Reddit Posts
STMicroelectronics (STM) is one of the best and most undervalued European stocks - DD update 2.5 years later
STMicro's insane guidance confirms the AI infrastructure boom is just getting started. What’s your play?
Pre-Market Gainers and Losers for Today (June 2, 2026) 📈 📉
EnSilica (OTC: ENSIF, AIM: ENSI)… happy Monday everyone!
stocks connected to SpaceX? For when the ipo drops?
Opinions on Research Solutions Inc. (RSSS)?
Stop drones from literally blowing up your portfolio
STMicroelectronics (STM) is one of the best and most undervalued European stocks
2023-02-01 Wrinkle-brain Plays (Mathematically derived options plays)
My regarded picks for 2022-08-26
Buying 10 stocks in one industry verse investing in an ETF?
STMicroelectronics says fourth-quarter revenue topped estimates
Arrival ($ARVL), Why this undervalued Commercial EV is a play to rival Nio and Tesla
$ARVL, Why this is the Commercial EV is the play of your dreams.
$TSLA - April 30th, 2021 Biggest Gainer in Options Flow
This Barron's article might explain Tesla's sudden surge today: Tesla Stock Turns Higher Because Sales and Deliveries May Blow Away Estimates
Can’t but STM on Robinhood, but can sell it. Anyone else?
Mentions
I mean yes I was down over 2+ years with this and it wasn't pleasant, but it's not about a broken clock. It's just a cyclical industry and I was unfortunate about the timing, but the thesis didn't fundamentally break, and the company fundamentals remained strong throughout. In fact, despite my honestly sh\*t timing, STM has outperformed the S&P500 over this time period so...
STM signed an agreement with Innoscience to boost their GaN technology roadmap last year, who are basically the n°1 players in this space as far as I can tell. SiC and GaN don't have the same use cases though so yeah, it's not really a transition from one to the other, but from silicon towards these two. STM has been ahead of Infineon in SiC (certainly market share wise), and Infineon ahead in GaN. However I think ST can close the gap, given Innoscience seems to be ahead of even Infineon tech-wise. Disclaimer: I'm not an engineer so make of it what you will.
As I said, you present a reasonable argument but had I believed your reasonable argument in 2023, I would have lost. You shouldn't have mentioned that the market irrationally shut you down before 'but this time I'm right, dammit'. You are trying to demonstrate that even a broken clock is right sometimes. That works for Jim Cramer but I don't follow him either. It's my loss. I might have some STM buried in one of my theme ETFs so maybe I'll be alright.
The movement to the downside in the past few was extremely overdone. I mean near the stock bottom of the last cycle thes valuation was basically equal to the net valuation of all the company's net assets. People were pricing this company as though it was going to fail even though it retained a very strong cash position the whole time (about a $3B buffer, they even acquired NXP's MEMS division for $900M in the middle of it all), and the company didn't even make a loss on a yearly basis. There are tons of unprofitable, overvalued companies with nowhere near the history, expertise and moat of STM, with much crazier valuations, so I think this type of argument really doesn't make sense once you start digging into it. This company has been unfairly valued by the market for years and even now it has tons more to run, especially if it gets fully re-rated as a proper AI play, which imo it's well on its way to do.
This is not investment advice but these are the stocks that I am looking at. The price per share listed is today's closing price. AI Infrastructure & Cooling Vertiv Holdings (VRT): $331.44 per share [1.3:1] Modine Manufacturing (MOD): $302.03 per share [1.4:1] Ecolab (ECL): $255.67 per share [1.5:1] Semiconductors & Hardware Taiwan Semiconductor Mfg. (TSM): $436.69 per share [1.6:1] Micron Technology (MU): $1,079.57 per share [2.2:1] STMicroelectronics (STM): $79.71 per share [2.3:1] SpaceX Supply Chain & Aerospace Filtronic (FLTCF): $3.99 per share [2.4:1] Redwire (RDW): $18.62 per share [2.5:1] Materion Corp (MTRN): $228.52 per share [3.2:1] High-risk, high-reward "pure speculative" play POET Technologies (POET): $15.38 per share
finally bought calls on STM after watching go up for the last 2 hours and as I expected it is still going up and will probably never see a red day until I sell my calls
Going all in on STM. MEMs are going to catch up to the memory bonanza
ENSIF / ENSI is worth considering. They are a relatively small, yet growing company with the potential for its semiconductors to become ubiquitous in the years ahead in my opinion. Customers (both directly and indirectly) include AST Space Mobile, Jaguar Land Rover, the European Space Agency and partners include TSMC, Arm and Cadence Design Systems. They have also recently signed their largest contract in their history with a European constellation satellite operator for satellite user terminal silicon. They’re just starting to eat the lunch of much bigger chip designers such SATS (Echostar / Hughes) and STM (ST Micro) in my opinion. There’s plenty of research about them on Reddit. EnSilica has also recently started cross-trading on OTC’s premium QX market.
