Ticker brief
STM STMICROELECTRONICS NV-NY SHS
Technology · Semiconductors
last close
$49.38
1 day
-3.8%
14 days
-9.0%
mkt cap
$60.7B
signals 14d
25
authors 14d
20
crowd 14d
+0.0σ
Options inteloptions-surface reads · latest available day per source
| metric | reading | context |
|---|---|---|
| IV — ATM 30d | 66% rich · 82 pctile own 1y | IV/HV 0.78× (as of 2026-08-06) |
| Skew — 25Δ RR 30d | -0.025 51 pctile own 1y | balanced vs own range |
| Net dealer OI (NDOI) | +0.90 elevated | 5-session Δ +0.05 (as of 2026-07-06) |
| OI alarm | quiet | last alarm 2026-06-12 (z=2.1) |
Sentiment — last 14 days
daily mean sentiment, 2026-08-14 → 2026-08-27 · now +0.00 (−1 bearish … +1 bullish)
Who spoke20
| author | grade | trader score | signals | mean sent |
|---|---|---|---|---|
| @alphacharts | B | -3.11 | 3 | +0.18 |
| @WOLF_Financial | C | -0.10 | 2 | +0.32 |
| @PythiaR | A | -0.07 | 2 | -0.12 |
| @RYANHINGSHING | A | -0.48 | 2 | +0.45 |
| @DrNHJ | B | +0.50 | 1 | +0.00 |
| @SixSigmaCapital | B | -0.40 | 1 | +0.20 |
| @ramahluwalia | A | -2.45 | 1 | -0.30 |
| @AlphaScout360 | C | -4.45 | 1 | +0.55 |
| @Frenchie_ | B | +0.21 | 1 | +0.70 |
| @Speculator_io | B | +0.14 | 1 | +0.20 |
| @ArtofSpecuycky | B | +0.68 | 1 | +0.50 |
| @dnystedt | B | -1.58 | 1 | +0.35 |
| @VanIsleInvestor | B | +1.88 | 1 | +0.55 |
| @ftr_investors | C | -0.61 | 1 | +0.35 |
| @Kaizen_Investor | B | -2.09 | 1 | +0.45 |
| @BeuvingJordy | B | +2.41 | 1 | +0.35 |
| @MitchMartan98 | C | -0.69 | 1 | +0.45 |
| @EmmanuelInvest | C | -1.11 | 1 | +0.40 |
| @DeepDive_KR | B | -0.64 | 1 | +0.25 |
| @jfsrev | C | +0.17 | 1 | +0.00 |
Recent signals25of 25 in 14d — receipts included
| date (PT) | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|
| 2026-08-27 | @jfsrev | +0.00 | Lists post-NVDA-earnings premarket movers by industry without direction or values. | -3.8% | tweet ↗ |
| 2026-08-26 | @DeepDive_KR | +0.25 | Builds an 800VDC infrastructure-beneficiary basket and names FLEX as the author's favorite. | -0.6% | tweet ↗ |
| 2026-08-25 | @alphacharts | +0.30 | Summarizes Duquesne's largest 13F additions; output limited to six tickers. | -0.2% | tweet ↗ |
| 2026-08-24 | @EmmanuelInvest | +0.40 | Reports a four-year STMicroelectronics-NUS research lab for low-power edge-AI hardware. | +0.1% | tweet ↗ |
| 2026-08-21 | @RYANHINGSHING | +0.40 | Goldman chart shows power semis, analog chips and wafers shifting from oversupply toward tight supply. | -2.3% | tweet ↗ |
| 2026-08-21 | @MitchMartan98 | +0.45 | Calls STM interesting and worth researching while citing notable investor ownership | -2.3% | tweet ↗ |
| 2026-08-21 | @RYANHINGSHING | +0.50 | Expects Q3 improvement in overseas power semiconductors as shortages spread and prices rise. | -2.3% | tweet ↗ |
| 2026-08-21 | @BeuvingJordy | +0.35 | STMicroelectronics reportedly plans a third 2026 price increase as lead times reach 52 weeks. | -2.3% | tweet ↗ |
| 2026-08-20 | @Kaizen_Investor | +0.45 | Sees similar NVTS risk-reward but favors STM as a safer, lower-direct-exposure alternative. | -1.1% | tweet ↗ |
| 2026-08-19 | @PythiaR | -0.35 | Discloses portfolio weights and underwater META and STM LEAP positions with March expiry. | -2.0% | tweet ↗ |
| 2026-08-19 | @PythiaR | +0.10 | Reports a 67% YTD gain and current 40% active-stock versus 60% hedged S&P allocation. | -2.0% | tweet ↗ |
| 2026-08-19 | @ftr_investors | +0.35 | Ranks stocks by projected 2027 EPS growth; output is capped to the first six names. | -2.0% | tweet ↗ |
| 2026-08-18 | @alphacharts | +0.00 | Presents an AI-trade chart basket without a visible directional conclusion. | -5.5% | tweet ↗ |
| 2026-08-18 | @VanIsleInvestor | +0.55 | Jamie Murray names three top picks with explicit targets and discloses personal and firm ownership. | -5.5% | tweet ↗ |
| 2026-08-17 | @dnystedt | +0.35 | AI demand is driving 10–15% power-chip price hikes and higher-end SiC/GaN component demand. | -11.5% | tweet ↗ |
| 2026-08-17 | @ArtofSpecuycky | +0.50 | Interprets Druckenmiller's Q2 13F as rotation from mature AI hardware winners toward cloud monetization. | -11.5% | tweet ↗ |
| 2026-08-17 | @Speculator_io | +0.20 | Lists named partners for Nvidia's next-generation 800VDC architecture rolling out this year. | -11.5% | tweet ↗ |
| 2026-08-17 | @WOLF_Financial | +0.45 | Compares Druckenmiller and Tepper quarterly portfolio changes. | -11.5% | tweet ↗ |
| 2026-08-17 | @Frenchie_ | +0.70 | Bullish STM thesis cites 13F accumulation and underappreciated PIC100 economics. | -11.5% | tweet ↗ |
| 2026-08-16 | @AlphaScout360 | +0.55 | Uses STM's moving-average trend as an example of a trend worth owning. | -9.0% | tweet ↗ |
| 2026-08-15 | @WOLF_Financial | +0.20 | Lists top Q2 holdings for Stanley Druckenmiller and Gavin Baker. | -9.0% | tweet ↗ |
| 2026-08-15 | @ramahluwalia | -0.30 | Rejects the case for STM while expressing understanding of the Reddit thesis. | -9.0% | tweet ↗ |
| 2026-08-15 | @SixSigmaCapital | +0.20 | Places STM on a watchlist and notes another investor's Reddit holding. | -9.0% | tweet ↗ |
| 2026-08-14 | @alphacharts | +0.25 | Reports STM as Druckenmiller's third-largest position alongside a weekly chart. | -9.0% | tweet ↗ |
| 2026-08-14 | @DrNHJ | +0.00 | Summarizes Situational Awareness's Q2 13F, including top holdings, buys, sales, and new positions. | -9.0% | tweet ↗ |
“Since then” = price move from the close on the signal's date (PT) to the latest close — what happened after they said it, not a backtest. A — means no trading session has closed since the signal yet. Sentiment is our extracted per-tweet score, −1…+1.