Texas Instruments. Every tracked FinTwit mention of $TXN, newest first. 94 mentions since the first on Aug 7, 2025. See the price chart.
July 2026 · 3 mentions
Jul 13
Leandro — A couple of years ago I read an interview made by @JRogrow to Jerome Dodson (founder of Parnassus Investments).
The quote below stuck with me and molded by investment philosophy:…↗
Jul 8
Leandro — Just finished reading the already-famous Terry Smith letter. Some thoughts below in no particular order:
1. The letter is filled with contradictions. You can't bash momentum and t…↗
Jul 5
KawzInvests 🦑 — 275 million vehicles run on software almost no one can name. The same software runs 9 of 10 medical device makers and 8 of 10 surgical robotics platforms.
It is QNX, and it is a d…↗
June 2026 · 12 mentions
Jun 29
Leandro — 6/ Senses & Nervous System: the analog signal chain.
TI, ADI, Infineon. A few dollars of content per part so pretty easy to overlook, but similar switching costs that analog c…↗
Jun 25
KawzInvests 🦑 — $BB is up 100% since I first covered it.
Had earnings today. Beat revenue by $14M. EBITDA up 144% YoY. First positive Q1 operating cash flow in 9 years.
Most people think BB is a…↗
Jun 23
Alphatica — @unusual_whales This image is very misleading. Accounts with this many followers must put things in perspective. Some of the YTD returns:
$INTC: +258.48%
$AMD: +142.74%
$TXN: +…↗
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 30
TheValueist — $NVDA $MU $SNDK $LITE Outstanding interview that provides clear line of sight into how the top institutional TMT investors are thinking about GAI. I as I said below, from my non-sc…↗
May 28
Alphatica — We gave this channel the bullish thesis on $TXN in April. We sat through the Texas Instruments presentation at Bernstein today. Here is what management said behind the slides.
The…↗
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…↗
Mar 26
Alphatica — $SPY is down 4.5%. The Alphatica Earnings Quality Signal is up +2.90% now during this sell-off.
That's +7.43% alpha while the market bleeds.
Short book went 9/11 in this selloff.…↗
Mar 23
Alphatica — The Alphatica Earnings Quality Signal is a signal we've been running for years that finds companies where the numbers don't match the narrative.
We started publishing it publicly…↗
Leveraged Cat — $ADI and $TXN look like the new semis stocks you want to own↗
Jan 28
Leandro — Just published $TXN Q4 earnings digest
Atypical recovery for TI, but data center is becoming a more relevant part of the story (management is, rightly so, taking advantage of the…↗
Jan 27
KaizenInvestor — $TXN reported a Q4 double miss. Despite the double miss the stock is up 5% as investors cheer the 96% surge in Free Cash Flow.
$TXN has officially turned the corner, signaling th…↗
Jan 26
Shay Boloor — THE AI STORAGE STACK
• $ORCL uses flash storage to speed up cloud databases
• $DELL sells all-flash storage systems to large enterprises
• $AMZN deploys SSDs at scale across AWS i…
December 2025 · 2 mentions
Dec 21
InvestmentGuru — Top 10 Robotics Plays -
$NVDA
The compute powerhouse of robotics — its GPUs and Jetson AI platforms are used in robot perception, autonomy, and AI workloads. Robotics innovation…↗
Dec 10
Tech Fund — $TXN will start breaking out data center revenues - still small at $1.2 billion but growing above 50% https://t.co/KZNzrB55Ez↗
October 2025 · 4 mentions
Oct 22
Ray Wang — $TXN Earnings Call (Oct 22, 2025).
Analyst: It seems that you're guiding it down, I don't know, maybe 250 bps, something in the ballpark of 55%. I just want to know, is that the…↗
Oct 21
Ray Wang — $TXN: "The overall semiconductor market recovery is continuing though at a slower pace than prior upturns likely related to the broader macroeconomic dynamics and overall uncertain…↗
Oct 21
Ray Wang — " $TXN fourth quarter outlook is for revenue in the range of $4.22 billion to $4.58 billion" https://t.co/xyZIj6fFGl↗
Oct 19
The Future Investors — Here are the 25 Quality Stocks with the highest estimated Free Cash Flow CAGR over the next 3 years 🚀📈
1. $ARM | Arm - 212.0%
2. $CRDO | Credo Tech. - 164.3%
3. $MU | Micron - 1…
August 2025 · 1 mention
Aug 7
SemiAnalysis — expecting a recovery this cycle with $TXN $MCHP $ON $NXPI
pls bro just one more quarter bro https://t.co/r0aA15h4ve↗
June 2025 · 1 mention
Jun 21
Tech Fund — A big tour of current happenings in Semis - $NVDA $AMD $MRVL $BESI $KLAC $ENTG $ARM $INTC $NVTS $MCHP $TXN
https://t.co/A4rcdLIKc4↗
— @Starbuccaneers Almost took $MPWR but I leaned on $TXN instead…
I like the $TTWO catalyst but I wonder if the news might be priced in
amit — Did a stock draft with some friends and these are the 12 picks I have to hold until June 2027…
1. $NVDA
2. $AMD
3. $GEV
4. $TXN
5. $RKLB
6. $RDDT
7. $GOOGL
8. $FIX
9. $AAPL
10. $G…↗
Jun 20
Leandro — Analog semis were considered "dead" not many months ago.
