$TTM Tech(TTMI.US)
Momentum has cooled from the late-June peak, but I still see firm underlying demand despite near-term selling pressure.
I’m watching TTMI’s shift toward higher-margin aerospace and defense electronics. The Swiss Technology Group and ILFA acquisitions add local European production, reduce geopolitical risk, and strengthen access to long-term government contracts.
My focus now is the Russell 1000 transition and upcoming Q2 earnings. A strong book-to-bill ratio and growing defense backlog should help cushion short-term volatility.
@Captain's Treasure
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