TTMI TTM Technologies Inc Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лучшие сигналы
Лента
17:56
17 авг
17 авг
Buy TTMI on AI PCB bottleneck
Buy TTMI at 20x forward earnings as a rare cheap US-listed AI PCB pure-play with >40% share on NVIDIA's VR200 rack and ~$300M revenue potential from that generation, since rising high-layer board complexity and ASPs make every AI architecture need its boards.
Сред.
17:55
17 авг
17 авг
TTMI is the sole US-based publicly traded pure-play PCB manufacturer, uniquely positioned to benefit from surging AI server PCB demand, massive ASP expansion due to board complexity, and a geopolitica
TTMI is the sole US-based publicly traded pure-play PCB manufacturer, uniquely positioned to benefit from surging AI server PCB demand, massive ASP expansion due to board complexity, and a geopolitical premium as buyers diversify away from Asian monopolies.
Выс.
01:10
15 авг
15 авг
Long TTMI as AI-defense interconnect play.
Buy TTMI because the author is explicitly long and views it as the AI/defense interconnect trade, supported by record forecasts, a $1.6B defense backlog, and high-quality fund buying into the drawdown.
Выс.
02:20
07 авг
07 авг
Watch TTMI on defense/A&D backlog growth
Watch TTMI; the author details strong defense/A&D demand, record program backlog, and radar-related bookings but gives no personal position or forward call.
Сред.
02:20
07 авг
07 авг
Author shares a Bloomberg terminal AI query result mentioning these tickers as research context.
Author shares a Bloomberg terminal AI query result mentioning these tickers as research context, with no explicit position or directional call.
Низ.
02:10
07 авг
07 авг
"Watch defense-electronics arsenal-rebuild beneficiaries"
"Watch this defense-electronics arsenal-rebuild basket as a beneficiary map, not an author-owned long. The research note spans replacement, capacity-reset, and modernization cycles with varying purity; no position or ownership is disclosed."
Сред.
22:35
05 авг
05 авг
Watch TTMI on strong AI PCB demand
Watch TTMI after Q2 beat and raised guidance; 91% data-center revenue growth and 1.63 book-to-bill point to durable AI/defense PCB demand.
Сред.
21:05
05 авг
05 авг
Observes stock holding up after earnings
Observes stock holding up well after reporting a fantastic quarter.
Сред.
20:51
05 авг
05 авг
TTMI beats and guides Q3 above consensus
Reports TTMI beat revenue and EPS estimates and guided Q3 EPS about 14% above consensus; no directional position stated.
Сред.
20:04
05 авг
05 авг
Watch TTMI after guide beat, no position
Watch TTMI: the automated summary shows Q2 revenue/EPS beats and Q3 guidance above consensus, but no author-owned position or directional call is attached, so treat as watch.
Сред.
14:15
05 авг
05 авг
Author teases a next all-in challenge buy among four possible names but hasn't revealed.
Author teases a next all-in challenge buy among four possible names but hasn't revealed or committed to a position yet, while noting mixed tape and hoping QQQ holds flat.
Низ.
00:14
04 авг
04 авг
TTMI long into earnings catalyst
Buy TTMI as a short-term trade ahead of earnings; author sees a potential catalyst-driven move into the print, though conviction is hedged with "may be ok" language.
Сред.
22:05
02 авг
02 авг
TTM Technologies earnings: AI PCB demand watch
TTM Technologies reporting this week; PCB demand for AI infrastructure flagged as the key earnings focus area.
Низ.
22:43
28 июл
28 июл
Watch advanced-substrate and PCB suppliers as KLA’s call confirms accelerating demand from HPC.
Watch advanced-substrate and PCB suppliers as KLA’s call confirms accelerating demand from HPC, driving strong growth for these names.
Сред.
15:46
28 июл
28 июл
Watch memory/semiconductor suppliers due to positive read-through from non-refundable long-lead.
Watch memory/semiconductor suppliers due to positive read-through from non-refundable long-lead orders and strong AI demand visibility.
Сред.
23:20
27 июл
27 июл
Watch TTMI for capacity utilization and margin recovery as advanced PCB demand in AI.
Watch TTMI for capacity utilization and margin recovery as advanced PCB demand in AI and defense outstrips supply; high positive impact expected.
Сред.
20:32
22 июл
22 июл
Adds TTMI to parent's thesis on GOOG capex/TPU benefits.
