5 Best Stocks to Buy According to Billionaire Rob Citrone

1. Amkor Technology, Inc. (NASDAQ:AMKR)

Discovery Capital Management’s Stake: $103 Million

Amkor Technology, Inc. (NASDAQ:AMKR) is a new addition to the 13F portfolio of Discovery Capital Management. The fund owns over 2 million shares in the company, disclosed in filings for the fourth quarter of 2025. The company provides outsourced semiconductor packaging and test services in the United States, Japan, Europe, and the Asia Pacific. It offers turnkey packaging and test services, including semiconductor wafer bump, wafer probe, wafer back-grind, package design, packaging, burn-in, system-level and final test.

A major source of institutional interest in Amkor Technology, Inc. (NASDAQ:AMKR) is the leadership of the firm in 2.5D and High-Density Fan-Out (HDFO) packaging—the specific technology required to connect AI chips to high-bandwidth memory. In its March 2026 presentation at the Morgan Stanley TMT Conference, Amkor projected that its 2.5D integration revenue will nearly triple in 2026. As AI models grow larger, the bottleneck has shifted from raw chip power to the packaging that holds them together. Hedge funds view Amkor as a mission-critical supplier for the next generation of AI server-class processors. Another important consideration is Amkor’s aggressive expansion in the United States, which aligns with federal CHIPS Act priorities. Amkor is investing $7 billion in a new advanced packaging facility in Arizona, expected to be the first of its kind in the US.

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