 32 stocks including COIN, SMCI, GOOGL, and several crypto and drone plays. Questionable on VELO and SKYT due to weak fundamentals. Avoid on 11 stocks (UAVS, BKKT, PLTR, etc.) due to dilution, high debt, or overvaluation. Overall bullish on AI, memory, bottlenecks, made-in-America supply chains, and defense, with a long-term view until after midterms.

Recommendation to ride semiconductor capex trends by investing in key memory, photonics, and advanced packaging tickers.

AEHR is a great long with an inflection point in the next few months; AMKR better to wait until next year due to capex phase.

Bullish on multiple high-growth tech stocks including AAOI, NBIS, ARM, MRVL, SIVE, AMZN, RDDT, INTC, AMKR based on revenue ramp and long-term potential.

The post outlines a portfolio of long positions across optical, AI, semiconductors, energy, and other sectors, with specific revenue ramp projections and long-term bets.

AI-driven photonics and advanced packaging supercycles are just beginning, with beneficiaries including SIVE, AAOI, AEHR, NBIS, AMKR, and POET.

List of 30 US stocks with brief bullish theses covering semis, AI, space, rare earths, etc.

No qualifying thesis event for 45+ days.