$TSEM
Tower Semiconductor LtdHow his view evolved
Every substantive take he's posted on $TSEM, newest first — each labelled with the stance he expressed at the time.
- Jun 5, 2026Bullishconviction 3/4
@Jornka329996 Are you high, I posted about $XFAB this week. Their silicon photonics platform with $NVDA and $NOK scales h2 2027 / 2028. I think it’s a heavily derisked precommercial long that looks like the next $TSEM. With upside from SiC/GaN. Just needs time.
View on X → - Jun 2, 2026Bullish
Tbh $XFAB lowkey reminds me of early $TSEM. Just sub <$2B MC. You basically never find a company with $NVDA and $NOK actively validating your pre-commercial silicon photonics foundry… (photonixFAB) While getting CHIPS act/Gov grants to subsidize capex. While leading the
View on X → - May 13, 2026Bullishconviction 3/4
Just in case you were wondering $TSEM reported extra prepayment ($290M) to secure capacity. Downstream foundry capacity squeeze directly translates to an immense demand for raw substrates upstream with $SOI (more revenue). My optical picks are very interconnected. https://t.co/4vIAvS1jOl https://t.co/uvWDOU39qQ
View on X → - May 13, 2026Bullishconviction 4/4
And exactly 2 months later. $TSEM is trading at $250+ post earnings. The vast majority of my picks keep making ATHs every day after there’s more time for the thesis to play out. Did you listen anon? https://t.co/rGXFKwPC51 https://t.co/mCZ13pcuJ4
View on X → - Apr 28, 2026Bullish
This has gotta be the dumbest selloff reason… someone could have provided? I am 99% sure names like $AAOI or $TSEM couldn’t care less about one internal leak of OpenAI’s high flying goals. But algorithms go reeee when they see mainstream media narratives like this. Perfect https://t.co/HvV0FOiiX4
View on X → - Apr 25, 2026Bullishconviction 3/4
Uh chat... is my timing insane or what? Names like $TSEM are flat all year, I go long, then it doubles. The moment I go long on $AEHR, it almost triples. People are starting to think I'm the catalyst because this keeps happening over and over... lol this is a $22B+ company. https://t.co/XPuYyZOShB https://t.co/MhEQmNgAek
View on X → - Apr 17, 2026Bullishconviction 4/4
Genuinely thanks for nice comments. I share my ideas for free in the end though since I want to help out the retail community. $TSEM hit triple digit return... so that's 16 different names YTD. So my YTD hit 1525%+ as a result. Just to recap all the endless abuse and https://t.co/0SZMdRyQ0F https://t.co/xOLl9GEpYk
View on X → - Apr 17, 2026Bullishconviction 4/4
Wow, my 16th 100%+ return this year alone: $TSEM ($113 -> $226). Timeline: 40 days. Told you all it was possible for retail to frontrun institutions. https://t.co/ttbgTK1C5N https://t.co/mCZ13pcuJ4
View on X → - Apr 6, 2026Bullishconviction 3/4
I still find it funny $TSEM was flat the entire year to date. I go long and now it’s close to doubling in 3 weeks. This is a $22B+ stock BTW (close to $NBIS size). Maybe institutions started copy trading? https://t.co/kUqw9b6Ksk https://t.co/mCZ13pcuJ4
View on X → - Apr 6, 2026Bullishconviction 3/4
Please stop trying to model 2025-2026 revenue for future CPO/SiPH ramp… When I looked at $TSEM back at ~$115 last month (round to $200 now). The forward p/e compressed to rates like ~16-18 (down to 10-12 in growth scenarios) Same applies to $AEHR / $SIVE / $SOI /Win Semi and https://t.co/B9kucoJVwm
View on X → - Mar 30, 2026Bullishconviction 3/4
There’s clearly some market outperformers despite index’s and mega caps from $META / $MSFT crashing. This probably signals institutions rotation or an extremely strong up and coming sector. The obvious one is into CPO/ELS supply chains. My personal picks were: $TSEM / Win https://t.co/qxtCZscaYV https://t.co/LI3YQcxgXZ
View on X → - Mar 25, 2026Bullishconviction 3/4
@degentradingLSD I wouldn't say it's speculative. Hyperscalers have orders completely booked until 2028 from $LITE to $COHR. Even $TSEM has 70% of their capacity booked and it's low fwd ~20 P/E 2028. CW/CPO more speculative for photonics, not the pluggable optical transceivers cycle. But
View on X → - Mar 25, 2026Bullishconviction 3/4
Bro how is a $20B+ company like $TSEM up 63%… 2 weeks after I go long? The company was stagnant for like 3 months until my post. https://t.co/fTYqm8ew03 https://t.co/mCZ13pcuJ4
View on X → - Mar 20, 2026Bullish
@setthundred Whole market is down from macro, including $SOI. Unfortunately if your name isn’t $TSEM, names don’t go green every day. SOI substrate thesis doesn’t change based on short term macro drops
View on X → - Mar 20, 2026Bullishconviction 3/4
@moderndayvenom I’d send it into silicon photonics/CPO since we know it’s coming from OFC and $NVDA GTC. Names like $TSEM, $SIVE, $SOI were my favorite three higher conviction ones. Then I’d diversify a bit, maybe $RDDT as a long as of today’s prices. And $AAOI for current transceiver cycles.
