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 

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 

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 

AI power pure plays Navitas, Monolithic Power, Vicor, Bloom Energy and Power Integrations carry the real leverage to the AI power theme. For broader names like Texas Instruments, Analog Devices, Caterpillar and Eaton, AI power is a rounding error that barely moves the P&L. Same theme, wildly different exposure, so buy the needle movers rather than the whole basket. x.com 

AI infrastructure bottlenecks could give eight stocks as much as 18x upside. Nvidia supplies frontier-model GPUs; Broadcom and Marvell supply custom silicon and networking; TSMC makes advanced chips; Micron supplies sold-out HBM; Vertiv provides power and cooling; Palantir monetizes enterprise AI; Alphabet spans TPUs, research, cloud and apps. The list tracks where AI infrastructure spending is flowing. 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 

Inference's move toward edge devices and dense, memory-hungry racks should drive demand for specialized chips, links, power delivery and cooling. McKinsey projects inference at 60% of AI computing demand by 2030. Ambarella makes on-device AI chips; Astera Labs links GPUs, memory and networks; Credo supplies short copper connections; Rambus earns from memory interfaces; Navitas reduces power waste; Modine cools dense racks; and Super Micro builds inference-specific server racks at volume. x.com  … Show more

These ten semiconductor stocks look cheap because each has a PEG ratio near or below 1, meaning growth outpaces valuation. Nvidia's Q1 revenue rose 85% and AMD's 38% with MI350 commitments; Broadcom's AI chip revenue rose 143% with a $73B AI backlog; Marvell's custom silicon doubled. Sandisk has $42B in contracted backlog, Micron's HBM is sold out through 2026, and Coherent, Credo and Applied Optoelectronics ride AI optics demand. ON Semiconductor is the slow-growth value play. x.com  x.com  x.com  … Show more

These ten companies span every layer of AI capex, which Goldman sees surging to $1.2 trillion in 2027, so each should make money. Credo, Broadcom, Micron, Nvidia, TSMC, AMD and Amkor cover connectivity, custom chips, memory, GPUs, foundry and packaging; Broadcom expects AI revenue of about $115B in fiscal 2027. Vistra supplies power under 20-year nuclear contracts. IREN and Nebius rent AI compute, with Nebius targeting $7-9B run-rate revenue by year end. x.com  x.com  x.com  x.com  x.com  x.com  x.com  … Show more