Analog Devices. Every tracked FinTwit mention of $ADI, newest first. 27 mentions since the first on Jan 20, 2026. See the price chart.
June 2026 · 1 mention
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 · 11 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…
March 2026 · 2 mentions
Mar 10
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 & $…↗
February 2026 · 1 mention
Feb 6
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…↗
January 2026 · 3 mentions
Jan 29
Leveraged Cat — $ADI and $TXN look like the new semis stocks you want to own↗
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 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 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↗