TXN — every tracked call

TXN

6 tracked calls · 6 long · 0 short · last 90d: 5L/0S

first called by Jordi Visser 3mo ago

TXNTXNLONG1mo ago

“TXN's revenue within this data center and power infrastructure model is projected to rise from $1.547 billion in CY25 to $5.658 billion by CY30.”

RJCcapital

TXN dominates AI power analog with datacenter revenue projected to nearly 4x from $1.55B to $5.66B by CY30

TXNTXNLONG@ $301.56

$272.05-9.78%

since call Jun 24

peak +1.2%

Trade on Robinhood →

TXNTXNLONG1mo ago

“TXN's revenue within this data center and power infrastructure model is projected to rise from $1.547 billion in CY25 to $5.658 billion by CY30.”

RJCcapital

TXN holds the #1 revenue position in AI power analog, growing from $1.55B to $5.66B by CY30 as data center racks scale to MW-class power

TXNTXNLONG@ $303.78

$272.05-10.44%

since call Jun 24

Trade on Robinhood →

TXNTXNLONG1mo ago

“analog is REALLY having its moment. As compute requires more power the attach for power semis is significant. And hard...”

Zephyr

Analog control chips — sensing, regulation, eFuse, PMICs, telemetry — are a mandatory and growing layer in every AI rack, and TXN's data center revenue is accelerating at 90% YoY to confirm the structural shift.

TXNTXNLONG@ $307.51

$272.05-11.53%

since call Jun 23

peak +1.3%

Trade on Robinhood →

TXNTXNLONG1mo ago

“analog is REALLY having its moment.”

Ben Bajarin

Analog control chips are the most under-discussed AI infrastructure layer; TXN's data center revenue near-doubled YoY as every AI rack watt requires analog management

TXNTXNLONG@ $306.60

$272.05-11.27%

since call Jun 23

peak +1.5%

Trade on Robinhood →

TXNTXNLONG2mo ago

“lead times for power semiconductors have become extremely stretched because of AI servers … it just broke out of a 5-year high just now”

Jordi Visser

Power semiconductors are the next scarcity trade as AI server lead times stretch; just broke 5-yr high.

TXNTXNLONG@ $287.61

$272.05-5.41%

since call May 3