Buy TTMI by May 21, 2028.

Going long on TTM Technologies ($TTMI) Nvidia put out their new Bill of Goods for the Blackwell and updated costs their next Vera Rubin GPU rack. You can see the breakdown of the various components in the article or table here. You will see the huge increases in cost really accrue to memory (all the memory names already ran up like 1000% this year, Micron, Sandisk, Seagate, Samsung). PCB (Printed Circuit Boards) is going to massively increase in the overall …