$TTMI 0.54 Developing

Notable posts

• @StockSavvyShay neutral 747 eng

  THE $NVDA VERA RUBIN SUPPLY CHAIN BREAKDOWN Nvidia’s Vera Rubin is ramping into full-scale production and reshaping the AI rack bill of materials in three major ways: more HBM per rack, a shift from pluggable to co-packaged optics and the move to 800VDC power. Here are the companies positioned to capture each transition: Memory Storage (content-per-rack story) • $MU, $SNDK, $SKHY and Samsung sit at the memory and storage layer as next-gen AI systems require more bandwidth, more capacity and faster data access. Advanced Packaging (bottleneck that gates everything) • Foundry / packaging: $TSM, $AMKR, $INTC • Packaging equipment: $AMAT, $LRCX, $KLAC, $ASML • Test / validation: $TER, $AEHR • Substrates / materials: $TTMI Optical Communication (CPO transition) • Optical modules: $COHR, $LITE, $AAOI • CPO / switching chips: $AVGO, $NVDA, $MRVL • High-speed connectivity: $CRDO, $ALAB • Fiber / networking: $GLW, $NOK, $CSCO, $ANET • Silicon photonics / packaging: $TSM, $GFS, $TSEM 800VDC Power Supply (architecture shift) • Wide-bandgap semis: $STM, $ON, $NVTS, $POWI, $WOLF • Power management / hardened devices: $MPWR, $ADI, $TXN, $AOSL, $VICR, $MCHP • Motherboard / connector / power module: $FLEX, $APH, $TEL • Infrastructure / power delivery: $VRT, $ETN, $GEV Compute System (integrators) • $DELL, $HPE, $SMCI provide the system-level integration layer that turns all of these components into deployable AI infrastructure.

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• @wallstengine bullish 82 eng

  $TTMI TO BUY EPIQ FOR $1.1B TTM Technologies agreed to acquire Epiq Design Solutions in an all-cash deal. Epiq provides AI-enabled software-defined radios, RF systems and radiation-tolerant space computing used in signals intelligence and electronic warfare. TTM expects the deal to be accretive to adjusted EBITDA margins immediately and to non-GAAP EPS in 2028.

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• @WOLF_Financial bullish 55 eng

  Here are the top 20 best performing companies worth more than $10B so far in 2026 SanDisk $SNDK +820.36% 🟢 Applied Optoelectronics $AAOI +364.29% 🟢 Western Digital $WDC +333.17% 🟢 Arm Holdings $ARM +302.03% 🟢 Micron $MU +297.32% 🟢 Seagate $STX +288.62% 🟢 Bloom Energy $BE +278.54% 🟢 Marvell $MRVL +265.47% 🟢 Intel $INTC +263.12% 🟢 DigitalOcean $DOCN +260.08% 🟢 Silicon Motion $SIMO +246.99% 🟢 Nebius $NBIS +242.50% 🟢 Dell $DELL +225.31% 🟢 TTM Technologies $TTMI +213.68% 🟢 United Micro $UMC +206.36% 🟢 Vicor $VICR +202.34% 🟢 STMicroelectronics $STM +202.20% 🟢 Sterling $STRL +181.45% 🟢 Powell $POWL +179.69% 🟢 Hut 8 Mining $HUT +170.88% 🟢

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• @tenet_research neutral 23 eng

  Tenet Market Wake-Up Summary 📷📷 June.23.26 $SPX $NVDA $RKLB $QCOM $APLD $IBM $LLY $PLTR $ZETA $NOK $SMCI $AMC $AMZN $NI $GOOGL $BULL $KFY $SUNB $QGEN $CDW $SNPS $MSFT $CRM $ROST $NKE $DRI $ARMP $INFQ $PRIM $TTMI @ripster47 | @TENETTRADEGROUP | @TenetCharts https://t.co/2ZKQa2q6NJ

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• @TheETFTracker neutral 12 eng

  The VistaShares Defense Supercycle ETF $AMMO invests across the global defense procurement supply chain, targeting electronics, aerospace, naval, missile, space, and ground vehicle systems companies. Here are some stats you should know: Expense Ratio: 0.75% Assets Under Management: $1.0M Launched: July 15, 2026 Number of Holdings: 53 Listed on: NYSE Distribution Frequency: Monthly Top 10 Holdings: LIG Defense & Aerospace 4.49% weighting Rheinmetall 3.71% Mildef Group 3.49% Chemring Group 2.99% Kitron 2.98% L3Harris Technologies $LHX 2.95% Cohort 2.92% TTM Technologies $TTMI 2.68% Elbit Systems 2.63% Woodward $WWD 2.63% Disclosure: VistaShares is a WOLF Financial Partner. This is for informational purposes only, not investment advice.

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