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Time Author Thesis Company / ticker Signal Since call Position Source
01:26
Oct 20
crux_capital_
Owns TSEM on silicon-photonics earnings growth
Owns TSEM, citing 2027 estimates for revenue +38% and adjusted EPS +72%, more silicon-photonics work, and management's raised $3.6B revenue and $1.2B net-profit targets.
TSEM Tower Semiconductor Ltd Long Position: Holding —
23:45
Oct 06
Jim Cramer CNBC
CNBC
Tower Semiconductor too expensive to buy.
Tower Semiconductor is a great company but too expensive at 66 times earnings after a 120% run, so he does not want to pay up for it.
TSEM Tower Semiconductor Ltd Avoid — —
22:45
Oct 01
photoncap
Tower prepayments flagged, overcapacity risk noted
Author favours Tower in the base case through 2027, citing scarce merchant photonics capacity, customer prepayments, contracted revenue and pricing power; acknowledges the 2028 overcapacity risk. No executed purchase is disclosed.
TSEM Tower Semiconductor Ltd Long — —
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About TSEM Investor Commentary

Across the available history and selected sources, Buzzberg tracks TSEM (Tower Semiconductor Ltd) across 55 sources: 140 bullish vs 0 bearish calls from 50 authors. Historical directional balance: 37% = 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. 382 total trade ideas tracked. Past 7 days, before deduplication: 1 bullish, 11 other directions. Latest voices: crux_capital_, Jim Cramer, photoncap.