TTMI
1 tracked call · 0 long · 1 short · last 90d: 0L/1S
first called by P Equity Research 📰 4w ago
SHORT4w ago
“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”P Equity Research 📰
Kyber backplane delay shrinks AI PCB TAM 5-11%, threatening EPS upgrades that underpin TTMI's elevated valuation.
TTMISHORT@ $190.49
$114.88+39.69%
since call Jun 27
peak +48.1%