@burningbushcap · Long ASYS

$ASYS $SHMD business is going to boom "ABF also AI-driven: datacenter now ~60% of ABF revenue → 70% in 2 years; capacity to double and revenue to more than triple by 2030"

G2AI@G2AIStack

Key takeaways from Goldman Sachs' investor meetings with Samsung Electro-Mechanics (SEMCO): • 3Q26 guidance maintained despite ~13% KRW appreciation — core fundamentals actually improving: MLCC revenue up high-teens% QoQ at ~20% OPM; substrate revenue +20% QoQ at ~20% OPM •

Read asLong ASYS+1 more

Since the call—

unrankedThe analyst's rank today

High · 0.93Confidence

Mon, Sep 14Tweeted

Tue, Sep 15 closeCounted from

21% of the basket · day 35fades out by Oct 26

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