ENSIF / ENSI is worth considering in my opinion. EnSilica has recently started cross-trading on OTC’s premium QX market. A reasonably priced semiconductor designer in my opinion with customers such as AST Space Mobile and the European Space Agency. They have also recently signed their largest contract in their history with a European constellation satellite operator. They’re starting to routinely eat the lunch of much bigger chip designers such SATS (Echostar / Hughes) and STM (ST Micro) in my opinion. There’s plenty of research about them on Reddit.
Yeah was thinking last Thursday as well. Only thing saving me right now is FCEL and ALAB, with a smidge of DRAM and STM. Getting boned on GFS. But special shout out to PDFS for royally boning me with their $200M public offering which tanked any chance of being green.
I bought STM 60c sold it early, lol.
What are your thoughts on STM? Is mostly the same but in Europe
Plenty of other semis make analog chips… ADI, OnSemi, Renesas, STM, Microchip, etc. All of their devices are multi-sourceable.
You can buy beneficiaries like STM, FLTCF, SMCI, MTSI. SpaceX launches continuing. Amazon joining the party with Leo.
Edge AI applications yes. I really should've bought em too but got STM and TXN instead.
My smaller semi plays STM, VIAV, and ASX are the first good thing I've done for my port this year
JOBY Jetsons era is here. DAIO under the radar small cap thinly traded stock selling chip programing equipments in trillion dollar semiconductor industry to major players. MU TXN NXPI STM INTC AMD NVDA AVGO Samsung Microchip Infineon.
Sorry I’m not familiar with that stock. Im talking about Stmicroelectronics $STM It was an auto correct
Naw, this is chip mania right now. Stuff like STM are up like 100% over the past 6months. QCOM is up like 10% today because it was like only one lagging.
semi rally, I'm doing fine with my STM from 2 days ago, already got out for the weekend
Tickers confusing af MTSI MKSI TSM TSEM TEM STM
Every shit hardware maker PAMPING right now! $NOK $STM $BB
You should've bought STM, not SMCI
Oh man, my limit for STM didn't execute, what a bummer seing that after hour jump
research solutions inc (RSSS) the **longer-term drivers** center on the company’s **AI-focused product momentum** and growth narrative in the research-tech space: * **AI agent/product launches (primary positive driver)**: * April 7, 2026: Launched **Article Galaxy MCP**, enabling AI agents (e.g., ChatGPT, Claude) to autonomously find, license, and access scientific literature — directly capitalizing on the exploding AI-agent trend. * February 26, 2026: Released **Scite MCP** for similar AI-tool integrations with STM content. * **Geographic expansion**: March 12, 2026 — Added its first African partner (University of Pretoria), broadening its academic reach. * **Investor visibility**: March 19, 2026 announcement of participation in the 38th Annual ROTH Conference (held March 22–24, 2026). **Analyst and earnings sentiment**: * Strong Buy consensus with a $5.00 average price target (roughly 93% upside from $2.59).
Some parts found in shahed drones from quick google search: TXN, STM, ADI, NXPI, IFNNY, MCHP
Got some STM and Murata manufacturing recently. Just learned about Renesas? (Japanese semiconductor company). Anyone heard of this one?
Thank you! I've been buying sensor stocks like STM and Murata Manufacturing recently. Will look into IOT more :)
Bought STM recently. Looking at Nordic semi as well (and/or Texas instruments). Anybody in Nordic? They're all the stuff I use as products at work. And I like that physical AI thesis where we get into robotics/automation/IoT/etc...I ought to buy APH soon and get it off the watchlist.
>Americans buy and please can these people saying it's the end of the USA tell us what non US technology available to use? iPhone components are sourced from 40+ different countries. The cameras are Japanese and Taiwanese. The OLED touch screens are Koreans. The sensors are Swiss (STM). The assembly is in China. Two thirds of Apple itself (and Silicon Valley in general) is foreign immigrants. The only thing that's genuinely American is Apple's brand and if things continue the way are going, it's going to tank hard. Tesla already experienced that: they lost \~30% of their sales in EU in one year ad >50% in some markets.
Good AH move. I've been considering STM. I use their products so much at work. Earnings on the 29th.
DIOD been a real stinker. STM too. But part of that is the story of autos and chips. When people talk about semi's, they lump everything together, but there different type of chips. Anything auto related basically has sucked for a while. I don't think the market has bottomed for that yet. Same with some of the analog names. I don't always hit home runs. However, I do feel like I have a pretty good track record. Here's another one: [https://www.reddit.com/r/stocks/comments/18ya1l6/comment/kgafpop/?utm\_source=share&utm\_medium=web3x&utm\_name=web3xcss&utm\_term=1&utm\_content=share\_button](https://www.reddit.com/r/stocks/comments/18ya1l6/comment/kgafpop/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button) Names mentioned in there are CECO, CWCO, CW, MOD, ITT, AIT, POWL, PSTG Since that post: CWCO +14% CECO +242% CW +202% MOD +120% ITT +60% AIT +72% POWL +400% PSTG +109% Not too bad from 2 years lol.
Is STM the next lotto?
