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[@joelopezomg](/creator/twitter/joelopezomg)
"2025 reset: Q2 XX rev $1.6B gross profit $128M EBITDA +$23M contribution margin 4.4%. Q3 guide: $800$875M rev contrib 2.8%3.3%. GAAP still a loss. Progress but thin cushion"  
[X Link](https://x.com/joelopezomg/status/1980155974150435108) [@joelopezomg](/creator/x/joelopezomg) 2025-10-20T06:15Z XXX followers, XX engagements


"Thank you @amitisinvesting for inspiring me to write again. Your pieces on $BMNR and $DUOL are incredible. Why I believe $AMKR is a juggernaut that is being slept on:"  
[X Link](https://x.com/joelopezomg/status/1979674072406700460) [@joelopezomg](/creator/x/joelopezomg) 2025-10-18T22:20Z XXX followers, 10.3K engagements


"Bear case: margins are paper-thin rates sticky turns slow financing costs bite. Legal overhang ($39M settlement) + meme-ish volatility = big drawdowns on misses"  
[X Link](https://x.com/joelopezomg/status/1980155979179397255) [@joelopezomg](/creator/x/joelopezomg) 2025-10-20T06:15Z XXX followers, XX engagements


"@longwashere So what youre saying is full port $snap longlivelong"  
[X Link](https://x.com/joelopezomg/status/1978908585049325614) [@joelopezomg](/creator/x/joelopezomg) 2025-10-16T19:39Z XXX followers, XXX engagements


"@IcyVert Eagles in shambles. MLB in shambles"  
[X Link](https://x.com/joelopezomg/status/1979438545753510116) [@joelopezomg](/creator/x/joelopezomg) 2025-10-18T06:45Z XXX followers, 1751 engagements


"@azure_sol90 @carlosadame01 @JomboyMedia Man those names brought back memories. We really did go through it with the McCourts"  
[X Link](https://x.com/joelopezomg/status/1979577509982482693) [@joelopezomg](/creator/x/joelopezomg) 2025-10-18T15:57Z XXX followers, XX engagements


"Probably one of the best thesis Ive read about $GRAB"  
[X Link](https://x.com/joelopezomg/status/1979019638496276762) [@joelopezomg](/creator/x/joelopezomg) 2025-10-17T03:00Z XXX followers, XXX engagements


"Hi Im Joe Husband father and Arizona entrepreneur based in Litchfield Park. I run a marketing company in healthcare and med spas. but my obsession is stocks. This is the first time Ive ever written one thouroughly. It started with a drive past some construction site and ended in a full deep dive on $AMKR"  
[X Link](https://x.com/joelopezomg/status/1979749246518907155) [@joelopezomg](/creator/x/joelopezomg) 2025-10-19T03:19Z XXX followers, XX engagements


"Why this matters: Amkors new campus is basically neighbors of TSMC Phoenix which makes the wafers for NVIDIA and Apple. That means instead of shipping wafers halfway across the world for packaging Theyll just drive them across the valley. Faster. Cheaper. Safer. Smarter"  
[X Link](https://x.com/joelopezomg/status/1979749250843246893) [@joelopezomg](/creator/x/joelopezomg) 2025-10-19T03:19Z XXX followers, XX engagements


"Heres how Jensen Huang (NVIDIAs CEO) put it: AI has ignited a new industrial revolution and with it the chance to reindustrialize America. Amkors Arizona facility is a defining milestone. This isnt hype. This is the turn wafers into money step landing in our backyard"  
[X Link](https://x.com/joelopezomg/status/1979749252453794269) [@joelopezomg](/creator/x/joelopezomg) 2025-10-19T03:19Z XXX followers, XX engagements


"Whats packaging anyway Its the step where multiple chips and huge chunks of HBM memory get stacked together tested and sealed into a GPU. For XX years we got faster by shrinking transistors. Now the bottleneck is assembling them at AI scale. Thats Amkors game"  
[X Link](https://x.com/joelopezomg/status/1979749253934457266) [@joelopezomg](/creator/x/joelopezomg) 2025-10-19T03:19Z XXX followers, XX engagements


