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Analog Devices $ADI could be the next Micron $MU
Analog Devices $ADI could be the next Micron $MU
$ADI Analog Devices options could easily 4x this year.
$ADI Analog Devices could easily 2x this year.
Why $ADI (Analog Devices) will crush earnings in 12 days
Global semiconductor sales will reach $1 trillion by 2026, with these six companies set to be the biggest beneficiaries.
(ADI) Analog Devices Q4 2025 Earnings Call | Live Transcript at 10:00am ET
ACET price targets keep being raised, here’s why
ACET is my top medium-term bio play and is at a perfect buy price (not chatgpt)
ACET just cleaned house — and this biotech might not be dead YET 👀
ACET just cleaned house — and this biotech might not be dead YET 👀
ACET just cleaned house — and this biotech might not be dead YET 👀
ACET : announces positive preliminary Phase 1 clinical trial results
Top Oversold/Overbought Stocks - August 28, 2025 📊
Top Oversold/Overbought Stocks - August 27, 2025 📊
$ARM The London-based company currently licenses out its chip designs, but doesn’t sell its own chips. Arm’s ASIC opportunity could double the company’s earnings before interest and taxes, the analysts said, if it captures just 7% of the total addressable market.
Top Strong Buys Stocks based on the best Wall Street analysts
Snagged $28 on Intel Put Double-up Overnight
AMD, ADI, MPWR or NXPI? Who is going to profit after Nvda?
$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
Most of their consumers are industrial or automotive. Most design companies have their own analog/mixed signal design teams. They are not buying from ADI and ADI is not a monopoly.
ADI'nin NVDA, AMD ve AVGO için önemini anlamak, yarı iletken sektöründeki pazar konumunu gösteriyor. Yüksek performanslı analog ve karışık sinyal çözümleri, bu çiplerin veri işleme yeteneklerini tamamlayıcı nitelikte. Özellikle endüstriyel ve otomotiv sektörlerindeki güçlü varlığı, talebin devamlılığı için bir dayanak.
dude ADI will 2x by year end once these wall analysts finally learn about what they actually do. I went to berkeley EECS and ADI hired some of the smartest designers. i'm going to add a position thanks.
Half of ADI sales in power optics - that's phenomena. Do they have a monopoly here?
https://ca.investing.com/news/stock-market-news/ai-power-semis-bofa-names-txn-adi-and-on-as-top-picks-for-800v-era-93CH-4658566 This is more recent. I own ON, ADI and FLEX. There’s many better trades now though imo
Analog and power semis have played out. SMTC, ADI, FLEX… Goldman or someone else released their list for 2026
Good adds. FLEX probably fits the physical AI factory / rack integration bucket — power, cooling, compute, modular data-center infrastructure. ADI fits the power-delivery / analog semiconductor bucket, especially with AI accelerator power management and 800V data-center architecture exposure. I’d grade both B+ second-order shovels.
Bought Calls for NVDA , ADI , P , WMT , MRVL, ZS before earnings. Call me unlucky or lucky in screwing my port.
Amd, Marvell, Nvidia, cadence, synopsys, arm, Intel (more risky), Broadcom, ADI
If you want my 2 cents. Watch ADI (analog devices) there earnings call was fire and analog computing solves some problems digital doesnt
Both NVDA and ADI are getting plowed today with great earnings news.
Alright. Anyone any thoughts on ADI? Feel like thats gonna siuuuu green into the 10pm earnings call. Numbers seem to have been excellent
So ADI gonna beat earnings, raise guidance and fall 12%. Can’t wait
Opened today: - Calls: ADI • GDS • KEYS • PKE • VSAT - Puts: CAVA • TGT Disclaimer: don't do it!
ADI gonna set the tone in the morning
ADI, INTU, DE, ELF shares
You guys think ADI could pop next week?
ADI gonna be great for calls
Next week: ADI, VRT, KEYS
Keep an eye on ADI too. I started my career in semi with that company and I can say it's by far the best semi company that I've ever worked for all around. They're a sleeping giant in the industry, one of the few that not only kicks ass in the design side, but utilizes both their own fab as well as external foundries. There products are in everything, they just don't get as many headlines because they're not interested in battling it out for CPU or latest technology nodes, which cost companies ungodly amounts of money.
Not a true “multi-source” since you can’t simply just drop in a ADI regulator in place of a TI chip. So in the case of NVDA’s 800V solution that OP is referring to, that’s locked in to TI. But to your point yes plenty other solutions exist, you just need to redesign power circuitry.
I have $1.2M in ADI stock so I hope TI pumps and takes ADI along for the ride
Plenty of other semis make analog chips… ADI, OnSemi, Renesas, STM, Microchip, etc. All of their devices are multi-sourceable.
ADI has no domestic manufacturing capability. If the "Situational Awareness" thesis is right, which it has been so far anyone that hasn't reshored manufacturing is going to get smoked in the race to ASI / AGI. TXN already has their domestic manufacturing facilities for semiconductors built out.
TXN is a very conservative stock. If you are interested in analog electronics, check ADI, NXPI, IFNNY as well. Given how well MU went up, I wonder how much more MPWR will pump.
Been tracking semiconductor space for work reasons and ADI is interesting pick. Their analog focus means they get hit less by commodity pricing cycles that crush other chip companies. The physical AI angle is legit - everyone obsessing over training chips but nobody talking about all the sensors and processing needed when AI actually touches real world. Market always sleeps on boring infrastructure plays until earnings wake them up.