> I think this speaks volumes, not really to a lack of innovation but more so a less vibrant capital market. If you need to fund a company to create the smartest LLM in the world, typically, you don’t do that in the EU. > > Spotify is a great example of EU innovation, but where is their stock traded? The US stock exchange. Probably due to the same reason. That’s 100% true. European investors are far more picky with their investments. I think that the US is more risk taking with its investments, that’s simply it. It raises easy capital to list yourself in the US. Combine that with a tech-savvy investor base and you got yourself easy capital. That being said, weariness from European investors doesn’t necessarily mean that innovation isn’t occurring. It just means it’s harder for innovation to break out. However, once broken out, it tends to do well. I think your example of great innovation being Spotify is the main issue. A lot of good, large, European businesses just aren’t consumer facing. See, for your Spotify I raise you STMicro. The STM32 is one of the most abundant MCU’s on the market. You can literally find it almost everywhere related to embedded electronics. You wouldn’t know that though because they don’t market it to consumers. However, they’re crucial businesses that do a lot of innovation. I go back to ASML because the development timeline for EUV took almost 20 years to come to fruition and even Japanese fab machine makers dropped out (Canon and Nikon). In the end, they were the only ones capable of making a scalable product. Even then, they had funding from the US government to make it happen. So fundamentally, even your own government knows that Europe does innovate. It is just that Europe isn’t willing to invest in businesses losing millions before being profitable like the US does. That doesn’t mean that the US investment market is bad, it just means that the average US investor is more risk averse than a European one. Klarna is another recent example of this. They had every opportunity to raise capital on European markets but they know European markets aren’t going to be happy with their financials. So they went to the NYSE to raise capital. There’s multiple reasons for this. In particular the US investor gets access to schemes such as Roth IRA, 401k etc which are tax advantaged ways that encourage US citizens to invest. Europe doesn’t get as many options and the options it does have are mainly intended for retirement planning or are limited to European stocks only and have restrictions on foreign investment (like France’s PEA, Italy’s PIR etc). The UK is the only one with the S&S ISA, a tax advantaged way to invest in markets abroad and here. So that’s probably one reason why the US markets are more risk averse and, as a result, seem to be more innovative. However, that doesn’t mean the EU isn’t innovative. It just means that EU companies have the option of raising more capital in the US which is a given because of the advantages for a US citizen to place their money in the market.
Such a ridiculous take. The US moves quicker, yes. I won’t deny that. However, if you’re implying that the EU doesn’t innovate and just regulates, that is ridiculous. - STMicro - No doubt you’ve used a device with a STM32. - NXP - No doubt their chips are somewhere in your car. - ASML - Self explanatory. - Nordic Semi - Most IOT devices have this in there somewhere. If you own a Tile tracker, it most likely has one of these inside. - Infineon - Also partnered with Nvidia for robotics. - Bosch - Self explanatory. - Kuka - Literally responsible for those videos of robots in car factories. Ford, Chrysler etc all use them. - Novo Nordisk - Half you mfers use Ozempic anyways. - Airbus - Self explanatory. - Spotify - Self explanatory. - Ericsson - Responsible for most the world’s 5G connectivity (including the US). - Nokia - As above. - Siemens - Self explanatory. Most of those descriptions are facetious, I won’t deny, but I cba do write a full DD on these companies. Software side of things, yeah. I won’t deny there are deficiencies there. However, there are still relatively large companies here that have huge impacts. SAP for instance, as shit as it is, is one of the only things capable of doing what it does. Like just saying that the EU doesn’t innovate is some of the most ignorant statements you can make and you know it. If this comment was ragebait, you have outplayed me.
STM is the stock to buy.. long short you will win. Supply iPhone and tesla with semiconductor. Very undervalued
Just came across this post. I’m about $7k deep in $7.5 calls for January. I purchase about a month ago. The STM news hurt as that was the most likely for upcoming revenue. My gut is telling me to buy more calls to average down on Monday before Tuesday earnings. Because Atomera announced they are doing earnings on Tuesday, this is can be a bullish move as they typically have done earnings in early November. I believe they knew the bad news was coming so they likely have something in the pipe to counter that news hence, move up the earnings date sooner. At this point everything is riding on this earnings call, they HAVE to start announcing VERY positive news and enough with keeping investors in the dark. I am throwing this out there, I’ve done some deep diving into possible relations with TI and if you look they have been doing some big layoffs with fully ramping up 300mm wafer factories and closing 150mm wafer factories. Lots of connections and employee/board relations between the two companies. I’m betting an announcement on earnings with something to do with them. My hopes is they actually name drop them but likely won’t. Simply put - already down and likely going to double down on Monday. Earnings being moved up to Tuesday signals bullish news from the company, and it has to be big. If it’s blah blah same old “we are working moth multiple companies” the company is doomed and I’ll take my loss and move on. May revisit down the road but definitely out for the rest of the year. Best wishes to you all! Love that I can’t find anyone talking about this company. Hopefully it’s a sleeper for us all!
