$TXN

2 theses
bullish 100%neutral 0%bearish 0%
Avg return (1d)
+3.8%
Win rate (1d)
100% (1 resolved)

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%
1m
3m
6m
1y
original post →
$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.

1d
3d+3.5%
1w+5.2%
1m
3m
6m
1y
original post →

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