TSEM Tower Semiconductor Ltd Loading... : Bullish and Bearish Analyst Opinions
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05:20
Jun 03
Jun 03
Co-mentioned in CPO/photonics basket beneficiary list; no individual thesis provided.
LOW
13:24
Jun 01
Jun 01
The author discloses a numbered portfolio of 11 current long positions by size and a separate focus list of 18 tickers for watchlist monitoring, expressing gratitude to followers for supporting his full-time trading career dream.
LOW
21:19
May 31
May 31
The tweet summarizes a research article mapping the optical interconnect stack for quantum scaling and lists tickers with supply-chain exposure, but the author does not express a personal forward-looking position or trade idea.
13:06
May 30
May 30
Watch TSEM; Whale Rock added it in relative size per thevalueist's 13F sweep, flagged as a meaningful position add within the GAI infrastructure trade by the fund thevalueist considers most plugged-in.
MED
14:36
May 29
May 29
The author acknowledges their bearish bias may be clouding judgment on the sector's rough week, but takes no position.
16:43
May 28
May 28
Author confirms they hold positions in TSEM, SOI, ALMU, and LPK and notes all are up massively since their earlier post, reinforcing a bullish outlook.
11:49
May 28
May 28
Watch TSEM as a CPO/photonics supply-chain beneficiary that institutions may begin accumulating ahead of the mid-late 2027 CPO cycle inflection; no explicit author position disclosed.
MED
04:24
May 28
May 28
The author criticizes misinterpretations of a 13F filing, noting that delayed data makes current positioning unknown, and lists portfolio changes without expressing a personal directional view.
18:58
May 27
May 27
The author discloses a large portfolio of long positions in small-cap tech and energy stocks, with numbered holdings by size and a focus list, expressing personal conviction and gratitude for support toward making trading a full-time career.
LOW
03:38
May 27
May 27
The author celebrates reaching 400,000 followers while reflecting on past investment ideas for TSEM and AAOI.
21:07
May 26
May 26
The author promotes a verified track record of 15 out of 16 winning calls with an average +85% return, implicitly endorsing all listed tickers as past bullish trade ideas.
21:07
May 26
May 26
Track-record basket - TSEM was 2nd largest position until late April.
MED
14:50
May 25
May 25
Short SiPho names as they are structurally disadvantaged in CPO architecture due to lower laser content per transceiver.
MED
10:33
May 25
May 25
Author took a sizable long position in Soitec at ~43, citing CPO exposure, depressed valuations, monopoly status, and a 3x upside target ahead of NVDA GTC catalyst.
12:02
May 23
May 23
Favor parabolic chart patterns in these semiconductor/optics names as a sign of continued momentum, despite stretched valuations.
MED
21:56
May 21
May 21
Long mature-node foundries (GlobalFoundries, UMC, Tower, TSMC mature, Vanguard) benefiting from improving utilization and pricing for analog/power chips.
HIGH
17:37
May 21
May 21
Long TSEM based on the author's prior detailed thesis: upstream photonics foundry with 70% capacity reserved and an NVDA GTC catalyst, though the current tweet is a past-tense brag.
MED
09:12
May 21
May 21
Long TSEM as a repeat of the author's successful long during Nvidia's prior US event, benefiting from the same Taiwan optical ecosystem catalyst theme.
HIGH
04:36
May 21
May 21
Author expects Nvidia's Computex keynote to boost Taiwan optical ecosystem stocks, citing past success with TSEM and highlighting potential catalysts for Shunsin, Foci, Nextronics, and MSScorps.
HIGH
16:26
May 18
May 18
Bearish view on TSEM, trimmed because the author feels growth has been priced in; bearish on near-term upside.
HIGH
16:26
May 18
May 18
Neutral on TSEM; author trimmed to reallocate, not a bearish call; no fundamental change.
LOW
11:43
May 18
May 18
The tweet analyzes Leopold Aschenbrenner's delayed 13F filing, emphasizing that the put positions and portfolio changes are from March 31 and cannot be interpreted as current market views due to unknown subsequent actions.
HIGH
14:05
May 17
May 17
Author vents frustration about irrelevant comments on SOI tied to TSEM earnings and mentions IQE in context of Landmark earnings, but expresses no directional view.
HIGH
13:56
May 17
May 17
The author criticizes non-technical AI experts for misusing buzzwords and conflating unrelated technologies, dismissing their commentary on photonics, CXL memory pooling, and specific tickers like $PENG and $TSEM as uninformed.
HIGH
13:35
May 16
May 16
The author highlights hedge fund 13F filings showing concentrated new positions in VIAV, TSEM, and LRCX for GAI infrastructure, with MKS receiving notable positive attention, signaling institutional conviction in the trade.
HIGH
00:05
May 15
May 15
Bearish view on ICAPS/analog/mature-node names as capacity digestion limits near-term capex recovery despite improving utilization; end-market durability remains uncertain.
HIGH
12:21
May 14
May 14
The article presents a bullish case for Tower Semiconductor based on record quarterly guidance, a massive $1.3B silicon photonics contract for 2027 with prepayments, and management's confidence that a
The article presents a bullish case for Tower Semiconductor based on record quarterly guidance, a massive $1.3B silicon photonics contract for 2027 with prepayments, and management's confidence that actual 2027 revenue will exceed that figure. This points to multi-year revenue visibility and margin expansion, making TSEM a direct beneficiary of the optical networking ramp.
Risk: Execution risk on the 2027 silicon photonics contract, potential cyclicality in semiconductor demand, and reliance on a concentrated customer base for prepayments.
22:17
May 13
May 13
Long TSEM as a photonics beneficiary in the emerging supercycle, following the SNDK rotation with room to run.
HIGH
20:31
May 13
May 13
Jukan speculates that Tower Semiconductor's new customer is NVIDIA, but the tweet lacks a directional view or market impact thesis.
HIGH
About TSEM Analyst Coverage
Buzzberg tracks TSEM (Tower Semiconductor Ltd) across 23 sources. 84 bullish vs 1 bearish calls from 22 analysts. Sentiment: predominantly bullish (63%). 131 total trade ideas tracked.