STMicroelectronics Stock Forum

1) There’s plenty of bad news within $Intel(INTC.US)$ 's report, and recent news/reports about competitors ( $Taiwan Semiconductor(TSM.US)$ 's A16 commentary, reported demand for $NVIDIA(NVDA.US)$ 's Arm-powered GB200, reported IPC gains for $Advanced Micro Devices(AMD.US)$ 's Zen 5) don’t help matters either. But with the EV down to ~$170B, maybe we’re at the point where the stock could work again on an SOTP basis, at least for a trade, given the value of Intel’s assets/IP, som...

$STMicroelectronics(STM.US)$ the earnings missed badly, a diseaster

$STMicroelectronics(STM.US)$ Looks promising to get to $50

Who are are they ?
$Cirrus Logic(CRUS.US)$ Kioxia Japan $Texas Instruments(TXN.US)$$NXP Semiconductors(NXPI.US)$$Broadcom(AVGO.US)$ Skhynix Korea $RENESAS ELECTRONICS CORP(RNECF.US)$$STMicroelectronics(STM.US)$ Bosch $Skyworks Solutions(SWKS.US)$$Qualcomm(QCOM.US)$$Qorvo(QRVO.US)$