Apr. 25 at 10:32 PM
Building a Semiconductor Watchlist: 20 Names to Watch (16-20)
$MX — Power & display chips (Korea)
$ICG — ASIC crypto/AI chips
$ACLS — Ion implant equipment
$TTM — PCB/semiconductor packaging
$VSH — Passive components, discrete semis
A hardcore list! I’m laser-focused on
$MX and
$TTM.
$MX just launched its 8th-gen BatteryFET, making the April 28 earnings a "must-watch" for a turnaround. Meanwhile,
$TTM hitting an ATH of
$127 proves the AI server-driven PCB boom is real.
$ACLS also remains a core play as 3nm expansion fuels demand for ion implantation.
Are you chasing the unstoppable momentum of
$TTM or betting on a technical pivot for
$MX? Drop your moves in the comments—let’s talk! 👇
