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All Articles on Seeking Alpha

All Eyes On Cencora, A Healthcare Supplier That Could See Lots More Upside Simply Good Foods Doesn't Look Like A Growth Stock Anymore Applied Digital: Post-Earnings Clarity Confirms An Accelerated Path To $1 Billion NOI Target IBIT: Why I Stepped To The Side (Technical Analysis) (Rating Downgrade) XES: Oil Service Stocks Turn Pricey; Why It's Time To Take Profits (Rating Downgrade) The Only Dividend Strategy I'd Trust In A 3.5% Fed Funds World Opera: AI-Driven Advertising Prospects - Upside Potential And Rich Dividend Yields RenaissanceRe: Preferred Stock Hasn't Been This Appealing In Years Q1 Earnings Kick Off With Major Banks' Results: Bank of America, Netflix In Focus Sezzle: Consolidation Completed, Re-Rating Ahead Bitmine Immersion Q2 Preview: Ethereum Thesis Facing Important Report Card I Am Sharing 2 Of My Retirement High-Yield Gems The Software Narrative Is Leaking Badly Again Thanks To Anthropic Mythos The Muni Market Looks Appealing In Q2 AVIV: Should Keep Rising If The Ceasefire Holds Foundayo Explained: Lilly's New Weight Loss Pill And The Amazon Effect Sabesp: A New Privatization As An Opportunity! EchoStar: Potential Bull Trap At Play - Take Gains Off The Table Teladoc Health: Improving Fundamentals Support A Turnaround Story March CPI Inflation: 5 Reasons To Stay Calm Two 12%+ Yielding BDC Bargains (One Is My Top Deep-Value Pick) TechnipFMC: We Prefer Saipem With More Room To Improve Tesla: From Bye-Bye To Buy-Buy (Rating Upgrade) DMB: Vulnerable To High Interest Rates Western Midstream: A 9% Yield That Still Grows In A Downturn IQQQ: Tax-Efficient Income From The Nasdaq But Does Not Protect Against Declines Qualys Share Price Pulled Down By Potential Cybersecurity Disruptor S&P 500: A Dead Money Era May Be Here. How To Thrive In It Vistance Networks Looks Better Than Before With Powerful Earnings Growth Commerce Bancshares: Valuation, Not Quality, Is The Problem
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.