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$ADTX Huge News out today makes me think this could be back over $1 sooner than later..
Option Traders in Major Tickers - Hope this Helps!
The AI Eye Podcast - GBT's CTO Discusses How Apollo Computer Vision Technology Augments Autonomous Driving and Has Potential in Many Domains
2022-11-17 Wrinkle-brain Plays (Mathematically derived options plays)
Buying 10 stocks in one industry verse investing in an ETF?
I put together a list of the top 10 publicly traded semiconductor companies in the US. Which company's stock are you bullish on?
I put together a list of the top 8 publicly traded semiconductor companies in the U.S. with lots of details. Which company's stock do you like?
Nvidia, AMD, and Intel Price Targets Are Cut. This Analyst Sees Semiconductor Demand Slowing.
401K previously managed by vanguard now in my hands.
$ROCK, $HMC, and other companies that hired the most employees in November
$ACET Adicet Bio Says Phase 1 Study Shows CART T Cell Therapy ADI-001 for Lymphoma Well-Tolerated; Shares Soar
Why adobe (ADI) has such a huge market cap? I mean these guys are only selling Photoshop
Top Ten Bullish Options Flow yesterday - TSLA AAPL FB MAR AMD BABA ADI AMZN FSYLY
Tether has over $68bn under their management and just 13 employees. That's a record, the previous record holder was Bernie Madoff's ponzi scheme with $50bn under management and 25 employees. Isn't this concerning given Tethers refusal to be audited?
Mentions
Smart approach. picking the winning robot company is a crapshoot, but they all need components. The actual supply chain breakdown: Precision reducers/gears (this is the niche monopoly): \- Harmonic Drive (Japan: 6324.T) and Nabtesco (Japan: 6268.T) control \~75% of the precision gear market for robot joints. every robot arm needs these. extremely hard to replicate - takes years of manufacturing expertise. closest thing to a monopoly in robotics. Servos/motion control: \- Yaskawa (Japan: 6506.T) - largest servo motor manufacturer globally \- Fanuc (Japan: 6954.T) - dominant in industrial robots AND makes their own servos \- Rockwell Automation (ROK) - US play on industrial automation \- Parker Hannifin (PH) - motion and control systems Machine vision: \- Cognex (CGNX) - dominant in industrial machine vision. high margins, niche leader \- Keyence (Japan: 6861.T) - sensors, vision systems. insanely profitable, 50%+ margins Lidar/sensors: \- this space is crowded and bleeding money. Luminar, Ouster, Hesai all struggling. I'd avoid until there's a clear winner \- Sick AG (Germany) is the boring profitable option for industrial sensors Chips: \- NVDA for AI training and edge compute (Jetson platform is popular in robotics) \- AMD growing in data center, also has embedded solutions \- Qualcomm (QCOM) for mobile/edge robotics \- Texas Instruments (TXN) and Analog Devices (ADI) for the less sexy but essential motor control chips The picks I'd actually consider: 1. Harmonic Drive or Nabtesco (duopoly on precision gears) 2. Cognex or Keyence (machine vision, actual moats) 3. Rockwell or Yaskawa (automation exposure)
|**Ticker**|**Company Name**|**Price**|**AI Score**|**Recommendation**|**Sentiment Score**|**Sentiment Confidence**| |:-|:-|:-|:-|:-|:-|:-| |[ADI](https://www.aiportfolioanalyst.com/aiportfolioanalyst/Bank/Utilities/StockHistory.cfm?symbol=ADI)|Analog Devices, Inc.|276.84|43.06|Hold|\-0.25|67%| |[AVGO](https://www.aiportfolioanalyst.com/aiportfolioanalyst/Bank/Utilities/StockHistory.cfm?symbol=AVGO)|Broadcom Inc.|352.13|38.59|Hold|0.08|60%| |[CDNS](https://www.aiportfolioanalyst.com/aiportfolioanalyst/Bank/Utilities/StockHistory.cfm?symbol=CDNS)|Cadence Design Systems, Inc.|318.89|43.39|Hold|\-0.17|73%| |[KLAC](https://www.aiportfolioanalyst.com/aiportfolioanalyst/Bank/Utilities/StockHistory.cfm?symbol=KLAC)|KLA Corporation|1279.60|46.75|Buy|0.36|81%| |[LRCX](https://www.aiportfolioanalyst.com/aiportfolioanalyst/Bank/Utilities/StockHistory.cfm?symbol=LRCX)|Lam Research Corporation|178.07|42.22|Hold|\-0.05|61%| |[NVDA](https://www.aiportfolioanalyst.com/aiportfolioanalyst/Bank/Utilities/StockHistory.cfm?symbol=NVDA)|NVIDIA Corporation|190.53|46.12|Buy|0.34|65%| Like you, I am still positive regarding AI related companies for 2026. Yes, the road is bumpy but if it was not the stock market could not exist, and we would not be here to discuss it! If the market was predictable with 100% it could not exist. As I was curious about the assets you discussed, I ask the AI code I use and this is what it says: It takes in account both 5 years of data and the last articles published in the press regarding those companies.
