TSEM / Tower Semiconductor Ltd.
Recommendation history
Tower Semiconductor Ltd. (TSEM) is tracked from 2026-01-01 through 2026-10-28: 3 bank grades and 1 YouTuber call. Simulated return uses the mention-day close against the latest close. Buys use the price change. Sells and shorts invert it. Holds show the price move and are not a new lot. This is not an investable portfolio return. Latest stored close: 189.08 on 2026-10-27.
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| Date | Source name | Stance | Entry close | Latest close | Paper return | Source |
|---|---|---|---|---|---|---|
Overweight · 首次 · Initiated | 看好 · Buy | 223.28 | 189.08 | -15.32% | Yahoo Finance · provider | |
Buy · 首次 · Initiated | 看好 · Buy | 252.49 | 189.08 | -25.11% | Yahoo Finance · provider | |
「Tower Semiconductor, ticker TSEM, at 2.9% of my portfolio.」Ace 持有它，並稱它是矽光子 PIC 的主要晶圓代工廠，在 1.6T 可插拔光模組代工中擁有 85% 的市佔率；客戶包括 NVIDIA、Zhongxu International、Coherent 和 Marvell。他又說「SOI 和… | 持有 · Hold | 273.98 2026-05-15 | 189.08 | -30.99% | Video | |
Equal-Weight · 維持 · Maintained | 持有 · Hold | 128.74 | 189.08 | +46.87% | Yahoo Finance · provider |