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Pre-Market Gainers and Losers for Today (June 11, 2026) 📈 📉
I swear reverse Jim Cramer always makes me money
TSEM — The TSMC of AI Photonics. 5-10x potential
TSEM — The TSMC of AI Photonics. 5-10x potential
TSEM — The TSMC of AI Photonics. 5-10x potential
$INTC Intel's $5.4 billion acquisition of $TSEM Tower Semiconductor called off due to lack of Chinese regulatory approval
Intel CEO hopes to get China approval shortly for Tower Semi deal - report (NASDAQ:TSEM)
Earnings for the Week of May 16, 2022
$TSEM Tower Semiconductor Ltd., Intel/IFS has plans for a major acqusition of TSEM, merging the two foundries. There is a $5/10.42% upside if you buy TSEM at $48 per share.
Intel to Acquire Tower Semiconductor for $5.4 Billion
#afterhours #watchlist 02/14 $TSEM - Intel is looking to buy Tower Semi, $IPW- earnings, $RESN -Murata to acquire Resonant for $4.50 per share in cash, $SBEV -Announces Proposed Public Offering of Common Stock , $LRMR - Update on CTI-16... Also check premarket runners and low float stocks in my app!
At US$29.31, Is Tower Semiconductor Ltd. (NASDAQ:TSEM) Worth Looking At Closely?
Mentions
agreed. I am also holding onto my GFS and looking at TSEM
Bought AAOI, COHR, SIVE, NBIS, JBL, TSEM
Just off the top of my head, LITE, COHR, AAOI, POET, SIVE, MRVL, TSEM, JBL and many more. All of them are good candidates for picking up on a dip and holding until 2028.
Speaking of AI, Claude says you're regarded: The thesis is reasonable — AI infrastructure buildout is real and still early. But the list is pretty mixed quality. Legitimate plays on the thesis: • DDOG, AMAT, CRDO, TSEM, LSCC — these actually fit. Datadog especially has solid fundamentals. • SMCI fits the thesis perfectly but has serious baggage — accounting irregularities, near-delisting. High risk even if the AI server demand is real. • AAOI and LWLG are high-beta optical/photonics plays. LWLG in particular is essentially pre-revenue and has been a “soon” story for years. Questionable fits: • CRSR is gaming peripherals. That’s not an AI data center play at all. • IREN is crypto mining rebranded toward HPC/AI compute. Narrative-driven, not fundamentals-driven. • VTIX is a VR treadmill company. No idea what it’s doing on this list. On the “5 will be up 300%” claim — statistically that’s not crazy for a basket of small/mid caps over several years, but the variance is brutal. Some of these could also go to zero (SMCI governance risk, LWLG burning cash with no revenue). The list reads like someone screened for “semiconductor + data center adjacent” without distinguishing between companies with real moats and high-beta lottery tickets. Doing that in a Roth makes sense for the speculative ones since gains are sheltered, but position sizing matters enormously here.
Just the general thing of all these companies doing like 5-10x in a year, before there’s any proof that AI subscription revenue will scale big enough to justify any of the spending that’s creating these valuations in the first place. MU is probably the most extreme example, but it’s like literally a hundred companies. GLW, COHR, NBIS, ARM, TSEM, on and on.
TSEM you slut, get back up there
ENVX 8$ June 18th calls just for fun after TSEM and NBIS 🚀🚀
Fuck I wanted to start a TSEM position yesterday. 😭😭
TSEM calls for Wednesday ER (Before Open)
Even though Global foundries GFS is currently pumping pretty good. If you compare it to its photonic rival TSEM, then GFS is at a massive discount and GFS has a stronger tech moat. Planned tape outs with Marvell, AMD, and Broadcom. Oversubscribed and taking prepayment. Only 23% public float. Offensive lawsuit against TSEM for IP infringement. Public funding from multiple governments for their expansion. 2-3 year path to S&P 500.
I bought $LITE, $MU, $AAOI, $TSEM, $BE and many more all at their 52-week highs, at some point you have to jump in
In this order $DRAM $INTC $GLXY $BE $LITE $TSEM $AIXTRON $BESI
All i gotta say is if TSEM can hit 200$ INTEL can hit 200$. JUST SAYING FOLKS. Compare the two. *This is not financial advice*
Bruh what?? have you even looked at forward guidance? What stocks are you buying? Forward guidance is INSANE right now. You redditors keep thinking data centers getting cancelled and stalled is bad, but it’s so fucking bullish. They’re getting cancelled because the companies originally contracted to build them can’t get their hands on the hardware and energy needed to build them. It’s all being bought out by big players. I’m 50% invested in AI bottlenecks and the demand is INSANE. I invested in LITE at 380 because of the photonics bottleneck and NVDA completely bought them out. I also bought SIVE and now it’s skyrocketing because it can’t meet photonics demands quick enough either. This bottleneck isn’t going anywhere either. All these bottleneck companies have contracts going into 2028+. I’m holding all these stocks (COHR, TSEM, AAOI, SIVE, LITE, SNDK, MU, and more) till mid 2027 then dumping. I’m up 100% - 200%+ on all of these and they’re not going anywhere for at least another 2 years.
