TX TXN Texas Instruments Loading... : Investor Sentiment and Bull/Bear Views

Texas Instruments hit Oakley's screens a few weeks ago, and he took a small position; he cites it alongside ASML as an example of a cheap company.

Overweight DC-DC conversion names MPWR, VICR, IFNNY, TXN, ADI, RNECY, ON: the post flags this as the most-watched AI data center layer, where rising rack density makes each efficiency point more valuable and pricing power can emerge.

Q2 EPS $2.14 vs est $1.93, revenue $5.46B vs est $5.24B, FCF $2.74B vs est $1.82B, and Q3 guidance above consensus ($5.65-$6.15B vs $5.62B). Texas Instruments is a bellwether for analog chips and industrial demand; the beat and raised outlook signal a cyclical upswing that aligns with GOOGL’s massive cloud capex. Long TXN on strong earnings and forward guidance; analog chip demand is recovering. Demand could be lumpy, macro slowdown may hit later. 4. SEMIS (SOXX / NVDA / AMD) - LONG | confidence: 0.70 | sentiment: +0.70 Speaker: r/wallstreetbets community Thesis: GOOGL’s capex doubled YoY to $44.9B, and management indicated AI infrastructure demand is supply-constrained. Cloud backlog increased by $50B. Multiple comments say “bullish for semis”, “semi’s are back”. AI-related semiconductor stocks benefit directly from hyperscaler spending; Google’s cloud growth (+82%) confirms the buildout is accelerating, not slowing. Buy semi index/leaders on GOOGL capex confirmation; the “buildout isn’t slowing” narrative drives momentum. Capex could eventually be trimmed if ROI disappoints; trade tensions or export controls.