STM has the fastest commercially available SiGe HBTs in the world and an ubiquitous microcontroller offering. It's jointly controlled by the governments of France and Italy
Came across this thread while studying more about STM. Very nice to have opinions from engineers and distributers. Thanks! I want to add some research I gathered on STM from an angle less discussed: Post-quantum cryptography (PQC) and the migration plan to using PQC software and hardware: The National Institute of Standards and Technology (NIST) finalized the first PQC standards - ML-KEM (FIPS 203) and ML-DSA (FIPS 204) - in August 2024. The NSA anchored the U.S. migration in CNSA 2.0 (the PQC playbook for National Security Systems), reinforced by NSM-10 and OMB M-23-02. Under CNSA 2.0, any NSS equipment that can’t support CNSA 2.0 must be phased out by December 31, 2030, and CNSA 2.0 algorithms are mandated by December 31, 2031. NSM-10 and OMB M-23-02 extend planning and migration across civilian systems toward 2035. In practice: chips used in federal/NSS systems need PQC support this decade - specifically ML-KEM (FIPS 203) and ML-DSA (FIPS 204) - and suppliers that can prove those algorithms now are better positioned for U.S. government demand (with knock-on commercial pull). To achieve compliance, modules typically go through validation in two steps: 1. NIST's Cryptographic Algorithm Validation Program (CAVP), for FIPS 203/204 algorithms. 2. NIST's Cryptographic Module Validation Program (CMVP), for FIPS 140-3, which can include the validated algorithms. As of now, STM is the only MCU vendor with a vendor-labeled NIST CAVP validation explicitly covering ML-KEM and ML-DSA for an MCU library - validated July 8, 2025 (Validation A7125) for the STM32 PQC library on Cortex-M33. Outside the MCU space, some hyperscalers are pursuing (and in some cases obtaining) these validations: Apple, Amazon, Google, and more. Yet, we also hear peers projecting hardware lifetimes that don’t match the migration tempo. Meta just lengthened its server depreciation schedules (cutting 2025 depreciation by about $2.9B). While investors debate whether AI accelerators truly have 5.5-year useful lives when leading-edge compute turns over in 2–3 years, many overlook the PQC roadmap: these systems will be effectively out-of-policy (and thus completely irrelevant) by 2031 - not due to demand or performance, but by the NSA. Back to MCUs - here’s where key competitors stand on PQC (algorithm-level) validations: 1. NXP Semiconductors: NXP scientists co-authored CRYSTALS-Kyber (now ML-KEM), but there’s no NXP-vendor-labeled ML-KEM/ML-DSA CAVP validation listed. In other words, no PQC certification. 2. Infineon Technologies: Visibly active in quantum/security (e.g., Quantinuum collaboration), but again, no PQC certification. 3. Renesas Electronics: No PQC certification; they collaborate with wolfSSL, whose module has relevant certifications. 4. Microchip Technology: No PQC certification. 5. Texas Instruments: No PQC certification. 6. onsemi (ON Semiconductor): No PQC certification. Bottom line: STM’s named, vendor-labeled CAVP validation (A7125) for ML-KEM + ML-DSA on STM32/Cortex-M33 lands exactly as U.S. policy pushes PQC-capable gear into government systems by 2030–2031, with broader migration working toward 2035. That’s a competitive advantage in the MCU space worth highlighting, and I don't see almost anyone talking about it. And yes, similar PQC roadmaps are emerging globally: the EU published a coordinated PQC implementation roadmap in June 2025, and Canada set milestones to finish high-priority migrations by 2031 and all remaining systems by 2035. China is also pursuing a PQC migration plan.
Came across this thread while studying more about STM. Very nice to have opinions from engineers and distributers. Thanks! I want to add some research I gathered on STM from an angle less discussed: Post-quantum cryptography (PQC) and the migration plan to using PQC software and hardware: The National Institute of Standards and Technology (NIST) finalized the first PQC standards - ML-KEM (FIPS 203) and ML-DSA (FIPS 204) - in August 2024. The NSA anchored the U.S. migration in CNSA 2.0 (the PQC playbook for National Security Systems), reinforced by NSM-10 and OMB M-23-02. Under CNSA 2.0, any NSS equipment that can’t support CNSA 2.0 must be phased out by December 31, 2030, and CNSA 2.0 algorithms are mandated by December 31, 2031. NSM-10 and OMB M-23-02 extend planning and migration across civilian systems toward 2035. In practice: chips used in federal/NSS systems need PQC support this decade - specifically ML-KEM (FIPS 203) and ML-DSA (FIPS 204) - and suppliers that can prove those algorithms now are better positioned for U.S. government demand (with knock-on commercial pull). To achieve compliance, modules typically go through validation in two steps: 1. NIST's Cryptographic Algorithm Validation Program (CAVP), for FIPS 203/204 algorithms. 