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Price
$66.78
USD
Day
+2.3%
YTD
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Research feed
Latest imported research note for this ticker.
longwatchmenhguin, aleabitoreddit
Imported thesis
CEO Lip Bu Tan turnaround is real (Terafab, Fab 34 buyback, 18A ramp) and structural CPU supply shortage gives pricing power with 10-20% server CPU hikes since March and further increases planned for H2 2026.
Imported reasoning
Turnaround catalysts are compelling but stock at $68 is 30-45% above consensus analyst PTs ($47-52) with RSI 81.5. Need meaningful pullback before entry makes sense.
Last imported
Apr 23, 12:30 p.m.
Source report
2026-04-23_midday.md
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Watchlist notes
Public watchlist context and imported research metadata.
Thesis
CEO Lip Bu Tan turnaround is real (Terafab, Fab 34 buyback, 18A ramp) and structural CPU supply shortage gives pricing power with 10-20% server CPU hikes since March and further increases planned for H2 2026.
Sleeve
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Consensus PT (USD)
$70.00
Holdings
No holdings recorded for this ticker.