$STM
6 analysts · 18 calls · currently 16 long / 2 exit on latest signals
Who's calling STM
| Analyst | Calls | Latest | Accuracy Overall |
|---|---|---|---|
 @frenchie_ Frenchie | 3 | LONGaccumulating7 Jul 2026 | 43% -0.8% SPY |
Latest calls — last 30 days
Unprofitable (2)
The analyst is long since January in several key suppliers to humanoid robot hands, expecting these companies to benefit significantly if humanoid robots scale.
The analyst identifies five semiconductor and connectivity companies as promising investments with a long-term horizon to 2030, highlighting their strategic positions and growth potential in AI and related technologies.
Open (1)
The analyst rebalanced early from 2CRSI to STM, closing the remaining 2CRSI position, kept 50% of SOI, and plans to possibly adjust the EXA position soon after the cancelled deal. Exosens is discussed positively but no explicit position change stated.
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