$AMKR

2 theses

bullish 100%neutral 0%bearish 0%

Avg return (3m)

-7.6%

Win rate (3m)

0% (1 resolved)

1d 3d 1w 1m 3m 6m 1y

Past performance does not predict future results. Informational only, not investment advice.

Recent theses

Prices as of Oct 23, 4:45 PM ET

$AMKRr/ValueInvestingQuestion / Helpbullish

u/Tropical_saturn · 17d agono track record yet

What you guys think about Amkor?

Amkor is a US semiconductor packaging company trading at reasonable valuations (PE below 30x, $13B market cap) compared to competitors like ASX. Strong balance sheet and structural demand for chip packaging capacity position it for potential 2x growth over the next few years.

At post $52.27Now $39.30-24.8% since postedas of Oct 23, 4:45 PM ET

1d-2.4%

3d-6.0%

1w-14.3%

1m—

3m—

6m—

1y—

original post →

$AMKRr/wallstreetbetsYOLObullish

u/37366034 · 185d ago19 prior · 40% at 3mo

AI Infrastructure Build Out YOLOs

Amkor is positioned to benefit from the AI infrastructure build-out cycle, specifically in semiconductor packaging and components for data centers. The author expects significant gains over a 12-24 month horizon as demand for AI infrastructure intensifies.

At post $72.25Now $39.30-45.6% since postedas of Oct 23, 4:45 PM ET

1d+0.9%

3d+8.1%

1w-2.3%

1m-9.0%

3m-7.6%

6m-42.0%

1y—

original post →

End of results.