Texas Instruments. Every tracked FinTwit mention of $TXN, newest first. 41 mentions since the first on Jun 21, 2025. See the price chart.
June 2026 · 1 mention
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…↗
May 2026 · 22 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 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
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…↗
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…
Leveraged Cat — 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…↗
January 2026 · 1 mention
Jan 29
Leveraged Cat — $ADI and $TXN look like the new semis stocks you want to own↗
December 2025 · 1 mention
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↗
— 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
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 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
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
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
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…↗
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…↗
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
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 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…↗