2. NIST's Cryptographic Module Validation Program (CMVP), for FIPS 140-3, which can include the validated algorithms. As of now, STM is the only MCU vendor with a vendor-labeled NIST CAVP validation explicitly covering ML-KEM and ML-DSA for an MCU library - validated July 8, 2025 (Validation A7125) for the STM32 PQC library on Cortex-M33. Outside the MCU space, some hyperscalers are pursuing (and in some cases obtaining) these validations: Apple, Amazon, Google, and more. Yet, we also hear peers projecting hardware lifetimes that don’t match the migration tempo. Meta just lengthened its server depreciation schedules (cutting 2025 depreciation by about $2.9B). While investors debate whether AI accelerators truly have 5.5-year useful lives when leading-edge compute turns over in 2–3 years, many overlook the PQC roadmap: these systems will be effectively out-of-policy (and thus completely irrelevant) by 2031 - not due to demand or performance, but by the NSA. Back to MCUs - here’s where key competitors stand on PQC (algorithm-level) validations: 1. NXP Semiconductors: NXP scientists co-authored CRYSTALS-Kyber (now ML-KEM), but there’s no NXP-vendor-labeled ML-KEM/ML-DSA CAVP validation listed. In other words, no PQC certification. 2. Infineon Technologies: Visibly active in quantum/security (e.g., Quantinuum collaboration), but again, no PQC certification. 3. Renesas Electronics: No PQC certification; they collaborate with wolfSSL, whose module has relevant certifications. 4. Microchip Technology: No PQC certification. 5. Texas Instruments: No PQC certification. 6. onsemi (ON Semiconductor): No PQC certification. Bottom line: STM’s named, vendor-labeled CAVP validation (A7125) for ML-KEM + ML-DSA on STM32/Cortex-M33 lands exactly as U.S. policy pushes PQC-capable gear into government systems by 2030–2031, with broader migration working toward 2035. That’s a competitive advantage in the MCU space worth highlighting, and I don't see almost anyone talking about it. And yes, similar PQC roadmaps are emerging globally: the EU published a coordinated PQC implementation roadmap in June 2025, and Canada set milestones to finish high-priority migrations by 2031 and all remaining systems by 2035. China is also pursuing a PQC migration plan.
European markets are definitely more conservative — fewer high-growth tech plays, more focus on stability/dividends. That said, names like ASML (semiconductors), SAP (enterprise software), and STM (chips) are solid players. If you're into EVs, look into Stellantis ($STLA) — not flashy like Tesla, but profitable and globally positioned.
SiC is following the same path as Si. Bigger wafers = better profits. They are first to market with 200mm and nearing completion of All-American manufacturing fabs. Capex is about to plummet, margins improve and from 8K out this morning; "**Company is targeting positive levered free cash flow during FY2027 and sufficient cash and liquidity to execute on its revised operating plan, excluding any federal grant funding and additional funds from the secured lending facility announced on October 15, 2024."** STM, INFNNY and the big Chinese makers are all chasing Wolfspeed for 200mm production. Your observations are being made in the middle of industry-wide technological progess. https://preview.redd.it/4fw1zgwnuk2f1.jpeg?width=750&format=pjpg&auto=webp&s=e058e8caa7f1572db2ff4b895d65357766feeb5c
purely on data and discounting any sqeezing these are my estimates for such events happening within the year... for a QCOM evaluation: we will need about 4x current revenue and remove all debt worry along with decent tax credits for a AVGO evalution: we will need about a 10x revenue some very good deals with more companies needing the product possibly some vertical integration with possibly STM, and for such a merger or buyout to not get the stock shutdown for a TSMC evaluation: we will need gyna to invade taiwan and trump to put a complete embargo on gyna along with Nvidia enlisting WOLF to begin producing its semiconductors will money for infrastructure paid up front and for this entire ordeal to not cause a market correction. all that being said, honestly I feel the stock is destined for ~$20 evaluation on current numbers and data. The fact that its priced at 1/5 of that makes it a buy, and the fact that all of the up and coming industries rely on the SiC chips makes this a hold for me at least. Given this I feel that the best profit taking comes through options trading rather than trading the underlying stock.
Kann man so meinen, besonders wenn man das Negative hervorheben möchte, ohne die Fakten zu ergänzen. Wolfspeed fährt die Produktion an neuen Produktionsstandorten hoch und wird jedes Quartal damit erfolgreicher. War es nicht Elon Musk der mit dem Satz "Production Hell"? Wenn man solche riesige Produktion hochfährt, die weltweit einmalig ist, könnte einiges an unerwarteten Produktionsfehlern am Anfang statt finden. Es ist 100% einstimmig mit der Produktionstheorie. Nachfrage wird laut STM und Co. besser (Tiefpunkt wurde laut STM erreicht, eigentlich vor nur wenigen Tagen angekündigt). Einige Firmen haben Leute die verdammt viel Ahnung haben und zwar im Bereich der Leistungselektronik. Beispiele sind Renesas, VW, BorgWarner, etc. und diese sind entweder Partner, Kunden oder direkte Investoren in Wolfspeed. Sie haben bestimmt nicht auf die Stimmen von "Fake und koordinierten Accounts" gehört, um ihre Entscheidungen zu treffen. Und so ein riesigen Aufwand zu betreiben, nur um die Ahnungslosen Menschen zu retten, come on! das ist unglaubwürdig
This is a bullshit write up. Sounds like some one is mad we about to take a chunk of STM and Infineons business. I'm no trumper but this is reshoring in action. We need to produce silicon carbide chips here.
