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Posted by
Two Blokes Jul 1 -
Filed in
Stock
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Texas Instruments is a Buy due to a cyclical rebound in analog semiconductors, strong pricing power, and massive US reshoring investments. TXN's cost advantage from 300mm wafer technology and broad product portfolio justifies a premium valuation and supports robust margin expansion. Secular trends like electrification and industrial automation drive long-term demand, while low inventories and restocking signal a sustainable recovery.
