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Example comment: Competition will squeeze AMZN's operating margins from 4% to 2% meaning a 10% hit to the stock according to Trefis.
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Texas Instruments Logo
  • commented 11 months ago
  • tags: BRCM TXN QCOM INTC NVDA
  • Above analysis is over broad, neglecting the fact that TXN has a very large number of products. This creates problems for Trefis (and likely TXN management) to measure effectively. This creates a second order problem for TXN to trim overhead or invest in new markets or to double down on key current products. The market hates uncertainty and therefore discounts the stock. [ less... ]
    Above analysis is over broad, neglecting the fact that TXN has a very large number of products. This creates problems for Trefis (and likely TXN management) to measure effectively. This creates a second order problem for TXN to trim overhead or invest in new markets or to double down on key current products. The market hates uncertainty and therefore discounts the stock.
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