A lot of semis experts were claiming (while stocks were at 52wk lows) that management teams were running shareholders "of…↗
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 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…↗
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
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…↗
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…↗
— $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…
Nancy Pelosi Stock Tracker ♟ — The timing on this is... something
Rep. Thomas Kean Jr. (R) bought $TXN on April 14th at $218 a share
8 days later, Texas Instruments reported its best earnings quarter since 200…↗
Shay Boloor — $NVDA is now worth more than $AVGO, $AMD, $MU, $QCOM, $TXN, $INTC, $AMAT, $LRCX and $KLAC combined.
Thats what happens when one company sits at the platform layer of AI and captur…↗
May 26
Alphatica — Another price hike for Texas Instruments. You heard it here first. BofA Securities Maintains Texas Instruments(https://t.co/VeeybPaVpg) With Buy Rating, Raises Target Price to $370…↗
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
Alphatica — $TXN hitting 52-week highs +4.10% today 🔥
Our Alphatica Earnings Quality signal called the inflection back in April after their strong Q1 10-Q.
The semiconductor cycle is turni…↗
May 21
Leandro — Analog companies have gone BRR lately, but if physical AI comes soon, they'll most likely go BRR BRR or even BRR BRR BRR?
$TXN $ADI↗
May 17
Shay Boloor — President Trump filed 3,600+ trades during Q1 and the biggest winners are heavily tilted toward semis, AI infrastructure & power:
• $PENG: +158%
• $INTC: +151%
• $SNDK: +131%
• $…↗
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 15
Jason Luongo — 3. $TXN - Texas Instruments
The analog backbone. Q1 revenue $4.83B, up 19%. Analog segment hit $3.92B, up 22%. Industrial revenue surged over 30% year over year. Data center reven…↗
May 15
InvestmentGuru — Trump’s Q1 2026 Portfolio Moves Just Dropped, And the rotation tells a very clear story.
What He SOLD
→ $AMZN — $5–25M range
→ $META — $5–25M range
→ $MSFT — $5–25M range
Exiting…↗
May 14
Shay Boloor — President Trump’s latest 278-T filing reportedly disclosed 3,600+ transactions so far in 2026.
The filing appears to show $1M+ positions in:
• $NVDA
• $AAPL
• $ORCL
• $AVGO
• $NOW…↗
May 13
TheValueist — $TXN Great CNBC video.
https://t.co/23Im0pUiCv↗
May 13
TheValueist — $TXN Texas Instruments: 300mm Recovery, the Data Center Pivot, and Investment Thesis.↗
May 13
TheValueist — $TXN Texas Instruments: 300mm Recovery, the Data Center Pivot, and Investment Thesis.
Texas Instruments is transitioning out of its heaviest capital investment phase and into a pe…↗
May 13
Alphatica — $TXN up 5% this morning. Yesterday’s low was most likely your best chance for the rest of the year.↗
May 13
Frenchie — @gblw_ Je pense qu'il est possible qu'on voit un gros mouvement haussier sur STMPA
$TXN / $WOLF / $STMPA / $INFINEON sont entrain d'être repricé↗
May 12
Alphatica — A pullback to $281–283 would be an early July xmas gift. Take advantage of it.
*Not investment Advice
$TXN↗
May 12
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 11
Alphatica — New 52-week high on TXN this morning. This stock has the potential to be a multi bagger this year. The stock is now up ~11% since our upgrade post. Our earnings quality signal call…↗
May 11
Frenchie — Faut-il parier sur Texas Instruments ?
Le bull case sur $TXN devient intéressant parce qu’on commence à voir des signes de tension dans la supply chain (selon l'E-mail)
> $TXN a…↗
May 9
InvestmentGuru — The Complete Semiconductor Playbook — AI Supercycle 2026
🤖 EDGE AI
$QUIK · $CEVA · $SYNA · $QCOM · $INDI · $VLN · $SMTC
→ AI leaves the data center. Devices. Cars. Factories…↗
May 9
InvestmentGuru — The Complete Semiconductor Playbook — AI Supercycle 2026
The AI trade is no longer one ticker. It’s a full stack. Here’s every layer:
💾 MEMORY
$MU · $WDC · $STX · $SNDK · $AM…↗
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…↗
Alphatica — Day 8 of a 63-day drift window on $TXN. Every signal we track remains intact, we'd look to add exposure on any weakness. Risk management, sizing, and conviction are yours to define…↗
May 3
Alex A.C. — $TXN Texas Instruments
Very interesting EPS guidance. With $2 EPS, and taking into account the super bullish landscape for:
- Microcontrollers
- Power Electronics (GaN; DC/DC; e…↗
May 2
KawzInvests 🦑 — $BB up 50% since the Q4 print. WSJ had it on the front page yesterday. Is this the next $NOK?
