🎯 $TXN’s broad Q2 beat and above-consensus Q3 revenue floor reinforce the bullish semiconductor rotation. 📊 Q2 revenue reached $5.46B (+23% YoY; +13% sequentially), with EPS of $2.14 and net income of $1.98B. Analog revenue was $4.37B; operating profit was $2.31B. 📊 Q3 guidance: revenue of $5.65B-$6.15B and EPS of $2.23-$2.57. Free cash flow hit $2.74B vs. $1.82B expected, while capex was $514M vs. ~$676M expected. 🔥 Watch semiconductor follow-through after Micron’s ~12% gain. Industrial, data-center and automotive demand support the cycle; elevated yields, Fed uncertainty and concentrated tech earnings remain key volatility risks. #Semiconductors #Earnings #Technology #Markets
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