The analyst holds long positions in AMKR and OSS, highlighting recent major contracts as catalysts for these investments.
AMKR signed a 10-year advanced packaging agreement with TSM; OSS signed a major signal surveillance defense contract, indicating strong growth catalysts.
What a beautiful morning. Our 2nd and 3rd largest positions out with major catalysts: $AMKR (opened @ $24.35 on 9/5/25) signs 10-year advanced packaging agreement with TSM $OSS (opened @ $4.71 on 11/26/25) signs major signal surveillance defense contract Ahead of the herd...
| Horizon | Raw move | vs SPY |
|---|---|---|
| 1 day | +0.8% | +2.0% |
| 1 week | -5.7% | -3.4% |
| 1 month | -32.4% | -32.4% |
| 3 months | — | — |
| 6 months | — | — |