Morgan Stanley's top picks for 2026: • NVDA - still the highest ROI in AI compute. Vera Rubin ramps in 2H26, delivering a step-change vs Blackwell. Faster, denser, more profitable. This is infrastructure, not a trade. • AVGO - the cleanest way to play custom silicon and AI networking. ASICs don’t replace Nvidia - they expand Broadcom’s lane. Supporting pillars: • ALAB - hyperscale AI needs connectivity. Smaller cap, direct leverage to data-center buildouts. • MU - HBM stays tight, pricing power holds, memory matters more as AI scales. • AMAT + TSM - no advanced chips without tools and fabs. Capacity = leverage. • NXPI + ADI - the quiet winners as AI demand moves from servers into the real economy. I know MU trades at a lower multiple because they are cyclical, but their forward PE is under 9. Their last ER was simply amazing and blew away all expectations.
The semiconductor industry is shifting from a cyclical luxury to a sovereign necessity. Because LRCX and KLAC own the manufacturing bottlenecks, their margins remain insulated from consumer volatility. Which means the $1 trillion target is less a goal and more an inevitability of the current capital cycle. So, holding these assets is a play on the industry's structural tax. The market’s fixation on Nvidia’s PEG ratio often misses the broader historical context of industrial transition. It’s reminiscent of the early electrical grid expansion. It’s not just about the power; it’s about the transmission. Which is why CDNS and ADI are vital. They represent the design and interface layers that competitors cannot easily replicate. Because the current CapEx surge is fueled by defensive necessity, the spending floor is much higher than skeptics realize. Large tech firms aren't just buying chips; they're buying insurance against obsolescence. It's a forced march toward the trillion-dollar threshold. So, the strategic play for 2026 is to ignore the noise of short-term volatility. The capital intensity of AI has created a moat that’s purely mathematical. It's a permanent shift in how value is captured in the global markets. Holding long-term isn't a passive choice; it's a recognition that the physical infrastructure of the future is being consolidated today.
NVDA, AVGO, Lam Research, KLA, ADI, Cadence Design.
TPU! Get it? Until TXN and ADI figure this stuff out, GOOG is the best you can get outside of NVDA. JMO,NFA.
ADI has had 2 back to back conferences in August where the CFO spoke about their markets, and also gave an in-quarter update. But you guys don’t bother to do a little bit of DD.
I think I'm screwed with my ADI puts 🤦🏽♂️
What we thinking about BABA and ADI?
Anyone playing ADI Puts??? Asking for a friend 😂
IMO it is pretty obvious we are heading towards a future where megacorps become increasingly ingrained in our society and personal life. Even more than they already are. Technology is becoming both powerful enough to dominate human life, but also complex enough that only a few titans can afford to make it happen. AI aside, the software world is reaching maturity, which means that many current companies aren't going to survive the next couple decades and we'll see the same massive ammount of mergers and industry consolidation that happened on the hardware. Per example, the current Analog Devices Inc who, together with Texas Instruments, dominates the mixed signal chip world is the result of ADI buying and merging with Linear Technologies and Maxim Integrated, both of which used to be major companies at the technological spearhead of parts of this sector. Due to mergers like that, the mixed signal chip sector is now down to extremely few companies that do a bit of everything, with specialist companies becoming rarer. We'll likely see the same thing happen to the software world, only that, due to software being an absolute behemoth of a sector whose products have a much more direct impact on our lives, the resulting companies will have an unprecedented level of power and influence over society that will make even Standard Oil and the original AT&T look like cornerstores by comparison.