> $NVDA. $AMD. $INTC. $ARM. $QCOM. $NXPI. Renesas. $TXN. Every chip vendor that matte…↗
tae kim — Chips Chips Chips $TXN $SOXX https://t.co/wAQBWhZgHE↗
Apr 23
TheValueist — $TXN KEY READ-THROUGHS FROM TEXAS INSTRUMENTS Q1 2026 EARNINGS CALL
Texas Instruments’ Q1 2026 earnings call provided one of the clearest upstream confirmations to date that the a…↗
Apr 22
Leveraged Cat — I knew very little about the analog/power semis before the charts started screaming at me to pay attention
Lesson in that $TXN $ADI↗
Apr 22
TheValueist — $ADI positive post move on $TXN print read through. https://t.co/vdMPouHn3f↗
Apr 22
TheValueist — $TXN (Bloomberg) -- Texas Instruments shares are up 8.3% in extended trading, after the chipmaker gave a revenue forecast that is stronger than expected. It also reported first-qua…↗
Apr 22
Alphatica — $TXN still going strong in the after-hours session. The $TER economic connection was strong here. Texas Instruments has some legs. We expect this stock to continue to rally.
***N…↗
Apr 22
Leandro — Good I suppose?
$TXN https://t.co/qtmFjEfCJP↗
Apr 22
TheValueist — $TXN (Bloomberg) -- (Adds shares.)
Texas Instruments shares are up 7% in extended trading, after the chipmaker gave a revenue forecast that is stronger than expected. It also repor…↗
Apr 22
Alphatica — We can almost guarantee not one Wall Street analyst had the $TER economic connection.
$TXN beat. 7 straight now.
EPS: $1.68 vs Street $1.37 — beat by 22.6%
Revenue: $4.83B vs St…↗
Apr 22
Alphatica — TXN reports today after the close.
6 straight beats. Stock +34% YTD near 52-week highs.
Street EPS: $1.37
Street Revenue: $4.52B
Alphatica Estimates:
EPS: $1.42
Revenue: $4.55B…↗
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 17
The Future Investors — The Future Investors presents the Profit Machines 🤑. 25 High-Quality stocks with the highest net margins 📈
1. $APP | AppLovin - 60.8%
2. $NVDA | Nvidia - 55.6%
3. $V | Visa - 5…↗
Apr 11
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…↗
Apr 7
Nancy Pelosi Stock Tracker ♟ — Rep. Kevin Hern (R) just disclosed 12 new stock trades
Every single one was a sell
Buys: $0
Sells: up to ~$1.5M
Including $ACN, $IVZ, $TXN, $MUA, & more https://t.co/iP4Gryn…↗
Apr 3
Alphatica — The Alphatica Earnings Quality Signal finds companies where the numbers don't match the narrative.
We started publishing it publicly on this feed a few months ago. 21 calls. Every…↗
— AI SEMIS KEEPING THE MOST OF EVERY DOLLAR
Operating margin breakdown:
• Best-in-class (50%+) | $NVDA, $TSM
• Elite (40–49%) | $MU, $ANET, $KLAC, $AVGO
• Strong (30–39%) | $ASML, $…
Alphatica — The Alphatica Earnings Quality Signal is a signal we've been running for years that finds companies where the numbers don't match the narrative.
We started publishing it publicly…↗
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…↗
— Revisiting the analog semis idea - their relative strength, including the smid caps in the space, has been notable in this general risk-off environment.
The relative strength got…
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,…↗
Jan 23
Shay Boloor — NEXT WEEK MARKS THE HARD LAUNCH OF EARNINGS SEASON
Tuesday | $UNH, $BA, $TXN, $NXT
Wednesday | $TSLA, $MSFT, $META, $NOW, $ASML, $IBM, $LRCX
Thursday | $AAPL, $V, $KLAC, $SNDK,…↗
Jan 21
InvestmentGuru — Stocks in each layer of AI infrastructure.
1️⃣ Application Layer
$MSFT •$GOOGL •$META •$CRM
$SNOW •$NOW •$ADBE
2️⃣ Model Layer
$MSFT •$GOOGL •$AMZN $ORCL •$IBM •$PLTR. •$SA…↗
Jan 6
Leandro — What happened at CES for Texas Instruments to be up 8%?
$TXN↗