Tower Semiconductor: I'm Doubling Down, This Is Still A Sell
2026-06-19 11:16:46 ET
Investment Thesis
I know I’m going to get some flak for this but I still think Tower Semiconductor ( TSEM ) is a Sell. I was perhaps early calling it this back in December last year. Who could have foreseen that every single company with even a slight impact on bottlenecks in data centers would surge like this? I called it overvalued back then at 68x FWD P/E, I’m going to call it overvalued now too an 85x P/E ....
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Tower Semiconductor: I'm Doubling Down, This Is Still A SellNASDAQ: TSEM
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