Adicet Bio (ACET) price targets have been updated recently. Guggenheim raised their price target to $8, HC Wainwright has them at $4. Current share price $0.97 Pipeline: They consolidated their pipeline to two primary candidates which have HUGE potential. For autoimmune diseases, positive preliminary data from a Phase 1 trial was announced in October 2025. The trial includes patients with conditions such as lupus nephritis (LN), systemic lupus erythematosus (SLE), and others. Results in the LN group showed a 100% renal response rate and a generally well-tolerated safety profile. Adicet intends to discuss a Phase 2 trial with the FDA in early 2026. ADI-001 is also in a Phase 1 trial for relapsed or refractory B-cell non-Hodgkin's lymphoma (NHL), focusing on mantle cell lymphoma (MCL). Note: Yes the sample size is small - this is a VERY rare space. Off-the-shelf allogeneic Car-T cell therapy has not been very successful even in phase 1 trials from other companies. Off the shelf means that it does NOT require patient-specific factors for acquiring the T Cells. They can be obtained from general population and this makes them much more readily available. The fact that they even had 100% response rate from a small phase 1 study is not common. For example, people cite Adaptimmune as a failed CAR-T company - they only had 33% response rate even in their phase 1 study, before their phase 2 fizzled out. In solid tumors, Adicet is focusing on the preclinical development of ADI-212 for metastatic castration-resistant prostate cancer (mCRPC). ADI-212 is a gene-edited gamma delta CAR T cell candidate targeting PSMA. A regulatory filing is expected in early 2026, with initial clinical data in the latter half of 2026. Financial status: **Cash runway most recently announced was $150 million, plus an additional 80 million direct offering last week (**shares and pre-funded warrants). These are getting eaten up quickly by industry investors/corporations, AND insiders. They recently got extension until April for compliance so they will want to keep this share price above $1. Chart/Insiders: Adicet Bio's stock holds buy signals from both short- and long-term Moving Averages, and a buy signal from the 3-month Moving Average Convergence Divergence (MACD). Insiders have also been positive, buying more shares than selling recently. A 5 million share insider trade was just disclosed. Outlook (personal opinion, due your own DD) - I see this as a medium term play with lots of insider and institutional buying recently, promising outlook, strong cash runway without need for further dilution, and potential catalysts from their two trials within the next 6 months.
Maxim was still around until a few years ago when it got acquired by ADI. Altera was majority owned by Intel for a while but are independent again now afaik.
TOL calls, EL calls , ADI calls, TGT puts🙏
How we feelin' about ADI?
!banbet ADI 215 36 hours
ADI puts would been an even better play, less implied volatility but sister company
This was a good buy early last year when Nvidia designed their multiphase voltage regulators in, which resulted in a big earnings boost for a few quarters, but they fumbled it: https://finance.yahoo.com/news/monolithic-power-falls-amid-risk-205430868.html For years they’ve been known as a disrupter in the power IC space because they move fast and are cost aggressive. However, this speed results in more than a few half-baked products, giving them a so-so reputation compared to competition like TI, ADI, Renesas, Infineon, etc - but the Nvidia Blackwell f-up was big enough for shareholders to hear of it. The big dogs in this space have mostly caught up with the few niches MPWR had carved out early on in the high power computing space, and other areas they focus on are very competitive, so I wouldn’t expect any dramatic moves á la 2024 in the near future. That said, they are still moving fast and fairly well positioned in the market for many commercial, consumer, and automotive applications. Like many smaller IC companies, packaging and testing supply chain is China-centric, but a large percentage of chips are made in Taiwan, and can therefore use Taiwan COO, limiting tariff impact. I expect them to grow gradually with more focus on high power computing over the next few years, and while their 3 year Sharpe ratio is slightly above oar with the s&p, their 1 year indicates a down year and declining returns. I would look elsewhere if you’re interested in semis with better returns over the short term. Acquisitions in this space are fairly frequent and could offer interesting opportunities.
