$TXN

2 theses

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Recent theses

$TXNDDbullish

u/samvarr · 17d ago

“$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.

1d+3.8%

3d+2.6%

1w+2.4%

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$TXNGainbullish

u/cowardbeater1969 · 21d ago

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.

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3d+3.5%

1w+5.2%

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