$TSEM.

first mention in our archive Mar 22, 2026 · latest 3w ago

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5 mentions since Mar 2026

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Who's mentioning $TSEM.

@aleabitoreddit3
@investmentguru_1
@thevalueist1

Recent mentions

5 mentions

@investmentguru_May 6, 2026 · 10:20 AM

Capital rotation is getting louder in semis and AI infrastructure. Money is flowing into names like $MU, $SNDK, $AMD, $ARM, $CRDO, $MRVL, $INTC, $AAOI, $ALAB, and $TSEM. The market is rewarding memory, networking, packaging, and AI compute plays right now

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@thevalueist

May 5, 2026 · 1:42 PM

This $GFS call was superb. They seem to be perfectly positioned for optical networking buildout and great to see margin expansion. I came away even more long-term bullish. Potential positive read on $TSEM. Analysis to follow...

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@aleabitoredditApr 29, 2026 · 10:37 AM

Fun fact, $SIVE just crossed the $1B MC threshold. So a select few US institutions are able to buy it now (fund mandates) However, the vast vast majority still can’t until they get listed on NASDAQ. Just an FYI: $1B valuations are spare change for institutional investors in US hyperscaler supply chains if they end up powering $JBL, $AMD, $AAPL, $AMZN, $MSFT and others. Just look at $LWLG, $1.9B MC off 1 testing agreement with $TSEM.

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@aleabitoredditApr 25, 2026 · 5:16 PM

@manny_c5 Pretty negative. It's big news, but a no-revenue R&D partnership like $LWLG and $TSEM. They have a massive dilution vote from 45m -> 95m shares in 2-3 weeks as well, and I have an extreme distaste for massive dilution cycles. But I expect people to just buy into the fomo/news anyway.

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@aleabitoredditMar 22, 2026 · 3:29 AM

@Gubloinvestor Yeah... MC is $128M, they have no debt, and cash is $92.6M. I just think markets don't like companies from Israel unless that name is $TSEM.

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