TSEM for anyone else getting a cluster headache trying to find the ticker.
POET is a good one technically, no doubt. They were shaky for a while and dilution kept happening, but I think they turned a corner and hopefully will be profitable this quarter. They’d be a great fit for a SiPhO stack with TSEM, Marvell, and Nvidia. Many will win in this space. But if you get one while it’s not turned a profit and it hits, the upside is huge. But if they falter (I don’t think they will again), it’s a hard day. I’m a bit more risk-averse, so Tower was easier for me to enter first. But I’m in POET also, just didn’t go as big. I do like it also. I just like tower more for a risk reward and I think Tower is way undervalued now based on forward guidance… Poet is an estimate on the future TAM it will hopefully capture…I think it will but not with enough conviction to go big.
Tickers confusing af MTSI MKSI TSM TSEM TEM STM
TSEM AAOI NBIS VRT All moon tomorrow.
I just got into SIVE late last week, lol. Hoping there's still plenty of room to run. I think the potential dual NASDAQ listing may send it soaring. Nothing stands out, really. I've been able to lock in some nice gains along the way but am holding CRWV, TSEM, AAOI, MU, HIMS, and VRT longer term. Siting on a nice AMPX gain, but may close that out soon. Got funds in SOFI, as well, and will watch to see what it does here following earnings before I let it run or cash out. You?
$SIVE, $FN, $MRVL , $TSEM list goes on, but anything related to photonics will print money
You still skeptical on TSEM?
LWLG TSEM AAOI LITE If we go on a bull / turn risk on oh lord
That’s a speculative play with boom or bust potential it seems. There are a slew of players on different fronts of the race to optical interconnects. Lumentum and Coherent are involved in multiple aspects of it and have rocketed over the past yr. MRVL, Broadcom, TSEM, Global Foundries, TSMC are a few others.
TSEM beast mode rn. Optics foundry. going to 300
Agree there are lots of players and MRVL is in the drivers seat especially after the NVDA deal, but he’s asking for moonshots. MRVL is already an $90B company so it’ll be harder for them to be a 10X+ upside play. If they trade off with the next round of TACO’s pump and dump even after the NVDA deal, I’ll prob establish a position there. I also think TSEM has an opportunity to expand beyond being just a foundry with their investment in photonics, and if successful could be more vertically integrated which would drive revenues and rerating
Photonics is definitely the next AI hardware frontier. It’s a matter of picking the winners. I’m in on MRVL and TSEM. MRVL acquired Celestial AI and is now the biggest player with potentially transformative tech to increase compute interconnect speeds. TSEM is a bleeding edge photonics foundry that could win whoever else comes out on top (similar to TSMC). Also keep an eye on Ayar Labs once it IPOs. I see a lot of recs for POET in this space. Not sure why.
Not really, mate. The world has so many electrical gadgets so we need more copper. Over time, we need more copper because everything will become more electrical. Lithium Tungsten Copper Gold Silver Gas Oil Laser = photonics $TUN, $SIVE, $IQE,$AXTI, $AAOI, $TSEM- these are the shares to concentrate. Good luck.
$TSEM 04/17 $220 calls
TSEM NBIS SLOIF RKLB Each guaranteed to make you money in this market over the next 6 months (and prob a lot more if you’re patient and can hold for multiple years), with significant upside. For explosive upside add SIVE to this group.
$AEHR also a bottleneck play The testing aspect of AI is extremely overlooked and they have proprietary tech also based in Fremont like AXTI Don’t know abkht TSEM I would stay away from any stock based in Israel due to how much times I was rugged on.
I’m just looking for bottlenecks at this point, $AXTI has already doubled. $TSEM and $AAIO I bought at the 52 week high and already up 30%
what about TSEM? Saw it on Spencer Waxman's portfolio?
Fuck r/ValueInvesting is long TSEM now. Now I cant hold my shares anymore. Gotta inverse them [https://www.reddit.com/r/ValueInvesting/comments/1s07pc8/tsem\_the\_tsmc\_of\_ai\_photonics\_510x\_potential/](https://www.reddit.com/r/ValueInvesting/comments/1s07pc8/tsem_the_tsmc_of_ai_photonics_510x_potential/)
TSEM's the only foundry that can make what [$NVDA](https://aimytrade.io/ticker/nvda?utm_source=reddit&utm_medium=comment&utm_campaign=Wallstreetbetsnew&utm_term=NVDA&utm_content=variant_1774141132898_ktgjsj) customers actually need, and the float compression play is real.