Follow what’s going around you that you can understand, as an example, years back when there was lot buz around household equipment going smart, I managed to trace the sector to analog chips ADI, TXN … same with cloud computing and MSFT. Now AI but diversify AI towards healthcare TEM, automation, infrastructure, software applications.. check and see who is doing what, if you understand their business, you can get in.
Even good companies like ADI have stupid PE and PEG ratios, making them overpriced.
I know ADI reported good numbers. Possibly some of the analog names are raising with it.
Can ADI crank up 40$ and WDAY drop 40$? Don’t ask why, just hope I hit on these scratch ticket
Pump BA to 122, NVDA to 145, and ADI a ton and we will be good to go
Hasn’t ADI been doing well recently
I'll be writing puts: Mon - PONY Tue - PANW Wed - ADI and BULL Hope to have less bagholding than last week
it would be great for me personally if ADI drops below 180
I've been trying to decide what my buy will be next week, and UNH is on the list. I'm also looking at ANET (I think they will pop on earnings), ADI (can't believe it's this cheap), and SCHW as a dark horse. I probably need a finance pick to balance out the sectors in my portfolio but the ones I want (BLK and JPM) aren't too attractive at current prices.
I've got a very stupid approach to the names on my watchlist. ANET and SCHW? I need to buyild my positions in them before they go over $100 a share! ADI? I need to get in before it eclipses 200/share! JPM or anything else above $200? snore.
thanks! I've only been eyeing them for a few months. I am likely to build a position in them sooner rather than later, just to have it set. They look super solid, and I'm heartened by the fact that when auto manufacturers needed chips in 2021/22, they waited for ADI to have produced them rather than redesign their cars for other chips that may be more readily available--speaks to a wide moat.
I kind of follow them. It’s been a rough market for the past year or so for chips that deal with industrial/power and automotive. I believe that’s around 75% of ADI revenue. The market should bottom at some point, but with the tariffs news, could push that bear market in these type of semis out for awhile.
anyone here in analog devices (ADI)? thi is a good looking price to me, even with where we are in the semi cycle.
I debated all weekend what I was going to add to once markets opened. Ended up seeing a WM truck on the morning commute where one shouldn't have been so I added to that. Been eyeing ANET and ADI but not ready to jump into either with all this tariff nonsense.
ADTX - acquisition discussions and results ADI-100 study results to be out today 🚀🚀
“For all integrated circuits, whether packaged or unpackaged, the declared country of origin for import customs purchases is the location of the wafer fabrication plant,” the state-backed China Semiconductor Industry Association (CSIA), which represents the country’s largest chip companies, said in an “urgent notice” on its WeChat account. For U.S. chip designers such as Qualcomm and AMD that outsource manufacturing to Taiwanese chipmaking giant TSMC, Chinese customs authorities will classify these chips’ place of origin as Taiwan, according to EETop, an information platform and forum for Chinese chipmakers. This means China-based companies importing their chips will not be forced to pay China’s retaliatory tariffs on U.S. imports, EETop said on WeChat. “In contrast, chips made by...Intel, Texas Instruments, ADI, and ON Semiconductor - which operate their own U.S.-based fabs - may be classified as U.S. origin and be liable for tariff rates of 84% or higher,” it added.” It’s fine, American will have new chip factories in a couple weeks.
When my ADI calls go from -75% to -70% 
It’s Coming!!! https://www.businesswire.com/news/home/20250306700545/en/Aditxt-Subsidiary-Adimune-to-Ship-Drug-Substances-for-Final-Drug-Product-Formulation-of-ADI-100-Ahead-of-Planned-Clinical-Trials-in-Type-1-Diabetes-and-Psoriasis-in-Germany-and-Stiff-Person-Syndrome-at-the-Mayo-Clinic-in-the-U.S.?utm_source=chatgpt.com
Aditxt shipped drug substances for the final drug product formulation of ADI-100 ahead of schedule! It’ll help with Type 1 Diabetes, Psoriasis, and SPS (Stiff Person Syndrome) It doesn’t compromise the body’s immune systems ability to fight infections or cancer either. Pray that their hard work pays off so they can help millions 🙏
Aditxt shipped drug substances for the final drug product formulation of ADI-100 ahead of schedule. It’ll help with Type 1 Diabetes, Psoriasis, and SPS (Stiff Person Syndrome) It doesn’t compromise the body’s immune systems ability to fight infections or cancer either. Pray that their hard work pays off so they can help millions 🙏
Just now, ADTX Aditxt Subsidiary Adimune to Ship Drug Substances for Final Drug Product Formulation of ADI-100 Ahead of Planned Clinical Trials in Type 1 Diabetes and Psoriasis in Germany, and Stiff Person Syndrome at the Mayo Clinic in the U.S.
