Charles Engel

My Anchor Holds — WYO Cowboys

[Charles Engel @CowboyTrader4]

$AGYS back above the 200

[Charles Engel @CowboyTrader4]

$TXN & $GLW strong names in a weak tape

[VenkatP @VenkatP1359]

$MU Just Entered the $NVDA
Math Zone

[Charles Engel @CowboyTrader4]

@rahmbotrades @pequityresearch $TXN should come down to 50, ~$288, like it there

[Charles Engel @CowboyTrader4]

I like the looks of $ADI coming down to the 50

[Charles Engel @CowboyTrader4]

@RenoHemonc @StockSavvyShay Issuing debt is not dilutive to shareholders

[Charles Engel @CowboyTrader4]

You will never make money in stocks by listening to someone else. Success comes from independent thinking.

[Charles Engel @CowboyTrader4]

$TXN +4.15% $NVDA is a customer of Texas Instruments, particularly for power-related semiconductors that support its GPUs. $TXN will benefit from $NVDA entering laptop market.

[Charles Engel @CowboyTrader4]

$TXN strong stock in a weak tape

[Charles Engel @CowboyTrader4]

$TXN YTD total return (with dividends): ≈ +79.00%

[TheValueist @TheValueist]

$TXN Texas Instruments: 300mm Recovery, the Data Center Pivot, and Investment Thesis.

Texas Instruments is transitioning out of its heaviest capital investment phase and into a period where that infrastructure spend begins to generate returns. The 300mm manufacturing expansion is the central strategic bet — it creates a structural cost advantage in analog semiconductors that is difficult for fabless or older-node competitors to replicate, and it positions TI to capture margin expansion as utilization rates climb through the recovery cycle.

The Silicon Labs acquisition adds revenue diversification and extends the product portfolio in ways that complement the core analog and embedded processing business. Integration execution will determine how much of that strategic value materializes, but the deal reflects a broader effort to reduce cyclical exposure and deepen customer relationships across industrial and IoT end markets.

The demand setup is favorable. Industrial recovery and AI data center power requirements are the two primary near-term drivers, and TI's analog portfolio is well-positioned for both. Power management and signal chain content in data center infrastructure is a high-value segment that benefits directly from AI buildout, and the industrial recovery — however uneven — adds volume support to the utilization story.

Free cash flow trajectory is strong, and the financial performance reflects a business moving in the right direction. The caution is in the valuation. TI trades at a multiple that prices in a successful harvesting of the infrastructure investment, continued end-market recovery, and sustained competitive advantage from the 300mm cost position. That's a reasonable long-term thesis, but it leaves limited room for cyclical disruption or execution friction in the near term.

Leadership under Haviv Ilan has maintained strategic consistency and operational discipline through a capital-intensive period that required patience from investors. The direct customer relationship model and internal supply control philosophy are genuine differentiators — they reduce channel inventory volatility and improve demand visibility relative to peers. That model takes years to build and is hard to replicate, which is an underappreciated aspect of TI's competitive moat.

The setup from here is a harvesting story. The infrastructure is in place, the end markets are recovering, and the cost advantages are structural. Execution risk is lower than it was during the build phase — the primary variable now is how quickly utilization and free cash flow conversion justify the current multiple.

[Charles Engel @CowboyTrader4]

$TXN +3.78% no problem with $300

[Charles Engel @CowboyTrader4]

I told myself if $ANET ever got back to $135 I would buy it ....

[Charles Engel @CowboyTrader4]

$GLW + 10.58%

First-quarter core sales grew 18% to $4.35 billion, and core EPS grew 30% to $0.70 versus Q1-2025.

$NVDA invested $500 via warrants

[Charles Engel @CowboyTrader4]

$TXN +2.07%

Free cash flow per share,
97% year-on-year increase (2025)

Data center revenue growing 90% YoY

$TXN makes analog chips (power management, signal conversion), which are essential for Ai

[Charles Engel @CowboyTrader4]

@VenkatP1359 Thank You for posting. I’m with you!

[Charles Engel @CowboyTrader4]

$TXN +3.28% today, let's see how it handles $300

data center revenue growing 90% YoY

[Charles Engel @CowboyTrader4]

@StonkValue It would take $RKLB 10+ years to catch up to Space X