ST Microelectronics. Every tracked FinTwit mention of $STM, newest first. 117 mentions since the first on Dec 30, 2025. See the price chart.
July 2026 · 6 mentions
Jul 17
Frenchie — @MYptf1ot I already reduced high beta exposure After a violent move from my best runners $AXTI $IQE and some $VPG
I’m now focused on monitoring exposition, its going to be a hard…↗
Jul 7
Frenchie — 🤖 “La main est la partie la plus difficile” - Elon Musk
J’ai essayé de mapper la supply chain de la main robotique
~30 fournisseurs, répartis sur 6 briques clés
Tout n'est pas…↗
Jul 6
Frenchie — Voici 5 boites qui me paraissent prometteuse à horizon 2030 :
$STMPA / $STM — MCAP ~$66.6B / ~€58.3B
Le semi européen le plus stratégique selon moi après $ASML
La boite est sur…↗
Jul 5
Frenchie — 🇫🇷Il est l'heure du bilan sur la French Tech
Attention c'est un tunnel...
L'objectif était de proposer un panier d'actions sur deux thématiques de souveraineté
>Semi-conducteu…↗
Tech Fund — SiC Power Semis - China’s Yangjie Tech says capacity is fully booked (SCMP)
Positive indicator for $IFX $WOLF $STM
The SiC industry has been in strong oversupply in recent years…↗
June 2026 · 31 mentions
Jun 27
Frenchie — Forget LiDAR ?
J’espère que c’est une blague
Pendant que certains enterrent le LiDAR parce qu’ils pensent encore uniquement à la voiture autonome, STMicroelectronics $STM vient d…↗
mon — The reason why market sell-off yesterday:
1. Chip and AI stocks had been on a massive run all year. South Korea's market was up more than 90% in 2026 and had roughly tripled over…↗
May 2026 · 30 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 31
Frenchie — Je vais pleurer le timing est trop bon
"Masayoshi Son annonce 75 Md€ d’investissement en France, dont 45 Md€ d’ici 2031 dans les Hauts-de-France, principalement pour des infrastru…↗
May 30
Serenity — The “You’re So Rich Now” $NVDA ETF.
These were just some of the supply chain partners Jensen made a toast to with that comment:
TSMC (https://t.co/klkdidhdwN / TSM) - $1.95T
Mi…↗
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 & $…↗
Mar 7
Shay Boloor — 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…↗
Serenity — $TSLA Optimus Bottleneck TLDR - Elon Musk Interview:
"There's only three hard things for humanoid robots":
1. Real World Intelligence (eg. Dojo, $NVDA, Samsung Electro-Mechanics)…↗
January 2026 · 3 mentions
Jan 29
TheValueist — $STM EXECUTIVE CALL SUMMARY: STMicroelectronics NV (01/29/26)
Q4 2025 results indicated early stabilization after a downcycle year, with revenues of $3.33 billion and gross margin…↗
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,…↗
Shay Boloor — OPTICS WILL BE A DEFINING THEME OF 2026
AI has turned data movement into the bottleneck and at scale only photons can move information efficiently enough.
The ecosystem breaks do…↗
Jun 22
KawzInvests 🦑 — In 1956 Eisenhower signed the Federal Highway Act and authorized 41,000 miles of new interstate highway across the United States.
The existing roads worked fine. The problem was t…↗
Jun 19
Kevin Maro — After too many hours of research/DD to count, these are my Top 5 AI Stocks in the Top 5 AI Sectors to Invest in:
1. Neoclouds: The GPU & Compute landlords. Whoever owns the comput…↗
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 17
Tech Fund — Power semis market share analysis (Yole)
#1: $IFX
#2: $ON
#3: $STM https://t.co/UVKsJg7oZ4↗
Jun 16
CK Capital — Starting something new 👀
Separate from my X membership, where I post my daily trades and thoughts, this is a place for the long term work.
