Close Menu
    Wall Street

    The Analog Chip Trade: Texas Instruments to 2 Trillion


    Nobody is talking about the ANALOG chip trade.

    Everyone's chasing MU and INTC. Analog hasn't moved just as much yet.

    Even if you cut Aschenbrenner's "Situational Awareness" numbers in half, call it $1-2T annual AI capex by 2030 that's still 10x today and the biggest industrial buildout since WWII. Every cluster of compute needs analog chips. TXN is the leader with domestic manufacturing which is HUGE on the race to AGI / ASI. The national security establishment will require us to be in total control of compute + manufacturing.

    National security — $60B domestic fab buildout. 80% in house US manufacturing. The government will mandate domestic AI chips. We've already seen it with Trump's INTC deal. TXN's fabs are operational. Nobody else is.

    AI — Nvidia co designed the 800V power architecture for next-gen racks with TXN directly. Every H100 cluster needs TXN to function. Data center is 9% of revenue growing 70% YoY. Going to $1T training clusters by 2030. None of it works without analog.

    Nuclear — Trump signed 4 nuclear EOs in May 2025 and EO 14318 fast-tracking data center permitting in July. Microsoft restarting Three Mile Island. Amazon $20B at Susquehanna. Meta RFP for 1-4GW. Every reactor + every grid converter + every datacenter = TXN chips at every node.

    Space — When you buy SpaceX at $2T at IPO, you're paying for orbital AI infrastructure that hasn't been built yet. When you buy TXN, you're buying the company that supplies every dollar of analog content inside every satellite including the orbital AI compute buildout.

    $60k stock. Deploying $40k LEAPs. Tell me why I'm wrong.

    https://i.redd.it/ov4av97ypr0h1.png

    Posted by samvarr

    33 Comments

    3. mrtomd on

      TXN is a very conservative stock. If you are interested in analog electronics, check ADI, NXPI, IFNNY as well. Given how well MU went up, I wonder how much more MPWR will pump.

    7. NectarineNegative769 on

      It’s up 60% ytd. This post might be correct but is it too late?

    8. discombobulantics on

      Stock: all time high
      Market cap: 270b
      OP: 2 TRILLION TARGET!!
      Lmao get on X dude this kind of thing does better there

    10. intelhb on

      You’re not wrong. You’re early, which means that unless you have the guts to stomach a possible 30% drop over the next 18-20 months you may want to reconsider.

    11. Wowmuchrya on

      Txn is a good buy and pays a nice dividend, but this is historically extremely elevated for it.

      It will see 200 at some point again in the next year.

    12. Late-Independent3328 on

      Why are you pumping it to wsb regards, I have been quietly staking analog chip up both in US and in EU

    16. Altruistic-Key4003 on

      Started buying at the start of the year have a 198 average. Thanks for fucking it up for me.

    17. izelkay on

      As someone that used to work at TI, you’re out of your mind if you think it’s going to 2T anytime soon lol

    18. robmafia on

      >TXN’s fabs are operational. Nobody else is.

      there are other fabs in the usa, genius. eg, glofo.

    19. EmergencyMelodic1052 on

      The crazy part is the thing probably will hit 2 trillion Market cap. We got Micron that was $60 two months ago that’s like $800 today. Because of a supposed shortage that’ll be fixed in a year or two.? It’s literally just a pump and dump free for all f*** around

    21. Lower_Group_1171 on

      Texas Instruments fabs are like 45mm and 60nm. Not really vital to national security. Intc can produce vastly superior embedded chips on their 14nm nodes. 

      I think they’re overvalued just because “chips”

    23. ecstaticindian on

      Well keep going like this and one day who knows you might take Wendy’s to $2T too

    29. Jealous_Archer_4522 on

      *2 Trillion? Not with a name like Texas Instruments. Just change your name to Texas Ai and bingo you hit 2 trillion plus in a week.*

    30. Dependent-Tennis-895 on

      The only thing you didn’t mention is that every drumkit in recording studios needs analog chips for audio processing too lol, but for real this DD makes sense

    31. intelligentx5 on

      TI is like the geriatric equivalent of a company in semis. It’s not going to $2T

    33. Adventurous_Bar_9008 on

      lol for 17k you could’ve bought 2 contracts of the $250 calls expiring Jan 2028.

      Take your $700 gains and do that instead of blocking 59k incase it doesn’t work out

    Leave A Reply