MX Magnachip Semiconductor Corp. Loading... : Bullish and Bearish Analyst Opinions
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17:51
Jul 14
Jul 14
The author is compiling a list of follower-requested stocks for future review without.
The author is compiling a list of follower-requested stocks for future review without expressing any current positions or trade ideas.
LOW
07:31
Jul 05
Jul 05
The author lists 23 stocks he plans to review after receiving suggestions from followers.
The author lists 23 stocks he plans to review after receiving suggestions from followers, with no current position or directional view expressed.
LOW
17:55
Jun 21
Jun 21
Co-mentioned in thematic hyperscaler capex doubling basket as lower/indirect alignment.
Co-mentioned in thematic hyperscaler capex doubling basket as lower/indirect alignment; diversified/edge-focused with limited concentrated AI infrastructure exposure.
LOW
17:53
Jun 21
Jun 21
The author warns that if hyperscalers double bond issuance.
The author warns that if hyperscalers double bond issuance, the listed stocks are beneficiaries of AI infrastructure buildout, but the post is a thematic watchlist with explicit endorsement only for a subset as personal favorites, not a current position disclosure.
15:25
Jun 17
Jun 17
Author recounts past successful trades in MX and CPSH for his subscribers.
Author recounts past successful trades in MX and CPSH for his subscribers, but does not state a current position or forward call.
LOW
13:21
Jun 14
Jun 14
Named in ranked list; structural demand for efficient power delivery in AI server racks cited.
Named in ranked list; structural demand for efficient power delivery in AI server racks cited as driver for power semiconductor exposure.
MED
20:48
Jun 06
Jun 06
PhotonBull endorses CKCapitalxx's full conviction list as a good opinion but does not state his.
PhotonBull endorses CKCapitalxx's full conviction list as a good opinion but does not state his own position, so all tickers default to watch.
20:00
Jun 06
Jun 06
Author explicitly states "where I am positioned" and "full conviction list," treating all 27.
Author explicitly states "where I am positioned" and "full conviction list," treating all 27 listed tickers across sectors as current long holdings with a multi-year horizon, betting on real businesses and catalysts the market hasn't fully priced in.
LOW
14:40
Jun 03
Jun 03
The author highlights a second 40% gain on MX within a week.
The author highlights a second 40% gain on MX within a week, framing it as a winning position despite broader market bloodbath.
15:28
Jun 02
Jun 02
Author and subscribers entered MX at $7.50 before its 52-week high.
Author and subscribers entered MX at $7.50 before its 52-week high, signaling a confident long position with momentum.
13:43
Jun 02
Jun 02
Author expresses strong bullish conviction on MX with a clear forward-looking call that it is.
Author expresses strong bullish conviction on MX with a clear forward-looking call that it is preparing for a significant upward move.
12:01
Jun 02
Jun 02
Buy MX as a complete pivot from legacy display to AI data-center power semiconductors is.
Buy MX as a complete pivot from legacy display to AI data-center power semiconductors is already showing in the product roadmap — 110 new launches, next-gen parts growing from 2% to 10% of revenue by Q4, higher-margin mix shift, and net-cash balance sheet (~$94.6M cash vs $42.3M debt) at ~1x sales provides downside floor ahead of a potential re-rate.
MED
18:56
Jun 01
Jun 01
Buy MX as Magnachip completes a full pivot from legacy display to AI data center power.
Buy MX as Magnachip completes a full pivot from legacy display to AI data center power semiconductors — 110 new products launching 2025-2026, 8th-gen MOSFETs showcased at PCIM Europe, net cash balance sheet at ~1x sales, with new-gen parts growing from 2% to 10% of revenue by Q4; author entered at $7.50 targeting $12-$14.
HIGH
16:48
Jun 01
Jun 01
Buy $MX on dip at $7.50, targeting $12-14, driven by pivot from legacy display to AI data.
Buy $MX on dip at $7.50, targeting $12-14, driven by pivot from legacy display to AI data center power semiconductors with new product launches and clean balance sheet.