Long form deep dives on the stocks I'…↗
CK Capital — People are only now starting to talk about $STM and they are early to one of the cleaner turnaround stories in semis.
For two years STMicroelectronics was written off as a sleepy…↗
Jun 15
Frenchie — L’action la plus intéressante sur PEA ?
Pour moi il s’agit de STMielectronics
Mais pourquoi le marché commence-t-il à la rerater ?
Parce qu’en Europe, il existe un besoin croi…↗
Jun 14
InvestmentGuru — $MU $SNDK $WDC $ON $MCHP
The AI Boom Isn’t Just GPUs — It’s a Memory Supercycle
Chips Without Memory Are Useless
Every conversation about AI infrastructure obsesses over compu…↗
Nezih Gökay — (For the people from many countries who follow me, here is the English version of the post below.)
WHILE EVERYONE IS CHASING SPACEX STOCK, SMART MONEY IS ACCUMULATING THE ROCKET F…↗
Jun 14
Nezih Gökay — HERKES SPACEX HİSSESİ PEŞİNDE KOŞARKEN AKILLI PARA ROKETE YAKIT TAŞIYANLARI TOPLUYOR! 🚀🔥
Elon Musk gökyüzünü ve yörüngeyi fethederken borsada sessiz sedasız hiper büyüme yaşayan…↗
Jun 13
CK Capital — @Frenchie_ I have looked into $STM, i like it a lot.
No position currently though.↗
Jun 13
Frenchie — @CKCapitalxx $STM
$AL2SI
See you on the other side of the matrice↗
Jun 11
Frenchie — Les valeurs que j’ai beaucoup regardées récemment et qui méritent selon moi d’être en watchlist :
$VPG : +15.9% sur la séance
Grosse continuation sur le thème capteurs de précisio…↗
Jun 10
Midas — $STM
$VELO
$FTC
$SATS
If this helped you out, follow me for more.↗
Jun 7
KawzInvests 🦑 — @Frenchie_ Haha, love to hear it. $STM holders will be eating well when Kyber ramps. 😆↗
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
PhotonBull — This order for $56M in $STM calls was cancelled a minute later btw
Careful out there
I like the stock but don't follow these call flows that are already cancelled↗
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 4
Jason Luongo — 10 stocks I will be watching going into the SpaceX IPO next week:
1. $STM - STMicroelectronics
The most direct SpaceX supply chain play you can buy. STM's BiCMOS chips power eve…↗
TheValueist — $MRVL $STM $COHR $HPE Some of key names I follow. Look at these +2z moves today. Out of control. https://t.co/fvdorsqZNb↗
Jun 2
TheValueist — I'm long $STM 1/21/28 c95. Jensen is doing your diligence for you, and I'm along for the ride.
https://t.co/NxqQCAQSOa
Club Valueist - get involved. It will be the best $1/month…↗
Jun 2
Frenchie — $STMPA C'est complètement dingue
Je vois énormément de Coréens et Chinois parler de $STM
J'ai d'ailleurs prévu un article avec @damnang2 pour parler de ce qu'on fait en France ht…↗
Jun 2
Midas — $STM
$VELO
$FTC
$SATS
Follow me for the analysis on each company.↗
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…↗
— @Frenchie_ just wrote the kindest intro and I have to return the favor.
This guy called $2CRSI, $ALKAL, $SLOIF, $STM and $ALRIB early. He also caught silver, optical and MCU as t…
KawzInvests 🦑 — $MX has been sitting in my notes for a while.
NVIDIA just said it directly: "As data centers transform into AI factories, the legacy 54 V standard has become a bottleneck." Their…↗
May 28
Frenchie — Il semblerait que le marché ait vraiment apprécié les valeurs de tech françaises
Depuis qu’on s’est intéressé au basket thématique autour de la souveraineté française :
> EXAIL…↗
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…↗
May 22
Frenchie — Les actions françaises les plus intéressantes aujourd’hui ?
