Aug. 3 at 4:19 PM
$TTMI 🔥 BULLISH BIAS despite CEO transition dip. AI/defense demand SURGING (21% rev growth), record margins, and
$100M buyback signal confidence .
🚀 Catalysts: Raised guidance + strategic expansions (WI/Malaysia) for AI supply chain .
⚠️ Watch: P/E premium (56% above 5Y avg) and leadership uncertainty .
Verdict: Lean long for AI/defense tailwinds 🛡️🤖, but tight stops below
$41.50.
Sentiment: Neutral-to-Bullish | PT
$56.75 (31% upside)
#TTMI #AI #DefenseStocks #GoldenCross