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“PCB/CCL Manufacturers: A smaller overall market size means slower growth momentum for the supply chain over the next few years, which could trigger EPS downgrad”
@pequityresearch
Kyber backplane delay shrinks AI PCB TAM 5-11%, threatening EPS upgrades that underpin TTMI's elevated valuation.
TTMISHORT@ $190.49
$116.20+39.00%
since call Jun 27
peak +48.1%
“Copper Cable Makers: Because the Oberon architecture relies on traditional cabling, extending its lifespan reduces the near-term risk of copper cables being rep”
@pequityresearch
Oberon architecture's extended life keeps copper cables relevant inside AI racks longer than expected, lifting Amphenol's data-center interconnect earnings.
APHLONG@ $161.45
$162.54+0.67%
since call Jun 27
peak +1.2%
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