Thanks for the effort, but this is not convincing. Most investors likely spend 5 minutes looking at their balance sheet and declining margins then tell you it’s a failing company. This is a company and investment that actually need a lot of time to research to have a thesis about “turnaround” case. Current issue is operational issues, management issues, competition rises, solvency issues. Turnaround potential positives 1. Management replaced, new CEO coming 5/1/2025, CFO gone, many VPs gone. New CEO seems good fit for the company. Do your own research, not gonna spoon feed you! 2. Debts restructuring is ongoing, possibly will be done in the near future, Chips money looks promising, 48D tax credit coming layoffs and old fabs is closing down. 3. Wolfspeed’s dominant position will be there vertical integration 200mm SiC production capability, the challenge part of SiC chips is not the devices designs(Infineon, STM, Rohms, and etc are better currently), it is the growing high purity SiC substrates in large diameters. Infineon tried to acquire Wolfspeed for the vertical integration capability in 2017 but blocked by the U.S. government. To this day, Infineon can’t produce SiC substrates and buy from Wolfspeed. The reason many companies now are outcompeting Wolfspeed in SiC devices business is because they are able to buy really really cheap SiC substrates from Chinese suppliers, in some cases they are selling below production cost! [USTR 301 investigation](https://ustr.gov/sites/default/files/files/Issue_Areas/Enforcement/PRC%20Semiconductors%20301%20Investigation_Hearing%20Transcript%20(Mar.%2011%2C%202025).pdf). If you want a speculative investment with potential 10x+ return in a few years. Do your research!
How attractive are they really though? In the last year, they have all been crashing down/remained steady. Nothing stellar. In the last 1 year: -10% for TXN -4% for IFNNY -21% for SK -50% for MCHP -34% for COHR -37% for ROHCY (last 6 months) -43% for ON -43% for STM -86% for WOLF. So to your point the Market Capitalisation of Wolfspeed did crash the most. So yes it is the "worst" BUT momentarily only. One could argue that once WOLF's factories are running AND the overall down cycle for ALL SiC semis is finished, then WOLF's stock has the greatest upside potential, which is exactly what I am looking for as an investor. Why would I want to park my money in some stocks with no upside? My point being that one should really invest outside of SiC semiconductors right now; as a whole, these companies are all in a down cycle. But if you want to prepare the next cycle (as we can all expect an inevitable push towards electrification), I can't see how you would argue against WOLF's upside potential. Again I'd be curious to know why you expect these other companies to be better stocks to invest into?
STM and Infineon don’t have the entire SiC vertical integration. Infineon tried to acquire WOLF in 2016 for SiC vertical integration but blocked by the U.S. government. To this day, they still buy SiC substrates from WOLF. Most of the competitors you mentioned can only make SiC chips but not SiC substrates. The challenge part of the SiC chips is actually growing quality SiC crystals in large diameter which WOLF is clearly the leader in this technology and has spent 40 years to perfect this technology.
$STM Reports Q1 EPS 6c, consensus 11c Reports Q1 revenue $2.52B, consensus $2.65B. The company said, "Q1 net revenues came in line with the midpoint of our business outlook range, driven by higher revenues in Personal Electronics offset by lower-than-expected revenues in Automotive and Industrial. Gross margin was slightly below the mid-point of our business outlook range mainly due to product mix."
Does anybody have any idea on what’s going on with STM and why is it up after such a catastrophic Q1?
Germany is in their 3rd year of recession now. Do you believe they are going to pull themselves out of recession given the current macroeconomic outlook? I think Porsche just released awful numbers... Global deliveries stood at 71,470 cars worldwide, Porsche said, with deliveries down 42% and 10% year-on-year in China and Europe, respectively. The German industrial sector is getting absolutely smoked right now. They had relied on Chinese exports for growth and stability. >STMicro is trading at 12 P/E. If a tech stock trades at 12 p/e there is something wrong with it. Lets dig in... to an analyst report and see why wall st treating this company like the plague. >>Margins remain challenged. Given the lack of visibility on demand in autos (both tier1s and distribution) and the continuing inventory correction in industrials, we expect further sales decline this year and cut our numbers accordingly. We note the guide to Q1 sales down c.24% qq, and given a full channel inventory alongside delayed contract price resets (some still ongoing), the pricing dynamics for key products still seem uncertain. The hope now is that we have seen the margin trough for STM, albeit what a margin recovery would look like from here seems tricky to model given the number of moving parts. There are also ongoing under-utilisation charges, reservation fees (albeit declining), a likely growing depreciation, weak SiC sales and a capacity build (300mm Si, 200mm SiC). So holy shit their sales are down 25% QoQ and Germany's auto market is collapsing right now. >>4Q24 Results Weak Q1 guide. STMicro has guided sales in the MarQ down 24% qq (c.$2.51bn; MSe c.$2.56bn) and the GM% down c.400bps qq (guide 33.8%; MSe 33.8%). This is related to device pricing weakness wrought by worsening dynamics in channel inventory (autos and industrials) as well as a litany of under-utilisation charges. With the inventory correction set to last through 2025, any recovery story is likely more a function of 2026 demand than anything to be found later this year, which we expect will place pressure on FY25 earnings estim.... Weak guidance. Margin weakness. Sales weakness. >Pricing: A China warning? SMIC's (covered by Charlie Chan) warning that they expect mature node business to slow into 2H25 and the potential for intensified price competition as oversupply hits, could be a concern for the pricing environment for general purpose microcontrollers. This, we think, may have an impact on STM too which will be looking for share gains, particularly in the GP MCU space and in China more broadly. This feeds our concerns around gross margin in the second half of the year. Meantime, SMIC has talked to better product mix including a driver from low-end EV subsidies and its ability to charge higher wafer prices as a result. This segues with our expectation that the premium or application-specific microcontroller area will do better and hold pricing more firmly, which would benefit the likes of NXP (link) and Infineon (link). In short, it is the balancing of a potential positive inflection of the broader MCU market with the possible deterioration in volume/pricing of general purpose MCUs in China through 2H25 that informs our neutral view on STM relative to peers such as IFX (OW), which we consider more structurally supported from a product mix perspective. Weak pricing and engaged in a price war against China. Will need to rely on EU tariffs to stay competitive. You might find a bottom here on this stock but there are probably better picks. Opportunity cost is real. You might not lose any money but are there better investment opportunities? Most definitely. What do **you** like about this stock in particular? The German auto market has to recover, and the Chinese have to what, stop competing with them? in order for this company to do well in the future. These are massive assumptions. I get the feeling that you **want** the company to succeed. But why? What makes you believe in a European auto recovery story and this company in particular out-competing China in price?
