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Pricing 'The Compute Theory Of Everything', Texas Instrum...
2026-04-25 · via All Articles on Seeking Alpha

Summary

  • I did buy one semi stock in 2024: Texas Instruments, and after 18 months of holding the stock, I decided to sell it late last year.
  • It now appears the TXN stock was “waiting” patiently for me to sell, and it has only gone up since then.
  • Texas Instruments’ Q1 does seem to have reached an inflection point as analog revenue has exceeded the 20% mark for the first time since 4Q’21.
Texas Instruments Inc (TI) HQ in Silicon Valley

Sundry Photography/iStock Editorial via Getty Images

Believe it or not, the iShares Semiconductor ETF (SOXX) was essentially flat on the year as of March 30... less than four weeks ago. Since then, semiconductor stocks appear to have chugged something with serious

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I have background of working in the sell-side (outside the US) and in a long-only buy-side (US) shop before starting MBI Deep Dives. I also did my MBA, CFA, and FRM. I publish one Deep Dive on a publicly listed company every month.