advanced-packaging-osat theme · 2 dossiers

AI-advanced-packaging re-rate already played out (low-$40s → $79.23 ATH on 2026-04-27); the leg is now correcting, not accelerating. The Q1 beat (+27% rev, EPS +50% vs est) was sold -8.6%, and a -12% breakdown on 2026-06-05 inside a…

Advanced-packaging/OSAT bottleneck thesis is still accelerating fundamentally (AP rev guided >$3.5B 2026), but the tape just blew off: fresh 52-wk high $41.10 met a ~11% single-session reversal to ~$34, RSI unwound to ~48, and insiders…