It was interesting seeing relatively unaffected semis like STM plummet today.
No kidding. I've had STM on my watchlist for like 1.5+ years at this point. With everything else going on (tariffs), might as well keep sticking on the sidelines until we see some relief.
Good call u/\_hiddenscout! [STM back to its lows.](https://www.reddit.com/r/stocks/comments/1it2fy5/comment/mdo0l6l/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button) Still no position for me.
Let's pick comparable MCUs with same package,same power and memory. RISC-V open standard core CH32V203C8T6 is $0.41 at 1000 pcs ARM licensed core STM32F103C8T6 is $3.56 at 1000 pcs Which one do you think electronics manufacturers will use?
ON wasn't leading anything. Where did you get that idea? Their new CEO mothballed everything except image sensors from their Aptina acquisition and put every other resource into building a vertical supply chain for Silicon Carbide - and they're still losing to STM, Wolfspeed, and Infineon. They just purchased Qorvo's unique SiC JFET portfolio, as well as SWIR Vision systems - a niche image sensor provider, but the semiconductor downturn isn't over yet. Their competitors might start seeing recovery in Q2, but I don't think ON will see it until Q3 or later with all their debt.
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.
Ah good point about the upgrade today. I actually didn't notice that all the adjacent names are also popping up. I wonder if STM is also getting interest due to the European defense stocks going up right now. Seems like STM starting turning around earlier than the others (ON Semi, TXN, etc).
With that kind of reasoning, I'd have to buy STM. But nobody talks about it and nobody cares about this stock. So it'll probably never go up lol Even if today it's up +8.88%. Wow that's totally unusual, I'll have to short it.
Hm...haven't been paying attention to STM over the last few days but I wanted to eventually get in. Might've missed the bottom.
Makes sense. Yeah I really feel like there is going to be thr opportunity cost of having capital sit there. I’d rather move back into the space once we get some signs of a market bottom. Could be another quarter or two, even longer. Just have been bad for anyone that deals with auto and or industrial chips. Same with like NXPI, STM, DIOD, MCHP, TXN are a few examples.
It’s hard to say. Personally I would sale and come back once we have some sign of a bottom, but like almost every company that does auto and/or industrial chips are hurting. Same with like STM, DIOD, NXPI, MCHP, TXN
I own it, as well as STM, beaten down pretty bad so far. Supossedly customers still burning down excess inventory from 2022 supply chain semicondutors crisis, my fear is that these companies May have been already designed out due to continuity issues, it have been 3 years already, I dont think the inventory last that long to burn down.
Just cut NEO, XPENG, and LI at a loss. Was holding them for years in the red. Picked up AABI, STM, and FIVN with the scraps. All are in the green so far.
If I want to use SiC switches I rather buy STM lmao
Infineon looks decent, maybe a glimmer of light in the auto/sic? STM was rough last week though, so some nuance there
I sold out mid December (for a loss). I'd like to enter in the auto/industrial chip space at some point, but still waiting for that bottom. I'm watching STM now.
I guess its a reasonable guess to not expect an imminent recovery because of the length and amount of the draw-down, but STM seems to be pretty cheap by most measures, and from what I've seen the bottom usually comes at a time when most people seem to have lost hope in there being a strong recovery anytime soon, before an unexpected catalyst changes sentiment. I might well be missing something though.
$STM Q4 EPS 37c, consensus 17c Q4 revenue $3.32B, consensus $2.83B. The company said, "Our book-to-bill ratio remained below 1 in Q4 as we continued to face a delayed recovery and inventory correction in Industrial and a slowdown in Automotive, both particularly in Europe." Seems like auto and industrial still isn't rebounding yet. TXN has similar takes. Seems like the bottom isn't coming anytime soon.
