ADI
4 tracked calls · 4 long · 0 short · last 90d: 3L/0S
first called by Jordi Visser 5mo ago
LONG4w ago
“NXP Semiconductors $NXPI
Texas Instruments $TXN
Analog Devices $ADI
Monolithic Power Systems $MPS
ON Semiconductor $ON”P Equity Research 📰
AI infrastructure power delivery complexity lifts mixed-signal analog demand; Analog Devices is named as a key US power/analog play in the supply chain map
ADILONG@ $390.09
$368.86-5.44%
since call Jun 27
peak +3.1%
LONG1mo ago
“Analog Devices ($ADI) and onsemi ($ON) are also poised for substantial growth, capturing 16.6% and 8.6% of the total market by CY30, respectively.”RJCcapital
Analog Devices captures 16.6% of the $26.79B AI power analog TAM by CY30, representing substantial revenue growth in datacenter power
ADILONG@ $412.34
$368.86-10.54%
since call Jun 24
LONG1mo ago
“Analog Devices ($ADI) and onsemi ($ON) are also poised for substantial growth, capturing 16.6% and 8.6% of the total market by CY30, respectively.”RJCcapital
ADI captures 16.6% of $26.79B AI power analog TAM by CY30, with Analog ICs — ADI's core — scaling from $5.2B to $15.92B in 5 years
ADILONG@ $415.62
$368.86-11.25%
since call Jun 24
LONG5mo ago
“I will reiterate this package thing that I created, which is an equal weight of the names that benefit from the move to edge devices … this looks like it's…”Jordi Visser
Long edge-device analog/semis basket benefiting from the move to AI on edge devices breaking out.
ADILONG@ $362.53
$368.86+1.75%
since call Feb 22
peak +12.3%