#TLDR --- Ticker: ADI Direction: Up Prognosis: Buy Calls (or YOLO $50k into shares like OP) Catalyst: Earnings in 12 days (Competitors TXN and NXPI just gapped up 20%+ on their earnings) Author's Vibe: Highly defensive human degenerate ("Not an AI-generated post, asshole")
Yes and every semi stock this past year has been bought up with QCOM being the one lagging lol. There is news around the data center chip, but pick any semi stock out of a hat that look to the YTD gains. Like SIMO for example, up 118% YTD. ON is up 77%, ADI is up 47%, MCHP 41%. TXN is up 56%. All the semi names are being bought at this point due to some of the recovery in industrial and investors looking at how inference works. Like ON for example is a power chip. QCOM is only up 7% YTD and is catching bids are investors are looking for all names in the space.
Why ADI? Can't find anything differentiated from TXN and other analog players.
Also thinking that robotics would be next big thing, I checked who are the most involved players in the sector of sensor and actuator technologies/patent holders around last summer. I ended up going with TXN, ADI and LMT. They did quite well, maybe not because of robotics, but it was okay so far.
Some parts found in shahed drones from quick google search: TXN, STM, ADI, NXPI, IFNNY, MCHP
ADI+ CRE (compressing) MTPI (rising) DINCRE brrr-ing Follow me for more made up metrics
ADI rising! DINCRE is rising! CRE expanding! MTPI unstable
No clue. I decided buy ETF only going forward, but could not help myself yesterday so increased AMD, ETN and entered BWXT and ADI. These are not outside of my ETF focus, but rather overweighting these companies in them. I did Netflix too just for fun as taught what ever happens, it will raise when decision clear.
Both them and their main competitor ADI sell a fair ammount of chips and systems to the defense industry.
Mine is about 35%, not because I intended it that way, but because my semis have gone up so much (NVDA AVGO are the 2 biggies). I don't feel the need to diversify out yet... because the companies are still growing with no end in sight. Here's the thing, semis were hot back starting in 2017-18-ish timeframe. That's because the world is moving more digital, electric, "smart" and connected - all of this grows the semi market - it's not just about AI. AI made it go exponential since big tech is trying to accelerate AI advancements with huge upfront capex spend. Just look at your charts for LRCX ASML CDNS AMAT ADI SNPS KLAC and many others - upwards since 2017.
ADI and DASH need to tank for me to just break even on my put
LOL I also said Calls on ADI • PODD • RSI • TNL and Puts on FVRR. You watch yourself bro, CZR is literally the first one you ever got right.
Closed today: - TP on Calls: ADI • PODD • RSI • TNL - TP on Puts: FVRR Opened today: - Calls: PRAX • GTX • FTI - Puts: NICE • EPAM • ETSY • LKQ *DISCLAIMER: Nothing here is investment advice, and certainly not recommendations. Do not pass go and do not collect $200 because Monopoly money is fake, just like our fiat currency...*
it's crazy, ADI is not a meme stock so it's weird that it acts like a meme lately, surely it will dip to 270-280 at first opportunity of market weakness
FUCK YOU ADI. you need to dip so i can close my puts for break even😭😭😭
Analog Devices (Nasdaq: ADI) reported fiscal Q1 2026 revenue of $3.16B, up 30% year-over-year, with gross margin at 64.7% (570 bps improvement) and operating income of $997M (up 103%). Trailing‑12‑month operating cash flow was $5.054B (43% of revenue) and free cash flow $4.56B (39%). ADI returned $1.0B to shareholders and raised the quarterly dividend 11% to $1.10. Q2 FY26 guidance: revenue $3.5B ±$0.1B, reported operating margin ~36.4% ±150 bps, adjusted EPS ~$2.88 ±$0.15. "During our first quarter, bookings growth continued, driven by broad strength in Industrial and record orders for our Data Center segment. While the macro and geopolitical backdrop remains challenging, our revenue outlook for the second quarter reflects a new high watermark for ADI, underscoring our strong execution against cyclical and secular growth tailwinds," said Richard Puccio, CFO.
Where my ADI bulls at 🫶🏽
Everyone is too bearish on ADI which means it’s going to rip
ADI calls CVNA puts
!banbet ADI -7% 3d Barely beat last quarter and is somehow up 40% since then. Boring company being overvalued on AI pipe dreams
why isnt anyone talking about ADI? Earnings tmrw morning
Why is no one talking about ADI, they report tmrw morning
This is a fair and well-informed expansion, especially on revenue ramp timing and competitive risk. I agree that automotive design wins are long-cycle (2–3+ years) and that the market is right to discount near-term auto revenue. That’s actually part of the thesis: Valens can bridge that ramp without dilution due to its cash position and diversified non-auto revenue (ProAV, industrial vision, medical), which have faster sales cycles and less cyclicality. On competition, I fully agree that large analog players (TI, ADI, etc.) can build A-PHY compliant SerDes. That caps long-term monopoly upside — but it also increases the probability that Valens becomes an acquisition target rather than being competed out, especially given its size, clean balance sheet, and first-mover credibility. I’m not assuming a heroic rerate or near-term auto payoff. The base case is modest multiple expansion as revenue visibility improves through 2026, with optionality from M&A. If execution slips, downside is cushioned by cash and existing revenue. Appreciate the thoughtful pushback. This is exactly the right way to stress-test a small-cap semi thesis IMO
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