Type: Contrarian Signal
Period: 2026Q2
Topic: - AVGO Broadcom: Book-to-bill of 3x with $30B booked against $10.8B shipped. Visibility extended from 2027 to 2028 in a single quarter. strength 5 - AMKR Amkor Technology: Utilization moved from 50s to 70s with growth across every end market. Real operational leverage in advanced packaging. strength 4 - MKSI MKS Instruments: WFE capacity support raised from $180-200B to $200-250B. Reactivating fabs, not speculating. strength 4 - IFNNY: Full-year guide raised with segment margins doubling