Jul. 31 at 10:06 AM
$AMKL We just discovered this hidden gem after buying
$AMKR between
$44 and
$46 post earnings. Our fundamental view on AMKR is that the acceleration in growth resulting from advanced packaging is not factored into the stock because of the conservative guidance provided by the AMKR management team.
In light of the above, we like holding both AMKR and AMKL and may also purchase AMKR LEAPS in an effoet to capture the real growth that will be realized in 2029 & 2030. We believe that a 2x from these levels is realistic over the next 12-24 months and a 5x is possible by 2030.
Good luck everyone
