TXN
Texas Instruments Incorporated
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To option or not to option, that is the question
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TXN to the moon?🚀 A steady increase over 5 years seems promising, should I hop in?
Tossing my small-street hat in the ring. No hype, just my moves in my betting account and some commentary, assuming you do better DD on 10k's and Free Level 2 analysis at TD.
Only hope is nio stocks at 50$ average at this point (TXN put 190$ 4/16 exp too)
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Mentions
TXN calls had been forecasting a surge [https://www.reddit.com/r/wallstreetbets/comments/1chikg1/comment/l24o514/?utm\_source=share&utm\_medium=web3x&utm\_name=web3xcss&utm\_term=1&utm\_content=share\_button](https://www.reddit.com/r/wallstreetbets/comments/1chikg1/comment/l24o514/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button)
AI has no impact on the stock yet. It just pumping becoz it is doing fine in the current market and their auto revenue keep growing. Also, they are low P/E and raised dividend . Hence, like TXN. They just need to meet the earning.
TXN calls are priced pretty fucking high imo. there's something there.
ON semi calls for Monday morning? TXN popped. These guys could too.
for real. TXN's quarter and Intel's quarters put that on stark, stark display.
Onsemi calls for Monday morning? TXN popped.
Rookie numbers. I went SPY puts Friday, UPS puts, TXN puts, SPY call today, IBM call. That’s 0/5! 🔥
I am on a roll fellas! SPY 490 puts bought Friday, UPS puts, TXN puts, IBM calls! 🔥
Thank God I jumped out of NVDA to do post Earnings gain of TXN. I gained 5k and saved 5k (by NVDA tanking).
Positive earnings? Just because the stock was bought up after earnings means nothing, earnings are clearly going down but idiots are buying the narrative and reacting to others without even knowing what’s going on. TXN had lower earnings than last quarter, Tesla lost $2.5bn in the quarter, and the list goes on.
Updated: Here's how it started and going.. TSLA Calls  TXN Puts  HAS Puts  HUM Calls  Waiting on BA(calls) to break the tie. Remember boys and girls and its... you can only lose 1x but you can make multiple baggers 
Here's how it started and going... 50% right so far TSLA Calls  TXN Puts  Waiting on printer to turn on for: BA Calls HAS Puts HUM Calls
Well I’m going calls first thing in the morning and my last 3 trades SPY puts, UPS puts and TXN puts. So yeah, you’re screwed. Sorry.
Haven't been fucked like this since last year. Thanks Elon. I need it sometimes. At least my TXN $175 calls are gonna pay. So many missed that shit. It was $1.05 for a contract.
Make some nice profit with spy calls on Monday and decided to buy RTX calls and TXN puts instead of Tesla calls like I wanted to so I could inverse WSB🤦♂️.
I am crying. UPS and TXN puts.
I post about how some names in the semi space are seeing slowness in autos and industrials and it should bottom at some point. $TXN gave some guidance around autos and industrials in their earnings: [https://x.com/EricJhonsa/status/1782876004371034327](https://x.com/EricJhonsa/status/1782876004371034327) >auto semi sales were down low-single digits Y/Y in Q1 (probably better than feared). Industrial was down 25%, but they mentioned some customers are nearing the end of inventory corrections. Still wonder if it might make sense to jump into some the autos soon, especially after some good news from GM this morning. Looking at some names like $ON $NXPI and $ACLS
Wow TXN semi beat earnings and TSLA beat and name dropped NVDA & its only up 1.3%, its a boomer stock now it seems
I chose TXN instead of ENPH as a tech, and have gained 4k instead of 6k loss.
