TTM Technologies(US:TTMI) Seeking Alpha·2026-02-20 10:44Core Insights - TTM Technologies (TTMI) is transitioning into a significant player in the AI and defense industry infrastructure, moving away from its previous reliance on cheap consumer electronics and market fluctuations [1] Company Overview - TTM Technologies has evolved from a company dependent on consumer electronics to one focused on high-growth sectors such as AI and defense [1] Investment Strategy - The investment strategy emphasizes growth by identifying fundamental momentum indicators such as EPS, ROE, and revenue, along with price-volume confirmation and macroeconomic filters [1] - The analysis incorporates econometric tools to assess market direction, cycles, and behavior [1] Analyst Background - The analyst managing personal capital since 2020 has a background in Business Administration and Economics, currently pursuing a master's in Finance with a thesis on the impact of financial results announcements on stock returns and trading volumes in micro-cap gold mining companies [1]