STM STMicroelectronics N.V. Loading... : Investor Sentiment and Bull/Bear Views
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Price change since each call, adjusted for long/short direction. Results calculated:
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20:00
Sep 17
Sep 17
Long STM as MCU power exposure
Author discloses long STM as his MCU & power exposure within his favorite semi-conductor positioning, on AI capex potentially tripling to $3T+ annually and compute demand resilient even in a slowdown.
MED
13:57
Sep 16
Sep 16
The author replies to a question about STMicroelectronics by posting the STM ticker and joking.
The author replies to a question about STMicroelectronics by posting the STM ticker and joking that it goes BRRR, expressing a playful bullish tone without stating an actual position or trade call.
LOW
01:10
Sep 16
Sep 16
UBS cites power semi lead times
Cites UBS supply chain lead time of 6-12 months for power semiconductors; no directional view stated.
LOW
13:13
Sep 15
Sep 15
UBS sees AI power semis TAM hitting $15B
Cites UBS forecast of AI power semis TAM growing from ~$3.5B in 2026E to ~$15B by 2030E, naming TXN, STM, MCHP, WOLF, ADI, NXPI as the relevant names. No directional view from the speaker.
MED
16:14
Sep 11
Sep 11
STM has 11% photonics revenue exposure
Author cites STM's 11% photonics revenue exposure via SOI as part of a comparative PEA-eligible list, with LITE framed as more direct.
MED
01:42
Sep 10
Sep 10
Author lists companies covered at Goldman and Citi TMT conferences as research coverage.
Author lists companies covered at Goldman and Citi TMT conferences as research coverage, not positions or directional calls.
LOW
13:52
Sep 07
Sep 07
Author praises STM's reliability and photonics segment but offers no explicit position.
Author praises STM's reliability and photonics segment but offers no explicit position or forward-looking trade call.
LOW
12:27
Sep 07
Sep 07
Author clarifies that STMicroelectronics provides integrated multi-component stacks rather than.
Author clarifies that STMicroelectronics provides integrated multi-component stacks rather than isolated sensors, a factual correction without a directional position.
LOW
12:20
Sep 07
Sep 07
The author expresses affection for STMicroelectronics in French but provides no explicit.
The author expresses affection for STMicroelectronics in French but provides no explicit position or forward-looking directional call.
LOW
08:29
Sep 07
Sep 07
Long STM on strong robot perception stack.
Buy STMicroelectronics as a key player in robot perception sensors, with the author noting their comprehensive stack as a competitive advantage for integrators.
MED
09:54
Sep 02
Sep 02
Author reviews another fund's 13F holdings as a factual comparison to their own portfolio.
Author reviews another fund's 13F holdings as a factual comparison to their own portfolio, noting overlap but not stating new positions or forward calls on any ticker.
LOW
07:58
Sep 02
Sep 02
Author questions whether their view on STM differs from others while noting China controls 90%.
Author questions whether their view on STM differs from others while noting China controls 90% of exports on three materials, a hedged factual remark.
LOW
08:30
Sep 01
Sep 01
Author shares a broad supply-chain and industry research roundup across semiconductors, memory.
Author shares a broad supply-chain and industry research roundup across semiconductors, memory, packaging, and AI infrastructure, treating all mentions as factual watchlist items rather than personal positions or trade calls.
LOW
10:44
Aug 31
Aug 31
Author summarizes a bullish GS humanoid report as a growth driver for semis and memory.
Author summarizes a bullish GS humanoid report as a growth driver for semis and memory, but frames it as research read-through rather than an explicit personal position.
18:13
Aug 30
Aug 30
Frenchie names STM as his favorite pick in reply to a parent asking about positions.
Frenchie names STM as his favorite pick in reply to a parent asking about positions, implying a bullish view on the stock.
18:00
Aug 30
Aug 30
Buy STM on improved risk/reward, PIC100 catalyst
Accumulate STM after the sharp correction in SiC, MCU, and photonics; the risk/reward has improved and the underappreciated PIC100 project could become a much larger catalyst than the market currently prices.