Did STM report earnings? They are getting crushed
La STM vous souhaite la bienvenue à bord
Thinking of buying leaps on some dog shit semiconductor companies like STM and UMC
Uber lottos (12/20 105c). Selling some RKLB calls and maybe some Archer. Something with STM maybe. And put spread on BYND.
Yeah, if only I had a cool $675k under my pillow to snatch a 1000 shares. This is not a “tradable” stock at these valuations. This is for big money investors or retail traders that have significant assets. For that reason, I buy the opposite end of the spectrum and grab shares of GaN semi companies trading below $5. Or a company like $STM at under $30. But you are absolutely right and I just wish this stock was more “affordable” for people without 7-8 figures.
Just this week ahead of earnings! The P/E is too juicy right now, I know Europoors blah blah blah, but STM chips are everywhere.
Touché but STM is traded on the US market and used from iPhones to Teslas.
I've been eyeing STM for a while. Still not sure if it's the right time to start an entry position.
I think TXN said that China auto sales are picking up. Still not sure about the US, but I really hope it is bottoming or has bottom. Was actually looking to do the same with STM, it's so cheap now.
auto/industrials semis not so hot, STM keeps making new lows, infineon/nxpi/mchp all look pretty meh. valuations on all them seem pretty good though just a question of where we are in the bottoming process
NVDA will dump -33% by the next 18 months... But good luck. I hope for you INTC will hold this ETF with ON or STM. I am investing in SQQQ and SOXS. 🤙
I bought STM at 44$ 6 months ago because of various recommendations on this sub. Now it is 30$. :(
#YUSUKE_ALERT 🚨 Notable sweeps 8/9: $VKTX 70C 8/23 $8K $VKTX 63C 8/16 $8K $TLT 92P 8/10 $50K $KLF 177.5C 8/9 $10K $W 41C 8/9 $7K $STM 30C 8/10 $12K $CENX 15C 8/16 $106K (Vol/OI: 40.53) $EXPE 95P 8/16 $21K (Vol/OI: 12.55) $MBI 4C 8/16 $15K (Vol/OI: 71.43) High volume, varied sectors. Watch for potential moves! #OptionsFlow
#YUSUKE_ALERT 🚨 Notable sweeps 8/9: $VKTX 70C 8/23 $8K $VKTX 63C 8/16 $8K $TLT 92P 8/10 $50K $KLF 177.5C 8/9 $10K $W 41C 8/9 $7K $STM 30C 8/10 $12K $CENX 15C 8/16 $106K (Vol/OI: 40.53) $EXPE 95P 8/16 $21K (Vol/OI: 12.55) $MBI 4C 8/16 $15K (Vol/OI: 71.43) High volume, varied sectors. Watch for potential moves! #OptionsFlow
#YUSUKE_ALERT 🚨 Notable sweeps 8/9: $VKTX 70C 8/23 $8K $VKTX 63C 8/16 $8K $TLT 92P 8/10 $50K $KLF 177.5C 8/9 $10K $W 41C 8/9 $7K $STM 30C 8/10 $12K $CENX 15C 8/16 $106K (Vol/OI: 40.53) $EXPE 95P 8/16 $21K (Vol/OI: 12.55) $MBI 4C 8/16 $15K (Vol/OI: 71.43) High volume, varied sectors. Watch for potential moves! #OptionsFlow
Is STM (STM electronics) a value trap? PE of 9, huge current/quick ratios, Debt/Equiry of 10% and decent margins Yes they got hit with poor auto ship guidance but seems oversold? I know this company might be a bit under the radar as a Swiss chip
I think STM stock has a good chance to go up 30% or more from here
If anyone think TSLA should be at 52 week high, check out STM, it is 52 low.
ON? Based on what analysis? They’re all in on SiC, but not without tough competition from the likes of STM and Infineon.
Wait for STM, IFFNY, TXN, NXPI and similar companies to report earnings - you will see how ARM microcontrollers sell. Then need DD on QCOM, MediaTek and similar to see how their ARM CPUs sell
And what is it? Every Android phone runs ARM. Now performance cores from QCOM will come from Nuvia, but they have plenty of ARM Cortex-M cores inside even in those. All CPUs from QCOM up to today run ARM. Other companies like NVidia, Samsung, Mediatek, Allwinner, Rockchip, etc run ARM Cortex-A cores. Every appliance in your house has a small microcontroller with most likely Cortex-M. The 8051 micros are dying out and being replaced by ARM, which are made by IFFNY, NXPI, STM, TXN, SLAB, etc. Every automotive real time microcontroller is Cortex-R, let it be Nvidia, QCOM or TI. And there are multiples in safety module, infotainment, engine control, sensors, even wiper motors, seat or window movement control mechanisms. And yeah, two more things: 1. Stock soars for a reason. 2. I work with semiconductors for the last 10+ years. TLDR for you: buy puts and short the stock.
here we go again. Intel will survive, but not as a second league fab. Think STM microelectronic.