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Jul 9 at 01:50 AM
$TTM Tech(TTMI.US)
The stock pulled back briefly after a huge YTD rally, but buyers quickly stepped back in. The market is starting to recognize TTMI’s role in the AI hardware supply chain.
Demand for advanced PCBs across data centers and aerospace remains strong, with better line utilization driving operating leverage.
At this valuation, I’m not chasing every spike. I’m more focused on whether execution can keep supporting the momentum.
@Captain's Treasure
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