TSEM*, not to be confused with Taiwan Semi
$AXTI, $AAIO, $TSEM out there doing the Lords work
Anyone get lucky with TSEM? up over 13% on the day.
TSEM didn't get the memo we are down
Bought $TSEM at 52 week high a couple weeks ago anit already up 14%
CAMT TSEM ONTO SITM RDW RKT My starting 6 rn
At this point pick a growth stock, wait until it has a 15% pull back and then load up. I’ve killed it with $MU, $AAIO, $TSEM, $AXTI only miss is $PATH
CPO going to eat the copper wire bros. TSEM LITE AAOI
TSEM worked with Nvidia in the past, so they'll most likely get something
LWLG had a blow off last night. Curious to see how much of a run it can sustain. MBOT has been steadily climbing and building momentum. CDXS reported a profitable quarter and EPS .15 higher than estimates with decent guidance for the year. CDXS is a biotech company that synthesizes proteins using proprietary technology. Stock is trading $1 off last October levels and $1.5 off its 52 week high. They are building a new facility so I don’t think the profitability continues all year but near term I see them making most of that back. LWLG is a data center play that just signed a partnership with TSEM. They have a proprietary polymer they claim transmits data faster and uses less energy. MBOT is my favorite. They make robot spiders that crawl up your butt and save your life and stuff.
CAMT SITM TSEM Small cap semi capital equipment, yes pls
MAG7 is trending down; only AAPL looks sweet for a short term, rest of them on a downward trajectory. 1. MU and STRL has strong uptrend. 2. LITE, BE, ASML, TSEM in buy zone. 3. GLD as a bet if things go bad.
TSEM +8% Earnings. Didn't even know lol. Sold my $10k
I threw 10k in TSEM in AH and it’s up 16% because of NVDA collab 😭
You’re not bullish enough on semi cap CAMT TSEM SITM
ALMU, OUST, LWLG, LASR, MRAM, TSEM All interesting
Youre still not bullish enough on semi capital equipment. CAMT SITM TSEM KLAC
Thanks for the write up! Their new patent filed on December 9th leads me to believe they're in the final stages of a deal with a major fab. My bet is on Tower Semi. The 300mm wafer patent signifies that they fit together perfectly. Here's my post on it that I shared on Linkedin Aeluma ’s New Patent: The Manufacturability Key to Mass-Market Silicon Photonics? When the GlobalFoundries /AMF news hit, I’ll be honest—it temporarily worried me. For a moment I thought: are they pulling ahead on scalable silicon photonics, and does that put Aeluma behind in the race? Then Aeluma ($ALMU) filed a new patent (Dec 9) aimed at volume manufacturing of compound semiconductor photonics on large-diameter, mismatched substrates—and it did the opposite of what I expected: it quelled those fears and actually strengthened my thesis. The setup: • Tower Semiconductor ($TSEM) is expanding its 300mm silicon photonics / heterogeneous integration capabilities with an eye toward CPO and data-center scale. • Aeluma is building IP around the hard part: bringing III–V-class photonics to 12-inch silicon economics with manufacturable yield. The bottleneck (still the same): Performance isn’t the constraint—scale and yield are. The question is how you get high-performance compound semiconductor photonics onto big silicon wafers without defect-driven yield collapse. My take (hypothesis): This is why I’m increasingly leaning toward a strategic partnership (not a buyout) as the “seal-the-deal” path: • Tower brings the volume manufacturing vehicle and foundry infrastructure. • Aeluma brings differentiated integration IP that could become the performance engine. And yes—this is speculation—but the cadence and positioning feels like the kind of IP groundwork you lay when commercial conversations are already serious. NDAs may already be in place; I can’t prove that, but the pattern fits what you’d expect when partners are aligning process + product roadmaps behind the scenes. What would confirm it (watch-fors): • a named or strongly implied foundry/process partner • language shifting from “evaluation” to design-in / NRE / PO • repeatable wafer-run evidence (yield, scalability) rather than just “it works” Bottom line: In silicon photonics, manufacturability is the moat. This patent reads less like academic progress and more like industrialization intent—and it reinforces why Tower looks like the most logical volume partner on the horizon. #SiliconPhotonics #Semiconductors #CoPackagedOptics #DataCenters #Aeluma #TowerSemiconductor #TechInvesting #ARVR #Mobile https://www.aeluma.com/investors/news-events/press-releases/detail/91/aeluma-files-new-patent-that-enhances-intellectual-property
Okay, but take a critical look at their moat. A quick look at the compeitition: TSMC Celestial AI Lightmatter I'm certain Intel is working on this area, likely Samsung as well. Who else? Does TSEM have an identifiable moat at all? I checked ISSCC and Hot Chips - they show up as neither presenter, nor sponsor, at these major chip conferences. This isn't a requirement, but I see the top 3 companies named there all presenting their work, plus a handful of universities, too.
