TTMI's Q1 Surprise: Hidden Mid-Cap Winner?

Not a name that gets thrown around a lot, but TTM Technologies (TTMI) just reported a surprisingly strong Q1.

• Revenue hit $570.1M (up from $544.4M YoY)
• GAAP net income flipped positive to $10.5M (vs -$5.8M last year)
• Non-GAAP EPS beat guidance at $0.31
• Adjusted EBITDA margin now 13.1% (up from 10.7%)
• 600K shares repurchased at avg price $15.56

What stood out to me was the strength in Aerospace/Defense and Data Center segments—both long-term structural themes.

Guidance for Q2 also looks decent: $560M–$600M revenue range, EPS up to $0.38.

They're not in the spotlight like NVDA or AMD, but at ~$20/share, they’ve got some real margin expansion momentum.

(Been rotating into names like these via Tiger CBA lately—makes it easier to swing without upfront funding.)

Anyone else watching TTMI or other mid-cap semi plays?