Analog Devices. Every tracked FinTwit mention of $ADI, newest first. 42 mentions since the first on Jan 20, 2026. See the price chart.
June 2026 · 6 mentions
Jun 29
Leandro — 6/ Senses & Nervous System: the analog signal chain.
TI, ADI, Infineon. A few dollars of content per part so pretty easy to overlook, but similar switching costs that analog c…↗
Jun 20
Leandro — Analog semis were considered "dead" not many months ago.
A lot of semis experts were claiming (while stocks were at 52wk lows) that management teams were running shareholders "of…↗
Jun 18
InvestmentGuru — The Power Semiconductor Supercycle is REAL.
While everyone chases AI software names — the hardware backbone is quietly printing.
Here’s what the Power & Energy Semi leaderboard l…↗
Jun 7
KawzInvests 🦑 — From 2023 to 2026 $NVDA kept adding more GPUs to each rack but the underlying power system stayed the same. Think of it like adding more appliances to your house without rewiring a…↗
Jun 6
BULL OF BRITAIN — UBS global research just put numbers on AI data center power semis.
Here's a list of tickers they named specifically
> Leaders: Infineon $IFX (Buy), $TXN
> Incumbents: Renesas…↗
Jun 1
TheValueist — $MPWR $ADI $STM $TXN $NVTS $ON EXECUTIVE OVERVIEW
The source material is best understood as an NVIDIA MGX 800 VDC power distribution board ecosystem display rather than a GPU, acc…↗
May 2026 · 12 mentions
May 31
InvestmentGuru — Computex 2026 kicks off June 2nd.
Theme: “AI Together.”
$NVDA $AMD $INTC all expected on stage. But the real alpha isn’t on the mainstage — it’s in the supply chain sitting behin…↗
May 28
Dillon Valdez — The physical AI trade is going to tempt people into ranking robot demo videos.
Wrong first filter.
Start with the deployment stack:
Actuators / motion control:
$PH $RRX $TKR $AM…↗
May 26
Ben Pouladian — Power Is Everything
BofA’s Vivek Arya just modeled the AI power semi market, and the cleanest read is the power split
The 600kW+ rack pool is worth $0 today
The megawatt rack do…↗
Leveraged Cat — I knew very little about the analog/power semis before the charts started screaming at me to pay attention
Lesson in that $TXN $ADI↗
Apr 22
TheValueist — $ADI positive post move on $TXN print read through. https://t.co/vdMPouHn3f↗
Apr 19
InvestmentGuru — $ADI — Analog Devices
Sensor fusion is the nervous system of every robot. ADI makes the precision analog chips that convert real-world signals (pressure, motion, temperature) into…↗
Apr 19
Mike Investing — The upcoming $2T SpaceX IPO is about to cause a generational rally amongst the full space economy…
Your chance to enter these space sector names below before they squeeze will end…
TheValueist — $ADI Analog Devices (ADI) Q1 FY2026 Post-Earnings Debrief
https://t.co/4VPFZ4ErQX
Analog Devices delivered a decisive Q1 FY2026 beat with revenue of $3.16B (+30% YoY, +3% seq) an…↗
Mar 7
Mike Investing — THE ROBOTICS STACK EXPLAINED:
1. $NVDA & $QCOM provide the vision processors, & compute silicon to allow robots to process data, & make real time decisions.
2. $GOOGL, $MSFT & $…↗
TheValueist — I have admittedly been slow to understand the value proposition of $ADI . I believe it will have very strong 2026 combined with a multiple rerating. Stock has been trading very wel…↗
Feb 22
TheValueist — $ADI Analog Devices: Cyclical Re-acceleration, the GAI Edge Shift, and Investment Thesis.↗
Feb 18
KaizenInvestor — $ADI delivered a textbook beat and raise quarter, justifying the 4% rally.
Revenue hit $3.16 billion, driven by a sharp rebound in Industrial and Communications. Crucially, they…↗
Leveraged Cat — $ADI and $TXN look like the new semis stocks you want to own↗
Jan 25
Shay Boloor — THE SEMICONDUCTOR VALUE CHAIN
The AI Brain
• $NVDA data center & AI accelerators
• $META custom inference silicon for AI
• $MSFT AI acceleration silicon for Azure
• $QCOM mobile,…↗
Jan 22
Mike Investing — These are the top 6 chip stocks recommended by Bank of America that’ll lead the $1.2T sector:
1. Advanced Micro Devices $AMD
2. Nvidia $NVDA
3. Micron Technology $MU
4. Broadcom $…↗
Jan 20
The Future Investors — Here are the 40 quality business with the most free cash flow 💰💎 (without stock-based compensation)
🍏 1. $AAPL | Apple - $85.9B
🤖 2. $NVDA | Nvidia - $71.3B
💻 3. $MSFT | Mic…
— The Future Investors presents the 30 quality stocks with the highest free cash flow margins — excluding stock-based compensation 📈🤑
1. $APP | AppLovin - 68.3%
2. $MA | Mastercar…
InvestmentGuru — Physical AI is the next wave.