Man TXN got me smiling so much rn. It's so beautiful 🥲
Visa up , TXN up and Tesla up after earning. SPY to 510 and NVDA to 900 this week 
Should have played TXN instead of TSLA 
Bought a few TXN 175c for 0.80 before close 🙂
Shoulda played something boring like TXN fuckkkk
$TXN Q1 EPS $1.20, consensus $1.07 Reports Q1 revenue $3.66B, consensus $3.61B. Earnings per share included a 10c benefit for items that were not in the company's original guidance. Texas Instruments CEO says revenue declined across all end markets Regarding the company's performance and returns to shareholders, Haviv Ilan, TI's president and CEO, made the following comments: "Revenue decreased 16% from the same quarter a year ago and 10% sequentially, as revenue declined across all end markets. Our cash flow from operations of $6.3 billion for the trailing 12 months again underscored the strength of our business model, the quality of our product portfolio and the benefit of 300mm production. Free cash flow for the same period was $940 million. Over the past 12 months we invested $3.7 billion in R&D and SG&A, invested $5.3 billion in capital expenditures and returned $4.8 billion to owners. TI's second quarter outlook is for revenue in the range of $3.65 billion to $3.95 billion and earnings per share between $1.05 and $1.25. We continue to expect our effective tax rate to be about 13%."
I did TXN puts as well. Good luck!
Visa Call TESLA call and TXN put for today earning. Just inverse me to get rich 
TXN dropped bigly after earnings the last 3 times. but this time their expectations are so low (3 year low in expected revenue), so they will probably beat 😔
R yll buying TXN options for tn?
The market is going to continue to drill with TXN earnings tonight along with the other upcoming big tech earnings. https://i.imgur.com/k3lY2Yv.png - list of all of the big tech earnings dates and other performance such as WTD,MTD,and YTD.
Excited for some names announcing after the bell today. $ENPH $LRN $TXN $WFRD $BKR $MANH $ZWS $V
Why nobody talking TXN puts? I feel this is the one! Disclaimer: I also bought SPY puts Friday and UPS puts yesterday.
$PEP - calls $UPS - puts $GE - puts $GM - calls $HAL - calls $RTX - puts $NEE - puts $LMT - puts $TXN - puts $V - calls $TSLA - puts
Guys, TXN poots I feel it. That’s my lock o’ da week.
How are TXN puts not a lock? 
There are a ton of good options at the moment IMHO. My favorites are in order: - ADBE - SBUX - TXN - ACLS - META - RTX _ ZTS - V - GOOGL
To add. I look at TXN as a company with excellent capital allocation and returns on capital over many years. They are currently at the bottom of the industry cycle AND heavily investing in expansion with the building of new fabs. Because of their great track record I believe the company will be able to pull it off towards into a new growth curve the many years to come. But hey, it’s stock analysis. In the end it all comes down in your believe that the company will deliver on their strategy.
You might as well buy individual stocks as these stocks overlap as the top holdings in the several etfs that you have listed: AAPL, AMD, AVGO, CSCO, MSFT, NVDA, TXN Or You could just buy BRK.B
Thinking of Buying TXN by closing
Well they're not the backbone of TXN lol
They aren’t really the same thing… but I agree that AMAT is severely under the radar. I’m holding calls in a few semi stocks that’s aren’t constantly bouncing around the wsb daily, and they are by far my largest position. TXN is another one. These tickers aren’t flashy but a little momentum could cause some nice breakouts.
Just looked up "Chip War" on Amazon and it looks fascinating. Ordering it now. Thanks for the recommendation. Speaking as an owner of ASML, AMAT, LCRX, ADI, TXN, INTC, AVGO, MU, and TSM.
Good investments for people who are looking for slow growth maybe, bad for anyone who's looking to buy itm options instead of buying stocks on margin. AMD is fabless AND they don't have a monopoly, they're fighting for market share against INTC, TXN, VIA Technologies and ARM(and everyone who buys their design, so QCOM, AAPL, MSFT, MRVL, list goes on). You can either diversify into any of them, or just buy the reason they even have demand now, aka NVDA. OP already prove that he would have made more just sticking to NVDA and forgetting about it, somehow people still think they know better.
