Who mentions $SYNA most on Surfaced?

@jasonl_capital (Jason Luongo) mentions $SYNA most — 10 mentions in the past 12 months.

When was $SYNA first mentioned on Surfaced?

The earliest tracked mention of $SYNA in the Surfaced archive was on Mar 10, 2026.

How many voices track $SYNA?

7 FinTwit voices have mentioned $SYNA 36 times in the past 12 months.

What kind of voices mention $SYNA most?

$SYNA is mentioned most by Long Research voices on Surfaced.

$SYNA — FinTwit mentions on Surfaced

Recent calls

10 calls

@crux_capital_Jun 27, 2026 · 2:53 AM

$SYNA was one of my main picks for my Physical AI port So now what do I think after the $ON news? To be honest, I don't quite know yet. But here's what I am seeing: $ON is buying $SYNA because ON wants to move from power + sensing into a broader physical AI / edge AI platform. $ON already has the “actuation + power + sensing” side $SYNA gives them the missing middle layer. Edge compute, NPUs, connectivity, software, and human-machine interface. So if we look through the Physical flow: Sense: $ON sensors Think: $SYNA edge AI compute / NPU / Astra Connect: $SYNA Wi-Fi / Bluetooth / GPS Act / power: $ON power semis Interface: $SYNA touch, display, biometrics, audio, vision Strategically, I get it. And I like it. $ON wants to own more of the intelligent edge system. Synaptics fills the gaps. I also get the selloff. Investors want $ON to stay focused on what they do well. I personally like the long-duration physical AI bet. I just need to dig deeper and figure out more where I like the r:r from an investment standpoint I don't currently have a position in either companies

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@stocksavvyshayJun 26, 2026 · 2:00 PM

$ON is down over 20% after announcing a $7B all-stock deal to acquire $SYNA and expand its edge AI and physical AI portfolio. The deal adds AI compute and connectivity, targets $200M in annual synergies and is expected to become earnings accretive within 18 months. https://t.co/qm5vjHm9Xq

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@investmentguru_Jun 26, 2026 · 10:40 AM

$ON + $SYNA = Edge AI thesis confirmed Onsemi just agreed to acquire Synaptics in a $7B all-stock deal — 1.35 $ON shares per $SYNA share, a ~19% premium — with the combination targeting global leadership in intelligent systems. What does Synaptics bring? → Edge AI compute chips → Human-machine interface (HMI) → Wireless connectivity $ON already owns power + sensing. Now they own the full intelligent edge stack. Target: $200M in annual synergies. TAM expanding to $243B by 2030. Yes, $ON is down on dilution. That’s the market repricing the acquirer — normal. But zoom out: this is semiconductor consolidation playing out exactly as the Silicon-to-Substation thesis mapped it. Power → Sensing → Edge AI compute. One company. I am long here. The selloff is the setup. Not financial advice.

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@crux_capital_Jun 25, 2026 · 9:43 PM

I presented $SYNA in my Physical AI coverage yesterday Did I take a position prior to this announcement? Nope. The research could be there and the conviction can be built, but you still gotta push the buttons. Glad the diligence is on the right track though

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@stocksavvyshayJun 25, 2026 · 8:36 PM

$ON is acquiring $SYNA in an all-stock deal valued at $7B. The deal brings together onsemi’s power and sensing chips with Synaptics edge AI and interface technology giving the combined company a stronger position in physical AI. https://t.co/rW1KuAihCU

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@vulturetradesJun 9, 2026 · 1:34 PM

$SYNA UP 80% here 2.50 🔥 https://t.co/B4yAvcb0cq

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@vulturetradesJun 8, 2026 · 1:55 PM

$SYNA sniper entry here

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@cobraalertsJun 8, 2026 · 1:55 PM

$SYNA 160 CALL 6/18 @ 1.30 🚨🐍🐍

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@thevalueistMay 23, 2026 · 8:21 PM

$SYNA Synaptics: The Edge AI, Core IoT Strategic Transformation, and Investment Thesis. Synaptics has repositioned from a legacy hardware supplier toward edge AI, IoT, and wireless connectivity — a transition that reflects where the addressable market is growing rather than where the company's historical revenue was concentrated. The Astra platform is the centerpiece of that repositioning, offering a technically differentiated edge AI foundation that targets robotics, wearables, and connected device applications. Design win momentum in Core IoT provides early commercial validation that the platform is resonating with customers in the right segments. Leadership has been substantially refreshed with executives carrying deep roots at Qualcomm and Broadcom — the right pedigree for a company competing in wireless connectivity and edge processing markets where those firms have set the competitive standard. The organizational rebuild signals strategic intent, but a reconstituted team also introduces execution uncertainty until the new configuration has been tested through a full product and sales cycle. The financial profile is the tension point. Core IoT momentum and stabilizing gross margins are constructive signals, but persistent GAAP losses and elevated stock-based compensation mean the business is not yet generating the kind of clean earnings that justify a demanding valuation on fundamentals alone. The current multiple is pricing in successful conversion of design wins into durable, high-margin revenue — an outcome that is directionally plausible but not yet visible in the reported numbers. Stock-based compensation at elevated levels deserves scrutiny beyond the headline GAAP impact. In a company undergoing leadership transition, it reflects the cost of attracting the talent required to execute the pivot. That's a legitimate use of equity, but it creates a gap between reported earnings and economic earnings that investors in a cyclical semiconductor business need to carry explicitly rather than dismiss. The competitive landscape is demanding. Edge AI and wireless connectivity attract well-resourced competitors, and cyclicality in the broader semiconductor market can compress design win timelines and defer revenue recognition in ways that make execution consistency difficult to maintain. Synaptics has the technology and the team to compete — the remaining proof point is whether the platform translates into a revenue trajectory that closes the gap between current valuation and demonstrated earnings power.

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@jasonl_capitalMay 15, 2026 · 12:06 PM

5. $SYNA - Synaptics The edge AI and touch sensing layer. Q1 revenue $292.5M, up 14%. Core IoT revenue surged 74% year over year to $103.6M. The new Astra SL2600 edge AI processor is sampling with lead customers now, with revenue expected in H2 2026. Collaborating with Google Research on open-source AI development tools. Robots need to feel, process, and react at the edge without sending everything to the cloud. That's what Synaptics builds.

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