**Thursday, 6****^(th)** **March at 8:15 am** Aditxt, Inc. (NASDAQ: ADTX) ("Aditxt" or the "Company"), a social innovation platform dedicated to accelerating promising health innovations, today provided an update on its subsidiary, Adimune, Inc., ("Adimune") and its progress in advancing ADI-100, an investigational product candidate to be studied in patients with Psoriasis, Type I Diabetes (T1D) and Stiff Person Syndrome.
I sold all my TSLA before it started slumping. In the DeepSeek mainstream fear panic I crazily bought NVDA, ON, ADI, and STM on the dip. My bet is even in a downturn we will still need chips, especially specialized ones, and I personally use or have used parts from all these sort of niche IC vendors. I passed on INTC bc it seemed like too much of a gamble and they still don’t have foundry as a service figured out like TSMC does. Now INTC is up 20% in the last month but I don’t understand why. Was I foolish? My crystal ball was in the shop at the time and still is on the fritz.
I’m still up everyday this month🤷♂️ sold PLTR around $119, still heavy in GOLD, CMCSA, BABA, EXEL, BAESY, GOOGL, META and ADI. Just picked up NBIS Friday. Took a couple L’s today but still gained 0.21%😅. There’s money to be made, just not in insanely overpriced stocks, and mostly outside the US
Selling my CVNA puts for profit and yelling at ADI to come down to earth.
I think it’s more ADI driven. They do similar dumb chips for like industrial and IOT. Barrons had an article out about the upgrade, with some analyst thinking it’s the bottom for these names.
MCHP is up 10% Best performing semi today even beating ADI which had earning last night Nobody mentioning it and we still got the same garbage on the board This sub is complete garbage just like the market have a feeling these same stocks are purposely kept there to inducing buying from regards
I have ADI puts because it looks like no matter how earnings go for any company they’re most likely going to bed red
Does anybody have a guestimate as to when ACET will release its clinical trial for ADI-270? I am a lowly bag holder, just waiting for positive news over here.
Me: lucent. Bell labs was a research group for at&t. As a separate company they didn't know how to make anything and...wait for it, all the money was at At&t. Tripathi: class D chip amplifiers. Not enough sales, TI ADI, LT were all doing the same thing and each with many other products. Fossil: Apple ate their business case. My brother: TZA for years...oops.