STM, MCHP, TXN, GFS, IFNNY, ADI, SWKS to name a few.
I’m curious why you think they overproduced. Management has said that they are still trying to build up inventory in their latest special call. Do you think they’re gaslighting investors? I’d be surprised considering the quality of their management. Or maybe I misread something? I’ve found that the mistake people make with cyclicals is thinking they’re cheap when earnings are highest and the PEs are lowest. At 23X earnings near the bottom of their cycle, they are insanely cheap in my eyes. They’re investing heavily for the future and have consistently delivered 25% returns on invested capital. To me, this is when you should be investing, and 10-20% in either direction right now isn’t going to matter in fifteen years. I’m not a DCF/fair value investor as much as I am a quality investor. I plan to hold TXN until they no longer have a fortified moat around their business, which doesn’t seem to be coming anytime soon. Time and again you can see throughout history analysts saying a great company is “overvalued” at 25-35x earnings only to watch that company continue compounding at 15%+. That’s why the Coscos and Amazons and Constellations of the world will never be at “fair value” in the eyes of a dyed-in-the-wool value investor. If you look at investors who evolved from traditional value into quality investors over time, they hit their highest gear when they made that transition. Those are the two big reasons why I’m buying now. By the time they announce increased demand because of a semiconductor upcycle it will be too late. The stock will have outrun your patience. That’s just my opinion though.
Hmm, I posted that in the fall when the stock was in the 140s and before Q4 earnings. I just brought TXN up on fastgraphs again. Earnings were down 25% last year and analysts are predicting another 29% down next year. They made $8 and $9 EPS in 2021/2022, and projected in the $6s in 2025/26. Yet the shares are still in the 2022 range. All of the projections may turn out to be wrong, but I wouldn't consider buying it higher than 130. That was my target before and it seems fair now. However, I'm conservative and wait for a high margin of safety and a good deal, so I would probably wait until 110 before actually buying. I don't care very much about reasons for this or that over the short term. It's very hard to say what the price will be in three months or six. That said, TXN is a terrific, terrific company but they overproduced badly during the recent boom. Buying here and holding for 20 years would probably be fine.
define technology stocks, but with anything i like companies that have two things going for them, they do something real and there is a sticky cost for the customer to switch....or the end user has little say in it....my top two would be MSFT and APPL......alternatively i'd also toss in Roper technologies, ADBE, AVGO, CSCO, INTU, TXN.
None of the last paragraph is relevant as hindsight shows. As for China, that’s one of the reasons to invest in TXN. They’re one of the only companies outside Intel that’s reshoring. All that CapEx is going to lead to explosive growth and companies will crawl to them to limit exogenous risk.
TXN and INTC must make regarded chips.
Not really imo, but I think the market also doesn't know industries that well. Like just in general, market thinks all semi's might have AI exposure, but in reality TXN is a way different company than AMD.
I think I see what you're saying, I will say I find some of the companies as individual stock picks to be more promising than only holding a sector ETF. ETF would certainly capture more of the downside as you mentioned. Perhaps someone like TXN is going to be more exposed to Chinese production and low/middle end of the market in terms of chip complexity. You could certainly know more regarding the market as an insider, but it seems safe to say that ASML and TSM are in a strong position in the sense that they are responsible for an overwhelming majority of the most advanced chips and processes. That seems very unlikely to change in the near future. Maybe China mounts a serious challenge - or the export controls hit ASML and TSM in the sense that they both lose China as a customer and gain them as a competitor. But the demand side and lack of any real peers seems to give them a major moat. If we're looking for "someone in the supply chain who serves the high end of the market, but not the low end of the market", I can't imagine a better investment than ASML, that's exactly who they are. I mean you noted that better money is to be found in those serving the high end of the market - how is that not ASML and TSM? Arguably they currently have the highest share of the market they will ever have and there's only room for relative decline, but they still seem poised to maintain strong revenue growth going forward, which should continue to bolster EPS and the stock price. Good dividend growth too. I suppose I can't really speak to what percentage of TSMs business is more industrial chip production, but even if China 'floods the market', the level of demand for producing high end chips is increasing - not just from players like NVDA but now all of the big tech companies are designing their own AI chips - and presumably TSM should see the lower end revenue replaced rather than only decline in overall revenue. Only a handful of companies even have ASMLs EUV machines, but they are all large (as having billions of $ is basically a necessity to afford the machines) and they all have a mix of advanced and industrial production. So it would be difficult to be invested in a company that "only keeps around the newest machines" because that hypothetical company doesn't really exist - the only companies who even have the newest machines are massive and have countless products.
