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What the street is doing, not what I think

What top X accounts are doing, not what I think

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AMKR

Amkor Technology, Inc.Small cap (market cap < $50B)Earnings 10/26Partly aligned
Close 41.82 (2026-10-16)28 days -16.9%1Y +33.7%28 d mentions 2

Stance mix of tracked accounts 2 accounts mentioned it · latest post counts

BullishNeutralNo stanceBearish
Bullish
1
Neutral
1
No stance
0
Bearish
0
Accounts BullNeuBearNone
@KawzInvestsViews ›1000
@StockSavvyShayViews ›0100

Consensus and splits Reasons (analyst tagged) and views from the past 14 days

Bull case
  • 1Fundamentals
  • @KawzInvests: @KawzInvests reports Broadcom at OCP Global Summit on scaling photonics: advanced packaging, optical connectivity with 1,000+ fibers into every chip package, and volume manufacturing with automated assembly and test. Mentions $AVGO $AMKR $GLW $AEHR.
Bear case
  • none

Partly aligned. No clearly opposing views so far.

Current views Each account’s latest stance and reasoning; change is vs that account’s previous call
Neutral First call
Technicals · @StockSavvyShay updated Fib levels: drones $ONDS $6, $AVAV $102, $KTOS $39, $MRCY $74; quantum $IONQ $30, $RGTI $11, $QBTS $10, $INFQ $8; nuclear $OKLO $27, $UUUU $8, $GEV $678, $LEU $107; photonics $AAOI $61, $LITE $765, $COHR $224, $AEHR $57; CPU $AMD $479, $INTC $75, $ARM $225, $AMKR $38.
2026-10-17 23:07 HKT Original post ↗
Bullish First call
Fundamentals · Medium term · @KawzInvests reports Broadcom at OCP Global Summit on scaling photonics: advanced packaging, optical connectivity with 1,000+ fibers into every chip package, and volume manufacturing with automated assembly and test. Mentions $AVGO $AMKR $GLW $AEHR.
2026-10-13 04:35 HKT Original post ↗
Background How the narrative evolved over time, for context on current views

By week Last 4 weeks

  • 10/12–10/18 · 2 posts · Bull 1 / Bear 0
    @KawzInvests: @KawzInvests reports Broadcom at OCP Global Summit on scaling photonics: advanced packaging, optical connectivity with 1,000+ fibers into every chip package, and volume manufacturing with automated assembly and test. Mentions $AVGO $AMKR $GLW $AEHR. (Bullish)
  • 10/5–10/11 · 0 posts · Bull 0 / Bear 0
    No discussion
  • 9/28–10/4 · 0 posts · Bull 0 / Bear 0
    No discussion
  • 9/21–9/27 · 0 posts · Bull 0 / Bear 0
    No discussion

Key views and how they evolved Newest first

AMKR Small capEarnings 10/26 Neutral2026-10-17 23:07 HKTOriginal post ↗

@StockSavvyShay updated Fib levels: drones $ONDS $6, $AVAV $102, $KTOS $39, $MRCY $74; quantum $IONQ $30, $RGTI $11, $QBTS $10, $INFQ $8; nuclear $OKLO $27, $UUUU $8, $GEV $678, $LEU $107; photonics $AAOI $61, $LITE $765, $COHR $224, $AEHR $57; CPU $AMD $479, $INTC $75, $ARM $225, $AMKR $38.

See original

UPDATED FIB LEVELS FOR POPULAR STOCKS Drones • $ONDS $6 • $AVAV $102 • $KTOS $39 • $MRCY $74 Quantum • $IONQ $30 • $RGTI $11 • $QBTS $10 • $INFQ $8 Nuclear • $OKLO $27 • $UUUU $8 • $GEV $678 • $LEU $107 Photonics • $AAOI $61 • $LITE $765 • $COHR $224 • $AEHR $57 CPU Bottleneck • $AMD $479 • $INTC $75 • $ARM $225 • $AMKR $38 Space • $RKLB $50 • $ASTS $38 • $PL $10 • $RDW $7 AI Compute • $IREN $26 • $NBIS $146 • $CIFR $9 • $DOCN $90 AI Power • $ON $72 • $BE $192 • $NVTS $8 • $VRT $195 AI Connectivity • $AVGO $324 • $ALAB $251 • $CRDO $167 • $MRVL $222 AI Silicon • $NVDA $210 • $TSM $398 • $ASML $1,637 • $MU $849 AI Applications • $PLTR $172 • $NOW $124 • $CRWD $210 • $SNOW $283 Physical AI • $TSLA $353 • $AMZN $231 • $GOOGL $307 • $VPG $60

Reasoning: Technicals Specific

AMKR Small capEarnings 10/26 Bullish2026-10-13 04:35 HKTOriginal post ↗

@KawzInvests reports Broadcom at OCP Global Summit on scaling photonics: advanced packaging, optical connectivity with 1,000+ fibers into every chip package, and volume manufacturing with automated assembly and test. Mentions $AVGO $AMKR $GLW $AEHR.

See original

Broadcom at OCP Global Summit on what it takes to scale photonics. Advanced packaging 
Optical connectivity, 1,000+ fibers into every chip package 
Volume manufacturing, automated assembly and test $AVGO $AMKR $GLW $AEHR

Image 1 ↗

Reasoning: Fundamentals · Medium term Specific

Fund flows or trade records mentioned in posts reflect only the account’s own claims, are marked “Per the post” and are unverified.

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