Adds TTMI to parent's thesis on GOOG capex/TPU benefits, no explicit position or direction stated.
Низ.
13:27
20 июл
20 июл
TTMI cited in quoted supply chain research as a multilayer PCB maker facing ~6-month lead time.
TTMI cited in quoted supply chain research as a multilayer PCB maker facing ~6-month lead time bottlenecks; author flags with no directional view.
Низ.
06:22
20 июл
20 июл
Watch TTMI as a multilayer PCB supplier facing ~6-month bottleneck timelines per Digitimes.
Watch TTMI as a multilayer PCB supplier facing ~6-month bottleneck timelines per Digitimes sourced supply-chain mapping; research basket, no author position stated.
Сред.
21:27
22 июн
22 июн
Следите за TTMI как за стратегическим центром ИИ и оборонной инфраструктуры.
Следите за TTMI как за стратегическим центром ИИ и оборонной инфраструктуры; в аналитической записке подчеркивается улучшение маржи и устойчивый портфель заказов, однако позиция не открыта.
Сред.
17:23
08 июн
08 июн
Author added TTMI and CLFD to tracking list as connector/interconnect plays in AI physical.
Author added TTMI and CLFD to tracking list as connector/interconnect plays in AI physical infrastructure.
Низ.
04:32
04 июн
04 июн
Watch TTMI as a PCB company potentially affected by US concerns over Chinese circuit boards.
Watch TTMI as a PCB company potentially affected by US concerns over Chinese circuit boards; no explicit position from the author.
Сред.
13:06
30 мая
30 мая
Watch TTMI; Whale Rock's Alex Sacerdote called it out as a long at Sohn 2026.
Watch TTMI; Whale Rock's Alex Sacerdote called it out as a long at Sohn 2026, citing growing complexity of PCBs in AI infrastructure buildout — relayed approvingly by thevalueist who views Whale Rock as best-positioned in the GAI trade.
Сред.
13:23
27 мая
27 мая
The tweet notes TTMI's strategic positioning as a potential national champion in PCBs but lacks.
The tweet notes TTMI's strategic positioning as a potential national champion in PCBs but lacks a clear forward-looking bullish or bearish trade call.
Низ.
12:21
22 мая
22 мая
Reports Morgan Stanley analysis showing PCB value uplift (+233%) in Nvidia’s next-gen rack.
Reports Morgan Stanley analysis showing PCB value uplift (+233%) in Nvidia’s next-gen rack, which may benefit PCB suppliers like TTMI. No directional view from speaker.
Сред.
11:03
22 мая
22 мая
The tweet explains why PCB stocks like TTMI surged due to Morgan Stanley's analysis of NVIDIA's.
The tweet explains why PCB stocks like TTMI surged due to Morgan Stanley's analysis of NVIDIA's next-generation rack, but the author does not express a personal forward-looking view.
Выс.
03:42
22 мая
22 мая
Buy TTMI despite competitive pressure from Chinese PCB producers — the stock is still rallying.
Buy TTMI despite competitive pressure from Chinese PCB producers — the stock is still rallying, suggesting resilience or mispriced strength.
Выс.
09:02
21 мая
21 мая
The tweet cryptically references tickers TTMI and 2383.TT alongside a quoted NVDA analysis.
The tweet cryptically references tickers TTMI and 2383.TT alongside a quoted NVDA analysis, but the author provides no forward-looking opinion or trade idea.
Выс.
02:38
21 мая
21 мая
The tweet is a brief mention of TTMI in a reply with no forward-looking opinion or directional.
The tweet is a brief mention of TTMI in a reply with no forward-looking opinion or directional view expressed.
Выс.
18:42
20 мая
20 мая
The author humorously comments on a supply chain bottleneck involving TTM Technologies.
The author humorously comments on a supply chain bottleneck involving TTM Technologies and a Taiwan-listed stock without expressing a clear directional view.
Выс.
Об аналитическом покрытии TTMI
Buzzberg отслеживает TTMI (TTM Technologies Inc) в 14 источниках. Бычьих сигналов: 7, медвежьих: 0, от 13 аналитиков. Сентимент преимущественно бычий (16%). Всего отслеживаются 44 торговые идеи. Последние спикеры: michaelsikand, Asymmetrical Bets, TheValueist.