Individual CVX 38% MO 33% VOO 14% RKLB 10% HD 5% Roth IRA RKLB 38% VOO 27% SOFI 14% TXN 9% CVX 6% XOM 5% SPY 2% Been investing for about 3yrs (oldest VOO) Total gain $100 and $1200 respectively. 2023 first yr that I maxed my roth ira.
If I see one ad I leave PayPal for good. Incredible why they have to keep stalking us with ads while they take fees on every TXN. Idiots. Hope they go bankrupt.
It is all about supply and demand. Chip factories are very expensive to build/operate, and required high pay professionals to run it. Knowing the corporate greedy, they will likely shut down the factories to maintain profits in the down turn. The US corporations have no long term vision. They are always in the reactive mode. AS I stated, by the time they got the factories up and running, we will be in the semi down cycles. The semi is very cyclical. We're probably near the peak with the AI holding it up as other parts have been declining, hence Intel, TXN, STM etc...
Admittedly, I am ignorant, but is this still positive for NVDA or AMD (I don't see them mentioned). >In addition to Intel and Taiwan Semi, the administration could announce awards for Micron Technology (MU), Texas Instruments (TXN), GlobalFoundries (GFS) and South Korea's Samsung Electronics.
What do you mean by "business cycles"? I'm definitely not an expert in the underlying semiconductor business cycle (or how those differ between various companies based on their product line), but... I know that INTC and TXN tend to move in a more highly correlated fashion than NVDA and AMD...
Bad earnings from KLAC and TXN don't bode well for the sector... I think after TXN people thought it could be a 1 off thing, but... Now it looks like it's going to be sector-wide weakness for the quarter...
Good point. I mean I can’t picture it being good. Like autos/indistrials are seeking weakness while devices and like pcs are picking up in the chip space. MobileEye had some lowered numbers from a week ago, STM was great, AEHR has been decking since their earnings which also talked about slowness. NXPI and TXN also saw weakness. My best guess is that the EV transition isn’t going as expected because first adopters now have them and demand isn’t as strong now.
High end chips there is demand like NVDA and AMD. More commodity chips that cyclically tied to economy like INTC, TXN, seem to be doing very poorly
Hmm TXN isn't having a great year after peaking during pandemic growth. Hope they can find ways to adjust to the market and turn things around. Tech is always changing so important for companies to keep innovating.
I've held TXN for 20+ years as I love the company and their products (I am a CS/EE). I doubt the price will skyrocket, but it's a solid company and I will keep holding what I have.
after TXN triple miss and it barely went down, I think it will take only Christ himself to make Semis come down
Curious as someone new to this sub Reddit, why do you think TXN has better days to come?
