Texas Instruments' lower-than-expected Q2 capex is no cause for panic: it built capacity aggressively ahead of the cycle and should now get capex leverage. Management confirmed its FY26 capex band, said it won't anchor to the low end and hinted at more capex plans after 2029. Zerohedge flagged Q2 capex of $514 million versus $676.3 million expected. It is textbook capital allocation and a case study in the importance of investment horizons. x.com  x.com  x.com 

Texas Instruments could command a P/E in the high 20s for FY2026, given strong EPS guidance of about $2 and a very bullish backdrop for microcontrollers, power electronics such as GaN and DC/DC, and analog chips for the AI data-center ramp. x.com 

Texas Instruments looks expensive as a $260 billion chipmaker trading at about 50 times earnings while earning only $1.5 billion this quarter. x.com 

Analog is back, and Texas Instruments can reach $350 or more after great earnings and guidance. The stock printed a "god candle" on the results, and the bigger the base, the higher it can go. A post the author quotes says Texas Instruments leads with a 20% share of the analog market and is attempting a five-year base breakout with strong accumulation. x.com 

If cars are becoming computers on wheels, analog chipmakers such as Texas Instruments and Analog Devices stand to sell a good chunk of the technology without bearing the still-uncertain risk of fully autonomous driving. Copart's CEO noted a new Tesla runs about 100 million lines of code, versus 30 million for an Airbus aircraft. x.com 

Analog and power semiconductor stocks such as ON Semiconductor, Texas Instruments and NXP are pricing far ahead of their fundamentals. Even with price hikes they are not back to 2022 revenue, yet their share prices have risen multifold. The semiconductor supercycle is lifting even these laggards. x.com  x.com 

Analog semiconductor stocks such as STMicroelectronics, Tower Semiconductor, Analog Devices and Texas Instruments are set to rise further because they are starting to have pricing power for the first time in a long time. x.com 

STMicroelectronics, onsemi, Texas Instruments and Allegro MicroSystems benefit as AI data center server ramps drive analog demand, offsetting part of continued auto weakness, per an interesting Mizuho note. Mizuho says analog lead times are rising toward 40-42+ weeks with price hikes expected around June and July, and it raised targets on STMicro, onsemi and TI. Per @sean_________ quoting Mizuho, TI plans a second price increase this year, while STMicro and Allegro raised prices about 10%. x.com 

Texas Instruments and Microchip are breaking out of years of hibernation as a microcontroller shortage pulls the chip sector up. Both went nowhere for 3-5 years yet now top the S&P 500 on momentum scores, a pattern that signals something has changed. x.com 

Price is now confirming the rotation into analog semiconductors, one of the most overlooked chip themes, with almost all names up 20%+ in two weeks and breaking out. GPUs need analog power management, demand spans AI data centers, EVs, robotics and industrial, and pricing power is strong. Analog typically leads late in the cycle, after core semis. Texas Instruments, the favorite, and Analog Devices hold almost 30% of the market, alongside onsemi, Lattice, Microchip and Allegro. x.com  x.com  x.com