MED
15:28
Aug 20
Aug 20
Views stock as safer 800V play.
Author views the stock as a great company and a safer pick for 800V architecture exposure, despite its limited direct exposure.
MED
06:30
Aug 19
Aug 19
The author shares a crowd-sourced list of stocks followers would buy on a dip.
The author shares a crowd-sourced list of stocks followers would buy on a dip, but this is a survey result, not their own position or forward call, so all tickers are indexed as watch.
LOW
15:18
Aug 17
Aug 17
Aschenbrenner bought power and compute inputs
Analyzes Q2 13F showing Aschenbrenner built new positions in power, neoclouds, and bitcoin miners as compute inputs.
MED
10:26
Aug 17
Aug 17
Long STM on 13F/photonics thesis
New STM long position disclosed, entered following the parent's bullish thesis on 13F accumulation and PIC100 silicon-photonics optionality.
MED
09:38
Aug 17
Aug 17
The author notes that aside from LLM investors, few view STM as a standalone auto player.
The author notes that aside from LLM investors, few view STM as a standalone auto player, responding to a 13F-driven rerating thesis without taking a position.
LOW
09:07
Aug 17
Aug 17
Buy STM on PIC100 silicon photonics optionality
Buy STM: PIC100 silicon photonics yields may beat expectations, Duquesne and Situational Awareness added 13F positions, and capacity quadrupling to 2027 supports upside not reflected in price.
MED
17:21
Aug 15
Aug 15
The author reports past stock returns from a liquidation event without expressing any.
The author reports past stock returns from a liquidation event without expressing any forward-looking position, so all tickers are indexed as watch.
20:45
Aug 14
Aug 14
Watch new reported positions, no ownership.
Watch NBIS, STM, KEEL, VSH, and CBRS: the fund reports them as new positions, but the author gives no personal buy/sell call.
MED
20:07
Aug 14
Aug 14
Druckenmiller's Duquesne Family Office discloses new positions in Google, Fox, CDW, Bitdeer.
Druckenmiller's Duquesne Family Office discloses new positions in Google, Fox, CDW, Bitdeer, Delta, and AMD while listing TSM, STM, and Amazon as its largest holdings in its latest 13F filing.
04:31
Aug 14
Aug 14
China 28nm capex increases mature-node pricing risk.
Watch mature-node foundries and analog suppliers due to long-term pricing risks from China's 28nm capex recovery.
MED
23:17
Aug 06
Aug 06
Watch distribution semis: near-term positive, overshoot risk.
Watch the distribution/broadline semis complex: ARW/AVT as distribution proxies and MCHP/ADI/NXPI/STM as broadline vendors face near-term restocking tailwinds, but medium-term overordering risk and no disclosed author position keep these on watch.
MED
22:42
Aug 05
Aug 05
"Watch automotive semis on content-led recovery."
Watch automotive semiconductor suppliers on ADAS, infotainment, higher I/O, and battery-vehicle content growth. KLIC call confirms automotive-led recovery rather than broad industrial analog; no position stated.
MED
17:40
Aug 05
Aug 05
Research note analyzing GlobalFoundries read-throughs across semiconductor suppliers.
Research note analyzing GlobalFoundries read-throughs across semiconductor suppliers, with mixed directional impacts but no explicit author positions or trade calls.
05:31
Aug 05
Aug 05
Watch GFS/STM on silicon-photonics oversupply risk.
Watch GFS and STM because new 300mm silicon-photonics capacity through 2028-29 can pressure wafer pricing and returns; research note, not an explicit short.
MED
About STM Investor Commentary
Across the available history and selected sources, Buzzberg tracks STM (STMicroelectronics N.V.) across 47 sources: 43 bullish vs 0 bearish calls from 53 authors. Historical directional balance: 22% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 193 total trade ideas tracked. Past 7 days, before deduplication: 1 bullish, 3 other directions. Latest voices: frenchie_, pequityresearch, aleabitoreddit.