Key insights
- This post highlights TTM Technologies (TTMI), a PCB manufacturer, citing projected 20% YOY growth driven by defense, aerospace (including Artemis program), and AI-related demand. The new US plant and diverse commercial applications are presented as bullish factors. Limited media coverage suggests potential for undiscovered value, contributing to a moderately positive outlook for the stock and potentially the broader semiconductor sector.
Also Posted in another sub - This is not financial advice.
TTMI - They have had solid growth with past leadership and new leadership is already excelling in their current roles ( previous leaders retired not fired ). They are projected to have 20 % YOY growth. They work in space and defense with customers such as Raytheon, Lockheed Martin and many more. They are involved in not only military contracts ( examples include Javelin missiles , fighter jets, radar systems , and the golden dome ) but other projects such as the Artemis program alongside various other space programs . They are a leader in PCB fabs with a new plant that just opened in the USA. Most of the work is done in America coinciding with plants in China and Malaysia, 23 plants in total . The commercial side of the business is involved with everything from automotive to medical equipment and robotics. They are also an essential supplier for many AI businesses. The list goes on and the charts speak for themselves. They do not get a lot of media coverage or attention , however I have made good money from this stock over the past year and believe the next 5 years will see continued growth.