TXN

I owned Texas Instruments (TXN) for almost 18 months and then managed to sell what appears to be a local bottom in hindsight. Although I did re-allocate my proceeds from TXN sale to Alphabet and Meta equally, Texas Instruments performed better than either of those companies. The chart below doesn’

“The overall semiconductor market recovery is continuing, though, at a slower pace than prior upturns, likely related to the broader macroeconomic dynamics and overall uncertainty.” That quote from yesterday’s call captures the tone of Texas Instruments (TI) management. Things are chugging along, but just not as well as perhaps

Texas Instruments (TXN) hardly ever breaks out “data center” or “robotics” opportunity in quarterly calls with hard numbers. “Data center” shows up intermittently under enterprise systems segment, and “robotics” is usually rolled into factory automation during quarterly calls. So, it did catch my attention when TXN CEO Haviv Ilan provided

You hardly ever see sell-side analysts being livid to management in an earnings call, but TXN’s 2Q’25 call was a bit spicy. After the prepared remarks, Q&A started with a combative tone from an analyst probing management about “change of tone” compared to last quarter. Then

Disclosure: I own shares of Texas Instruments You can listen to this Deep Dive here Texas Instruments (TI) is a storied company in the semiconductor industry since it’s been there from almost the very beginning of the industry. But believe it or not, it changed its name not once