View on X → - Mar 19, 2026Bullishconviction 4/4
@Kevin1151268 LOL, pls don’t full port it into names I mention. That being said $TSEM is high conviction long term, I’m personally comfortable holding over two years and just forgetting about it. That’s probably a better strategy imo
View on X → - Mar 19, 2026Bullishconviction 3/4
I’m sorry everyone… I thought $TSEM was a steady compounder over time like $TSM but it’s going up 17% a day? https://t.co/QXWW7cgIXP https://t.co/mCZ13pcuJ4
View on X → - Mar 19, 2026Bullishconviction 3/4
$TSEM and the Photonics Supercycle… Doesn’t like they’re bothered with Iran or Silver and Gold crashing? Almost every name from $AAOI, $COHR, $SIVE, to $LITE is green. This is what happens when capacity is sold out for the next few years or it’s in the center of scaling the https://t.co/SnM2t9V3ng
View on X → - Mar 17, 2026Bullishconviction 3/4
@N27gd I tend to like semi-monopolies... So $AXTI and $SOI on substrate level are probably kinda my favorites? $TSEM and $COHR were my two steady compounders. As for highest upside, I do think $SIVE takes the crown as the next potential $LITE. Maybe $AAOI second place. And $AXTI
View on X → - Mar 17, 2026Bullish
@GOATTRADER5184 So my personal picks out of the bunch were: $SIVE, $TSEM, $AEHR, $SOI. I like try and pick winners. As for current cycle it's: $AXTI, $LITE, $COHR, $AAOI, $IQE
View on X → - Mar 16, 2026Bullishconviction 3/4
My top two picks for CPO & Silicon Photonics: 1. $SOI is up 7.05% 2. $TSEM is up 11.03% In just one day. Names like tower are large $15 Billion+ foundries for photonics. While names like Soitec are multi-billion dollar substrate companies. Markets really seem to like my https://t.co/eDBqqi9YPR https://t.co/mCZ13pcuJ4
View on X → - Mar 16, 2026Bullishconviction 3/4
@Ricky_Macchiato $TSEM and $SIVE are my two new choices. $NBIS is my #1 Neocloud sector long.
View on X → - Mar 16, 2026Bullish
@MattReno264555 My personal new ones were Soitec ( $SOI ) for silicon photonics substrates and $SIVE as the next $LITE for CPO/Silicon photonics. As well as $TSEM as the $TSM for photonics This past week.
View on X → - Mar 13, 2026Bullishconviction 3/4
I've been the first few to cover many supply chain photonic names. Most are up 100-400%+ since I've posted. Here's the TLDR overview of my thesis posts: “Safest” Longs as of Today: - $TSEM (Tower Semi) - $SOI (Soitec) - $COHR - Defensible compounders over time. Soitec - https://t.co/v26IDBGtUA
View on X → - Mar 13, 2026Bullishconviction 3/4
There’s $TSEM, my safer photonics compounder. Then there’s my race horse on steroids, with a rocket ship attached: $AXTI. My positions are up over 550%+. And AXT is up another 10.38% today. $NVDA returns got left in the dust, as identifying AXT as the InP bottleneck few https://t.co/gJx7FQR2mn https://t.co/WsnAVdx9RK
View on X → - Mar 13, 2026Bullishconviction 3/4
$TSEM does not concern itself with the rest of the market. Tower semi is one of my favorite photonic names, as a safer $TSM like compounder. For the new paradigm of AI. Up 5.8% today. https://t.co/UcH1K6C4UI https://t.co/mCZ13pcuJ4
View on X → - Mar 12, 2026Bullish
@csapagyi “Priced in”. Meanwhile $TSEM is chilling at -1.89% YTD. Lot of retail are earlier than institutions. $AXTI was the perfect example before it went up 4x in the past three months. Don’t quite think so with niche upstream suppliers like $SOI and $TSEM but likely yes to $LITE and
View on X → - Mar 12, 2026Bullish
@zephyr_z9 True, but $TSEM is more pure play to photonics ramp than $TSM, and at 1/100th the valuation. Arguably leads to faster re-rating potential
View on X → - Mar 11, 2026Bullishconviction 3/4
@PhotonCap Oh yeah I like $TSEM. I think it could get rerated to $35B MC which is like 2.5x from here. Feels like a matter of time, maybe another year and a half?
View on X → - Mar 11, 2026Bullish
@PhotonCap Yep I really liked $TSEM. I try to make things understandable for readers by drawing comparisons to things they know like $TSM. Tons of jargon out there
View on X → - Mar 11, 2026Bullishconviction 3/4
@AtlasShrug1 I prefer $SOI as well, much higher upside. However, $TSEM is much larger player but I see it being very de-risked from both backlogged capacity + $NVDA. And I do see this strongly compounding over the next two years so I went long around here.
View on X → - Mar 11, 2026Bullishconviction 4/4
I'm long $TSEM, the $TSM of photonics. My top two picks for CPO are $SOI and Tower Semi. Given the $NVDA GTC catalyst on new photonic related architecture next week: I expect Tower Semi to get a huge catalyst. Nvidia laready directly collaborated with Tower to scale 1.6T https://t.co/Au3HYKNm7V
View on X →