Texas Instruments (TXN) sold off after what Dan O'Brien called a "largely in-line" earnings report. His reason: more macro risk compared to Texas Instruments' chipmaking peers. However, Dan believes the company found a bottom when it comes to inventory drawdown. On his A.I. picks, he takes investors through names like ASML Holding (ASML), TSMC (TSM), Nvidia (NVDA), and Broadcom (AVGO).
The Watch List
23 Oct 2025
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