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$TXN
2 thesesbullish 100%neutral 0%bearish 0%
Win rate (1y)
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Recent theses
Prices as of Aug 24, 1:28 PM ET
$TXNr/wallstreetbetsDDbullish u/samvarr · 112d ago1 prior · 50% at 3mo “$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 $295.17·Now $258.99-12.3% since postedas of Aug 24, 1:28 PM ET
1d+3.8%
3d+2.6%
1w+2.4%
1m+0.7%
3m-5.0%
6m—
1y—
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 $287.80·Now $258.99-10.0% since postedas of Aug 24, 1:28 PM ET
1d—
3d+3.5%
1w+5.2%
1m-1.0%
3m-3.3%
6m—
1y—