TheValueist — $LSCC $MCHP FPGAs are so hot right now :) 🔥🔥🔥
https://t.co/EkxnBxJSIW↗
May 2026 · 9 mentions
May 21
Damnang2 — Lattice Semiconductor ($LSCC) rose 12% in a single day yesterday.
Inside AI servers, there are multiple socket battles happening across GPUs, ASICs, NICs, CXL, and optical chips.…↗
May 21
Damnang2 — Lattice Semiconductor ($LSCC) rose 12% in a single day yesterday.
Inside AI servers, there are multiple socket battles happening across GPUs, ASICs, NICs, CXL, and optical chips.…↗
May 20
TheValueist — $LSCC all-time high and up 10%. I was at a conference today and had multiple solid conversations about the FPGA market. I still don't believe people fully understand how critical F…↗
TheValueist — No. I’m long $LSCC 1/21/28 calls as my FPGA trade. I’ve shared a significant amount on the company. Search my timeline for the ticker for more information. https://t.co/XosZogC5Go↗
Apr 25
InvestmentGuru — Building a Semiconductor Watchlist: 20 Names to Watch
$AMKR — Advanced packaging
$GFS — Mature-node foundry
$LSCC — Low-power FPGAs
$AEHR — Wafer-level burn-in test equipment…↗
Apr 17
TheValueist — $LSCC +4.5% to open. I suspect people will shortly begin to recognize the importance of FPGAs in GAI infrastructure built out in the coming decade. They still need to produce on th…↗
The Future Investors — The Future Investors presents the 40 quality stocks with the highest projected EPS growth for 2026! 💎🚀
1. $BESI | BE Semiconductor - 93.4%
2. $ONON | On Holding - 79.0%
3. $AMD…↗
The Future Investors — The Future Investors presents the 40 stocks with the highest projected revenue growth for the next 3 years! 📈🚀
1. $NBIS | Nebius - 211.8%
2. $IREN | IREN Limited - 106.0%
3. $CR…↗
May 4
TheValueist — $LSCC KEY READ-THROUGHS FROM LATTICE SEMICONDUCTOR Q1 2026 EARNINGS CALL
Lattice Semiconductor’s Q1 2026 earnings call provided high-value cross-market signals because the company…↗
TheValueist — $LSCC all-time high today. Trading well recently. https://t.co/5qgaaLngRK↗
May 3
TheValueist — You will begin hearing more and more about the power of FPGAs in the coming months. Speak to anyone who works at Jane Street. A technological and market breakout feels around the c…↗
— $LSCC $MCHP $AMD $INTC RESEARCH NOTE - FPGA Is a Small Market with Outsized Strategic Value Across AI Infrastructure, Defense, and Edge Systems
https://t.co/QEW4TLQVzM
Bottom Lin…
TheValueist — $LSCC is another strong GAI infrastructure power semi via their FPGA business. Solid-looking breakout chart, sitting right at an all-time high. I would expect margin expansion, whi…↗