News - ACET Announced FDA approval of fast track designation of its new drug Adicet Bio Inc announced today that FDA has granted fast track designation of its trial-staged new drug. Stock is trading at $1.01 a piece and the pre-market volume exploded. Below is expected from company press release- REDWOOD CITY, Calif. & BOSTON--(BUSINESS WIRE)--Feb. 5, 2025-- Adicet Bio, Inc. (Nasdaq: ACET), a clinical stage biotechnology company discovering and developing allogeneic gamma delta T cell therapies for autoimmune diseases and cancer, today announced the U.S. Food and Drug Administration (FDA) has granted Fast Track Designation to ADI-001 for the potential treatment of adult patients with refractory systemic lupus erythematosus (SLE) with extrarenal involvement. Fast Track Designation is a process designed to facilitate development and expedite the review of drugs intended to treat serious conditions and fill an unmet medical need. About ADI-001 ADI-001 is an investigational allogeneic gamma delta chimeric antigen receptor (CAR) T cell therapy targeting CD20 for the treatment of autoimmune diseases. ADI-001 was granted Fast Track Designation by the FDA for the treatment of relapsed/refractory class III or class IV lupus nephritis (LN), and SLE with extrarenal involvement. The Company is advancing ADI-001 across six autoimmune indications. Patient enrollment is ongoing in the Phase 1 study evaluating ADI-001 for the treatment of LN. Patient enrollment in SLE, systemic sclerosis (SSc), idiopathic inflammatory myopathy (IIM, or myositis), and stiff person syndrome (SPS) is expected to be initiated in the first quarter of 2025. Initiation of enrollment in anti-neutrophil cytoplasmic autoantibody (ANCA)-associated vasculitis (AAV) is expected in the second half of 2025. In the Phase 1 GLEAN trial, ADI-001 was shown to target B-cells via an anti-CD20 CAR and demonstrated robust exposure and complete CD19+ B-cell depletion both in peripheral blood and secondary lymphoid tissue. About Adicet Bio, Inc. Adicet Bio, Inc. is a clinical stage biotechnology company discovering and developing allogeneic gamma delta T cell therapies for autoimmune diseases and cancer. Adicet is advancing a pipeline of “off-the-shelf” gamma delta T cells, engineered with chimeric antigen receptors (CARs), to facilitate durable activity in patients. For more information, please visit our website at https://www.adicetbio.com. Disclaimer: The opinions expressed in this article are solely those of the OP. The content is intended to be used for informational purposes only. It is very important to do your own analysis before making any investment.
Adicet Bio Receives FDA Fast Track Designation for ADI-001 for the Treatment of Refractory Systemic Lupus Erythematosus (SLE). ACET
INTC has been trending in the wrong direction for a very long time now (well over a decade). I suppose whether it's an opportunity or not depends on your strategy. Could it hit $30 and become a 50% gain? Possibly. Is it going to keep growing and be a good stock to hold into retirement? Not very likely. Look at all the big semiconductor space stocks of the past decade or so. NVDA AMAT QCOM AVGO ASML LRCX TXN ADI ASML KLA AMD. They completely obliterated the performance of INTC. Point I'm trying ot make is saying INTC is a bad investment isn't necessarily saying the company is crashing and burning and is worthless. It just means there are many other more attractive options out there. Now you have to ask yourself, do you want to gamble that INTC could have a little run-up based on valuation, but they have no track record of sustaining the capital appreication? Or do you want to invest and hold solid companies that grow year after year. People holding these and other tech stocks are setting up their retirements. You might luck out on a swing trade on INTC and then what? If I'm not mistaken, INTC has jumped from $18-20 to $22-24 range multiple times in the past few months. Good luck with that. I'll hold the solid stocks long term and let them grow my wealth for me.
# Vishay: The Hidden Key Winner in Nvidia’s AI Servers and RTX 50 Series Supply Chain [https://medium.com/@mingchikuo/vishay-the-hidden-key-winner-in-nvidias-ai-servers-and-rtx-50-series-supply-chain-vishay-3-0-526aec187854](https://medium.com/@mingchikuo/vishay-the-hidden-key-winner-in-nvidias-ai-servers-and-rtx-50-series-supply-chain-vishay-3-0-526aec187854) Ticker: VSH 1. While the tech industry focuses on Nvidia’s AI server and RTX 50 series supply chain, my latest research reveals Vishay as the hidden key winner. 2. Vishay has secured better-than-expected orders for Nvidia’s Blackwell AI servers (GB200 series and DGX/HGX B200) and RTX 50 series graphics cards. The component orders include MOSFET/DrMOS (VRPower), vPolyTan (Polymer Tantalum, such as T55), Current Shunt Resistors, Transient Voltage Suppressors (TVS), and Schottky Barrier Diodes (SBD), etc. 3. Among the components above, MOSFET and vPolyTan deserve special attention. 4. For GB200 NVL72/36’s 8kW 54V-to-12V power supply, Nvidia has switched to a Renesas (controller) and Vishay (MOSFET) combination, replacing power management modules from Flextronics and Delta. Notably, Vishay has replaced Infineon as the current MOSFET supplier. 5. For DGX/HGX’s 2kW 54V-to-12V power supply, Nvidia now uses ADI (controller) and Vishay (MOSFET), replacing MPS and Delta’s power management modules. 6. The GB200 NVLink Switch’s 2kW 54V-to-12V power supply also uses the Renesas (controller) and Vishay (MOSFET) combination. 7. For Nvidia’s upcoming RTX 50 series graphics cards planned for 2025, Vishay has been selected as a new DrMOS supplier, with mass production starting in 1Q25. 8. Based on the above 4, 5, 6, and 7, Vishay’s current MOSFET production capacity in 2025 is fully loaded, and it is expected to contribute approximately 20–30% of revenue, with a higher-than-average gross profit margin. 9. GB200 heavily utilizes Vishay’s vPolyTan (polymer tantalum capacitors, primarily T55). Vishay’s vPolyTan is already facing supply shortages for 2025 and is expected to contribute a high single-digit percentage of revenue with significantly above-average gross margins. 10. Vishay 3.0 stands to capitalize on robust demand for Nvidia’s AI servers and the new RTX 50 series, with meaningful results anticipated in 2025. The company is also well-positioned to benefit from the automotive sector’s rebound and the burgeoning IoT market. Looking ahead, Vishay’s growth trajectory appears strong, driven by the ongoing success of its Vishay 3.0 strategy implementation.
