$TSEM

2 theses

bullish 50%neutral 0%bearish 50%

Avg return (1w)

-13.0%

Win rate (1w)

100% (1 resolved)

1d 3d 1w 1m 3m 6m 1y

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

Recent theses

Prices as of Oct 21, 12:15 PM ET

$TSEMSEC Form 4bearish

Ellwanger Russell Craig · Chief Executive Officer at TOWER SEMICONDUCTOR LTD · 70d agono track record yet

Sold 181,535 @ $250.97 avg · $45,559,756 · 2026-08-10

Form 4: Ellwanger Russell Craig sold TSEM

Ellwanger Russell Craig (Chief Executive Officer at TOWER SEMICONDUCTOR LTD) reported an open-market sale of 181,535 shares of TSEM at an average $250.97, roughly $45,559,756, in a Form 4 filed 2026-08-12.

At post $260.31Now $188.74-27.5% since postedas of Oct 21, 12:15 PM ET

1d-1.4%

3d+2.0%

1w-13.0%

1m-18.7%

3m—

6m—

1y—

View filing on SEC.gov →

$TSEMr/ValueInvestingStock Analysisbullish

u/daxter_101 · 214d ago2 prior · awaiting results

TSEM — The TSMC of AI Photonics. 5-10x potential

TSEM is the only supplier of SiPho production PDK technology, with a tight tradable float (~35M shares) relative to its $18B market cap. Upcoming Q1 earnings in May showing 70% YoY SiPho growth, NVIDIA partnership, and $920M capex to scale capacity should drive a significant re-rate when demand hits a constrained supply base.

Now $188.74as of Oct 21, 12:15 PM ET

original post →

End of results.