"Financials Did a massive deep dive on this. SOLID. $6.3B in 2024 revenue $354M profit $1.65B cash / $1.1B debt Record AI-related system-in-package sales CHIPS Act funding secured Expanding globally (Vietnam + now Peoria) Theyre steady profitable and positioned for the AI boom"  
[X Link](https://x.com/joelopezomg/status/1979749255393988736) [@joelopezomg](/creator/x/joelopezomg) 2025-10-19T03:19Z XXX followers, XX engagements


"If Apple or NVIDIA officially package chips in Arizona this becomes a national story and a valuation reset for $AMKR. Theyre the only independent scaled packaging player with a signed deal next door to TSMC. This is how America closes the chip loop"  
[X Link](https://x.com/joelopezomg/status/1979749258174820543) [@joelopezomg](/creator/x/joelopezomg) 2025-10-19T03:19Z XXX followers, XX engagements


"What Im tracking next: X TSMC Arizona expansion updates X Amkor Peoria construction progress X Any Apple/NVIDIA/DoD packaging confirmations If those boxes start checking off Everyone obsesses over the wafer. But the real money shows up when that wafer becomes a working chip. Thats the box Amkor is building right here in Peoria AZ. And from where I sit in Litchfield Park I can literally watch the future being built. $AMKR 🌵🔋"  
[X Link](https://x.com/joelopezomg/status/1979749259584163861) [@joelopezomg](/creator/x/joelopezomg) 2025-10-19T03:19Z XXX followers, XXX engagements


"Inventory: $1.5B / 4.5k homes at Q2 end (down from $2.4B / 7k in Q1). Safer balance sheet but less scale until acquisitions re-accelerate"  
[X Link](https://x.com/joelopezomg/status/1980155975387721986) [@joelopezomg](/creator/x/joelopezomg) 2025-10-20T06:15Z XXX followers, XX engagements


"Bull case: Zillow lowers CAC funnel stays full pricing gets sharper turns get faster contribution drifts back toward X% EBITDA stays green as they scale buys. Thats a real flywheel"  
[X Link](https://x.com/joelopezomg/status/1980155977870770383) [@joelopezomg](/creator/x/joelopezomg) 2025-10-20T06:15Z XXX followers, XX engagements


"I decided to do a complete deep dive on $AMKR. I believe a lot of people are sleeping on this sleeping giant and we are early to the party. Read here:"  
[X Link](https://x.com/joelopezomg/status/1979674585730855195) [@joelopezomg](/creator/x/joelopezomg) 2025-10-18T22:22Z XXX followers, XXX engagements


"Disclaimer: I dont own $AMKR (yet). But after days of research on this company building in my backyard Im XX% sure I will come Monday. Let me show you why Amkor Technology $AMKR might be the missing link in Americas AI chip supply chain and its rising out of Peoria Arizona.🧵👇"  
[X Link](https://x.com/joelopezomg/status/1979749244929257632) [@joelopezomg](/creator/x/joelopezomg) 2025-10-19T03:19Z XXX followers, XXX engagements


"@Broncos From a raiders fan. Well deserved. Both are legends"  
[X Link](https://x.com/joelopezomg/status/1980005582775189524) [@joelopezomg](/creator/x/joelopezomg) 2025-10-19T20:18Z XXX followers, 3400 engagements


"@MMatters22596 I can't believe no one is talking about $ARMK"  
[X Link](https://x.com/joelopezomg/status/1980016365508718831) [@joelopezomg](/creator/x/joelopezomg) 2025-10-19T21:01Z XXX followers, 1643 engagements


"@toonzafk @ATittentei @alliseeis_W Hes not entirely wrong but they got a few board members back and a COO that knows how to build. Only thing Im nervous about is the housing market in itself for $OPEN Board members also put $$ in so another plus. Would definitely start a small position"  
[X Link](https://x.com/joelopezomg/status/1980161685664280743) [@joelopezomg](/creator/x/joelopezomg) 2025-10-20T06:38Z XXX followers, XX engagements