ADI saving entire semiconductor sector, who would have guessed
Equal parts MSFT, AMZN, AAPL, ADI, PANW. Yes yes it’s higher risk than SPY but he asked for stocks, not an ETF. She will be able to relate to and root for these companies. Maybe she will do research on them. It’s hard to research the S&P 500.
ADI, are you going to make me a millionaire?
ADI guys! You forgot to add it
ADI anyone? Calls are the move
ACET opens phase 1 trials for new drug ADI-270 for cancer treatment. They also have a webcast at London health conference here in 5 mins (7:30 ET) though no info on what exactly will be talked about. The webcast can be accessed [here](https://investor.adicetbio.com/events-and-presentations/events)
So wsb idea is that Trump will put tariffs on TSMC, so american fabless companies like TXN, ADI, QCOM, NVDA, AMD, MXL and probably some other would suffer? Regarded AF 
I have a few that have been solid compounders over a long period of time and I see no reason that shouldn't continue: $TXN/ADI/MCHP - kind of interchangeable, fundamental players in the new digital world $TMO - the foundational player in the life sciences and therefore the pharmaceutical industry $IQV - the leading clinical research organization with a vast trove of data that differentiates them from competitors $APH - an unsung networking juggernaut, continues to chug along $KEYS - a foundational company for telecommunications infrastructure worldwide, increasingly becoming more important in software
They do have stuff to put chips into. Specially industrial stuff that need mixed signal chips. The thing is that they buy those chips from american companies like TI and ADI because the chinese companies are still years behind the state of the art.
TI also makes digital circuits, albeit to a lesser extent than Intel, and Intel also makes high performance analog chips for their I/O but don't scale with node shrinks. Analog chips aren't dinosaurs since there's still a major improvement in the packaging size and efficiency. TI and ADI are the major two major analog devices designers and foundries in the US, both without will cripple the American electronics industry
Intel is not manufacturing automotive electronics... If you want to bet on EV buy $TXN $NXPI $ADI 
Some solid plays I’m watching: PLCE 9/20 10c VALE 9/20 10p VRT 10/4 85c ADI 9/20 240c NYCB 9/20 10c maybe
ADI has been steadily climbing all day since I dumped my calls which were swinging 30 perc as monthly
You done lost your damn mind selling when market's already down 20%! Depends on how long it took the market to dip 20%. Over a month?? Over six months? or within several days to a week? Obvious choice is AAPL, QQQ. ADI, NVDA, AMD
ADI can chew my fuckin bag.
Why did ADI fade today? 
ADI is basically flat. 
WTF is ADI doing?? 
Will try to to close my recently purchased ADI calls that are expiring. I'm thinking that ADI is in play with a good earnings report. Waiting for SBUX to fall to less than $88/share after people figure out that the next CEO isn't Jesus Christ. The hype surrounding Nichol reminds me of Sears Holding and their CEO Eddie Lampert. Cramer used to preach about this guy. The street has got it wrong. SBUX doesn't have a CMG business model in which to morph. Planning on closing my PFGC puts when it drops to 65.
