$TXN

2 theses
bullish 100%neutral 0%bearish 0%
Avg return (3m)
Win rate (3m)
(0 resolved)

Past performance does not predict future results. Informational only, not investment advice.

Recent theses

Prices as of Jun 10, 4:07 PM ET
$TXNDDbullish
u/samvarr · 29d ago1 prior · awaiting results
$40k LEAPs

The Analog Chip Trade: Texas Instruments to 2 Trillion

Texas Instruments is positioned to capture $1-2T in annual AI capex by 2030 as the leading analog chip supplier with operational domestic fabs. National security mandates, AI infrastructure demands (data centers, nuclear/grid power conversion), and space/satellite buildout will drive massive analog content growth across every compute cluster and critical infrastructure node.

At post $295.17Now $282.01-4.5% since postedas of Jun 10, 4:07 PM ET
1d+3.8%
3d+2.6%
1w+2.4%
1m
3m
6m
1y
original post →
$TXNGainbullish
u/cowardbeater1969 · 33d ago1 prior · awaiting results

The King of Analog is crushing it

Texas Instruments is benefiting from increased demand for its analog chips in AI power management applications. The author holds both long-term options and shares, expecting continued upside as AI adoption drives utilization of TXN's power management solutions.

At post $287.80Now $282.01-2.0% since postedas of Jun 10, 4:07 PM ET
1d
3d+3.5%
1w+5.2%
1m-1.0%
3m
6m
1y
original post →

End of results.