Nvidia's $3B vote of confidence lands on Amkor, and $AMKR is still de-rated. That is the setup: a strategic backer can re-rate the multiple before earnings do. Watch whether the tape treats this as va

What happened: A Seeking Alpha analyst reiterated a Buy on Amkor Technology ($AMKR), citing Nvidia's $3 billion vote of confidence landing on a de-rated stock. Key numbers: Prior rating was Buy at $69.75 with a $90 to $110 target. Why it matters: The analyst argues the AI advanced packaging ramp would drive margin expansion, and discloses a beneficial long position in $AMKR shares.

A Seeking Alpha analyst reiterated a Buy on Amkor Technology ($AMKR), citing Nvidia's $3 billion vote of confidence landing on a de-rated stock.

The analyst argues the AI advanced packaging ramp would drive margin expansion, and discloses a beneficial long position in $AMKR shares.