STM
2 tracked calls · 2 long · 0 short · last 90d: 2L/0S
first called by dnystedt 1mo ago
IN TRACKED PORTFOLIOS
LONG1mo ago
“the PAT socket is permanent — a chip that doesn't exist on Earth and can't be displaced by any photonic-integration trend.”Convequity · Simon He
STMicro becomes a permanent PAT and power-management play, a socket photonic integration cannot displace
STMLONG@ $70.54
$51.30-27.28%
since call Jun 26
LONG1mo ago
“STMicro has notified clients it will begin a new round of price hikes on microcontrollers (MCU) from June 28, media report, citing unnamed industry sources.”dnystedt
STMicro's June 28 MCU price hike signals tighter supply/demand and improving ASPs, lifting STM revenue outlook
STMLONG@ $77.70
$51.30-33.97%
since call Jun 23