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Texas Instruments Incorporated (TXN)

NasdaqGS - NasdaqGS Real Time Price. Currency in USD
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193.02+0.43 (+0.22%)
As of 2:45PM EDT. Market open.
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  • B
    Bobby
    Taiwan Semiconductor Manufacturing Company Limited
    The entire semiconductor sector appears to be under fire from so called "analysts" that are actually jack-of-all-trades but masters of NONE. Their archaic thinking in traditional cyclical rotations of the semiconductor industry is forcing stocks prices lower. Even when most chip and equipment companies are crushing earnings, are producing at max capacity, increasing prices, and raising guidance. Global demand would be high regardless of any shortage. 5G, AI, EV, crypto, data centers, cloud tech, gaming, eSports were already ensuring this growth and demand. Now add the new infrastructure spending and the global "arms race" that's taking place. We are in the beginning of a super cycle like never seen, likely lasting many years. Semiconductors are the new #1 global resource....the new oil.
    (Fabless) companies like $NVDA, $AMD, $MRVL, $AVGO, $QCOM design the most advanced and sought after semiconductors in the world. (Fab-owning) companies like $TSM, $TXN, $ADI, $QRVO manufacture the chips. Companies like $AMAT, $ASML, $LRCX, $KLAC, $UCTT, $ICHR make all the equipment and materials used by those chip manufacturers. High tide raises all boats! .....and many of these companies are already currently undervalued. GLTA
    Bullish
  • T
    Tambo210
    TI about to acquire someone?

    They just priced $1.5bn notes
  • P
    Puneet
    Severely underperforming compared to other tech stocks.
  • s
    sjurbanski
    From a technical standpoint I really liked the strong support at 185. I don't think I would want to be long right now but I do think it's a good opportunity to put on a defined risk position below that 185 mark.
  • B
    Bobby
    Lam Research Corporation
    Just take a step back and take a look at what is going on....fabless companies $NVDA $AMD and now $QCOM all reporting incredible ER's with tremendous growth WITH very positive guidance going forward. Semi manufactures like $TSM $TXN all reporting beats with significant growth and constantly guiding upwards with positive outlooks going forward. Other manufacturers like $QRVO and $SWKS will likely reports similar strong ER's this week. Semi equipment companies like $ASML (destroyed earnings) $LRCX $AMAT are and will likely continue reporting even more significant earnings and growth due to unprecedented demand. The semiconductor industry is looking outstanding right now and has an even brighter future. ER's are reflecting this nicely. I'm severely bullish on this industry right now and many of the stocks, particularly semi equipment stocks are looking like value plays ($AMAT and $LRCX especially undervalued).
    Bullish
  • G
    Gary A
    $NVDA conversation
    If it looks, feel, tastes and smells like mid-summer market churn, it is mid-summer market churn which has the appearance in many sectors and price consolidation which is a price correction against time. Most semiconductor and semiconductor equipment stocks are range bound and have been for a trading range since late April/Early May 2021 with $TXN, $ADI, $AMAT, $LRCX, $AMD, $KLAC and many others as examples. Enjoy your summer and seek buying opportunities near the lower end of the price range bound from early May onward. There is nothing new here just typical summer market action. The demand for semiconductors will only increase with time and that demand curve doesn't appear linear but rather more exponential.
  • P
    Peter Wu
    Wonderful
  • P
    Peter Wu
    Wonderful wonderful opportunity
  • M
    Mark
    165 price target for TXN will happen imo. more bad news from china
    "China’s Economic Recovery Is Losing Steam"
    Monthly indicators of industrial, consumption and investment activity all fall short of expectations
  • B
    Bobby
    Classic example of a buy the dip opportunity here . TXNs revenue is up a massive 41% yoy. Next quarter was stated to be just as strong as this last one. All due to the elevated demand from the shortage/pandemic. Of course the demand is expected to normalize at some point post pandemic and beyond as supply chains catch back up. The entire semi industry is experiencing demand and profitability like never seen. This is being seen with ERs from more than TXN. Look at ASML and the biggest of all, TSM who are constantly raising guidance/estimates.
    Bullish
  • R
    R
    Divi increase coming in the next few days (guess Thu) take it to NH. Templeton’s transcript more measured against his CFO
  • T
    Time to Lock in Profits
    Micron continues to sell off..
    Does not bode well for chip makers.....
  • T
    Time to Lock in Profits
    Jul 21, 2021,10:10am EDT|1,166 views
    “Despite Recent Earnings Growth, Texas Instruments Stock Could Drop To $165”
  • D
    David
    Horrible job by Texas Instruments management on the earnings conference call. Surly, uncooperative, confrontational. Even if they are concerned that demand is peaking, they could have put a better spin on things.And shareholders paying the price today. We deserve better
  • G
    GuineaTrot
    Also, Cap Ex Trailing 12 months is up 74%
    Q2 2021: $,1052
    versus
    Q1 2020 $ 603
    % change from 2020 is 74%. Probably because of some purchases - though I would have to check.
  • K
    Kalpesh
    one thing promised is that TXN will always continue to grow in stock price, it's been bullish for years. buy the dip and gold
  • R
    Rajeev
    Fire lizardi for making misleading/confusing statements. The company is spending billions in getting RFAb and micron fab ready over the next year or so and this CFO is not sure of growth. Company is liable for a lawsuit since this is the second time in a row shareholders have suffered because of his remarks. Any shareholders out there?
  • A
    Anonymous
    Peak earning? The high PE made the whisper number and expectation unachievable.
  • T
    Tom
    Earnings don’t matter anymore if they want to keep the stock down they will do it , this market is gambling, that’s why money is moving to safer
  • M
    MK
    This happens every quarter. The company beat the expected number and the stock get hammered right afterwards. Then it goes up weeks later.