Even if you missed FabriNet, I think that ADI Analog Device Technologies might be in play for August 30 calls. Too dangerous for this Friday. With NVDA causing fear with shorts, the market has been rewarding communications and electronics mfg companies after their earnings. PANW, lumentum, etc., just not the MAG 7, unless you count LLY, which is not an AI play, but a obesity and diabetes trade.
ADI calls for this weeks earnings
Semiconductor companies won't get off TSMC unless taiwan gets nuked. Even chip design companies that already have fabs like ADI use their fabs for some minor specialized processes and leave the manufacturing of the more usual stuff to TSMC. TSMC just has too much advantage and building fabs is too expensive for anyone to really try to compete unless they are funded by a government (like Intel), and even then it will be extremely hard (as with Intel).
Those Tesla puts I got last minute are gonna pay out nicely. Need ADI to pump bought calls at the dip
MU has been on my list bulls for about a year. Made significant in the last earnings and I don't see them slowing down. Like ADI, even if their earnings are mediocre or expected, it's share price will go up as the semiconductor industry is picking up it's pace from the COVID era. I've actually been waiting on someone to do a DD on MU and here it is lol
I've seen some buzz around ADI reference the autos. I know we talked about ASPN, but they're absolutely on fire. They have some new products coming out for battery insulation too. I wonder how much of the pricing power is left. Like, growing EPS whole revenue shrinks request higher margins. You usually need to raise prices to do that, though I guess there are some efficiencies. HWKN actually did it last year because their high water business grew so much it offset slowing on their other lines.
I've extensively worked with TXN over last 10 years in automotive utilizing neural networks and AI. They were dominating until about 3-4 years ago when they were left behind by NVDA and QCOM. Their power devices are also expensive and troublesome sometimes compared to ADI and MPWR. The stock isn't growing much either... Old beaurocratic company, just like INTC. Pass for now. Go with QCOM and MU.
Made a 2000% bagger on ADI earnings. looking to continue playing weeklies
I was in $NVDA around $25. Professional software engineer, but also ran a custom automotive electronics shop, and held highest credentials possible. Also started studying robotics in high school (early 2000s) and was taking college courses in robotics at the time. At college, participated heavily with DARPA-sponsored robotics challenges, mostly focused on vehicles of various sorts + computer vision and machine learning. Been pursuing DIY self-driving cars for well over a decade. Built one of my own, a few years back. I was also around for the early stages of crypto. Had Bitcoin when it was $0.11, was active in the thread that resulted in Dogecoin, etc. Also worked at Analog Devices (one of the biggest semiconductor companies in the world, $ADI) and had in-depth industry knowledge and forecasting. And, being this level of nerd, obviously a PC gamer too. So, investing in $NVDA just came naturally to me. I *knew* big things were in store for them, and holy hell did they exceed those expectations. But I ain’t *rich* rich. Also invested heavily in a bunch of other companies that had oh-so-much potential to be big players in these evolving industries, but ended up fizzling out. In the end, everything kind of cancelled out.
Yea me too my man, I had some ADI calls I got rid of. 20 bagger right there when I needed it most
$ADI is really strong! Elliot wave theory in effect.. $243 on this move
Recent TXN earnings calls indicate the same: pickup in consumer, slowdown in industrial & automotive, but overall trough volume for this cycle. I will not touch $150B companies, but TXN (perhaps ADI) is at a wonderful buying opportunity.
$ADI Q2 Adjusted EPS $1.40, consensus $1.26 Revenue $2.16B, consensus $2.11B. “ADI delivered second quarter revenue above the midpoint of our outlook, despite continued macro and inventory headwinds. Further, the strength and resiliency of our business model, coupled with disciplined cost control, enabled us to achieve profitability and earnings per share above the high-end of our outlook," said Vincent Roche, CEO and Chair. "We believe inventory rationalization across our broad customer base is stabilizing, clearing a path for us to return to sequential growth in the third quarter.”
Yes spread across the semi con industry. AMAT, AMD, TSM, TOELY, TXN, ADI, SMCI, LRCM, KLAC