$AMKR
amkor technology7/10Does he own it?
In late Jan he gave an explicit first-person disclosure stating he owns AMKR (alongside AEHR, ONTO, COHR, TSM). That is direct ownership evidence. However, a June post listing AMKR explicitly limited his financial interest to other names (NBIS/TSEM/AAOI), excluding AMKR. So ownership was confirmed once but later appears dropped; no percent weight ever given.
His thesis
AMKR is framed as a key advanced-packaging/OSAT bottleneck beneficiary of the AI/memory supercycle and US "made in America" semiconductor supply-chain reshoring. He repeatedly slots it into HBM, CoWoS, SiC-interposer and CPO value-chain maps, cites major new domestic facilities ramping in 2027-2028, and counts it among his favored advanced-packaging capex longs that delivered large short-term gains.
How his view evolved
Started as a tariff/reshoring dip-buy idea and HBM-supply-chain pick, was explicitly disclosed as owned in late Jan, then stayed a recurring bullish list name through spring; by June it was mentioned but excluded from his stated holdings.
Key points
- Explicit 'I own AMKR' disclosure in late January
- Recurring advanced-packaging/OSAT bottleneck and reshoring long
- June post excludes AMKR from stated financial interests
Derived from a holistic read of his public posts — paraphrased, never quoted. See his actual posts about $AMKR on X ↗