Les semis françaises bougent fort, très fort, mais le vrai driver semble aussi politique.
Emmanuel Macron doit s’expri…↗
May 20
Frenchie — Quelle performance de $STM https://t.co/de5UzBQ4pv↗
May 19
Frenchie — Détail intéressant vu au HQ de $NVDA aujourd'hui.
La main robotique visible dans la vidéo semble utiliser des composants STMicroelectronics ($STM ).
Beaucoup voient encore STM un…↗
May 19
Jason Luongo — 2. STMicroelectronics $STM
10-year Starlink partnership. Over 5 billion RF chips shipped. ~90% market share in LEO satellite chips.
$600M in LEO revenue in 2025. Targeting $3B+…↗
May 17
TheValueist — $STM $WOLF $NVTS $ON GaN and SiC: The System-Architecture Race in AI Power
The 650V power semiconductor market is no longer a straightforward comparison between GaN and SiC — the…↗
May 16
TheValueist — $STM $WOLF $NVTS $ON EXECUTIVE OVERVIEW
The source table is a useful high-level competitive map of 650V-class GaN and SiC discretes, but it should not be treated as a clean device…↗
May 16
Frenchie — Et si je vous disais qu’il existait une manière plus discrète de parier sur le futur de l’humanité ?
Aujourd’hui, les narratifs les plus en vogue sont assez clairs : spatial, robo…↗
May 13
Vulture trades 🦅 — $STM 200% is 1.00 from 0.35 🔥
We’re paid. https://t.co/ccgIPQZStX↗
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
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…↗
TheValueist — $STM all-time high. Outstanding looking breakout chart. Print on 7/23/26. I'm long 1/21/28 calls. https://t.co/n8ANqwb0bS↗
May 7
InvestmentGuru — $STM is one of the most compelling semiconductor re-rating stories of 2026 — the stock ran from ~$31 in late March to the low $50s by late April , and it just hit a fresh 52-week…↗
May 7
InvestmentGuru — Black swan innovations that could destroy today’s AI bottleneck trade (HBM, GPUs, power infrastructure):
Everyone is crowded into the same AI scarcity trade:
GPU scarcity → $NVDA…↗
Vulture trades 🦅 — $STM up 300% here at 4.00 WOW 🔥 https://t.co/eHcK47N8y5↗
Apr 22
Vulture trades 🦅 — $STM moving after hours 👀 https://t.co/5flA47dvhf↗
Apr 22
Serenity — $NVDA actively pushing to 800V, and today was a pretty big signal.
"On April 22, 2026, NVIDIA has initiated discussions with major South Korean power equipment companies to explo…↗
Apr 21
TheValueist — $STM interesting as well. Screens "cheap" relative to the other power semi names. Could get rerated with the momentum in the sector. https://t.co/xAXqJeBWlX↗
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…↗
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
Cobra — $STM up 100% absolutely going parabolic https://t.co/Rz3OstWkey↗
Apr 17
Vulture trades 🦅 — Oh my $STM is ripping face
Almost 2x on these https://t.co/66q9S1BCcN↗
Vulture trades 🦅 — $STM what a trade these are up 80% and still have until May, I won’t be surprised if these 5x
1.15 —> 2.00 ✅ https://t.co/YtXCGKFJ14↗
CK Capital — The entire AI photonics trade runs through a single substrate wafer made by a company most people are just now started to hear.
Soitec $SOI.PA.
A French semiconductor materials c…↗
Apr 14
Vulture trades 🦅 — $STM & $ON are the next $BE
Heard it here first↗
Apr 14
Vulture trades 🦅 — $STM breaking out of $41 contracts have a lot of time 🔥↗
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…↗
— 2026: The Year of Lightspeed Optics — Here’s Every Stock You Need to Know
The optical networking revolution is accelerating, and the investment landscape just got a whole lot more…