TTM Technologies' defense-tech PCB exposure is incredibly underappreciated because the market lumps it into AI infrastructure. That infrastructure cycle is nowhere near its peak given PCB and substrate shortages. Insiders bought big; TTM looks like a no-brainer here. x.com 

TTM Technologies' data center and networking business is growing fast enough to become half or more of the company, a shift expected eventually but that showed up in a single quarter. Its end markets are strong, including circuit boards for TPUs and aerospace and defense. The stock is probably getting a little extended here. x.com 

TTM Technologies, Rogers and Murata Manufacturing are among the component names on a list of potential losers, though TTM may still work as a shorter-term long trade into earnings. x.com 

TTM Technologies is a re-rating gem. x.com 

TTM Technologies is the top defense and AI PCB pick, central to AI hardware yet trading at 20.3x forward earnings versus a 25.6x median for Asian rivals. It just posted its first $1B revenue quarter at record margins, holds over 40% share on Nvidia's VR200 platform and is qualified on nearly every major AI accelerator. PCB content rises from $35k in GB300 to $116k in VR200 as layer counts climb. The CEO and a board member bought $1.6M of stock, the first insider buying after months of selling. … Show more

TTM Technologies stands to benefit as the US pushes to bring circuit-board production home. Per a post by @QQ_Timmy, about 60% of global PCB capacity is in China and the US share has fallen to 4%, a national-security risk. Congress is pushing the Protecting Circuit Boards and Substrates Act, with a 25% tax credit for buyers of US-made PCBs and about $3 billion in subsidies for domestic makers. TTM is building large new plants in New York and Wisconsin, bringing its US total to 18 facilities. … Show more

Insiders are buying TTM Technologies 17% below its highs, supporting the case that its AI circuit-board bottleneck is underpriced. The CEO put $1.1 million into the stock, a day after a director bought $525K. Nvidia GPU boards use over 30 layers and the next generation needs 50 to 100+. TTM is the only US-listed pure-play PCB maker, called a top-five qualified supplier by an Nvidia account manager, yet trades at 20x forward earnings against 25x for Asian competitors. x.com 

Companies highly correlated with TPU capital spending, Broadcom, MediaTek, Lumentum, Semtech and TTM Technologies, should all keep going up; embrace the bubble. x.com 

Low multiples give AI infrastructure good risk/reward as demand outruns supply and agentic workloads have runway. TSMC at 17x 2027E EPS appears to have all the accelerator and CPU demand it can handle this year and next; Ultra Clean is at 8x, MKS 12x, TTM 13x, Nvidia 14x and Celestica 15x. Kioxia at 3x and Samsung preferreds at 2.5x carry a big discount on pricing and cycle fears. Multiples imply a 2027 capex peak and meaningful drop; 2028 capex growth is expected, but below 2027's rate. x.com  … Show more

Quarterly rebalancing and the Russell 2000 reconstitution have dislocated a few good names, creating chances to buy or add. Bloom Energy, Credo Technology and TTM Technologies have been wearing the wrong jersey in the small-cap index after their huge runs. Amkor Technology retested its breakout pivot, and Tower Semiconductor is back at its 50-day moving average and PEG area. x.com