


Hunter Allen
62.6K posts

@HunterAllen4
Stock Screener| Gap Fill Setups | Volume Breakouts| low floater finder| Memes included! Real-time levels, pivots & high-probability moves. NFA. 📈🚀TN- Go Vols






@wliang $SATL bro




Don’t miss the next $TSM Up thousands of % since the early 2010s AI infrastructure + specialty semis are exploding I give you $UMC A 150$ stock chilling Up 98% YTD, up 65% past month, up 19% past week Just turned a 5-year breakout into support 👀 A similar setup as $MRAM last week. Only ~$40B market cap vs ~$2T+ for $TSM This is like buying $TSM at $15 back in 2012 The dip was missed. April sales just grew +11% YoY (reported days ago) EPS demolished expectations: $0.20 vs $0.12 estimate Same category: Taiwan semiconductor foundries ➝ AI / auto / industrial / communications $TSM dominates bleeding-edge AI chips $UMC dominates mature + specialty nodes where reliability & scale matter most Different lane… but same secular tailwind What makes $UMC unique: - One of the world’s largest pure-play foundries - Focused on specialty + mature nodes (22nm/28nm, automotive, PMICs, RF, IoT) - Massive leverage to industrial + auto semis - Capacity spillover beneficiary whenever $TSM tightens supply - Advanced packaging + silicon photonics expansion for AI infrastructure - Strategic $INTC partnership for U.S.-based 12nm production Financials: Q1 revenue: ~$1.93B (+5.5% YoY) Net income: +110% YoY ~29.2% gross margins ~$3.4B cash on balance sheet Strong liquidity + low debt ~$12.7B shareholder equity 22nm revenue hit record highs Q2 guidance: High single-digit shipment growth QoQ Long-term: Revenue projected: +14% in 2026 +12% in 2027 This isn’t the flashy AI trade everyone talks about This is the backbone layer quietly scaling underneath AI, autos, industrials, connectivity, and edge compute Near-term it’s still valued like a mature cyclical Long-term the market may rerate it as strategic semiconductor infrastructure If $UMC even partially rerates toward premium foundry multiples… The upside is massive. $TSM $NVDA $AMD $QCOM $INTC $AVGO $MU $ASML $AMAT $LRCX $ON $NXPI $ADI $DRAM $MRAM $NVDA $NBIS $AVGO $GOOGL High-risk, high-reward semiconductor infrastructure play 🚀







SK Hynix unveiled a new HBM5 packaging technology that cuts thermal resistance by 30% alongside $NVDA GPUs. Expect similar advances from $MU and Samsung as next-generation HBM competition accelerates and thermal performance becomes increasingly important. With a strong push for onshoring the supply chain, this will be a larger runway for $TSM.


How bummed Wrote a long analysis of the x spaces yesterday and put into scheduled posts for this morning and it's gone. The basic things on here are the most difficult


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