The software AI trade is maturing. The next capital cycle flows into machines that move, sense, and act in the physical world.
Here’s the complete P…↗
May 21
TheValueist — $ADI KEY READ-THROUGHS FROM ANALOG DEVICES Q2 FY2026 EARNINGS CALL
Analog Devices’ Q2 FY2026 call was a broad positive read-through for the higher-quality end of the semiconductor…↗
May 21
Black Panther Capital — The clearest sign you can get 😳
“Physical AI is the next wave.”
— Jensen Huang.
Here’s the complete Physical AI list - save it:
$NVDA: GPUs, Jetson processors, Omniverse digita…↗
May 21
Leandro — Analog companies have gone BRR lately, but if physical AI comes soon, they'll most likely go BRR BRR or even BRR BRR BRR?
$TXN $ADI↗
May 12
InvestmentGuru — The “Inflation Era” of AI Compute is Breaking Out Across the Board
Every layer of the AI infrastructure stack is seeing demand explosion — and the winners aren’t just $NVDA.
Here’s…↗
May 9
InvestmentGuru — The Complete Semiconductor Playbook — AI Supercycle 2026
The AI trade is no longer one ticker. It’s a full stack. Here’s every layer:
💾 MEMORY
$MU · $WDC · $STX · $SNDK · $AM…↗
May 9
Shay Boloor — 10 WAYS ROBOTICS IS GETTING BUILT OUT ACROSS SECTORS
1. $NVDA infrastructure layer for robotics stack where humanoid robots from Optimus to Atlas can train in Nvidia’s Isaac Sim v…↗
May 8
TheValueist — $ADI another all-time high today. Outstanding looking breakout chart. I'm still long 1/21/28 calls.
https://t.co/KSKGpHADrK https://t.co/6BO2JkjY0E↗
InvestmentGuru — Physical AI play
Silicon / Compute (The Brain)
$NVDA — Owns the full AI stack
$ARM — Royalties on every advanced chip
$AMBA — Edge vision processing
$QCOM — Low-power AI decision…↗
Apr 19
InvestmentGuru — $ISRG — The Blueprint For How Physical AI Gets Monetized
Surgical robotics is Physical AI that already prints recurring revenue. With an installed base exceeding 10,763 systems glo…↗
Apr 19
InvestmentGuru — Physical AI Playbook-
 Wave 1 was digital AI — data centers, GPUs, LLMs.
Wave 2 is Physical AI — robots, drones, AVs.
$NVDA — The God of Physical AI
Every robot OS runs on Nvi…↗
Apr 18
Jason Luongo — Electronics & Semiconductors
• $QRVO ($82.11) — SATCOM beamformer ICs for phased-array terminals and satellite payloads. Pending Skyworks merger creates a $22B RF platform.
• $AD…↗
Apr 18
Shay Boloor — SPACE ECONOMY CHEAT SHEET
A SpaceX IPO likely forces the market to look beyond rockets and start repricing the full supply chain and infrastructure layer beneath the space economy…↗
Apr 17
TheValueist — $ADI ascending to an all-time high today. +5% on the day. One more great looking breakout chart. I am long 1/21/28 calls.
https://t.co/KSKGpHADrK https://t.co/GUK3RZmnKU↗
Apr 11
Shay Boloor — The AI Inference boom is now driving demand across the full compute stack from silicon & memory to optics, power, packaging & cloud:
• AI Silicon: $NVDA, $AMD, $AVGO, $INTC
• Foun…↗
— 10 WAYS ROBOTICS IS GETTING BUILT OUT ACROSS SECTORS
1. $NVDA is the infrastructure layer for the robotics stack where ever humanoid robot from Tesla Optimus to Boston Dynamics At…
Leveraged Cat — Revisiting the analog semis idea - their relative strength, including the smid caps in the space, has been notable in this general risk-off environment.
The relative strength got…↗