TTM Technologies. Every tracked FinTwit mention of $TTMI, newest first. 14 mentions since the first on Jan 13, 2026. See the price chart.
June 2026 · 2 mentions
Jun 22
TheValueist — $TTMI TTM Technologies: The Strategic Nexus of AI and Defense Infrastructure. Investment Thesis. New: 6/22/26.
TTM Technologies has moved well beyond its identity as a commodity c…↗
Jun 4
TheValueist — $TTMI - Great CNBC video on PCBs.
U.S. Confronts The Hidden Risk Of Chinese Circuit Boards Fundamental To ... https://t.co/8XUY9mb6yL via @YouTube↗
May 2026 · 2 mentions
May 30
TheValueist — $NVDA $MU $SNDK $LITE Outstanding interview that provides clear line of sight into how the top institutional TMT investors are thinking about GAI. I as I said below, from my non-sc…↗
May 24
Shane C. Murphy, CMT — $TTMI TTM Technologies, Inc.
A pick & shovel play for the two hottest spending cycles of the last two decades. Defense and data centers. The stock traded at 9x fwd PE just 12m…↗
April 2026 · 3 mentions
Apr 30
TheValueist — $TTMI KEY READ-THROUGHS FROM TTM TECHNOLOGIES Q1 2026 EARNINGS CALL
TTM’s Q1 2026 call was a high-quality positive data point for the AI infrastructure, advanced PCB, defense elec…↗
Apr 30
TheValueist — $TTMI (Bloomberg) -- TTM Technologies shares are up 16% in premarket trading, after the electronics components company reported first-quarter results that beat expectations and gav…↗
Apr 29
TheValueist — $TTMI (Bloomberg) -- TTM Tech forecast revenue for the second quarter; the guidance beat the average analyst estimate.
SECOND QUARTER FORECAST
Sees revenue $930 million to $970 mil…↗
March 2026 · 1 mention
Mar 26
Serenity — So if you care about the second optical transicever bottleneck outside of EML/CW Lasers:
- $SANM (US)
- $TTMI (US)
- WUS Printed Circuit (TPE: 2316)
- Unimicron (TPE: 3037)
- Zhe…↗
February 2026 · 1 mention
Feb 5
TheValueist — $TTMI EXECUTIVE CALL SUMMARY: TTM Technologies Inc (02/04/26)
TTM delivered a strong Q4 2025 print with net sales of $774.3 million (+19% year-on-year) and non-GAAP EPS of $0.70,…↗
January 2026 · 5 mentions
Jan 23
Serenity — @number1invest_ US, but I travel around a lot. $IBKR has access to most markets.
That being said there are similar US plays like $TTMI (up 267% 1Y) for similar exposure if you wan…↗
Jan 14
TheValueist — Did you say GAI and defense are the core end markets in one company?
$TTMI https://t.co/XKSemffdkI↗
Jan 13
TheValueist — Google Complex
$GOOGL $AVGO $LITE $CLS $TTMI https://t.co/IowbsXcxeA↗
Jan 13
TheValueist — $TTMI TTM Technologies: Scaling Interconnect Systems for GAI and Defense, and Investment Thesis.
TheValueist — $TTMI (Bloomberg) -- TTM Technologies shares rose as much as 14% to the highest intraday since its debut in September 2000. The company presented at the Needham Growth Conference o…↗