Got TSEM, WAT, and IDR calls for Monday open probably all will open down as usual
i bet you listened to this dude and bought cohr and tsem too LOL . "wow you sound so knowledgeable because you said AMD is bad" . all yall clueless. YTD - AMD 15% , NVDA 6% , COHR -19% TSEM -17% looool
Betting big on TSEM and fulc, love there precious earnings and after the big drop today think people sold too soon, bought at the end of the day.
ALGM & TSEM did comparison analysis company vs industry averages and both came up under valued in their respective industry. I got a list of over 100 stocks that are under valued but so far only seen these will rerun numbers after earnings. ALGM price target of 35 current price 20 No real research done here just going off previous analysis. TSEM price target of 55 current price 40 The company manufactures specialty analog integrated circuits for semiconductor companies such as: On Semiconductor, Intel,[6] Broadcom, Panasonic, Teledyne, Samsung, Skyworks Solutions, Semtech and Vishay Siliconix.
A good stock to check out that has earnings early in November is TSEM it has companies like nvidia as customers has a partnership with COMM and it’s pretty cheap got a couple options with strike price of 55.
I'm Israeli: The Shekel has dropped in value making Israeli stocks more attractive to foreign investors. There are many dual listing or close enough companies like Teva, ORA, Brainsway, TSEM, Delek. With Hamas and Hezbollah weakened the security situation should improve. A weak economy and shekel is also great for the many many export focused companies in tech, bio, natural gas etc. Since expenses will be cheaper and income and raised capital will be more effective. I'm bearish on the Israeli economy long term due to the demographic shifts long term (poorly educated religious people have most of the kids). There is also a shitty government now full of firebrands and ultra religious folk like the finance minister (I could write a book about what a dumbass he is). For instance his economic theory is "with God's help". He bet a bottle of whiskey the yearly deficit would be much lower than it was, can't be bothered to make a yearly budget etc.
AI is a massive field. One interesting play is focusing on manufacturing since demand will likely be higher than supply for the foreseeable future. The companies that have advanced manufacturing (ASML semiconductor manufacturing) are primarily TSMC, Samsung (not traded in the US), Intel, and Micron (at a smaller scale). I have invested heavily in Intel and Micron since I think the US and Europe want western manufacturers they have more control over. Another play is arm based processors, with the focus these days being Arm and Qualcomm, I'm invested in both. I'm also invested in Nvidia, Amd, and a couple smaller chip companies which are less related like Marvell and TSEM. I am quite bullish in general on semiconductors but you have to know when to buy and what. The less risky option is going for an ETF like SOXX.
TSEM earnings. the pump is near completion. time for the dump
TSEM. Ironically, I think it will be a good play, but I was bored as fuck in my meeting just now and decided to make this work of art.
Holy moly is TSEM going to work out? Did I make a play that is going to fucking work?!
No? I said TSEM and explicitly said not TSM. They are different tickers.
TSEM (not TSM) options for earnings are actually reaaaally fucking cheap right now. Is it trading well below most analyst estimates (bottom estimate is 34 and average is 37.4). Looking at last earnings report, the CEO said the company is poised for strong growth in 2024 each quarter.
Maybe TSEM will cup and handle after that double top. Then I could make money for once.
I bought the dip. TSEM carry me to Valhalla. Or lose me $1000. That would be fine too.
I decided to buy the OTHER TSM. TSEM I'm ready to lose money on this ticker too. 4/19 34c 15x
I thought I was the only one that traded options on TSEM loll
TSEM the last semiconductor pamp
*I heard he's not even holding alittle TSEM on the side* *Ew...*
The EV transition has been so interesting to follow. Like TSEM reported yesterday, another semi company with auto exposure, and still seeing softness. Really feels like the first wave of adaptors got their cars and not sure how much demand there is for the general public. Feels like hybrid is king now. Also feels like it’s going to be a race to the bottom in terms of pricing and whoever can scale and get the best margins will end up doing well.
TSEM is up 12.5% on the day so no
> TSEM -8.37 (-20.60%) past year
no one talking about TSEM 
$TSEM, last stock to catch the semiconductor hype pump
Tower Semiconductor. (TSEM). It's a legacy 38+ NM semiconductor custom fab that's about to build Indians first 8 billion $ semiconductor factory. This will directly compete with China and likely cause tsem to be bought or partially bought be reliance, arm, or NVDA. Earnings tmrw, recommend buying and HODL.