Texas Instruments (TXN)

Not doing well. Cars are their strong area, but cars will not be good, and comms are bad. A terrible last quarter. You can hold onto this.

He's frustrated with it, up only 2% year to date, and he's slightly under water it. This ranks 28th of his 31 tech holdings. The company moves slowly and far less nimble than its peers who are doing much better. It was downgraded today.

They deliver poor conference calls stressing things like too much inventory and not enough demand gives analysts little to work with. They trash their own company. Shares sell after these calls only to rebound.

They are the king of the analog chips, used from washing machines to TVs. Analog will always be around, though haven't participated much in AI> A stable stocks that pays around 2.8% $188 is his price target.

This is a conservative play in the tech market. It has a great franchise in the semi-conductor market. It is the king of the analog segment which is not as volatile on the pricing side. In the real world not everything is digital and analog chips are everywhere. Its chips manage power requirements, etc. as well as the micro-controls segment on the wireless side. In its its April 25th report it increased guidance as well as providing great top and bottom lines.