STMicroelectronics supplies key chips for Starlink satellites and terminals, so more SpaceX launches mean more demand for STMicro. Space and semiconductor themes are converging in the stock, which is emerging from a 26-year base with accumulation, and the market is likely starting to price in the SpaceX IPO narrative. x.com 

STMicroelectronics has more upside than Infineon, though it is priced accordingly. It leads in space by selling RF chips for Starlink terminals, 60% of its data-center revenue comes from optics and microcontrollers rather than power chips, and it makes its own substrate wafers in Sicily while Infineon outsources. Infineon is the safer play: STM's margins fell to zero in the last trough versus Infineon's steady 10%, and competitors may take some of its Starlink business. x.com  x.com 

STMicroelectronics is low quality next to its "dumb chip" peers, weighed down by a messy international ownership structure where it matters who calls the shots. Italy and France may be the two worst major countries to do business in. That view holds against a post the author replies to, which cites its 90% share of chips for SpaceX's Starlink satellites and doubled 2026 and 2027 revenue targets. x.com 

STMicroelectronics is a cheap way to play SpaceX, because it sits where satellite builders spend their money: if SpaceX has to make a million satellites, STMicroelectronics has to make a million ways to connect them. Rocket Lab, AST SpaceMobile and SpaceX are all in a land grab for spectrum and satellites, and all three may win, but each is oddly priced like a trillion-dollar startup. x.com 

STMicroelectronics is a cheap option on SpaceX taking off in both neocloud and space, since its LEO business, about 10% of sales, supplies all of Starlink. At under 30x 2027 estimated earnings, it also brings full analog and power-semiconductor exposure, and those power semis are its link to the neocloud side. x.com  x.com 

Infineon, STMicroelectronics and NXP have little value upside left from humanoid robotics after rallying hard on the AI datacenter theme. Infineon's CEO said humanoids could eventually rival AI datacenters as a revenue opportunity, about 20% of sales, yet Infineon saw insider sales this week. Humanoids may create few real bottlenecks: about 60% of parts come from the existing auto supply chain, most value will likely accrue in China and OEMs will integrate vertically, leaving heavy competition. … Show more

STMicroelectronics offers rare asymmetry for a large cap: a bear case in line with the S&P 500, a slightly better base case and a wildly better bull case. 2026 marked an inflection in its data-center business, with a multi-year, multi-billion-dollar Amazon agreement and guidance raised from $1B before 2030 to well above $2B in 2027. A base case with a modest AI business implies 15% annual growth through 2030; if photonics, power and robotics reach a third of revenue, 30-50%. x.com  x.com  x.com 

STMicroelectronics is one of the top names in power semiconductors and physical AI. Per @wallstengine, it raised its 2026 data-center revenue outlook to about $1B from "nicely above $500M" and expects that to double to about $2B in 2027 based on current customer engagements. About two-thirds is expected from optical components, including MCUs, silicon photonic PICs and BiCMOS EICs, with power chips the rest. x.com 

STMicroelectronics' results should keep improving, so betting against it is risky. @BabybusFL expects a broad semiconductor shakeout first that could hit names with and without earnings alike. x.com 

STMicroelectronics is an early turnaround story because AI infrastructure has given it a new growth engine. On June 2 it doubled its 2026 data center revenue target to about $1B, saying that could double again in 2027 if trends hold, on high-volume silicon photonics anchored by a multi-year AWS partnership. Q1 revenue rose 23% to $3.1B, it holds about $2.8B net cash, and Bank of America upgraded it to Buy, saying the market underestimates its earnings power. x.com