Lattice Semiconductor. Every tracked FinTwit mention of $LSCC, newest first. 40 mentions since the first on Jan 9, 2026. See the price chart.
June 2026 · 12 mentions
Jun 30
Gaetano — The Physical AI Thematic is moving really fast...
$OUST $AMBA $AEVA $SYNA $CGNX $VPG
Over the last few weeks, I put out two layer reports
> A deep dive into the perception layer…↗
Jun 24
Gaetano — One of the most investible layers in Physical AI today is Edge Compute
Some companies in this space include:
$QCOM $AMBA $HON $LSCC $OSS $NVDA $BZAI etc.
Some are too big for th…↗
TheValueist — $LSCC $MCHP People still don’t realize how critical FPGAs will be for the GAI infrastructure buildout over the next decade.
https://t.co/EkxnBxJSIW↗
Jun 14
The Future Investors — The Future Investors presents the 30 quality stocks with the highest expected free cash flow growth over the next 3 years (CAGR) 📈💰
1. $MU | Micron - 265.9%
2. $HXSCL | SK hynix…↗
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…↗
Shay Boloor — THE SEMICONDUCTOR VALUE CHAIN
Fabless Chip Designers
• $QCOM mobile, automotive & edge AI chips
• $NVDA AI accelerators & data center GPUs
• $TSLA in-house FSD & Dojo AI training…↗
February 2026 · 8 mentions
Feb 23
Paola Rojas 🐝 — Stanley Druckenmiller made some interesting moves as per their latest 13F filing.
Exposure to natural resources (including oil and gas) grew 4x, and digitalisation stayed nearly t…↗
Feb 12
TheValueist — $LSCC $MCHP EXECUTIVE SUMMARY
Lattice Semiconductor (LSCC) and Microchip Technology (MCHP) occupy structurally different positions within the FPGA landscape versus the 2 scale lea…↗
Feb 12
TheValueist — $LSCC rebounding out of a big 2-year trough. Consensus is showing only 9.6% revenue growth for the Communications & Computing segment for FY26. I believe they are significantly…↗
Serenity — Valens looks like extreme mispricing at $2.5.
The -$82M inventory burn was a massive data error, likely from ticker collision between $VLN and $VLN Toronto.
Retail has found out…↗
Jan 10
InvestmentGuru — Top 20 Picks for 2026
1. $NVDA – AI infrastructure king, earnings power still compounding
2. $AMD – AI accelerators + CPU share gains
3. $AVGO – AI networking + software cash mac…↗
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…↗
Apr 5
InvestmentGuru — Next wave of market leaders-
Early innings. Big runway. Conviction required.
1. $COHR
The vertically integrated photonics king. Coherent has delivered 9 consecutive double beats…↗
— $INTC $AMD $MCHP $LSCC Adaptive Architectures: FPGAs in the GAI Datacenter Ecosystem.
TheValueist — $LSCC KEY READ-THROUGHS FROM LATTICE SEMICONDUCTOR CORP Q4 2025 EARNINGS CALL (02/10/26)
The call provided a high-signal datapoint that AI infrastructure demand has broadened and…↗
Feb 11
Ben Pouladian — Didn't get to write up $LSCC but impressed with the call accelerating on all fronts, Tamer is a beast. Getting into self-driving & humanoids. 70-130 companion FPGAs per rack f…↗
Feb 11
TheValueist — $LSCC EXECUTIVE CALL SUMMARY: Lattice Semiconductor Corp (02/10/26)
Q4 2025 results and Q1 2026 guidance communicated a sharper growth inflection than had been implied by the prio…↗
Feb 10
TheValueist — $LSCC (Bloomberg) -- Lattice Semi forecast revenue for the first quarter; the guidance beat the average analyst estimate.
FIRST QUARTER FORECAST
Sees revenue $158 million to $172 m…↗
— 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…