TSEM
4 tracked calls · 4 long · 0 short · last 90d: 4L/0S
first called by Convequity 2mo ago
IN TRACKED PORTFOLIOS
LONG1w ago
“Tower now carries our highest conviction in photonics, with multiple converging drivers across CPO and silicon photonics. It is the photonics name we see carrying the most upside into the late 2020s.”Convequity
Tower Semiconductor controls the exact manufacturing chokepoint for next-generation data center cables and just locked in $1.3 billion in future contracts.
TSEMLONG@ $254.71
$215.26-15.49%
since call Jul 21
LONG1mo ago
“Tower has published radiation performance data (total ionizing dose, single-event latchup, and proton irradiation)…”Convequity · Simon He
Tower owns the published radiation data the space data center photonics slot requires; that design-win pipeline accrues to Tower.
TSEMLONG@ $247.28
$215.26-12.95%
since call Jun 26
peak +6.4%
LONG1mo ago
“I'm long $TSEM, the $TSM of photonics.”Serenity
Tower Semi is the dominant 1.6T silicon photonics foundry with 70%+ capacity reserved; re-rates to premium as photonics ramps.
TSEMLONG@ $317.88
$215.26-32.28%
since call Jun 22
LONG2mo ago
“The biggest winner from this SiPho transition is Tower Semiconductor (TSEM).”Convequity
Tower Semiconductor is identified as the biggest winner from the SiPho transition, operating the industry's most mature and highest-performance SiPho process node, uniquely qualified at 1.6T, and planning significant capacity expansion.
TSEMLONG@ $231.26
$215.26-6.92%
since call May 10
peak +16.2%