Topic

ADI

A collection of 2 issues

Texas Instruments and Analog Devices at Citi TMT Conference

Both Texas Instruments (TXN) and Analog Devices (ADI) attended Citi TMT Conference last week. Let me share some of my notes from these calls. TXN stock reacted negatively a bit after management highlighted they are not seeing a “snapback” in the current recovery: …it's not quite happening a

Challenges for Self driving Semi, ADI 3Q'25 Earnings

Challenges for Self driving Semi I touched on the potential for self driving semi in my recent Deep Dive on Union Pacific, and mentioned the lack of entrenched unions for trucking industry can be a boon for them to integrate automation compared to railroad industry which is heavily unionized. The