Calls
1
u/daxter_101
Reddit r/ValueInvesting
Win Rate
100.0%
return
+30.1%
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Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Mar 22
$166.96
+30.1%
TSEM owns the only production SiPho PDK, serving major tech clients, and has a highly restricted tradable float of roughly 35M shares. The combination of 70% YoY SiPho growth, a new NVIDIA partnership, and near-zero analyst coverage means any buying pressure will hit a severely limited supply of shares. Go long on TSEM ahead of May Q1 earnings to capture a violent upward re-rate driven by float dynamics and AI photonics demand. The float calculation may be inaccurate, institutional lock-ups could expire, or the broader semiconductor sector could drag the stock down despite its perceived "structural floor."
TSEM owns the only production SiPho PDK, serving major tech clients, and has a highly restricted tradable float of roughly 35M shares. The combination of 70% YoY SiPho growth, a new NVIDIA partnership, and near-zero analyst coverage means any buying pressure will hit a severely limited supply of shares. Go long on TSEM ahead of May Q1 earnings to capture a violent upward re-rate driven by float dynamics and AI photonics demand. The float calculation may be inaccurate, institutional lock-ups could expire, or the broader semiconductor sector could drag the stock down despite its perceived "structural floor."
AI/Semi
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u/daxter_101 has 1 trade ideas tracked on Buzzberg across 1 tickers since March 2026. Most covered: TSEM.
