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Unclestocknotes @Unclestocknotes · May 17
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Balder @Balder13946731 · May 9
模拟芯片的价格出现上调，利好 $TXN

说实话 $TXN 也涨挺多的，但是 $TXN IV 低，周一有机会可以看看。

Omer Cheema: Further price hikes from Texas Intruments. $TXN

Second round of price increase from analog and power companies is happening.

TraderGoku @tradergokux · May 3
$TXN 德州仪器
- 月线突破接近6年的超长盘整周期
- 日线Power earning gap up
- Microcontrollers 可能即将出现短缺

Balder @Balder13946731 · Apr 27
$QCOM 确实生产CPU，但是其主要是端侧以及 $ARM 架构的CPU而非 $AMD $INTC 这种数据中心的CPU。上周上涨的主要原因是其重新开启数据中心CPU生产的消息面推动的。

其财报为4/29，其主要交易的sweet point在于其IV很低（50%），一旦轧空上涨期权的获利空间很大。虽然近期有一些半导体财报（$TXN ）出现了大幅上涨，但是 $QCOM 在过去7次财报均出现了下跌，所以最好不要直接做多其期权。
Dividendology @dividendology · Apr 23
$TXN now up 60% in the last month.

TXN was early to the capex spending game-

And the market has started to realize it's paying off.

I'm up around 90% on my $TXN position. Who else owns this dividend grower?
Dividendology @dividendology · Apr 23
$TXN is up 15.48% on the day!

This has been a very underappreciated stocks over the last few years.

They were very early to the capex spending game-

But it looks like it's paying off.
Dividendology @dividendology · Apr 11
It took $TXN 17 years to recover from the dot-com bubble.

Zero share price growth for 17 years-

But the dividend grew by +2,388% during this time.

Dividend growth matters.
Dividendology @dividendology · Apr 11
RT Dividendology
It took $TXN 17 years to recover from the dot-com bubble.

Zero share price growth for 17 years-

But the dividend grew by +2,388% during this time.

Dividend growth matters.
Unclestocknotes @Unclestocknotes · Jan 27
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Dividendology @dividendology · Jan 27
$TXN Texas Instruments is now up nearly 9% in after hour trading after releasing their earnings report.

It looks like their period of elevated capex spending is set to pay off!
Dividendology @dividendology · Jan 26
Earnings season is ramping up.

Here's what I'll be watching closely this week:

Tuesday: $UPS $TXN
Wednesday: $ASML $T $SBUX $MSFT $META $WM
Thursday: $MA $CAT $MO $AAPL $V
Friday: $AXP $VZ $CN $CVX $XOM

Which are you watching closest?