AMKR
Amkor Technology Inc
stock NASDAQ

Hey just read this. I am currently in ASX. It’s got better technology, and consistent business since it tests a lot of Chips from China. It is the largest OSAT in the world. I still think AMKR is a great investment though and I’m planning on re-entering it when I have more cash (dunno if you saw but it’s jumped 16 percent after hours today. Not sure if it had earnings I don’t think it did so somethings going on). AMKR is also great given its location and partnership with TSMC. Once TSMCs new facility has been built in Arizona (I think 2028) AMKR will jump quite a bit if they’re testing TSMCs chips. ASX is also a little risky given it location but the Chinese are so dependent on them that I think there’s still 3-4 years before we have to seriously be concerned about it. Hope this helps.

How funny, AMKR is now up like 15% in the ah's:
[https://www.stocktitan.net/news/AMKR/amkor-technology-announces-strategic-partnership-with-nvidia-to-m56pmqlw1jf8.html](https://www.stocktitan.net/news/AMKR/amkor-technology-announces-strategic-partnership-with-nvidia-to-m56pmqlw1jf8.html)
>Amkor Technology, Inc. (Nasdaq: AMKR) today announced a multi-year strategic partnership with NVIDIA to develop advanced semiconductor packaging and test technologies for next-generation AI and accelerated computing platforms. Under the agreement, NVIDIA will provide a prepayment to support the expansion of Amkor’s U.S. advanced packaging capacity.
>Advanced packaging enables the performance, energy efficiency and system-level integration required for AI infrastructure. NVIDIA and Amkor will align their long-term roadmaps to advance technologies including high-density interconnects and next-generation heterogeneous integration.
>Amkor has delivered advanced packaging solutions that support the performance and reliability of NVIDIA platforms across a broad product portfolio, including data center processors, networking chipsets and next generation accelerated computing systems. This expanded collaboration will bring new technologies to market at scale as demand for AI infrastructure grows.
>The partnership also reflects a shared commitment to expanding full turnkey advanced packaging and test capabilities in the United States, strengthening domestic semiconductor manufacturing and supply-chain resilience for AI infrastructure. NVIDIA’s capacity agreement supports Amkor’s expansion of U.S. capacity in Arizona, complementing the company’s established manufacturing footprint across Asia, to create a geographically diverse and resilient global supply chain.
>“AI is driving a generational shift in technology, transforming every industry and creating a unique opportunity to reinvigorate American manufacturing and supply chains,” said Debora Shoquist, Executive Vice President of Operations at NVIDIA. “Amkor’s global capabilities, combined with their committed investment in the United States, are critical components of building resilient AI infrastructure and accelerating next-generation technologies.”
>“This strategic partnership with NVIDIA underscores the central role advanced packaging plays in enabling the future of AI,” said Kevin Engel, chief executive officer of Amkor Technology. “Our agreement with NVIDIA accelerates our long-term roadmap and supports our ability to deliver full turnkey advanced packaging and test solutions, leveraging our global footprint while expanding U.S. capabilities to support critical AI infrastructure.”
Glad I bought some like last week during that dip lol.

AMKR??

Trades I took today as a systematic option seller (07/20):
**Assigned Positions**
* **AMKR → $80 Put**
* **FLNC → $21 Put**
* **TTMI → $165 Put**
* **VICR → $320 Put**
* **TE → $8 Put**
**New Positions**
* **ACMR → $80 Put expiry 07/24 (1 week DTE), premium 3.10 → 310/8000 = \~3.9%.** Opened new position in ACMR. Designs and manufactures semiconductor wafer cleaning and packaging equipments.
* **CRDO → $165 Put expiry 07/31 (2 weeks DTE), premium 5.00 → 500/16500 = \~3%.** Builds high-speed connectivity chips used inside AI datacenters.
* **BE → $165 Put expiry 07/31 (2 weeks DTE), premium 11.20 → 1120/16500 = \~6.8%.** Support at $165.
* **MOD → $220 Put expiry 08/21 (5 weeks DTE), premium 21.50 → 2150/22000 = \~9.8%.** New Position. Manufactures heat transfer and cooling equipments.
* **AMKR → $80 Call expiry 08/21 (5 weeks DTE), premium 2.55 → 255/8000 = \~3.2%.** I was assigned at $80.
* **FLNC → $20 Call expiry 08/21 (5 weeks DTE), premium 0.85 → 85/2000 = \~4.2%.** I was assigned at $21.
* **TTMI → $165 Call expiry 08/21 (5 weeks DTE), premium 6.00 → 600/17500 = \~3.4%.** I was assigned at $175.
* **VICR → $280 Call expiry 08/21 (5 weeks DTE), premium 17.30 → 1730/32000 = \~5.4%.** I was assigned at $320. Stock has its earnings due tomorrow. If it shoots up, I will roll and adjust to get the contract back to assigned price of $320.
* **TE → $8 Call expiry 08/21 (5 weeks DTE), premium 0.42 → 42/800 = \~5.2%.** Assigned at $8.
* **ISSC → $20 Call expiry 08/21 (5 weeks DTE), premium 1.40 → 140/2000 = \~7%.** Assigned at $20.
**My view on the market**
Market under consolidation after a big fall in Semiconductors and AI stocks. It is a wait and watch for me. I continue wheeling my stocks till the market recovers.
I use the ThetaHedge app to identify high quality wheel tickers. Because of stock selection, even after the market fall I am able to earn good premiums in Calls while running the wheel. You can find the wheel rank and 3 month historical return of tickers in the ThetaHedge app ( [https://app.thetahedge.io/](https://app.thetahedge.io/) ).
https://preview.redd.it/i09enpw56geh1.png?width=675&format=png&auto=webp&s=40534e5d278bfded1e3a475106444cc054867d85
[](https://preview.redd.it/trades-i-took-today-as-a-systematic-option-seller-07-20-v0-qetb9h1m4geh1.png?width=675&format=png&auto=webp&s=3c4a0bb74f8bedbca542684c396361896447b0a7)
I keep sharing my daily trades in my account and the Excel file to my full list of positions is linked in my profile description. Happy to hear thoughts on my positions. What are you guys wheeling or watching right now?
*PS: Not financial advice. Do your own research.*

Short puts on SPGI expired worthless so my acct looks better today.
Still naked calls on SPCX 220, ARM 600, MSTR 150 which are becoming insignificant.
Short puts on MU, AMKR, MRVL & SLV still which move together too much. I’ll be choosing a different sector for the Sept batch.