LSCC Lattice Semiconductor Loading... : Bullish and Bearish Analyst Opinions

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21:35
Jun 01
TheValueist Founder, Atlas Peak Research
Watch LSCC as a key FPGA player for the AI infrastructure buildout — author is thematically bullish on the space but has not disclosed an explicit position in LSCC.
LSCC
MED
09:26
May 21
Damnang Substack author, Damnang’s Substack
Buy LSCC as a compute-agnostic infrastructure play inside AI servers — regardless of which GPU, ASIC, or NIC wins the socket battle, Lattice's components remain essential in every server, providing durable demand insulation from competitive disruption.
LSCC 1ST
MED
09:07
May 21
Buy LSCC as it evolves from a small FPGA company into a key server control platform, essential in all AI servers regardless of compute winner, with the AMI acquisition as a catalyst.
LSCC
HIGH
19:36
May 20
TheValueist Founder, Atlas Peak Research
Long LSCC as the cleanest public lever on FPGA for AI-server control and secure edge attach, critical for the GAI infrastructure build-out.
LSCC
HIGH
23:00
May 12
aleabitoreddit Reddit DD Author / Independent Trader
The tweet shares a crowdsourced list of humanoid robotics exposure tickers and mentions names that appeared most frequently, but it only states an intention to start due diligence without expressing a forward-looking directional view on any specific security.
LSCC
HIGH
12:25
May 06
TheValueist Founder, Atlas Peak Research
Embedded semi demand stabilizing but competitive dynamics from AMD's FPGA/x86 expansion create mixed outlook; watch.
LSCC
HIGH
22:49
May 04
TheValueist Founder, Atlas Peak Research
Long LSCC and AMD as firmware, secure boot, and control-plane tools become critical architectural layers in AI racks.
LSCC
HIGH
20:22
May 04
TheValueist Founder, Atlas Peak Research
Lattice Semiconductor reported a Q1 earnings beat with record revenue and strong forward guidance from the CEO, but the tweet is a factual earnings summary without the author's own directional view.
LSCC
HIGH
17:52
May 04
TheValueist Founder, Atlas Peak Research
Long LSCC on strong price momentum and new all-time high, signaling continued buying interest.
LSCC
HIGH
01:37
May 03
TheValueist Founder, Atlas Peak Research
Long FPGA-related semiconductor stocks (LSCC, MCHP, AMD, INTC) as the technology gains traction for high-speed inference and attracts interest from firms like Jane Street, signaling a near-term breakout.
LSCC
HIGH
13:17
Apr 27
TheValueist Founder, Atlas Peak Research
Long LSCC via long-dated calls as an FPGA play, supported by the author's previously shared analysis on the company's semiconductor positioning.
LSCC
MED
13:16
Apr 27
TheValueist Founder, Atlas Peak Research
Long LSCC via deep out-of-the-money calls for exposure to the FPGA trade, anticipating continued demand from AI and semiconductor applications.
LSCC
MED
13:56
Apr 17
TheValueist Disc L/S | TMT+Energy. Creator: CRAVE Thesis of GAI
Go long LSCC to capitalize on its underappreciated FPGA business in generative AI infrastructure, which is expected to drive margin expansion that the Street is currently missing.
LSCC
HIGH
16:24
Apr 16
TheValueist Disc L/S | TMT+Energy. Creator: CRAVE Thesis of GAI
Buy LSCC calls as unmodeled margin expansion and strong revenue growth in AI infrastructure will compress the forward multiple, supported by a technical breakout.
LSCC 1ST
HIGH

About LSCC Analyst Coverage

Buzzberg tracks LSCC (Lattice Semiconductor) across 3 sources. 5 bullish vs 0 bearish calls from 4 analysts. Sentiment: predominantly bullish (36%). 14 total trade ideas tracked.