07_Nice_Jake

Any company associated with CXL will go bananas

In 1 year, $AMKR spiked from $18 to $90 so 500% but it can easily hit $300-$500. Here's 8 reasons why it hasn't ran like $AVGO $AMD $NVDA $MRVL $GOOG $AMZN: 1. Advanced packaging sits directly on the critical path of AI infrastructure growth and is becoming more important as Moore's Law slows. 2. Management expects revenue to grow from $6.7B in 2025 to approximately $11B+ by 2030. 3. EPS is projected to increase from $1.50 to roughly $5.00+, implying more than 3x earnings growth. 4. AI servers, GPUs, ASICs, HBM memory, and chiplets all require increasingly complex packaging solutions. 5. $AMKR has 18 active 2.5D engagements and multiple HDFO programs already entering production. 6. The Arizona facility creates a strategic U.S. packaging monopoly-like position among scaled OSAT providers. 7. Deep relationships with $NVDA, $AAPL, $AMD, $AVGO, $QCOM, $TSM and other semiconductor leaders reduce customer risk. Higher-value advanced packaging should drive gross margins from 14% toward 22%+ by 2030. ♻️ RESHARE this post and write 1 comment, I'll DM you 2 more plays that hasn't exploded under $10 still.

CBRE’s latest data center report = snapshot of the AI infra squeeze: -Supply is ramping: inventory across the top 4 North American markets rose 33% YoY in Q1 2026. -Despite that, vacancy is still collapsing: Northern Virginia is at 0.3%, Atlanta 1.0%, Dallas-Ft. Worth 1.8%, and Chicago 2.2%. -New supply is largely spoken for: DFW has 716.7 MW under construction, but 88% is already preleased. -Absorption remains huge: top 4 North American markets absorbed 2.2 GW over the past year, up 34% YoY. -Pricing is reflecting the scarcity: Chicago is $200–230/kW-month, Northern Virginia $190–235, Frankfurt $235–265, and Singapore averages ~$403. The simple read is that the market is adding capacity quickly, but usable, powered, AI-ready capacity is still scarce. That keeps rents firm and pushes growth into frontier markets with land, power, and faster interconnection.

Only 1 company has deals with all 3 $META $NVDA $MSFT and will explode 1200% from here:

Korea's June Memory Semiconductor Exports Poised to Set a New All Time Record June memory semiconductor exports extended their powerful upward run, with both export value and unit prices surging together on the back of AI demand and supply shortages. In particular, as the spillover effect of the high bandwidth memory (HBM) shortage spread to commodity DRAM, NAND, and solid state drives (SSDs), the likelihood is growing that exports will surpass May's record monthly performance ($37.16 billion). According to the Korea Customs Service's Trade Statistics (TRASS) on the 22nd, based on preliminary clearance figures for June 1 to 20, 2026, the combined total of major memory items exceeded $23 billion, already reaching more than 60% of May's full month performance. Given the recent monthly surges in HBM, NAND, and SSDs, total June memory semiconductor exports are projected to reach the $38 billion to $42 billion range, setting a new all time high that surpasses last month's record. Because shipping deadlines and corporate earnings closings tend to make the final ten or so days relatively strong, volumes are expected to climb further as the month draws to a close. In June, every memory semiconductor category showed a pattern of simultaneous sharp gains in export value and unit prices. This reflects genuine growth momentum that goes beyond the favorable base effect of last year's strong performance, and is read as a signal confirming the "structural expansion" of the AI memory supercycle. The most striking feature is that export value for MCP (HBM), which refers to multi chip packages, surged 51% from the previous month. As global big tech firms such as NVIDIA continue to invest in AI data centers (including the Colossus project), the HBM3E and HBM4 shortage centered on SK Hynix has persisted. As wafers have been concentrated into HBM production, the supply of commodity DRAM has relatively decreased. As a result, commodity DRAM unit prices have soared to roughly two to three times the level of a year earlier, and with the recovery in PC and mobile demand adding to AI server demand, export value has also risen sharply. In storage, NAND flash and SSD demand exploded amid the expanded buildout of AI inference servers. Both categories rose 25% to 28% from the previous month, underpinning the durability of the AI cycle. Memory's share of total semiconductor exports also expanded from the previous 70% range to 90% this month. Combined semiconductor exports of memory and system semiconductors reached $25.5 billion, and total June semiconductor exports are projected to land in the $42 billion to $46 billion range. As the strong results continue, brokerages are also raising their earnings forecasts for major memory semiconductor companies. Park Junyoung, a researcher at Hanwha Investment & Securities, analyzed that "the Korean memory industry has recently been overcoming these weaknesses on the strength of two powerful weapons, long term supply agreements (LTAs) and HBM," adding that "even when a memory industry earnings downturn arrives in the future, there will be no slump in which operating profit declines as severely as in the past."

Contrary to recent market rumors, my latest industry checks indicate that Google currently has no concrete plan to procure memory chips from CXMT.