- My Forums
- Tiger Rant
- LSU Recruiting
- SEC Rant
- Saints Talk
- Pelicans Talk
- More Sports Board
- Coaching Changes
- Fantasy Sports
- Golf Board
- Soccer Board
- O-T Lounge
- Tech Board
- Home/Garden Board
- Outdoor Board
- Health/Fitness Board
- Movie/TV Board
- Book Board
- Music Board
- Political Talk
- Money Talk
- Fark Board
- Gaming Board
- Travel Board
- Food/Drink Board
- Ticket Exchange
- TD Help Board
Customize My Forums- View All Forums
- Show Left Links
- Topic Sort Options
- Trending Topics
- Recent Topics
- Active Topics
Started By
Message
Amkor - AMKR - Semiconductor Packaging
Posted on 9/16/25 at 7:28 pm
Posted on 9/16/25 at 7:28 pm
I have no position yet, but this respected X account has me thinking.
Trades at 1x revenue and Cook mentioned them on CNBC this afternoon.
I can see it being an easy 2x with a little time. Still barely under the radar it seems…
Trades at 1x revenue and Cook mentioned them on CNBC this afternoon.
I can see it being an easy 2x with a little time. Still barely under the radar it seems…
Loading Twitter/X Embed...
If tweet fails to load, click here. 
3
Posted on 9/16/25 at 7:29 pm to bayoubengals88
Posted on 9/16/25 at 8:19 pm to bayoubengals88
Stock has run 40% in six months... And while not massively undervalued has a 22PE.
Which in this market is pretty cheap I suppose. But semis are notoriously cyclical
However interesting play, I will need to do more research. Hard to find value in this market that is for sure
Which in this market is pretty cheap I suppose. But semis are notoriously cyclical
However interesting play, I will need to do more research. Hard to find value in this market that is for sure
This post was edited on 9/16/25 at 8:23 pm
Posted on 9/18/25 at 6:49 pm to UltimaParadox
He was pounding the fricking table again this afternoon.
He says he could see $45 by spring.
All this stuff is recorded on X.
Options are still cheap. Bigger moves aren’t priced in.
I’m buying March near the money calls tomorrow.
It’s all about upcoming deals. Sounds like this and next quarter should be promising.
He says he could see $45 by spring.
All this stuff is recorded on X.
Options are still cheap. Bigger moves aren’t priced in.
I’m buying March near the money calls tomorrow.
It’s all about upcoming deals. Sounds like this and next quarter should be promising.
Posted on 9/18/25 at 7:16 pm to bayoubengals88
quote:
It’s all about upcoming deals. Sounds like this and next quarter should be promising.
It would definitely have to be on future deals. Revenue has been down for three straight years. Through 6 months this year basically flat to last year.
EPS down for three straight years and down for the 6 months ended 6/30/25.
Consistently declining revenue and EPS would explain the crappy multiple.
But would create the opportunity if they are truly turning it around. Worth investigating
Posted on 9/18/25 at 7:25 pm to bayoubengals88
You aren't kidding on options being cheap - implied volatility for March is under 50%
Posted on 9/18/25 at 9:24 pm to igoringa
Bayou what are the metrics on RH you have set for options in the Chain Settings
Posted on 9/18/25 at 9:32 pm to YungBuck
I don’t have anything “set” so I’m not sure I understand?
Posted on 9/19/25 at 7:34 am to bayoubengals88
If you go to buy an option, the 3 dots in the top right gets you to Chain Settings. Then you can change 2 metrics for calls/puts that you use
This post was edited on 9/19/25 at 6:31 pm
Posted on 9/22/25 at 10:12 am to igoringa
Went in on a smallish play Friday.
17 calls - March '26 $35 (up 52%)
3 calls - March '26 $30 (up 29%)
Might as well just hold with the long ex. date.
17 calls - March '26 $35 (up 52%)
3 calls - March '26 $30 (up 29%)
Might as well just hold with the long ex. date.
Posted on 10/6/25 at 8:31 pm to bayoubengals88
Posted on 10/6/25 at 9:02 pm to bayoubengals88
Posted on 10/6/25 at 9:04 pm to SquatchDawg
Probably still very early.
I’m getting back in tomorrow
I’m getting back in tomorrow
Posted on 10/7/25 at 5:50 am to bayoubengals88
I’ll probably buy back in as well. You have an entry point?
Posted on 10/7/25 at 6:53 am to reds on reds on reds
No im not that good.
I’ll just keep buying as it drops
I’ll just keep buying as it drops
Posted on 10/7/25 at 6:57 am to bayoubengals88
Which won’t be today because it looks like they’re getting a pop pre market.
Posted on 10/7/25 at 9:07 am to SquatchDawg
Entering here at $31.xx
Posted on 10/7/25 at 9:23 am to reds on reds on reds
I scaled in as well. Average of 32.71
Just 100 shares.
Just 100 shares.
Posted on 10/7/25 at 9:31 am to bayoubengals88
Do y’all have nxxt
Posted on 10/7/25 at 3:12 pm to bayoubengals88
Wasn’t paying attention but today negated the positive press. Will check on entering tomorrow.
This post was edited on 10/7/25 at 3:16 pm
Page 1 of 1
Popular
Back to top
Follow TigerDroppings for LSU Football News