HIGH
16:14
Jun 01
Jun 01
Author and subscribers bought MX on the dip and are already up.
Author and subscribers bought MX on the dip and are already up, with a large call buyer adding to the bullish momentum and suggesting potential news ahead.
LOW
22:15
May 31
May 31
Author presents these as his favorite names/full conviction list and says this is where he is.
Author presents these as his favorite names/full conviction list and says this is where he is positioned for the next few years, making the listed names current long holdings/portfolio picks.
MED
15:51
May 31
May 31
Author explicitly states they like both tickers, calling MX a short-term play and EOS.AX.
Author explicitly states they like both tickers, calling MX a short-term play and EOS.AX a long-term hold, indicating clear bullish positions.
21:39
May 30
May 30
Buy MX as author's top pick within power semis, a sector they are currently leaning hardest.
Buy MX as author's top pick within power semis, a sector they are currently leaning hardest into; directional preference stated at current price levels.
MED
18:19
May 29
May 29
The author calls the trade "lovely" but provides no explicit position or forward call.
The author calls the trade "lovely" but provides no explicit position or forward call, only a past-tense appreciation.
LOW
13:31
May 29
May 29
The author expresses extreme bullish excitement and momentum on MX.
The author expresses extreme bullish excitement and momentum on MX, signaling a strong breakout move with high conviction.
13:13
May 29
May 29
Buy MX for its decisive pivot to AI power semiconductors, 110 new product launches (2025-2026).
Buy MX for its decisive pivot to AI power semiconductors, 110 new product launches (2025-2026), net cash balance sheet, and ~1x sales valuation undervaluing the transition.
HIGH
23:31
May 28
May 28
Buy $MX for its complete pivot to AI data center power semiconductors.
Buy $MX for its complete pivot to AI data center power semiconductors, with 110 new products launching by 2026, net cash balance sheet, and ~1x trailing sales valuation that ignores the mix shift toward higher-margin revenue.
HIGH
17:26
May 28
May 28
Buy MX as a deeply discounted (~1x sales, net cash) power semiconductor company pivoting to AI.
Buy MX as a deeply discounted (~1x sales, net cash) power semiconductor company pivoting to AI data center power; the PCIM Europe showcase of purpose-built 8th-gen server MOSFETs is a near-term catalyst for repricing, with new-gen products targeting ~10% of revenue by Q4 vs. ~2% last year driving a margin/mix inflection.
HIGH
16:18
May 28
May 28
Buy MX as the market misprices a legacy analog exit.
Buy MX as the market misprices a legacy analog exit — management is pivoting to AI data center power MOSFETs (8th gen 40V/60V parts for server PSUs), targeting 55 new product launches in 2026 with new-gen products reaching ~10% of revenue by Q4, while net cash of ~$52M covers downside at ~1x sales; PCIM Europe showcase is the near-term re-rating catalyst.
MED
15:11
May 28
May 28
Buy MX as a pure-play power semiconductor IDM with $50M net cash inside a $240M market cap.
Buy MX as a pure-play power semiconductor IDM with $50M net cash inside a $240M market cap, 71 design wins up 61% YoY, and direct exposure to NVIDIA's 800VDC data center power transition; management guiding $300M revenue at 30% gross margin with a Gumi fab upgrade underway — re-rating from 0.92x to 2x revenue is the upside case.
HIGH
00:23
Apr 27
Apr 27
TheValueist provides a detailed analysis of Magnachip's strategic turnaround and balance sheet.
TheValueist provides a detailed analysis of Magnachip's strategic turnaround and balance sheet strength but expresses no explicit forward-looking directional view, only highlighting execution risks and uncertainties.
HIGH
About MX Analyst Coverage
Buzzberg tracks MX (Magnachip Semiconductor Corp.) across 5 sources. 9 bullish vs 0 bearish calls from 5 analysts. Sentiment: predominantly bullish (35%). 26 total trade ideas tracked. Latest voices: __con_, ckcapitalxx, photonbull.