Man NVDA would be even higher if chips tied to Automakers like TXN, ON, NXP, and WOLF weren’t dragging down the SOXL
Do you compare DFS to VISA? It's like comparing TXN to NVDA
Beating SP500 is easy. People are going to be triggered (they know the truth deep down). The strategy is to buy Nasdaq 100. Out of the last 15 years, only 3 years did SP500 beat Nasdaq and only barely. Beating Nasdaq 100 is easy. Nasdaq 100 has a bunch of non-tech stocks. Hold only the tech stocks on the Nasdaq 100 minus CSCO, INTC, TXN, MU and GFS. TSLA doesn't count as tech, company has to be semiconductors or software-related. The tech-only Nasdaq 100 stocks minus the ones I mentioned will beat SP500 and Nasdaq 100 over the next 10 years. Just keep an eye out for any newcomer tech company. I know people don't want me to spill the secret sauce but it's this easy
The reaction to this truly terrible quarter and guide was interesting - a mix of price adjustments down and others up. I view the quarter as the kitchen-sink quarter - the rock bottom or maybe a quarter from rock bottom. I was hoping for a significant flush the day after earnings so I could buy some more, but that never happened. TXN will likely begin to recover by the end of the year, but probably won't reach it's glory days anytime soon; still, a strong compounder to hold over time - a cornerstone-type stock.
TXN also drilled all day and then tank AH...
Kinda don’t think every chip stock should moon every day. Did yall see that TXN guide? Shit was ASS. Markets like “they got chips doe”
Imagine being a semiconductor company in this AI crazy market and missing earnings LMAO (I full ported TXN calls)
Yeah at this point maybe I should be surprised TXN isn’t green lol
TXN is a solid one too. Also investing in fabs and are likely to be the ones making the lower end chips
Meanwhile the only semi company to report yesterday TXN is down bad 
Just vibes and chasing can go until a catalyst. yet again you think triple missing on ER would be a catalyst for TXN
TXN with the awful guidance and semis are rippinggg lol. wtf. Fundamentals literally do not matter. Just chase what other people chase but don’t be late
TXN with 6th consecutive declining quarter and it gets bid up instantly, no hope for bears
TXN dips, then rises over night?? On piss poor earnings??? What kind of shit
If NTFX could stop dragging the market up until after I sale my TXN puts I would really appreciate that.
How are my TXN calls looking?
TXN calls took all my NFLX call gains...
> ASML Q4 23 Earnings: Sees Q1 Net Sales Between EUR5-EUR5.5 Bln (est EUR6.23B) That’s a giant miss on guidance wtf? Are they always this far off? How do you guide down by a billion euros / 20% when TSM is saying chips have bottomed? TXN got ass blasted too
TXN did not have a good night did they
$TXN 8-15% under expectations on q1 revenue guidance. how is this garbage only down 3.6%? underwhelming guidance every time
Got some details. TXN says automotive revenue is going to sequentially decline, and guides down meaningfully (again). FIRST QUARTER FORECAST Sees revenue $3.45 billion to $3.75 billion, estimate $4.09 billion Sees EPS 96c to $1.16, estimate $1.42 FOURTH QUARTER RESULTS EPS $1.49 vs. $2.13 y/y Revenue $4.08 billion, -13% y/y, estimate $4.13 billion Analog revenue $3.12 billion, -12% y/y, estimate $3.07 billion Embedded processing revenue $752 million, -10% y/y, estimate $828.6 million Other revenue $205 million, -25% y/y, estimate $227.8 million R&D expenses $460 million, +6% y/y, estimate $465.4 million Operating profit $1.53 billion, -30% y/y, estimate $1.56 billion Capital expenditure $1.15 billion, +19% y/y, estimate $1.16 billion Cash and cash equivalents $2.96 billion, -2.8% y/y, estimate $2.33 billion COMMENTARY AND CONTEXT "During the quarter we experienced increasing weakness across industrial and a sequential decline in automotive" 4Q EPS included a 3 cent benefit that was not in the company's original guidance "We now expect our 2024 effective tax rate to be about 13%."
TXN fuk https://investor.ti.com/news-releases/news-release-details/ti-reports-q4-2023-and-2023-financial-results-and-shareholder
TXN down on earnings…. $SOXS gang wya
I think TXN scared the semis a touch which is why the QQQ party is muted on NFLX